Fieldwell
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Features / Assets

Where is everything I own?

Your assets.
All accounted for.

Getting your financial picture together should not mean typing it all in twice. Connect supported bank accounts, prefill records with AI and bring in company information from Companies House, then review the details that matter.

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Fieldwell asset register showing property, pensions, savings and investment accounts with fictional family data

WHEN THE PICTURE ISN'T CLEAR

The questions behind the feature.

Scattered balances

Accounts, property and pensions sit in different places, making even a simple overview time-consuming.

Unclear ownership

Personal, joint and company-held assets need context, not just a grand total.

Old valuations

A value without a date can look more certain than it really is.

LESS REKEYING. LESS UPKEEP.

Let the tools do more
of the repetitive work.

TrueLayer bank connections

Bring supported accounts and their balances into Fieldwell with your permission. Refresh linked information instead of manually updating each balance.

AI-assisted setup

Use supported cash statements, portfolio documents and loan agreements to prefill draft records. Check missing or uncertain details before you save.

Companies House prefill

Find a company and bring in available profile, registered-office, officer and significant-control information. Review it rather than retyping it.

HOW IT HELPS

From scattered details
to useful context.

Connect supported bank accounts, prefill asset records with AI and bring in company details from Companies House. See what you own with less setup and less rekeying.

  1. 01

    Connect or upload

    Connect a supported bank through TrueLayer, or use a supported AI upload to prepare the relevant asset record. Manual entry remains available.

  2. 02

    Review, then save

    Confirm the owner, currency, values and any uncertain extracted fields. Companies House data can help with company setup; it is not a verified complete shareholder register.

  3. 03

    Refresh what is linked

    Update supported bank balances and market-linked values without rekeying. Keep dates and valuation context visible for records that still need a manual review.

KEEP THE PIECES CONNECTED

Explore another part of the picture.

A CLEARER PLACE TO START

Bring the pieces together.

One family. One picture. More considered decisions.

Continue to the app