№ 03Spec sheet · features

The whole dividend run, end to end.

Connect Xero or QuickBooks — or neither — choose a workflow, and Dividendly drafts the vouchers, posts the payment to your books, attaches the PDFs, and emails the shareholders. Below is what you get, in six sections.

How it works

  1. Step 01

    Choose how you work

    Documents only, Xero, or QuickBooks. Connect with OAuth, or enter company details once — the registered office is fetched live from Companies House either way.

  2. Step 02

    Map the basics

    Pick your dividend account, payout bank, and shareholders. The setup checklist on the dashboard walks you through it.

  3. Step 03

    Run dividends

    Plan a run, generate from a paid dividend, or type a one-off. Vouchers, postings (if connected), attachments, and emails happen in one go.

§ 01Generate

Run a dividend, end to end.

Plan a payout, allocate it across shareholders by holding, and Dividendly handles the rest — vouchers drafted, payment posted to Xero or QuickBooks, PDFs attached, shareholders emailed.

Dividend vouchers and Xero: integration guideDividend vouchers and QuickBooks: integration guide

  • ✓ 01Voucher drafted for each shareholder with the HMRC-required fields
  • ✓ 02Payment posted to your chosen bank and dividend account in Xero or QuickBooks
  • ✓ 03Voucher PDF attached to the accounting record and emailed to the recipient

§ 02Post

Catch up on dividends already paid.

If you've paid a dividend in Xero or QuickBooks but never produced the voucher, Dividendly fetches the transaction and drafts the document retroactively. No copy-paste from your accounts.

  • ✓ 01Pull historical dividend transactions from your connected Xero or QuickBooks account
  • ✓ 02Preview the voucher PDF before generating
  • ✓ 03Save and download every voucher from voucher history

§ 03Manual

Type a one-off voucher when there's nothing to fetch.

Sometimes the dividend isn't in your accounts yet, or you need a correction. Type the fields directly, preview the PDF, and you're done.

  • ✓ 01Enter shareholder, amount, and date manually
  • ✓ 02Preview the voucher before saving
  • ✓ 03Delete one you got wrong — the linked transaction and PDF go with it (voided in Xero, deleted in QuickBooks)

§ 04Documents only

No accounting software? Documents only.

Enter your company details once and Dividendly produces the paperwork: voucher, board minutes and a dividend declaration or shareholder resolution, e-signed and emailed to each shareholder. Connect Xero or QuickBooks later — nothing to redo.

  • ✓ 01Companies House lookup prefills name, number, registered office and financial-year end
  • ✓ 02Shareholders on file, recurring schedules, voucher history
  • ✓ 03Voucher, board minutes and resolution PDFs, e-signed and emailed

§ 05Multi-tenant

Connect once, run dividends across every company.

On the higher tiers, run dividends for several companies from one account. Each company stays in its own tenant — client data never crosses.

  • ✓ 01Xero or QuickBooks connection per company — or none — refreshed automatically
  • ✓ 02Map each company's dividend account, payout bank, and shareholder list
  • ✓ 03Switch between companies without mixing data or settings

§ 06Plans

Plans that match how often you pay dividends.

Pick the tier that fits your company count and shareholder count. Monthly or annual billing, switch any time inside the billing area.

  • ✓ 01Starter for one company; Growth for up to three
  • ✓ 02Accountant for firms managing up to 10 clients; Enterprise for unlimited
  • ✓ 03Every paid plan starts with a 7-day free trial

§ 07For practices

Running dividends across a client book?

Accountants and bookkeepers managing multiple clients — whichever accounting software they use — get a few things designed for them: up to 10 clients on the Accountant tier (unlimited on Enterprise), clean separation between client tenants, and consistent voucher output across the whole practice.

  • ✓ 01Each client's Xero or QuickBooks connects separately and stays in its own tenant — documents-only clients too
  • ✓ 02Up to 25 shareholders per company on Accountant — unlimited on Enterprise
  • ✓ 03Voucher output is consistent across every client — no Word templates to maintain

Ready when you are

Ready to draft your first voucher?

7-day free trial. Cancel any time inside the billing area.