Convert bank statements to Excel, CSV, QuickBooks & Xero
Simple Making Tax Digital software for sole traders and landlords
Stage
Not given
Startup
Founded
Not given
2026
Based in
Not given
GB
Pricing model
Freemium
Freemium
Pricing
Free: $0/month for 3 pages/month; Starter: $9/month for 150 pages/month; Pro: $19/month for 500 pages/month; Business: $39/month for 1,500 pages/month. All prices in USD.
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
Multi-file upload with parallel processing
Running-balance reconciliation against printed statements
Inline editing of dates, descriptions and categories
AI-powered transaction categorization
Export to Excel, CSV, QBO, IIF, Xero CSV and JSON
Conversion history with re-download capability
Works with any bank or card issuer
Supports files up to 20 MB
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
Every row balance-checked against statement balances
No fixed templates - works with any bank layout
Six export formats from a single conversion
Accounting-ready files for direct import
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
SheetStatement
Affordable MTD