Controllers & bookkeepers
Insurance, licences and filing deadlines that never slip through month-end.
Insurance policies, business licences, tax registrations, filing deadlines, scheduled payments — track them all in one workspace and get reminded long before anything turns into a penalty.
Built for finance
A missed insurance renewal, an expired business licence or a blown filing deadline turns into fines, coverage gaps and last-minute scrambling. Spreadsheets do not chase you; calendar invites get buried.
Trackords keeps every dated finance obligation in one place, emails the team before each deadline and shows a month-by-month outlook of what is coming due.
Renewals outlook
Who it’s for
Insurance, licences and filing deadlines that never slip through month-end.
A clear outlook of upcoming renewals and obligations across the business.
Business licences, permits and certificates, reminded automatically.
Rent, invoices and other one-off payments: marked as paid, with a receipt.
To: you@company.com, finance@company.com
Subject: Office insurance expires in 30 days
Office insurance
Expires 04 Jul 2026
Set up to three reminders on every record — a number of days before the deadline, or a fixed calendar date. Send them to the whole workspace or only the owner, plus an extra address such as your broker or external accountant.
No more single-owner spreadsheets where the reminder dies the moment one person is on leave.
Create your own record types — Insurance policy, Business licence, Tax registration, Payment — and add the fields each one needs: policy number, insurer, amount, reference.
Attach the policy or certificate PDF to the record so the document is always one click away, and export everything to CSV for the auditors.
Fields for Insurance policy
FAQ
Insurance policies, business licences, tax and VAT registrations, filing and audit deadlines, professional certifications, supplier contracts and one-off payments such as rent or invoices. You can create your own record types and fields to match how your team works.
You choose. Each record can have up to three reminders, each a number of days before the deadline or a fixed date. New records start at 35, 10 and 5 days, which you can change to match the notice period of a policy or filing.
Yes. Set a record type to "paid once" and its records get a due date and a Mark as paid button. Paid items move to the Completed page with the date, amount and an optional receipt, and repeating payments create the next one automatically.
Yes. Every feature is free, with no per-user fee and no usage caps. We only ask that you use it within a fair use policy.
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Read the guideAuto-renewal clauses: how notice periods work, how to calculate the last day to give notice, a worked example with dates, and what to do if you missed it.
Read the guideRun a SaaS subscription audit for your small business: where to find every subscription, how to spot zombie seats and duplicates, and when to negotiate.
Read the guideCreate a free workspace, add your policies, licences and payments, and let Trackords handle the reminders.