FCA-registered UK lender FRN 782472 (opens the FCA register in a new tab)

Open your client portal without a password.

Use the email address approved by Cashbook Finance.
We will send a six-digit code so you can complete forms and upload requested documents securely.

New to Cashbook? Check eligibility or book a call.

  • Complete forms
  • Upload documents
  • Track requests
  1. Enter your emailUse the approved business address.
  2. Receive a codeA six-digit code arrives by email.
  3. Continue securelyOpen your document workspace.

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Access is limited to approved client email addresses.

Protected session

Client access

Continue to your workspace

We will send a one-time access code to your approved email address.

Codes are only issued to emails approved by Cashbook Finance.
Codes expire after 10 minutes.

Not yet approved? Contact info@cashbookfinance.co.uk or call 020 3239 0699.New to Cashbook? Check eligibility