Product Features

Everything You Need for MTD Compliance

Keep your records accurate, organised, and submission-ready.

Start Free Trial

Exceptional Features That Simplify Every MTD Step.

Everything you need to manage your finances efficiently, with powerful features that simplify financial management and support long-term growth.

Get Started
Feature guide

Explore Every Capability in Detail

Scroll through the full walkthrough below, or use Learn more on the homepage to jump to a specific feature.

Feature 01

Transaction Reconciliation Made Simple

Keeping your financial records accurate starts with knowing exactly where every transaction belongs.

FinanceBee transaction reconciliation tools help you review, categorise, allocate and approve transactions with confidence. By bringing all your banking activity into one organised workspace, you can maintain accurate records, reduce administrative effort and stay prepared for Making Tax Digital (MTD) requirements throughout the year.

Business Benefits

Accurate transaction reconciliation delivers more than tidy records. It creates a stronger foundation for managing your business.

  • Faster transaction reviews
  • Improved bookkeeping accuracy
  • Reduced manual data entry
  • Better financial visibility
  • Fewer reconciliation errors
  • More reliable financial reporting
  • MTD-ready records at all times
  • Greater confidence during tax submissions

By automating routine processes and simplifying transaction management, FinanceBee helps you spend less time on bookkeeping and more time focusing on your business.

Start Free Trial View Pricing
Feature 02

Smart Split Transaction Management

Not every bank transaction fits neatly into a single category. Rental income may need to be allocated across multiple properties, expenses may relate to more than one business activity, and shared costs often require careful distribution.

FinanceBee Smart Split Transaction Management feature allows you to allocate a single transaction across multiple income streams, expense categories, properties or activities with complete accuracy. This ensures your records reflect the true nature of each transaction.

Business Benefits

Accurate transaction allocation provides greater visibility into your finances and helps ensure your records remain compliant and reliable.

  • Accurate allocation of income and expenses
  • Simplified management of mixed-use transactions
  • Improved financial reporting and analysis
  • Reduced reconciliation errors
  • Better visibility across income sources and properties
  • More accurate tax calculations
  • HMRC-compliant record keeping
  • Greater confidence in your financial data

By ensuring every transaction is allocated correctly from the outset, FinanceBee helps you maintain accurate records, reduce administrative effort and stay prepared for tax submissions throughout the year.

Start Free Trial View Pricing
Feature 03

OCR Receipt and Invoice Capture

Manually entering data from receipts and invoices can be time-consuming, repetitive and prone to errors.

FinanceBee OCR Receipt and Invoice Capture feature uses AI-powered optical character recognition (OCR) to automatically extract key information from your documents, including supplier details, dates, totals and amounts. This helps you create accurate financial records faster while reducing the burden of manual data entry.

Business Benefits

Automated receipt and invoice capture helps improve efficiency while maintaining accurate records.

  • Reduced manual data entry
  • Faster processing of receipts and invoices
  • Fewer data entry errors
  • Better record keeping and audit readiness
  • More efficient transaction creation
  • Time savings across routine financial tasks
  • Greater confidence in your financial data

By automating document capture and data extraction, FinanceBee helps you save valuable time, reduce costly mistakes and keep your financial records organised and up to date.

Start Free Trial View Pricing
Feature 04

Bulk OCR Processing for Faster Workflows

Processing large numbers of receipts and invoices individually can be time-consuming, particularly when catching up on book-keeping or managing high volumes of paperwork.

FinanceBee Bulk OCR Processing feature allows you to upload multiple documents at once and process them automatically in the background. Using AI-powered OCR technology, the system extracts key information from each document, helping you maintain accurate records while significantly reducing manual effort.

Business Benefits

Bulk OCR Processing helps businesses manage large volumes of financial documents more efficiently.

  • Significant reduction in manual data entry
  • Faster processing of large document volumes
  • Ideal for catch-up bookkeeping projects
  • Improved bookkeeping accuracy
  • Reduced risk of data entry errors
  • Increased productivity for finance teams
  • Faster creation of financial records
  • More time to focus on business activities

Whether you are processing a month's worth of receipts or catching up on historical records, Bulk OCR Processing helps you complete the task faster while maintaining accurate and organised financial data.

Start Free Trial View Pricing
Feature 05

Income Source Management

Looking for an easier way to organise income, stay compliant and keep your financial records accurate?

FinanceBee Income Source Management helps you organise earnings according to HMRC-recognised income categories. By connecting your HMRC account and linked financial accounts in one place, you can allocate, monitor and manage income with confidence. This structured approach supports accurate record-keeping, simplifies tax preparation and helps you stay compliant with Making Tax Digital (MTD) requirements throughout the year.

Business Benefits

Accurate income source management delivers more than organised records. It provides a stronger foundation for financial control, tax compliance and business growth.

  • HMRC-compliant income categorisation
  • Faster tax preparation and submission
  • Better visibility across multiple income streams
  • Reduced manual administration
  • Simplified MTD record-keeping
  • More reliable financial reporting
  • Greater confidence during tax submissions

By combining HMRC-recognised income categorisation with connected financial data, FinanceBee helps you maintain accurate records, improve visibility across your income streams and streamline tax-related administration.

Start Free Trial View Pricing
Feature 06

Joint Ownership Support

Looking for an easier way to manage jointly owned property income and expenses?

FinanceBee Joint Ownership Support helps you manage shared property ownership with confidence by automatically calculating and allocating your share based on the ownership percentages you define. Whether a property is owned by two individuals or multiple parties, FinanceBee ensures income and expenses are apportioned accurately, helping you maintain reliable records, simplify tax reporting and remain compliant with HMRC requirements.

Business Benefits

Accurate ownership allocation is essential for reliable financial reporting and tax compliance. FinanceBee helps ensure that only your share of income and expenses is recorded and reported.

