Your Creditcorp statements are company financial records, and sharing them with your accountant or bookkeeper is entirely standard. They use them to reconcile the facility in your management accounts, post the cost of borrowing to the right nominal codes, and prepare your statutory accounts.
The quickest way to get a statement to your accountant
- Sign in to your account and open the relevant facility.
- Navigate to Statements and find the period your accountant needs.
- Download the statement as a PDF.
- Send the file through your normal secure channel — most accountants accept documents via their client portal, a shared cloud folder, or encrypted email.
Giving your accountant multiple periods at once
For year-end work your accountant will typically need every statement issued during the financial year. Download each period individually and name the files clearly — for example by facility and month — so they can see at a glance what is covered without opening every file. Some firms prefer a single folder per financial year containing all statements for all facilities.
If your accountant needs a running record of interest
Many accountants want to see total interest and fees paid over the year as a single figure. While individual statements show the charge for each period, your year-end summary or a custom date-range statement may be more efficient to provide. You can also ask your accountant whether they want the detailed transaction-level statements or a summary document — both are available in your portal.
We lend only to UK limited companies and LLPs, and the loan is to the company with no director personal guarantee. As business finance outside the consumer-credit regime, it is not covered by the Financial Ombudsman Service or FSCS.
See also: What counts as interest paid for your Corporation Tax return?, Year-end records and your Creditcorp facility.