Money
Monthly accounts · Simple filing
Only two folders. One monthly check.
Save your purchase evidence and sent customer invoices in their month. ZOID checks purchases for missing details; outgoing invoices always remain separate from expenses.
Purchase receipts and expenses
Supplier invoices, fuel, hire, materials and other genuine business costs. No further categories.
Sent invoices
Customer invoice copies only. Generating an invoice does not prove it was sent — use the highlighted confirmation in Invoices.
Checking Dropbox location…
Important: the current Dropbox connection is read-only. PARTECH can review uploaded supplier evidence but cannot yet automatically place newly generated PDF invoices or reconciliation reports into Dropbox. Accountant queries and reconciliation folders are intentionally not scanned as purchases.
ZOID · Guided review
What needs your attention?
Separate routine approvals from genuine questions. Review selected receipts, save follow-ups and check for business costs that may not have been recorded.
Open ZOID accounts reviewZOID can make mistakes. Check original evidence and tax treatment before confirming.
Read new documents or run reconciliation
ZOID · ACCOUNTS INTELLIGENCE
One button. Everything checked.
ZOID checks existing PARTECH invoices and payments, imports and reads new Dropbox documents, rechecks missing dates, and matches bank records only where the evidence is exact. Anything uncertain is shown below for review.
This may use ZOID AI credits. Keep this screen open while it processes. Nothing is auto-submitted to HMRC, no VAT claim is approved, and no duplicate income or expense is posted.
PARTECH Accounts Review
If you request an assisted check, you can authorise the PARTECH accounts team to view unmatched items and prepare questions. You remain in control of your accounts and can revoke access at any time.
This is a permission setting, not a subscription purchase or a guarantee of a scheduled monthly review. Reviews are a separate managed service.
Review permissions are loading. Your records are private by default.
You can continue to manage your finances yourself. Open bank reconciliation.
ZOID prepares suggestions. Unmatched bank transactions, payroll documents and VAT evidence stay separate until reviewed. No automatic HMRC submissions.