Addlify Finance
MTD & Self Assessment
direct from Excel.
Dedicated button in your Excel ribbon. Period totals roll up automatically. Fraud-prevention headers handled for you. Quarterly updates and VAT Returns submitted to HMRC — in under 60 seconds.
| A — Date | B — Category | C — Description | D — Amount (£) | |
|---|---|---|---|---|
| 1 | 05 Jan 2026 | Turnover | Web design — Acme Ltd | 2,340.00 |
| 2 | 14 Jan 2026 | Turnover | Retainer — Beta Studio | 5,890.50 |
| 3 | 02 Feb 2026 | Turnover | Project — Gamma Co | 12,400.00 |
| 4 | 11 Feb 2026 | Expenses | Office rent — Feb | 880.00 |
| 5 | 20 Feb 2026 | Turnover | Consulting — Delta Ltd | 3,150.75 |
| 6 | 03 Mar 2026 | Turnover | Project — Epsilon | 9,999.00 |
Every sole trader will be required to file.
Nobody makes it simple.
Excel + 4 separate apps + days wasted
- Manually re-key your Excel totals into FreeAgent / QuickBooks / Xero
- Pay £15–30/month per business for a SaaS you only open quarterly
- Hope your bridging tool's box mappings still match HMRC's schema
- Sign into HMRC, switch identities, paste the period figures, wait
- At quarter end, manually reconcile what HMRC received vs your spreadsheet
- Risk of HMRC penalties up to £200 + interest if you miss a deadline
One button, one flow, in your Excel
- Visual column mapping done once and saved forever
- Roll up income + expenses for an MTD period in 30 seconds
- Built-in validation — payload schema and box totals checked before sending
- Submit quarterly update or VAT Return directly to HMRC in one click
- Pull obligations + crystallisation status from HMRC into Excel
- Automatic reconciliation: mismatched figures are highlighted
Everything you need
for HMRC reporting
Quarterly updates for any income source
Visual drag-and-drop mapping between your Excel columns and the MTD payload — self-employment, UK property, foreign property. Done once, saved for the whole tax year. Works with cash basis or accruals.
VAT Return submission
Roll up boxes 1-9 from your Excel ledger, validate, send to HMRC. Submission receipt and acknowledgement reference written back into the adjacent column — full audit trail.
Built-in validator
Schema and arithmetic checks run inside the add-in. Errors are displayed next to the problem row, in plain language.
Obligations + receipts sync
Pulls upcoming obligations and submitted period status from HMRC into a new sheet. Reconciles what HMRC has against your journal.
Manage dozens of clients
without losing track
One Excel add-in, one subscription — covers your entire client portfolio. Switch between client profiles in seconds, get notified before every HMRC deadline, and keep a full paper trail for every submission.
- ✓ Each client has its own column mapping
- ✓ Deadlines tracked per UTR / VRN, not per subscription
- ✓ Every payload + receipt stamped and exportable to PDF
Multi-client
For accountants: manage 50–100 clients with separate profiles, each with its own column mapping and HMRC agent credentials.
Deadline alerts
Notifications before quarterly update, VAT Return and Self Assessment deadlines, for each client individually.
Full audit trail
Every payload is saved with a timestamp, hash and HMRC acknowledgement reference. Useful for HMRC enquiries or to prove what was filed, when, and by whom. Quick export to PDF for the client's records.
From Excel to HMRC in 4 steps
Select rows
Highlight the data range in your sheet — turnover, expenses, property income. The add-in automatically detects the structure.
Visual mapping
Drag your columns over the MTD payload fields. Once per profile — then it's saved.
Generate payload
One click → schema-compliant JSON. Built-in validation runs automatically and reports any errors before you submit.
Submit to HMRC
Authenticate once via HMRC OAuth (your Government Gateway account). Submission receipt + acknowledgement reference written back into Excel.
What accountants want to know
before subscribing
Get Addlify Finance
in 60 seconds
Download the add-in, open Excel, enter your key. That's it.
