Bart
Bart is an AI-powered tax assistant for UK sole traders using Making Tax Digital.
What Bart is
Bart is an AI-powered tax assistant for UK sole traders using Making Tax Digital. Link a Government Gateway account and bank account to import transactions, then review Bart’s suggested categories, based on business context and HMRC guidance. You can approve or change suggestions, view a category breakdown, and submit quarterly updates to HMRC. Current filing support covers self-employment income; UK and foreign property income are not supported, and Final Declaration support is listed as coming soon.
Bart is available on the web, iPhone, and Android. The free plan covers the first five transactions, with billing starting when the sixth is categorised. The Sole trader plan costs £9.99 per month, or £119.88 a year, and includes unlimited transactions, AI categorisation, quarterly filing, chat with Bart, automatic bank import, and deadline reminders. There is no free trial. Bart’s security policy describes TLS for data in transit, AES-256 encryption at rest, and additional AES-256-GCM application-level encryption for sensitive fields. It names Finexer as its FCA-authorised and regulated Open Banking provider.
Good
- Imports transactions from a linked bank account.
- Users can approve or change suggested categories.
- Quarterly updates can be submitted directly to HMRC.
- Free plan covers the first five transactions.
- Available on web, iPhone, and Android.
Watch out
- No free trial.
- Property income is not currently supported.
- Final Declaration support is coming soon.
- Billing starts when categorising the sixth transaction.
Who it suits
Bart is aimed at UK sole traders using Making Tax Digital who want help categorising transactions and filing quarterly self-employment updates. It does not currently support UK or foreign property income.
Verdict
Bart brings transaction categorisation and quarterly HMRC filing together for eligible sole traders. Check that its current income support matches your needs before choosing a plan.
Plans and prices
From Bart's own pricing page, checked 7 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Sole trader | £9.99 a month | First 5 transactions free · Billing starts when categorising the 6th transaction · Unlimited transactions included · £9.99 / month; £119.88 a year |
The facts
Each one read from Bart's own pages, with the date it was checked.
What it does
- Account connections
- Users link their Government Gateway and bank account, after which Bart imports transactions automatically.checked 7 Oct 2026
- AI categorisation
- Bart suggests one of four categories using the user's business context and HMRC guidance, and the user can approve or change the suggestion.checked 7 Oct 2026
- Coming soon
- Final Declaration support is listed as coming soon.checked 7 Oct 2026
- Data hosting
- The security policy says Supabase hosts data in the EU, encrypts it at rest and in transit, and maintains SOC 2 Type II compliance.checked 7 Oct 2026
- Included features
- The paid plan includes AI categorisation, quarterly HMRC filing, chat with Bart, automatic bank import, and deadline reminders.checked 7 Oct 2026
- Open Banking
- The security policy identifies Finexer as Bart's Open Banking provider and says it is authorised and regulated by the FCA.checked 7 Oct 2026
- Product
- Bart is an AI-powered tax assistant that sorts transactions, tracks deadlines, and files to HMRC.checked 7 Oct 2026
- Quarterly filing
- Users can review a category breakdown and submit quarterly updates directly to HMRC.checked 7 Oct 2026
- Security
- The security policy says data in transit uses TLS, server data is encrypted at rest with AES-256, and sensitive fields receive additional AES-256-GCM application-level encryption.checked 7 Oct 2026
- Support
- The homepage says users can chat with Bart anytime; the Google Play listing provides support at [email protected].checked 7 Oct 2026
- Supported income
- Bart currently supports quarterly updates for self-employment income; UK and foreign property income are not currently supported.checked 7 Oct 2026
- Target users
- Bart is built for UK sole traders using Making Tax Digital.checked 7 Oct 2026
The company
- Company
- Hello Bart Ltd is registered in England and Wales, and the homepage gives its address as 64a Cathnor Road, London W12 9JA.checked 7 Oct 2026
- Headquarters
- London, United Kingdomchecked 28 Sep 2026
Where it runs
- Mobile apps
- Bart is listed for iPhone on the App Store and for Android on Google Play.checked 7 Oct 2026
