Client Portal Features

Access your central business command centre. Track active projects, formation status, and real-time compliance metrics in one secure hub.

Track project progress, milestones, and deadlines in the ByVeya Client Portal. Know exactly where your project stands, every step of the way.

Form your UK limited company with ease. Real-time status tracking from application to Companies House approval, article drafting, and compliance setup.

Manage your UK limited company details, directors, shareholders, and PSC registers. Access compliance history and registered office addresses in one dashboard.

Secure document storage, folder management, and electronic signing for contracts and filings. Send signing envelopes with full audit trails.

Build web and mobile apps using conversational AI. Push updates directly to Apple App Store and Google Play, and track build history.

Create professional marketing videos, product demos, and social content with the ByVeya Video Studio. AI-powered scripts, voiceovers, and captions—no editing experience needed.

Monitor your social media performance, request content from experts, and collaborate with ByVeya—all from one dashboard. See followers, engagement, and reach across your channels.

Purchase and configure local, national, and toll-free business numbers in the UK, US, and Canada. Manage inbound routing and compliance.

ByVeya's AI Voice Caller calls your leads within seconds of form submission. Pre-qualify, book appointments, and close deals on autopilot.

Automate company research, competitor profiles, and postcode demographic analysis. Get monthly RAG insights powered by real market data.

Direct chat with your agency project team. Supports rich text markdown, slash commands, file attachments, and AI agent mentions.

Raise support tickets for technical issues, billing queries, and content requests. Track status from open to resolution.

Consolidate Google Analytics 4, Search Console, and project milestone data into a single business intelligence dashboard. Export custom reports.

Monitor all updates across your projects, document libraries, and messaging threads in a live, real-time activity feed.

Exercise your GDPR rights natively. Request comprehensive data exports, account deletion, manage consent, and audit access logs.

Consolidate Meta Ads, Google Ads, and manual leads into one HubSpot-style CRM. Track scores, stages, and customer conversions.

Guided portal setup wizard. Define your business goals, configure integrations, set brand settings, and meet your AI team.

Manage your subscription plan, buy credit packages, top up virtual address wallets, and view invoices in one billing hub.

Update your personal details, profile security (2FA/password reset), and configure email/SMS notification preferences.

Manage 100+ mobile apps automatically without ever logging into App Store Connect or Google Play. AI handles reviews, crashes, and release operations for your fleet.

Transform your agency with ByVeya's white-label Agency Portal. Offer sub-accounts, SaaS billing, unified inboxes, and workflow automation under your own brand.

Auto-import business transactions from QuickBooks, Xero, and Open Banking into your ByVeya portal. Eliminate manual data entry and reconcile your director's loan account in real time.

Swipe-to-confirm flagged personal transactions, approve dividends, and action compliance alerts directly from your phone's notification tray. No app required.

Manage holding company structures, multiple trading entities, and group intercompany transactions in a single ByVeya portal. Switch between companies instantly.

Submit Corporation Tax returns, VAT returns, and annual accounts directly to HMRC from your ByVeya portal via the HMRC XML Gateway. No third-party software needed.

Auto-generate legally compliant dividend vouchers from confirmed dividends. Calculate tax, track payments, and maintain a complete dividend history for your UK limited company.

Calculate the 33.75% Section 455 tax charge on overdue director's loans in real time. Track repayment deadlines, model scenarios, and avoid unexpected Corporation Tax bills.

Give your accountant secure, read-only access to your ByVeya portal. They can view transactions, DLA balances, dividend records, and compliance status without modifying anything.

Automated tax year archiving with carried-forward DLA balances, dividend allowance resets, and compliance calendar updates. Start every new tax year with clean, accurate data.

Create virtual try-ons, face swaps, talking avatars, lip-synced videos, cinematic effects, and more with ByVeya's AI video template suite — powered by Kling AI and PiAPI.

Launch a professional Facebook or Instagram business account in minutes. ByVeya's AI generates your brand concept, bio, profile assets, and first post automatically.

Prepare for your next funding round with AI-driven readiness scoring, investor CRM, and automated pitch material generation in the ByVeya Client Portal.

Deliver online courses, quizzes, and certifications to your team or clients. The ByVeya Academy is a fully integrated learning management system.

Create branded surveys, collect responses, and analyse feedback—all inside your ByVeya portal. NPS, customer satisfaction, and custom questionnaires.

Manage Facebook, Instagram, and Google ad campaigns from one unified dashboard. Create campaigns, track ROAS, and optimise spend with AI.

Manage your Google Business Profile from your ByVeya portal. Update business info, respond to reviews, post updates, and track local search performance.

Build automated workflows to streamline your business processes. Trigger actions based on events, schedule tasks, and eliminate manual repetition.

Advanced SEO intelligence suite with Answer the Public parity, radial intent mapping, site audits, and schema generation. Dominate the SERPs.

Connect your email accounts, sync your inbox, and let AI draft intelligent responses using your knowledge base. Stay in control while saving hours.

Create and send branded email campaigns to custom recipient lists or subscribers. Draft, send, and track campaign performance from your portal.

Full Meta Marketing API v25.0 dashboard. Manage Facebook and Instagram ad campaigns, audiences, conversions, catalogs, and A/B tests from one place.

Connect and manage Google Ads campaigns, adjust budgets dynamically, and launch Demand Gen campaigns from your ByVeya portal.

Schedule meetings, sync calendars, capture webinars, and extract AI-powered intelligence — summaries, action items, and key decisions from every meeting.

79 specialist AI agents across 13 departments. From marketing and finance to HR and compliance — your entire AI company in one portal.

Create AI-powered outbound calling campaigns with CSV uploads, IVR pre-screening, warm handover, and full UK compliance built in.

View and reply to WhatsApp, Facebook, Instagram, and LinkedIn conversations from one unified inbox with AI-powered auto-respond.

AI-guided business planning from idea to execution. 12 structured modules, evidence-grounded research, and direct handoffs to your operational tools.

AI-powered CFO dashboard with KPI tracking, cash flow forecasting, and HMRC participator compliance — audit-ready reporting for UK limited companies.

Define your brand mission, values, voice, and audience in one place. Auto-synced to all AI content generation for consistent messaging everywhere.

Reusable event funnels for workshops, webinars, and partner campaigns. Registration, activation codes, trial handoff, and CRM integration.