Although there's not yet a dedicated app for Business Finance Assistant, a mobile-friendly version of the software can easily be accessed on your phone or mobile device browser.
Go to businessfinanceassistant.lloydsbank.com and log in with the details you created during registration.
On most mobile devices, you can save an icon to your home screen that will take you directly to the correct address.
On Android Devices:
- Launch the 'Chrome' app.
- Go to businessfinanceassistant.lloydsbank.com
- Tap the menu icon (3 dots in the upper right-hand corner)
- Tap Add to the home screen.
- Enter a name for the shortcut
- Chrome will add the icon to your home screen
On Apple Devices:
- Open up Safari
- Go to businessfinanceassistant.lloydsbank.com
- At the bottom of the screen, tap the share icon (an arrow in a square)
- Tap 'Add to Home Screen'
- Choose a name for the home screen icon
Using Business Finance Assistant on your mobile device means that you can take photos of your receipts and upload them directly to your account.
There is also a way to do this for Chrome on a desktop computer:
- Open Chrome
- Navigate to businessfinanceassistant.lloydsbank.com
- At the top right, click More ︙ (3 dots in the upper right-hand corner)
- Click Save and share >
- Click Create shortcut
- Enter a name for the shortcut
- Click Create
Save passwords on your devices to log on quickly by auto-filling the email and password. You won't need your card reader to log in to Business Finance Assistant each time.