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How it works

Three simple steps

01

Upload statements

  • Upload your bank statements securely.
  • Import transactions from your statement files.
  • Get suggestions for organising income and expenses.

Statement upload · Category suggestions · No bank login

02

Manage your records

  • Add your vehicle using the registration number.
  • Log business mileage.
  • Record cash income and expenses.
  • Review categories and keep records organised.

Mileage logs · Cash records · Digital records

03

Submit to HMRC

  • Prepare updates and tax information.
  • Submit to HMRC from the same system.
  • Keep everything in one reporting workflow.

HMRC submissions · Sole trader tax records