Works on Windows, Mac, and Excel Online.
- ✓ Excel 2016 or later / Microsoft 365
- ✓ Windows 10+, macOS Catalina+, or any modern browser
- ✓ Internet connection for HMRC submission
New here? 📖 Read the install guide first — step-by-step for Excel Windows / Mac / Online.
Or install from Microsoft AppSource — search "Addlify Finance"
🔑 Manage my licence →Designed to live
inside Excel — not beside it
| Feature | Addlify Finance | QuickBooks | Xero | FreeAgent | Bridging tool |
|---|---|---|---|---|---|
| Works inside Excel — no context switch | ✓ | ✗ | ✗ | ✗ | Excel import only |
| MTD ITSA quarterly updates | ✓ | ✓ | ✓ | ✓ | VAT only on most |
| MTD VAT Return submission | ✓ | ✓ | ✓ | ✓ | ✓ |
| Built-in pre-submission validation | ✓ | Basic | Basic | Basic | Schema only |
| Direct submission to HMRC (OAuth) | ✓ | ✓ | ✓ | ✓ | ✓ |
| Your data stays local — no cloud upload | ✓ | ✗ | ✗ | ✗ | ✓ |
| Self-employment + UK property + foreign property | ✓ | SE only | ✓ | SE + UK property | ✗ |
| Multi-client profiles in one tool | ✓ | Agent plan | Practice plan | Practice plan | ✗ |
| Starting price / month | From £5 | From £12 | From £16 | From £10 | From £6 |
⚠ = partial support. Based on publicly available feature lists, May 2026.
How much time are you
losing each month?
current process
with Addlify Finance
saved / month
Finance £5/mo
Illustrative calculation. Figures are estimates based on the transaction count, processing time and hourly rate you typed, applied to a typical 80% reduction in manual handling observed during internal testing. Actual savings depend on your existing workflow and how much you use Addlify Finance. Past performance is not a guarantee of future results.
Simple, transparent pricing.
Cancel anytime.
The Solo plan includes a 14-day free trial — no credit card required.
Annual billing saves up to 20%.
- ✓ 1 user · 1 device
- ✓ 100 HMRC API calls / day (submissions + reads)
- ✓ MTD payload validation (schema + arithmetic)
- ✓ Quarterly updates & Self Assessment from Excel
- ✓ Direct submission to HMRC over OAuth
- ✓ Auto-fill UTR / VRN from HMRC
- ✓ HMRC deadline calendar (ITSA + VAT)
- ✓ Bulk UTR/VRN verification (25 at once)
- ✓ Email support
- ✓ 1 user · 2 devices
- ✓ 500 HMRC API calls / day (submissions + reads)
- ✓ Everything in Solo
- ✓ Bulk UTR/VRN verification (200 at once)
- ✓ Priority email support
- ✓ Advanced export reports
- ✓ Early access to new features
- ✓ 5 users included · 2 devices each
- ✓ 2,000 HMRC API calls / day (submissions + reads)
- ✓ Everything in Pro
- ✓ Centralised firm dashboard
- ✓ Bulk UTR/VRN verification (1,000 at once)
- ✓ Dedicated onboarding session
- ✓ +£4/month per extra user
- ✓ Unlimited users & devices
- ✓ Unlimited HMRC API calls / day
- ✓ Everything in Cabinet
- ✓ Bulk UTR/VRN verification (unlimited)
- ✓ Accounting platform integration (Xero/QuickBooks/Sage)
- ✓ Dedicated account manager
- ✓ SLA & priority support
- ✓ Custom onboarding
Add-ons & top-ups
Extra seats for Cabinet plans or top-up HMRC API credits when you exceed your daily allowance.
Permanent seats · one-time
HMRC API credits · one-time
Cabinet — subscription seats
One-time (except subscription seats) · Credits never expire · Valid for all plans
Stop losing weekends
to HMRC paperwork.
Install Addlify Finance in 60 seconds and submit your first quarterly update by lunchtime.