We do the tick and bash.
You sign off.
Upload a sole trader's bank statements. The AI codes every line to an SA103 box and flags anything unclear. You approve, then export year-to-date totals for each quarterly update into the MTD software you already use.
£1,200.00 R Patel payment to Turnover
£86.40 Screwfix Direct to Cost of goods
£1,850.00 HMRC Self Assessment to Owner's drawings, not an expense
£62.10 Shell Yeovil to Car, van and travel
A quarter coded and exported, in 40 seconds
Your paper clients, coded
Every bank line gets an SA103 category and a reason in plain English. You review the queue like a senior reviews a junior's work.
Nothing to switch. It sits before your ledger, your team approves every line, and you file from the software you already use.
HMRC SELF ASSESSMENT
£1,850.00
AI proposal
Owner's drawings
This is the owner's personal tax, not a business expense, so it stays out of the SA103 totals.
Confidence
Medium: clear from the description
Every line to an SA103 box
Materials, fuel, phone, fees: coded to the boxes you file under, with the MTD field name alongside.
It flags what needs you
Supermarket and Amazon spend, bigger equipment buys: the AI says what to check instead of guessing quietly.
Personal or business?
“Tesco is a supermarket with no clear business link, so this looks like personal shopping. Check with the client if unsure.”
MTD didn't add one return.
It added four.
The clients who keep records on paper, in PDFs or in a carrier bag eat the hours. Xero and QuickBooks automate the clients who already live in Xero and QuickBooks. Your paper clients don't.
1,200
extra submissions a year for 300 MTD clients
Source: TaxCalc, June 2026
4 + 1
quarterly updates and a tax return per business, every year
Source: HMRC
7 Nov
next quarterly deadline, for the year to 5 October
Source: GOV.UK
Your name is on the return
So nothing counts until you approve it. The quarter's totals come only from lines a person signed off.
You approve every figure
The AI proposes. A person at your practice decides. Every line waits for your approval.
A paper trail on every line
The transaction, the category, the reason, and who approved it, kept for every quarter.
UK GDPR agreement first
A signed data processing agreement before you upload a single statement.
Ready before 7 November
Run your Q2 paper clients through it. Pay up front, with a full refund if it saves no time on your first 3 clients.
What it does not do
So you know exactly where it stops
- It does not file to HMRC. You file, with software you already trust.
- It does not replace your review. It removes the typing and first-pass coding.
- It does not ask your clients to change banks or apps.
Q2 pilot
Set up with you on a video call
10 practices- £15 per client per quarter, minimum 10 clientsAll of a client's bank and card accounts count as 1 client.
- Your first clients set up with you, live
- During the pilot, the founder converts your PDF statements with AI and checks each one
- Full refund if it saves no time on your first 3 clients