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Beta launching Q3 2026
Making Tax Digital · Income Tax · UK

Keep your Excel.
We'll handle HMRC.

Addlify Finance is bridging software for sole traders, landlords and accountants who want to stay on spreadsheets — and still submit quarterly MTD updates to HMRC with a single click.

2.9M
Sole traders and landlords affected by MTD for Income Tax
30%
Are aware of the new quarterly reporting rules
£50k
Income threshold triggering MTD from April 2026
5×
Submissions per year replacing the single annual return
What you get

Built for people who refuse to leave Excel.

01
No migration. Ever.
Your spreadsheet stays your spreadsheet. The add-in installs in 30 seconds and reads directly from your existing columns.
02
Quarterly submissions, one click.
Map your income and expenses once. Every quarter, hit submit. The add-in talks to HMRC's MTD API and brings back confirmation receipts.
03
Multi-source ready.
Self-employment income, UK property, overseas property — separate digital records, combined where HMRC needs it, all from one workbook.
04
Year-end Final Declaration.
After your fourth quarterly update, generate and review the Final Declaration before filing — without leaving Excel.
05
Accountant mode.
Manage multiple clients from one dashboard. Each client gets their own workbook; you keep oversight of deadlines, statuses and submissions.
→ Founding 20 places

9 months free.
For your honest feedback.

Join the waitlist now. The first 20 people who get access at launch get nine months free in exchange for testing the product and telling us what's broken.

HMRC & Tax compliance
Income & Expenses
Invoicing & Getting paid
Property / Landlords
For Accountants & Bookkeepers
Workflow & Quality of life
Reporting & Insights

By joining the waitlist you agree to receive product updates by email. We won't share your details. Unsubscribe anytime.

You're on the list.

We'll email you the moment the beta opens. Reply to that email and we'll prioritise your spot in the founding 20.

Roadmap

Where we are. Where we're going.

April 2026
MTD for Income Tax goes live (£50k+)
Now
Building the add-in. Recruiting founding testers.
Q3 2026
Closed beta. First 20 testers get 9 months free.
Q4 2026
Public launch on Microsoft AppSource.
Common questions

Things people ask first.

Is this HMRC-approved bridging software?
We are building Addlify Finance to meet HMRC's bridging software requirements and intend to apply for listing on the official "find software compatible with MTD" register before public launch. Until then, sandbox testing only.
Do I need to migrate from my current spreadsheet?
No. The add-in works on top of your existing Excel workbook. You map your columns once during setup — that's it.
What does the 9 months free cover?
Full access to all features for the first 9 months after public launch, in exchange for testing the beta and sharing feedback. After that, regular pricing applies — and you can cancel anytime.
I'm under the £50k threshold. Should I still sign up?
Yes. The threshold drops to £30k in April 2027 and £20k in April 2028 — and HMRC accepts voluntary sign-ups now. Early adoption makes the transition smoother.
Will it work on Mac / Excel for Web?
Yes. Built on Office.js — runs on Windows, Mac, and Excel for the Web. No VBA, no legacy add-ins.