Convert PDF bank statements into structured transaction data for Excel, CSV, or QuickBooks import
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
Not given
Freemium
Pricing
Free: 10 pages per UTC day for 10 consecutive days. Starter: $14.50/month or $174/year (500 pages/month). Business: $24.50/month or $294/year (1,500 pages/month). Enterprise: $44.50/month or $534/year (5,000 pages/month). Annual plans save 50%.
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
Excel export with formatted transactions sheet
CSV export with UTF-8 text output
QBO Web Connect file export for QuickBooks
OCR support for readable English scanned PDFs
Available balance verification checks
Batch uploads with merged downloads
Support for multiple export formats
Private file storage in workspace
Direct downloads without confirmation step
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
Review transactions before import with direct downloads
Support for readable English scanned statements via OCR
Available balance verification to catch errors
Flexible team access with shared monthly allowance
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
TallyClip
Affordable MTD