Logic Path Tech models cash flow gaps between projects and surfaces allocation options in real time, backed by AES-256 encryption and reporting aligned with UK regulatory standards.
Weighting shown for demonstration purposes; actual recommendations are generated per account.
Most freelance financial tools summarise what has already happened. Logic Path Tech ingests transaction, invoicing and market data continuously, then flags where idle capital could be working during the interval between a contract ending and the next payment landing.
| Dimension | Reactive approach | With Logic Path Tech |
|---|---|---|
| Data review frequency | Monthly or at tax deadlines | Continuous, event-driven |
| Idle capital during gaps | Held in low-yield current accounts | Modelled against short-term instruments |
| Tax provisioning | Estimated manually, often late | Recalculated as income data changes |
| Risk visibility | Assessed after the fact | Flagged ahead of exposure |
We treat account and transaction data as regulated financial information at every stage, from ingestion to storage. The specifications below describe how that data is protected and reported.
All stored account data is encrypted using AES-256, with TLS 1.3 securing every connection between your linked accounts and our processing environment. Encryption keys are rotated on a fixed schedule and never stored alongside the data they protect.
Account data is logically partitioned per client. Internal access is granted on a least-privilege basis and logged, so any read or export action is attributable and auditable.
Output reports follow a structure consistent with FCA disclosure expectations, including clear separation of factual data from generated recommendations, so records remain suitable for your own compliance file.
Each recommendation passes through three defined stages. None of the outputs are generated from a single data source, and none skip the risk-check stage below.
Bank feeds, invoicing platforms and market data arrive in different formats and update frequencies. This step aligns them into a single time-consistent ledger before any analysis runs.
The normalised data is scored against liquidity thresholds and volatility rules. Recommendations that would breach your stated risk tolerance are filtered out before they reach the output stage.
Remaining options are ranked by expected efficiency gain, then presented with confidence bands and a plain-language rationale, so the underlying logic remains visible.
Automated review of holdings against your current liquidity needs, rather than a fixed calendar schedule.
Ongoing recalculation of provisional tax liability as income is recognised, not only at the end of the accounting period.
Exposure checks that account for the fact that your income, not just your investments, carries variability.
Client data is processed within UK-based infrastructure by default, with regional storage options available on request. Access is restricted to systems and personnel required for report generation, and every access event is logged for audit purposes.
The model is reviewed periodically against historical outcome data to check for systematic skew toward particular asset classes or risk categories. Recommendations always include the underlying factors considered, so you can assess the reasoning rather than accept an opaque output.
Reports are structured to align with FCA disclosure conventions and can be exported alongside your transaction history. Logic Path Tech does not submit filings on your behalf; the reports are designed to support your own accountant or adviser in that process.
Account data can be exported in full at any point. On request following account closure, stored data is deleted from active systems within a defined retention window, in line with our data processing policy.
Request a walkthrough of the platform with your own data structure in mind, or read further into the security architecture before proceeding.