# Client Portal Login

Source: https://www.cashbookfinance.co.uk/portal  
Last updated: 2026-10-30  
Publisher: Cashbook Finance Limited

> Approved Cashbook Finance clients sign in with a one-time email code to complete forms, upload documents and track requests securely.

FCA-registered UK lender FRN 782472

## 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](https://www.cashbookfinance.co.uk/eligibility) or [book a call](https://www.cashbookfinance.co.uk/book-call).

- Complete forms

- Upload documents

- Track requests

- **Enter your email** · Use the approved business address.

- **Receive a code** · A six-digit code arrives by email.

- **Continue securely** · Open your document workspace.

Have these ready 0 of 3 ready

Photo ID

Proof of address

An invoice

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.

Approved email address

orYour face, fingerprint or phone, once added.

**Code sent** to Check your inbox and junk folder. Codes expire after 10 minutes.

Six-digit code

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](https://www.cashbookfinance.co.uk/eligibility)

- [FCA **782472**](https://register.fca.org.uk/s/firm?id=001b000003rrKGzAAM)

- [ICO **ZB545200**](https://ico.org.uk/ESDWebPages/Entry/ZB545200)

- [Companies House **10723098**](https://find-and-update.company-information.service.gov.uk/company/10723098)

- Sign in

- How access works

- What to have ready

- Access

- Support

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Cashbook Finance. Cashbook Finance Limited is registered with the Financial Conduct Authority under Firm Reference Number 782472. Company number 10723098. Registered office: Cumberland House, 24–28 Baxter Avenue, Southend-on-Sea, Essex SS2 6HZ. Registered with the Information Commissioner’s Office under reference ZB545200. All finance is subject to eligibility, satisfactory due diligence, credit approval and agreed terms. Invoice finance, trade finance and bridging finance may not be suitable for every business. The availability, structure, amount, pricing, fees, security requirements and completion timescales of any facility will depend on the applicant’s circumstances, the quality of the supporting evidence provided and our assessment of the proposed transaction. Any figures, examples, rates or timescales shown on this website are for illustrative purposes only and do not constitute an offer, commitment or guarantee of finance. Terms and conditions apply. Bridging finance is secured against property. Your property may be repossessed if you do not maintain repayments on a loan secured against it. Applicants should obtain independent legal, financial and tax advice where appropriate.