All software / Bart
Bart
Visit Bart websiteView HMRC listing
Our notes
Bart is an AI-assisted mobile app for UK sole traders that imports bank transactions via Open Banking, suggests categories and sends MTD for Income Tax quarterly updates. The final declaration is listed as coming soon.
Pros
- Automatic bank import through Open Banking
- AI category suggestions and chat for transactions
- One plan at £9.99 a month with unlimited transactions
- iOS and Android apps
Cons
- Final Declaration 'coming soon'
- UK property and foreign property income not supported
- Eligibility limits: cash basis only, turnover under £90,000, not for VAT-registered businesses or users of simplified expenses
- Needs a bank that supports Open Banking
Price
Prices can change without notice, so confirm with the provider before you buy. Spotted an error? Email us.
- Cheapest MTD-capable plan
- Sole trader
- Per month
- £9.99
- Per year
- unknown
- VAT
- inc VAT (terms: 'inclusive of VAT where applicable')
- Notes
- Homepage: '£9.99 / month', '£119.88 a year, all in' (monthly price over 12 months; no separate annual plan found). Billing is through the App Store or Google Play. Free tier: first 5 transactions in total; billing starts when you categorise your 6th.
- Landlord pricing
- no. UK property and foreign property income are 'not currently supported'.
Really free?
- Quarterly updates free
- yes, only while within 5 free AI categorisations in total (counter 'does not reset')
- Tax return (final declaration) free
- no (not yet available, 'coming soon')
- Limits
- First 5 transactions free across your entire use of the service; a paid subscription is needed to categorise the 6th transaction, after which HMRC filing is unavailable without one.
- Bank account condition
- Open Banking compatible business bank account required to use the service
- Time limit
- None stated
Landlords and spreadsheets
- Excel bridging
- no
- Google Sheets bridging
- no
- CSV import
- unknown
- Bridging notes
- Transactions come from a bank feed; no spreadsheet import is mentioned.
Checked 18 Oct 2026. Sources:hellobart.com, hellobart.com
HMRC listing
What the software provider has told HMRC. “In development” means the provider has committed to building it in time for the 2026 to 2027 tax return.
Features
| Free version | Not included |
|---|---|
| Agent software | Not included |
| Individual software | Ready now |
| Software that creates digital records | Ready now |
| Bridging software that connects to records | Not included |
| Standard update period (6 April to 5 April) | Ready now |
| Calendar update period (1 April to 31 March) | Not included |
| Making Tax Digital for VAT | Not included |
| HMRC Assist (Submission Feedback) | Not included |
Business income
| Sole trader | Ready now |
|---|---|
| UK property | Not included |
| Foreign property | Not included |
Other income sources and items
| Employment (PAYE) | In development |
|---|---|
| UK dividends | In development |
| State Pension income | Not included |
| Private pension incomes | Not included |
| Partner income from a partnership | In development |
| Foreign dividends | Not included |
| Foreign interest | Not included |
| Private pension contributions | In development |
| Construction Industry Scheme | Not included |
| Charitable giving | In development |
| Capital Gains | In development |
| Student Loan | In development |
| Marriage Allowance | In development |
| Voluntary Class 2 National Insurance | In development |
| High Income Child Benefit Charge | Not included |
| UK interest | In development |
Accessibility
| Blindness or impaired vision | Not included |
|---|---|
| Deafness or impaired hearing | Not included |
| Motor or physical difficulties | Not included |
| Cognitive impairments | Not included |
Platform
| Software type | Desktop application |
|---|---|
| Mobile App | Android Apple iOS |
| Language | English |