Help & Guide

Contents

1. Company Intelligence

Generate a full financial intelligence report for any UK company using data filed at Companies House.

How to use

1. Go to Intelligence in the top navigation bar.
2. Enter a company name or company number in the search box.
3. Select the company from the results.
4. A full report is generated automatically, covering financial data extracted from filed accounts.

What you get

• Key financial figures extracted from XBRL filings (turnover, profit/loss, net assets, liabilities, etc.).
• Year-on-year comparisons across multiple filing periods (depending on your plan).
• Company status, type, registered address, and incorporation date.
• Officer and director listings.

2. Director Search

Search for directors and officers across all UK companies. View their full appointment history and identify cross-company roles.

How to use

1. Go to Directors in the top navigation bar.
2. Start typing a director's name — suggestions will appear as you type.
3. Select a director from the results to view their full profile.

What you get

• Director's personal details (name, date of birth month/year, nationality).
• Total number of appointments, active roles, and resigned positions.
• Full list of companies they are or have been associated with.
• Corporate officer identification.

3. Tracked Companies

Keep a watchlist of companies you want to monitor. When you analyse a company, it is automatically added to your tracked list. Tracked companies are periodically refreshed so your data stays up to date.

How to use

1. Go to Companies in the top navigation bar to view your watchlist.
2. Companies are added automatically when you run an intelligence report.
3. You can also manually track or untrack companies from the list.

What you get

• A centralised list of all companies you are monitoring.
• Automatic daily data refresh — new filings are picked up overnight.
• Quick access to re-run analysis on any tracked company.

4. AI-Powered Insights

Get AI-generated commentary on a company's financial health, including solvency analysis, risk indicators, trends, and going concern signals — all derived from filed accounts.

How it works

• When you run a company intelligence report, AI interpretation is automatically included if your plan supports it.
• The AI analyses extracted financial data and produces a plain-English summary highlighting key concerns and observations.
• Deep Insights mode (available on higher tiers) provides more detailed analysis including ratio calculations and sector comparisons.

5. HMRC Risk Alerts

Companies and directors are automatically cross-referenced against official HMRC lists to flag potential tax and compliance risks.

What is checked

• Deliberate Tax Defaulters — individuals and companies published by HMRC for deliberate tax non-compliance.
• Named Tax Avoidance Schemes — promoters, enablers, and suppliers of schemes HMRC has identified.

How it works

• HMRC data is refreshed automatically on a weekly schedule.
• When you view a company or director report, any matches against these lists are highlighted with a risk alert.
• HMRC risk alerts are available on all subscription tiers.

6. PDF & Email Reports

Export full intelligence reports as a downloadable PDF or have them emailed directly to you.

How to use

1. Open a company intelligence report.
2. Click the Download PDF button to save the report to your device.
3. Click the Email Report button to have the report sent to your registered email address.

7. Reporting Issues

If you spot incorrect information or have a concern about a company or director, you can submit a report directly from the report page.

Company reports

1. Open a company intelligence report.
2. Click the Report Issue button.
3. Select a category (Data Correction, Complaint, Fraud Concern, Suspicious Activity, Regulatory Breach, or Other).
4. Provide a subject and description, then submit.

Director reports

1. Open a director profile page.
2. Click the Report Issue button.
3. Select a category (Data Correction, Complaint, Fraud Concern, Suspicious Activity, Conflict of Interest, Disqualification, or Other).
4. Provide a subject and description, then submit.

8. Billing & Plans

Manage your subscription, upgrade or downgrade your plan, and view your current usage limits.

How to use

1. Go to Billing in the top navigation bar.
2. View your current plan and its included features.
3. Select a different plan to upgrade or downgrade.
4. Payment is handled securely through Stripe.

Plan features at a glance

• Analyses per month — how many company reports you can generate each calendar month.
• Tracked companies — how many companies can be on your watchlist at once.
• Filing history depth — how many years of historical filings are included in reports.
• AI Interpretation — AI-generated financial commentary.
• Deep Insights — advanced ratio analysis and sector comparisons.
• PDF & Email Export — download or email full reports.