Features
categorisation
Intelligent categorisation that saves hours of review
Simply MTD suggests categories and possible matches for your transactions, so you can review records faster while staying in control.
Less review. More confidence.
Save time with intelligent AI that suggests categories and matches for you to review and amend where needed.
Fewer missing or duplicated transactions
Transactions are imported directly from your bank, reducing gaps and duplicates in your records.
Reconciliation without guesswork
Transactions arrive consistently, making exceptions rare and easy to identify when they occur.
Bookkeeping records you can rely on
Keep your bank activity and bookkeeping records aligned, so your figures reflect real transactions.
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Everything you need to run your business, without complexity.
FAQ
Does Simply MTD categorise transactions automatically?
Simply MTD can suggest categories for transactions, but you stay in control and can review or change them before they are finalised.
Can I change the suggested category?
Can Simply MTD match bank transactions to invoices?
Does the system improve over time?
Can I review transactions before they are posted?