Convert bank statement PDFs to Excel or CSV in your browser with balance verification
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
Free
Freemium
Pricing
Not given
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
Converts bank statement PDFs to Excel or CSV
Runs entirely in browser with no upload
Verifies every row against running balance
QuickBooks Online export preset
Xero statement import preset
Supports OFX and QFX exports
Handles up to 200 pages and 60 MB
Detects encryption and password protection
Includes raw transaction source text for traceability
Flags rows that fail balance verification
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
Balance verification on every row prevents silent errors
Processes entirely in browser with zero upload
Detects when it cannot read a statement and refuses to guess
Works offline after page loads
Rebuilds table structure from PDF text positions
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
StatementToExcel
Affordable MTD