Dividendly features

Dividendly is built to remove manual admin around UK dividend voucher records while keeping your Xero workflow familiar.

Xero integration and multi-organisation support

Connect to Xero in a few clicks. Once connected, company details are automatically kept in sync — with no manual data entry.

  • Authorise once and stay connected
  • Supports switching between multiple Xero organisations
  • Configurable dividend account per organisation

Director and shareholding management

Store directors per organisation and map shareholding details for accurate calculations.

  • Import from Xero contacts or create manually
  • Track share class and number of shares
  • Manage multiple directors per organisation

One-click voucher generation

Generate a voucher from any eligible transaction and auto-fill all required company and shareholder fields.

  • Unique voucher number per generated voucher
  • Auto-calculates dividend per share from holdings
  • Downloads are available from dashboard and history

UK-compliant PDF output

Every voucher is generated with the information required for UK tax record-keeping.

  • Company and shareholder details
  • Dividend amount, date, tax year, and financial period
  • Signature line and consistent professional layout