Operational Governance Platform

Practical control for growing businesses

Know what is happening
across your business.

URDATA keeps your customers, jobs, quotations, sales, purchases, VAT information and accountant reports in one place. Less chasing. Fewer gaps. A clear record of what happened.

Request a private demonstration Why would I need it?

URDATA V1 dashboard showing customers, sites, quotations, sales invoices, suppliers, purchase invoices and VAT accountant reporting with fictional demonstration values — URDATA V1 · publication-safe demonstration data

01 / WHY URDATA

Why pay for another business system?

Because losing track of the paperwork means losing sight of the business. An invoice sits in an inbox. A purchase is known to one person. The latest quotation is difficult to find. When the accountant needs the figures, somebody has to piece the story together again.

URDATA keeps that work together while it is happening. Owners can see where jobs and money stand. Office staff work from the same records. Accountants receive a complete digital period instead of a collection of folders and explanations.

Save timeStop rebuilding the same information at every deadline.Stay readyKeep the digital records needed for VAT, accountancy and Making Tax Digital preparation.Grow with controlAdd work without relying on memory, loose spreadsheets or one person knowing everything.

02 / ALWAYS YOUR DATA

You create it. You own it.
URDATA helps you use it.

Your business records remain yours. URDATA gives them one home, puts them in order and shows how they are used from the first customer enquiry through to the accountant’s reports.

It belongs to the subscriber

URDATA does not take ownership of your commercial records, documents or history.

It remains available

If a subscription ends, the business keeps read-only access to view, search, report and export its records. New changes stop; the information does not disappear.

It is not trapped

Your records remain identifiable and capable of export. Bringing the data together should give the business more control, not create another lock-in.

USEFUL TODAY. READY FOR TOMORROW.

Good reports need records that can be checked.

Once the information is correct and properly organised, it can be used for reports and future AI-assisted services. An LLM can help analyse or explain the figures. It should not replace the business records.

With the subscriber’s permission, the same evidence could support a funding application or regular reporting to a lender. The financial institution makes the decision; URDATA helps the business present a clearer account of its trading position.

Business reporting
Accountant analysis
Lender and funding reports
VAT, CIS and UTR evidence
Multi-jurisdiction reviews
HMRC-facing preparation

03 / DIGITAL RECORDS

Making Tax Digital starts before the return is filed.

VAT-registered businesses already have to keep digital records and use compatible software for their VAT returns. Making Tax Digital for Income Tax is also being introduced in stages for qualifying sole traders and landlords.

URDATA helps the business create complete, reviewable records of sales and purchases, ready for the accountant and the digital processes that support Making Tax Digital. With reliable information in one place, owners can understand where the business stands today and plan its next stage of growth with greater confidence.

Read the current HMRC guidance

04 / ONE WORKING RECORD

From the first customer call
to the accountant’s workbook.

Set up the customer and job

Keep the contacts, site, agreed terms and working details together from the start.

Quote with a clear record

Prepare the quotation, deal with questions and keep the approved position intact.

See sales and purchases together

Track customer invoices alongside suppliers, purchase invoices and payments.

Give the accountant a complete period

Produce Sales and Purchases Excel workbooks that can be reviewed before they are loaded into accounting software.

05 / THE WORKING PRODUCT

Follow the record from quotation to accountant review.

These are working URDATA screens. The names, references and figures shown here are demonstration data.

URDATA quotation setup screen using fictional demonstration data — 01
**Build the quotation**
Customer, site, purchase order lines, pricing and tax treatment stay on one controlled record.

URDATA customer quotation document using fictional demonstration data — 02
**Issue a clear customer document**
The approved commercial position becomes a consistent quotation with its VAT treatment recorded.

URDATA invoice and payment screen using fictional demonstration data — 03
**Track the invoice and payment**
The invoice, balance, credit position and payment history remain visible together.

URDATA VAT Accountant Review with sales and purchase invoices using fictional demonstration data — 04
**Prepare the accountant’s period**
Sales and purchase invoices can be reviewed before complete Excel workbooks are handed to the accountant.

06 / WHAT IT COVERS

The parts of the business that need to agree.

A quotation affects the job. The job affects the invoice. Purchases affect the VAT position. URDATA keeps those records connected.

Customers and jobs

One place for customers, contacts, sites and the work connected to them.

Quotations and sales

A visible route from quotation and approval through to proforma and final invoice.

Suppliers and purchases

Supplier records, purchase invoices and payments linked to the wider business picture.

VAT and accountant review

Controlled reporting periods, deliberate treatment of deferred items and complete Excel workbooks.

Clear decisions

Checks, evidence and history show what needs attention and what has already been agreed.

Your business identity

URDATA provides the system. Your own name, logo and details appear on customer documents.

07 / WHY IT WAS BUILT

URDATA began with a problem Gary Friel kept seeing.

Gary Friel, Founder and Principal Architect of URDATA — Gary Friel
Founder & Principal Architect

Gary has spent nearly 30 years working in telecoms and banking, much of it around billing, risk, business-critical systems and data governance. In smaller businesses, he saw capable owners working hard but losing time because customers, jobs, quotations, sales and purchases were spread across paper, email and spreadsheets.

The same issue came up in conversations with other business owners: they knew their trade, but it was becoming harder to see what was happening across the business. Accountant deadlines brought the problem into focus. Staff could spend days finding invoices, checking versions and explaining transactions that should already have formed one clear record.

The first working system brought that information together. Work that had taken days to assemble could be prepared in hours, with digital reports available to the owner, office staff and accountant. URDATA now takes what was learned from that work and makes it available as a product other businesses can configure and use.

Gary FrielFounder & Principal Architect, URDATAView Gary’s LinkedIn profile

08 / WHERE WE ARE GOING

Built from real work.
Developed with care.

Working foundation

The first version of URDATA has already been used for day-to-day commercial work.

Built for other businesses

The production version is now being adapted so other businesses can configure and use it.

Next development

Planned work includes stock registration, further automation, AI-assisted reporting and reports that subscribers can choose to share with funding partners.

Private product conversations

Would one clear business record save you time?

We are speaking with specialist contractors, business owners, accountants and commercial partners who recognise this problem.

Request a private demonstration

Know what is happeningacross your business.