Dividendly is built to remove manual admin around UK dividend voucher records while keeping your Xero workflow familiar.
End-to-end dividend workflow automation
Dividendly does more than generate PDFs. It orchestrates documents, Xero posting, attachments, and shareholder notifications in one run.
- Generate compliant voucher documents per shareholder
- Create SPEND transactions in Xero with mapped account details
- Upload generated files as Xero attachments and notify recipients
Historical and upcoming dividend journeys
Run retrospective voucher generation from existing activity, or plan upcoming runs with share-based allocation for each shareholder.
- Historical workflow for already-paid dividend records
- Upcoming planning workflow with proportional allocation by shareholding
- Plan-aware limits and usage checks by subscription tier
Xero-native, organisation-scoped setup
Connect once, map dividend and payout accounts, and keep workflows isolated per organisation with secure tenant context.
- OAuth connection with ongoing token refresh support
- Director/shareholder mapping for accurate payout and contact targeting
- Organisation-scoped data isolation across routes and actions
Subscription controls for real usage
Choose a plan that matches your company count and run volume, with billing and access controls enforced inside the app.
- Monthly and annual billing through Stripe
- Usage limits for upcoming runs and company ownership by tier
- Historical voucher access included on Growth and Accountant
