Get your bank statements ready for Making Tax Digital
QuickMaths reads your bank statements, receipts and invoices, sorts every transaction into HMRC-aligned categories, and gives you a clean Excel export for your accountant or MTD software. Free to use, no sign-up.
Four free tools
Each tool reads a document you upload and turns it into organised, HMRC-ready data. Built for UK sole traders, landlords and the accountants who look after them.
Bank Statement Analyzer
Upload a statement PDF or photo. Every transaction is extracted, separated into income and expenses, and matched to an HMRC category you can review and correct.
Open tool →Receipt & Invoice Scanner
Photograph receipts and invoices. The scanner reads the vendor, date, amount and VAT, then files each expense under the matching SA103 self-employment category.
Open tool →VAT Calculator
Estimate input and output VAT from a bank statement and see the results arranged in the nine boxes of a UK VAT return, with a breakdown by rate.
Open tool →MTD Quarterly Reporter
Merge several months of statements into one report grouped by HMRC tax quarters, with income and expense totals for each Making Tax Digital update.
Open tool →How it works
Three steps from document to organised data.
Upload
Upload a bank statement PDF or photograph a printed one with your phone. Statements from most UK banks work.
Review
Google's Gemini model extracts each transaction and suggests an HMRC category with a confidence score, so you can see exactly which entries need a second look.
Export
Correct anything the AI got wrong, then download an Excel workbook organised by HMRC category, ready for your accountant or MTD software.
Making Tax Digital: the timeline
HMRC now requires digital record-keeping and quarterly updates for self-employed people and landlords above certain income levels. The rollout happens in stages.
What MTD requires
- Keep digital records of business income and expenses
- Send quarterly updates to HMRC through compatible software
- Categorise transactions in line with HMRC's Self Assessment headings (SA103 for self-employment, SA105 for property)
- Submit your tax return by 31 January following the end of the tax year
Why QuickMaths?
Built around the categories and deadlines that UK Self Assessment actually uses.
HMRC category alignment
Transactions are categorised to match the SA103 self-employment expense headings, so the output maps onto the boxes you fill in anyway.
Confidence scoring
Every extracted transaction carries a confidence score. High-confidence rows can be skimmed; anything uncertain is flagged for your review.
Excel export
Download a workbook with separate sheets for money in, money out, category totals and a summary. Figures are rounded and ready to import.
Nothing stored
Documents are processed in memory and discarded after analysis. We don't keep your files and you don't need an account. See our privacy policy.
Works on your phone
Use the camera to scan printed statements and paper receipts. The tools are responsive and work in any modern browser.
Free to use
All four tools are free. The site is funded by advertising, which is what keeps them free.