Simple Making Tax Digital software for sole traders and landlords
Stage
Not given
Startup
Founded
Not given
2026
Based in
US
GB
Pricing model
Freemium
Freemium
Pricing
Free plan at $0.00/mo includes manual transaction input, bank account adding, up to 1 year history, transaction categorization, and Koody AI. Standard plan is $2.99/mo with up to 3 years history and exports. Plus plan is $4.99/mo with statement imports, auto-categorization, unlimited history, and bu
Free for the entire 2026-27 tax year (6 April 2026 to 5 April 2027). From 2027-28 onwards: £19.99 per year. No VAT currently added, no per-submission fees, no tiers.
Key features
Automatic transaction categorization
Import PDF and CSV bank statements
Profit and loss reports
Cash flow tracking by week and category
Year-over-year profit comparison
Manual transaction entry
Receipt and invoice attachment
Export reports for accountant
Tax set-aside calculation
Quarterly updates for self-employment income
Quarterly updates for UK property income including residential finance costs
CSV and Excel import with column mapping
AI categorisation of transactions into HMRC categories
AI pre-submission review to catch errors before HMRC
Standard or calendar quarters, chosen per tax year
Annual adjustments and final declaration
HMRC Assist feedback shown with tax estimate
Audit-ready records with timestamps and references
Consolidated expenses support for turnover under £90,000
What makes it different
Works without bank login - import statements manually or use PDF/CSV files
Keeps personal and business transactions separate in the same account
Built-in business categories from tax forms
See cash flow patterns by week to make informed spending decisions
Simplest MTD software, built specifically for sole traders and landlords
No banking, VAT, invoicing or payroll - just the tax bit
AI automatically sorts expenses into HMRC categories
Koody
Affordable MTD