On the Books

Welcome back

 

Here’s a clear overview of your records, renewals and next actions. We’ll flag anything missing, expiring soon, or worth sorting next.

Beta: your records are saved only in this browser

Everything you enter is stored on this device only. It does not sync between devices, and it may be lost if you clear your browsing data, use private browsing, or switch browser or device. Please don’t enter anything sensitive or irreplaceable during the beta. Read the beta privacy notice.

Quick actions

Create an invoiceTurn your days, hours or site lines into a clear invoice PDF.People & TrainingWorker profiles, cards and the training matrix.Your invoicesTrack what’s been sent, what’s paid and what’s outstanding.

Missing items

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High-priority records still marked as needed.

Expiring soon

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Certificates, policies and training due or overdue in the next 60 days.

Outstanding actions

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Checklist items still needed or in progress.

Compliance readiness

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Share of your checklist marked complete.

Coming soon

Recent activity

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What’s changed across your records lately.

CIS checkFind out whether CIS applies to you, where you’re up to and what to do next. Guidance only — no UTR or bank details needed.—

On the Books helps organise business admin, certificates, insurance and records. It does not replace an accountant, tax adviser, legal adviser or formal compliance consultant. Please check important information before relying on it.

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