What this does
The Health Score gives your business a single number out of 100 based on four bookkeeping checks. A higher score means your books are clean and up to date. The score also highlights the specific areas that need attention so you know exactly where to focus.
When to use it
Check your health score regularly — ideally weekly — to catch bookkeeping problems before they become a headache at month-end or VAT return time.
The four checks
- Bank reconciliation — Are your recent bank transactions matched to invoices or bills? Unmatched transactions drag this score down.
- Missing receipts — Do your expenses and mileage claims have receipts attached? Unreceipted expenses lower your score.
- Overdue invoices — Do you have invoices that are past their due date and still unpaid? Each overdue invoice reduces the score.
- VAT compliance — Is your most recent VAT return filed on time? A missed or late VAT filing reduces this check to zero.
Step by step
- Go to Reports in the top navigation and select Health Score
- Your overall score out of 100 is shown at the top
- Below the total, each of the four checks shows its individual contribution
- Click any check to see the specific records that are reducing it (e.g. the list of unmatched transactions or overdue invoices)
- Work through the flagged items — match transactions, attach receipts, chase payments, or file your VAT return
- Revisit the page after actioning the items to see your score improve
Good to know: The health score is available on the Corporate tier. It runs a fresh diagnostic each time you open the page.