Lists and alerts
Lists, the watchlist and exports
Keep clients, suppliers or prospects in lists. We grade every company, watch it for changes and show its filing deadlines. Add companies by search, paste or CSV, and export to CSV.
A list holds companies you care about, such as clients, suppliers, a portfolio or prospects. For every company on a list we:
- give it a health grade (A best, F worst);
- watch it for changes and record them under Changes;
- show its next filing deadlines, which you can add to your calendar.
Your watchlist
Everyone has a list called My watchlist. The Watch button on a company page adds the company to it. It cannot be archived or deleted.
To put a company on a different list, use Add to list on the company page.
Create a list
- Go to Lists and start a new list.
- Give it a name and say what it is for. This only changes the wording and icon; every list gets the same checks.
- Add companies, or click Skip for now.
Add companies
- Search for companies by name, one at a time.
- Paste a list of company numbers or names, one per line. You can paste a column straight from Excel. Missing leading zeros are fine: 445790 is read as 00445790. We check everything before adding anything.
- Upload a CSV (Pro and Team). Any CSV with a company number column (such as "Company number", "CRN" or "Reg no") or a company name column works. Your own reference, tags, notes and postcode columns are picked up too. Files can be up to 2 MB and 5,000 rows. Excel files must be saved as CSV first.
How many companies
| Plan | Lists | Companies across all lists |
|---|---|---|
| Free | 1 | 10 |
| Pro | 25 | 250 |
| Team | 100, shared | 1,000 |
A company on several lists counts once. Archive list stops monitoring and frees up its share of your allowance; you can restore it later. Delete list removes it for good.
On Team, lists are shared with everyone on the team. Untick Share with my team to keep a list to yourself.
On each list
- Run KYB, or KYB-check all, for Pro and Team. See KYB checks.
- Find similar companies: active companies like the ones on your list (Pro and Team).
- PDF pack: PDF reports for the companies on the list, which use your monthly report allowance.
- Put these deadlines in your calendar. See Add filing deadlines to your calendar.
Export to CSV
Click Export CSV on a list, or export from the Financial Screener. Exports are part of Pro (5,000 rows a month) and Team (25,000 rows a month, shared). Allowances reset on the first day of each month (UTC), and unused rows do not carry over. Each export can hold up to 5,000 rows.
The Free plan does not include exports. Dashboard search results cannot be exported.
Last updated 2 October 2026
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