Know exactly where your limited company stands.

And see your personal tax position alongside your company position in one clear simple view.

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Turnover

£187,476.50

− £82,089.00 allowable expenses

Safe to distribute now

£49,670.72

After Corporation Tax, less £32,094.00 already extracted

Corporation Tax

£23,622.78

26.50% marginal · due 01 Mar 2027

Distribution headroom before the 35.75% dividend rate

Taken so far: £32,094.00Before 35.75% rate: £3,767 headroom

Ask SoleDirector anything. It lives in your numbers.

It explains everything simply, it suggests questions you can ask based on your numbers, and when a question has more than one right answer, it compares and explains your options instead of just picking one for you.

You're approaching the VAT threshold: £81,400 turnover over the last 12 months against a £90,000 limit. If you go over it, you'd need to register and start charging VAT. You're not there yet, I'll keep watching it.

Can I claim my laptop if I use it for work and personal stuff?

Yes, but only the work portion. If you use it about 70% for work, you'd claim 70% of the cost. Tell me the split and the price, and I'll log it correctly.

"If I want an extra £10,000 out of the company before year end, is it better to take it as salary, dividend, or a pension contribution?"

Option	Total tax	Cash you'd get
Salary	£2,822	£10,000
Dividend	£3,740	£10,000
Pension contributionStays in your pension, not your bank account	£1,833	£0

Bottom line: for £10,000 spendable now, salary works out about £918 cheaper in tax than a dividend. Pension saves the most tax of all, but that money doesn't reach your bank account.

Company & personal, together

Two tax positions. One screen, always in sync.

Your company's VAT, Corporation Tax and what's safe to distribute sit right next to your own Self Assessment and dividend headroom, so you're never piecing the picture together from two separate places.

✓Company deadlines and your personal Self Assessment dates, tracked side by side
✓See exactly what's safe to draw before you'd tip into the higher rate
✓Company accounting year and your personal tax year, both current, both in view
✓No spreadsheet bridging the gap between the business and you

Side by side view of The Company (accounting year, VAT registration, Corporation Tax due, invoices outstanding) and You, Personally (payment on account and Self Assessment filing dates, higher rate band headroom, estimated Self Assessment bill), plus a full Company Tax Overview and Personal Income & Tax Summary below

How it works

From your first receipt to your next tax bill.

Add your data, your way

Describe a transaction to the AI, import a bank statement, or photograph a receipt. Whichever's easiest, it ends up recorded and categorised the same way.

Watch it update live

The moment data lands, your Corporation Tax position, take-home pay and dividend headroom recalculate. Company year and personal tax year, in one view.

Invoice and get paid

Send an invoice, see when it's viewed, and when it's marked paid the transaction is recorded automatically. No double entry.

Let it watch for you

VAT threshold tracking runs by default. Set your company details once, and filing dates and thresholds get monitored without you checking.

Spending, broken down

See exactly where the money's going, before it becomes a habit.

Every expense is categorised as it's added, so you always know your biggest cost without digging through a spreadsheet. And when spend gets concentrated in one place, the Genie notices the pattern and flags it before you have to ask.