Bart

Hello Bart

About this app

1. Bart — Taxes made simple

Self-assessment tax, sorted. Bart helps UK sole traders and freelancers track income, categorise expenses, and file directly to HMRC — all from your phone. No spreadsheets, no shoeboxes, no stress.

Built for Making Tax Digital, Bart connects to your bank, learns how you categorise transactions, and keeps your tax position up to date in real time. When it's time to file, you submit your Self Assessment return straight to HMRC without leaving the app.

2. Bank sync, done properly

Connect your bank account securely through Open Banking. Transactions flow in automatically — no manual entry, no CSV uploads. Powered by Finexer, an FCA-regulated provider, so your financial data is handled to the highest standard.

3. AI that actually helps

Bart uses AI to categorise your transactions into the right HMRC tax categories. It learns from your choices and gets smarter over time. You stay in control — review, adjust, and approve everything before it counts.

4. Know where you stand

Your tax position updates in real time as transactions come in. No more end-of-year surprises. See what you owe, what you've earned, and what you've spent — at a glance, any time.

5. File to HMRC, directly

Submit your Self Assessment return to HMRC through official Making Tax Digital APIs. No third-party detours, no posting paper forms. Connect your Government Gateway account and file when you're ready.

6. Stay on top of things

Bart nudges you when transactions need categorising and when HMRC deadlines are approaching. A quick notification now saves a scramble later.

7. Help when you need it

Got a question? The built-in support chat means you can reach a real person without leaving the app.

8. Designed to be clear

A clean, dark interface that puts your numbers front and centre. No clutter, no jargon. Built to be accessible and easy to use, whether you're a first-time filer or a seasoned sole trader.

9. What you get

· Automatic bank transaction sync via Open Banking
· AI-powered expense categorisation
· Real-time tax position tracking
· Direct HMRC Self Assessment filing via MTD
· HMRC obligation and deadline tracking
· Push notifications for uncategorised transactions
· Built-in support chat
· Secure Government Gateway connection

10. Pricing

Bart is free to try. After your trial, a subscription keeps everything running — including bank sync, AI categorisation, and HMRC filing. Payment is handled through your Apple ID.

11. Your data, protected

Your financial data is encrypted and stored securely. Bank connections use FCA-regulated Open Banking — Bart never sees your bank login details. We follow UK data protection regulations and never sell your data.

Self-employed tax doesn't have to be complicated. Bart handles the busywork so you can get back to the work that matters.