Monthly packs
Loading your workspaces…
Sign in to SHVL to continue with monthly packs.
Start with your company and month
No accounting or mailbox connection is needed to start.
Choose a monthly pack
Your monthly packs
Start this month
Unfinished changes
Your browser kept edits for this pack. Restore them to continue or download a copy before discarding them.
Review invoice PDFs as a batch
Select up to 20 PDFs. Text is read in this browser. Check every field and choose the target month before saving; no invoice is created by extraction alone.
10 MB and 40 pages per file. Scanned or encrypted PDFs need manual entry. Edited details can be recovered in this browser, but original files must be reselected after a reload.
Read-only bank connection
Choose accounts after bank consent. Collection stays separate until you review and import company activity. Personal purchases stay in a separate evidence stage and are not imported as company bank activity. Keep original payment evidence for separately reviewed personal costs.
Checking bank connection availability…
Bank and card availability depends on provider support and entitlement. Current balances do not establish historical openings or closings. Disconnect stops SHVL collection; manage bank consent in your bank as well.
Your saved records remain available to view and download. An active plan is needed to add files or edit this pack.
Unsaved changes. Review and export use the saved pack.
Balance sheet
Statement settings
Costs & activity
Your existing records, payments and outstanding checks in one place.
Pack details
Month boundaries are UTC. Cash activity and proposed month-end balances are workpapers for review, not statutory accounts or a tax return. Supplier invoices support payments and are not counted again as expenses.
Sources and account coverage
Import original GBP bank and Stripe CSV files. Record each account's full period and balances, including accounts with no activity. A report with no rows still needs confirmed coverage.
Retained monthly-pack originals do not expire automatically. Earlier originals remain available after an import is replaced.
Original evidence
Keep statements, reports, invoices and original emails together. Files are scanned before download. Email files are downloaded without displaying their contents.
PDF, JPEG, PNG, CSV, JSON and EML, up to 10 MB each, within your workspace storage allowance. Only workspace members and people granted access to this pack can download its cleared originals. Workspace membership grants wider access than a pack review link.
Transactions
Original source values stay intact. Classifications and corrections are editable and trace back to their original rows.
Supplier invoices
Keep the original amount and currency. Record the GBP value only when supported, then explain when and how it was paid. Invoice values are not added again as cash expenses.
Costs to reconcile
Track remembered costs against this month’s records. Evidence links do not create another expense or an amount owed.
Use the relevant month for each purchase. To reuse an earlier original, link it through Original evidence first. Estimates stay descriptions until supported by invoices and payments.
Director funding and personal costs
Separate money put into the company from supplier spending. Link costs paid personally to their reimbursements. These are proposals for accountant review.
Withdrawal amount not established. This monthly workpaper does not check current cash, tax reserves or other liabilities, so its provisional balance is not a withdrawal limit.
Amounts come from original bank transactions or personal-settlement invoices. Reimbursements clear an amount owed and do not create another expense. Unknown openings and missing evidence prevent a supported closing. Nothing is posted or paid.
Confirmed allocations
Match invoices to payments or Stripe payouts to bank receipts. Each allocation must conserve the exact amount.
Possible invoice payments
Suggestions compare saved GBP amounts, dates and supplier or invoice text. They do not prove payment. Review the bank row and original invoice before keeping a match. Personal costs and director repayments are excluded.
Items to check
Review and export
Download your records
Download the editable workbook, summary and available originals. Missing evidence stays listed. Workbook edits are separate from SHVL and do not inherit review approval.
Accountant access and review assignment
Accountant access
Give one named person access to this pack and its future revisions until you revoke it. They can read the records and download retained originals. They can decide a submitted review only when assigned as pack reviewer. This does not grant workspace or credit-control access. Archiving this pack revokes all accountant access, including links already claimed.
Nothing is sent. The link can be claimed once by a signed-in user with this verified email. The claim deadline is shown with each access entry. Keep the link private.
This link is displayed once. If you lose it, prepare a replacement for the existing access entry.