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Accounting Integrations

Financials panel in cockpit

Overview

H4
N
Northgate Joinery Ltd
CH 11482093 · Incorporated 2014 · SIC 16230 · Leeds
B
Avg credits
£41.3k
DSCR
1.62×
Bureau
742
Directors
2

Signals

Checklist

  • Connect Xero, QuickBooks, FreeAgent or Sage through one aggregator (Codat, or direct OAuth if coverage is enough)
  • Pull two years of P&L, balance sheet, aged debtors and VAT returns; refresh monthly on live loans
  • Normalised statements so underwriting ratios are identical whichever package the borrower uses
  • Ratios in the cockpit
  • Mismatch alert when accounting turnover and bank credits diverge by more than a set %
  • Only offered above a ticket threshold (default £100k) so small loans stay zero-friction