№ 03Spec sheet · features
Five sections · annotated
The whole dividend run, end to end.
Connect Xero, choose a workflow, and Dividendly drafts the vouchers, posts the SPEND transaction, attaches the PDFs, and emails the shareholders. Below is what you get, in five sections.
¶How it works
Three steps from connect to first voucher
- Step 01
Connect Xero
OAuth into your Xero org. Registered office is fetched live from Companies House at the same time.
- Step 02
Map the basics
Pick your dividend account, payout bank, and shareholders. The setup checklist on the dashboard walks you through it.
- Step 03
Run dividends
Plan a run, generate from a paid dividend, or type a one-off. Vouchers, postings, attachments, and emails happen in one go.
§ 01Generate
Section 01 of 05
Run a dividend, end to end.
Plan a payout, allocate it across shareholders by holding, and Dividendly handles the rest — vouchers drafted, SPEND posted to Xero, PDFs attached, shareholders emailed.
- ✓ 01Voucher drafted for each shareholder with the HMRC-required fields
- ✓ 02SPEND transaction posted to your chosen bank and dividend account in Xero
- ✓ 03Voucher PDF attached to the Xero record and emailed to the recipient
§ 02Post
Section 02 of 05
Catch up on dividends already paid.
If you've paid a dividend in Xero 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 account
- ✓ 02Preview the voucher PDF before generating
- ✓ 03Save and download every voucher from voucher history
§ 03Manual
Section 03 of 05
Type a one-off voucher when there's nothing to fetch.
Sometimes the dividend isn't in Xero 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
- ✓ 03Useful for corrections, late paperwork, or unusual share structures
§ 04Multi-tenant
Section 04 of 05
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.
- ✓ 01OAuth connection per company, refreshed automatically
- ✓ 02Map each company's dividend account, payout bank, and shareholder list
- ✓ 03Switch between companies without mixing data or settings
§ 05Plans
Section 05 of 05
Plans that match how often you pay dividends.
Pick the tier that fits your run volume and company count. Monthly or annual billing, switch any time inside the billing area.
- ✓ 01Starter for one company; Growth for up to three
- ✓ 02Accountant tiers for firms managing dozens of clients with unlimited runs
- ✓ 03Every paid plan starts with a 7-day free trial
§ 06For practices
Across the client book
Running dividends across a client book?
Accountants and bookkeepers managing multiple Xero clients get a few things designed for them: unlimited runs on Accountant tiers, clean separation between client tenants, and consistent voucher output across the whole practice.
- ✓ 01Each client's Xero connects separately and stays in its own tenant
- ✓ 02Unlimited monthly dividend runs on Accountant Lite and Accountant Plus
- ✓ 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.