Tregunta Wealth
بواسطة Isys Systems
Tregunta Wealth helps users manage finances and grow investments effectively.
Tregunta Wealth is a comprehensive financial management platform built for individuals, freelancers, sole traders, and small business owners who want a clearer picture of their money without the complexity of traditional accounting software. Whether you are tracking day-to-day transactions, managing invoices, planning a budget, or preparing for tax season, Tregunta Wealth brings every part of your financial life into one place.
20+
Financial Modules
24/7
Secure Access
100%
Data Encrypted
Platform Overview
Tregunta Wealth consolidates personal and business finance management into a single, intuitive workspace. The platform is designed to grow with you, from a sole trader tracking expenses to a limited company managing payroll, VAT, and corporation tax.
Core Capabilities
- ✓ Bank account & recurring transaction management
- ✓ CSV statement import and reconciliation
- ✓ Invoice creation with quotes and client tracking
- ✓ Budget planning, expense tracking, and variance reporting
- ✓ Financial goals and net-worth dashboard
- ✓ Investment portfolio analysis and pension projections
- ✓ Debt tracking and payoff optimiser
- ✓ Payroll management with PAYE and NI calculations
- ✓ VAT returns and corporation tax estimation
- ✓ IR35 assessments, day rate calculators, and dividend optimisation
- ✓ Professional PDF reporting (P&L, Balance Sheet, Tax Summary)
- ✓ Custom dashboard builder with drag-and-drop widgets
- ✓ Cash-flow forecasting and scenario planning
- ✓ Will Builder and LifeLocker secure document vault
- ✓ AI-powered financial insights and smart alerts
Who Is It For?
Key Differentiators
1. Everything in One Place
No more juggling spreadsheets, banking apps, and tax calculators. Tregunta Wealth unifies personal and business finance across 20+ integrated modules.
2. Built for the UK
Native support for UK tax rules, VAT returns, PAYE/NI payroll, IR35, self-assessment, and corporation tax means you stay compliant without the manual work.
3. Bank-Level Security
Your data is encrypted in transit and at rest, with strict access controls. We never sell your data, and your privacy always comes first.
4. AI-Driven Insights
Get proactive recommendations on cash flow, unpaid invoices, tax estimates, and budget overruns without lifting a finger.
5. Drill-Down Dashboards
Click any summary widget to drill through three layers of detail, from high-level KPIs down to individual transactions.