Grosvenor Insights
AI-Powered Financial Analysis
Hello! I'm Chloe, your AI analyst
I can help you understand your business finances, analyse trends, identify opportunities, and provide actionable insights.
Select a chart to display
No chart selected
Click a quick chart button above or enter a request in the AI prompt to generate a chart.
Generating chart...
Xero Connected
Last synced: 2 hours ago
📚 Accounting Systems
▼🔗 Other Integrations
▶📦 Inventory & Order Management
▶Connect your inventory management system for stock levels, product costs, purchase orders, and true profitability analysis.
Loading...
🛒 E-Commerce & Marketplaces
▶Connect your marketplace and e-commerce platforms for detailed sales, fees, and profitability analysis.
Loading...
📋 Import VAT Management
▶Total Import VAT Paid
£0.00
Ready to Reclaim
£0.00
Not yet claimedClaimed This Year
£0.00
2024Pending Reconciliation
£0.00
Needs reviewDrag C79 PDF here or click to browse
Maximum file size: 10MB | Format: PDF only
Processing C79 Certificate...
Extracting data with OCR. This may take 20-30 seconds.
C79 Certificate Processed Successfully!
Upload Failed
ℹ️ How to get your C79 certificate:
- Sign in to HMRC Customs Declaration Service
- Download your monthly C79 certificate (PDF)
- Upload it here for automatic processing
Loading certificates...
No C79 Certificates Found
Upload your first C79 certificate to get started.
| Period | Reference | Import VAT | Customs Duty | Status | Uploaded | Actions |
|---|
📄 PIVA Statements
📄
No PIVA statements uploaded yet.
Upload your monthly statement from the CDS portal above.
| Period | EORI | Reference | Import VAT | Entries | Status | Uploaded | Actions |
|---|
Loading import entries...
No Import Entries Found
Import entries will appear here after uploading C79 certificates.
| Date | Supplier | Country | Import VAT | Customs Duty | Payment Method | C79 Reference | Source | Status | Actions |
|---|
📁 Import Budgets & Forecasts
▶Download a template, fill in your data, and upload it to import budgets or forecasts.
📅 Financial Year End
▶Manual Override
Your year end is automatically synced from your accounting system. Only use override if the synced value is incorrect.
🔐 Password & Security
▶Password Requirements
🛡️ Two-Factor Authentication
▶Add an extra layer of security to your account by requiring a code from your phone when you sign in.
Your account is protected with an authenticator app.
Backup codes remaining: —
Step 1: Scan QR Code
Open Google Authenticator, Microsoft Authenticator, or Authy on your phone. Tap the + button, then scan this QR code.
Can't scan? Enter this code manually:
Step 2: Enter Verification Code
Enter the 6-digit code shown in your authenticator app to confirm setup.
Warning: Disabling two-factor authentication will make your account less secure. Enter a code from your authenticator app or a backup code to confirm.
Enter a code from your authenticator app to generate new backup codes. This will invalidate all previous codes.
🏠 Property Portfolio
▶Properties
Loading...
Mortgages
Loading...
Tenancies
Loading...
Rental Income
Loading...
Property Expenses
Loading...
Compliance Certificates
Loading...
Add Property
🏗️ CIS (Construction Industry Scheme)
▶Enable CIS if this client is a contractor who pays subcontractors in the construction industry. When enabled, the CIS Management page becomes available for recording deductions and filing monthly returns.
💷 UK Tax Rates Configuration
Corporation Tax | VAT | Income Tax | NI
Loading tax rates...