MTDPilot pulls your clients' bank transactions, categorises them automatically, and gets everything HMRC-ready — so you spend less time chasing documents and more time advising clients.
If you manage sole traders, gig workers or small companies, you already know the pain.
You email, you WhatsApp, you call. They promise to send it. They don't. Weeks pass. The deadline gets closer. The document still hasn't arrived.
Most accounting software is designed for medium-sized businesses. When your client only earns £50-100k, the per-client software cost eats into your margin. You need something lightweight that fits.
HMRC now wants quarterly submissions. Your client hasn't sent a single receipt. You're filing based on guesswork or spending hours chasing what should take minutes.
Designed specifically for small UK practices managing clients who aren't on expensive accounting software.
You manage 30-200 clients, most of them sole traders or micro companies. You need something affordable that just works.
Uber drivers, Deliveroo riders, Amazon Flex couriers. They're not tech-savvy, they don't keep receipts, and they need help with MTD.
You know you need to go digital for MTD but the big platforms are too expensive for your client base. MTDPilot bridges that gap.
Four steps. No technical setup. Works with the major UK banks out of the box.
Enter their name and email. MTDPilot generates a unique secure link for them.
They click the link, select their bank, and authorise read-only access. Takes 2 minutes. No app download needed.
Bank data flows in daily. AI automatically categorises every transaction — income, expenses, travel, subscriptions — to the right nominal codes.
Quarterly summaries are generated automatically, aligned to the UK tax year. Review, adjust, and submit — MTD compliance sorted.
Built for accountants managing self-employed clients, sole traders and gig workers in the UK.
Transactions sync daily from your clients' bank accounts via open banking. Barclays, HSBC, Lloyds, NatWest, Monzo, Starling and more.
Every transaction is automatically categorised to the correct nominal code — travel, equipment, subscriptions, income. Review and adjust with one click.
HMRC-ready summaries generated per client, per quarter, aligned to the UK tax year. No more scrambling at deadline.
Upload earnings summaries from Uber, Deliveroo, Amazon Flex and other platforms. Parsed and matched to bank transactions automatically.
See all your clients in one place. Who's connected, who needs chasing, whose quarterly report is ready. Everything at a glance.
Read-only access only. No payments, no transfers, no risk. Powered by FCA-regulated open banking. Your clients' money is always safe.
We're onboarding a small group of UK accountants for early access. No commitment, no card required. Just tell us about your practice and we'll be in touch.
Request early accessMTDPilot is built by accountants, for accountants. If you have questions, want a demo, or just want to chat about MTD — we'd love to hear from you.
✉ hello@mtdpilot.co.uk