  • Automatic ownership share calculations
  • Accurate allocation of property income and expenses
  • Reduced manual administration
  • Improved bookkeeping accuracy
  • Simplified tax preparation
  • Consistent application of ownership percentages
  • Greater confidence in HMRC reporting
  • Clear visibility of your share of financial performance

With ownership percentages applied automatically, FinanceBee helps you maintain accurate records, streamline reporting processes and ensure that only your correct share is reported every time.

Start Free Trial View Pricing
Feature 07

HMRC Integration

Looking for a simpler way to keep your financial records aligned with HMRC?

FinanceBee HMRC Integration enables you to securely connect your HMRC account and synchronise taxpayer information directly within the platform. By keeping your data connected and up to date, FinanceBee helps reduce manual administration, improve data accuracy and support compliance with HMRC and Making Tax Digital (MTD) requirements.

Business Benefits

Accurate and up-to-date taxpayer information is essential for effective financial management and tax compliance.

  • Secure HMRC connectivity
  • Automatic taxpayer data synchronisation
  • Reduced manual data entry
  • Improved data accuracy
  • Faster tax preparation processes
  • Enhanced compliance with HMRC requirements
  • Consistent and up-to-date financial records
  • Greater confidence in reporting and submissions

With HMRC data synchronised directly into FinanceBee, your records remain aligned with the latest information, helping you save time, minimise errors and maintain confidence in your tax and financial reporting.

Start Free Trial View Pricing
Feature 08

TrueLayer Bank Integration

Looking for a faster way to keep your bank transactions accurate and up to date?

FinanceBee's TrueLayer Bank Integration allows you to securely connect your bank accounts and automatically synchronise transaction data in real time. By eliminating manual imports, spreadsheets and repetitive data entry, FinanceBee helps you maintain accurate financial records, improve book-keeping efficiency and gain a clearer view of your business finances.

Business Benefits

Access to accurate, up-to-date banking information is essential for effective financial management.

  • Secure Open Banking connectivity
  • Real-time transaction synchronisation
  • Reduced manual data entry
  • Faster and more accurate reconciliation
  • Up-to-date financial records
  • Better visibility of cash flow and account activity
  • Greater confidence in financial reporting

With automatic bank feeds powered by TrueLayer, FinanceBee keeps your transaction data current and accurate, helping you save time, reduce administration and make better-informed financial decisions.

Start Free Trial View Pricing
Feature 09

Data Health Dashboard

Safeguard your reporting accuracy by resolving data issues before they impact your decisions.

FinanceBee's Data Health Dashboard provides a clear, real-time view of the quality and completeness of your financial data. By automatically scanning your records and highlighting potential issues, the dashboard helps you identify errors, inconsistencies and missing information before they become compliance or reporting problems.

Business Benefits

Accurate financial data is the foundation of effective tax compliance and business decision-making.

  • Improved data accuracy and consistency
  • Early identification of potential issues
  • Faster error resolution
  • Cleaner financial records
  • Reduced compliance risks
  • Greater confidence in financial reporting
  • Enhanced readiness for Making Tax Digital (MTD)
  • Better visibility into overall data quality

With continuous monitoring and proactive issue detection, FinanceBee helps you maintain healthy financial data, reduce administrative effort and ensure your records remain accurate, compliant and MTD-ready at all times.

Start Free Trial View Pricing
Feature 10

User Management and Permissions

Enable secure collaboration without ever losing control of your financial data.

FinanceBee's User Management and Permissions feature enables you to invite team members and control exactly what they can access within the platform. Whether you work with colleagues, accountants, book-keepers or external advisers, you can assign roles, define permissions and maintain visibility over user activity.

Business Benefits

Effective user management is essential for protecting financial information while enabling teams to work together productively.

  • Secure team collaboration
  • Role-based access control
  • Flexible user permissions
  • Improved data security
  • Greater visibility of user activity
  • Reduced risk of unauthorised access
  • Enhanced accountability across teams
  • Centralised management of user access

With User Management and Permissions, FinanceBee gives you complete visibility and control over who can access your financial data, helping your team work together securely while maintaining compliance, accountability and operational efficiency.

Start Free Trial View Pricing

The Next Generation Platform

Everything you need to stay compliant with Making Tax Digital in one place. From maintaining accurate digital records to managing multiple income sources and meeting HMRC requirements, our platform makes MTD simple.

Sole traders

Self-employed

Ideal for freelancers, consultants, and sole traders who need clear visibility of income, expenses, and tax liabilities.

Property income

Landlords

Perfect for single-property and portfolio landlords who want to keep rental income, expenses, and yields organised.

Shared ownership

Joint Property Owners

Designed for co-owners who share property income and need clarity on each person's share.

Client-ready data

Accountants

Built for accountants who want clean, standardised client data and spend less time chasing missing information.

Growing firms

Small Practices

Ideal for firms managing a growing client base with limited time and resources.

Multiple streams

Mixed Income Taxpayers

Tailored for individuals with multiple income sources, including salary, rental, self-employment, and investment income.

Security & Compliance

Every control is designed to support real accounting workflows, from connecting bank feeds and filing with HMRC to maintaining accurate records and preparing for audits.

Secure Bank Connections

Connect client bank accounts through regulated, read-only channels. No credentials are stored, and every feed is protected with strong encryption and industry-standard security protocols.

Encrypted Data

All financial data, client records, and supporting documents are encrypted in transit and at rest, so ledgers, journals, and reports stay confidential end-to-end.

HMRC Authorisation

File returns via secure, HMRC-authorised connections. Access tokens are managed safely, ensuring only permissioned users can submit on behalf of your clients.

GDPR Compliance

Data processing, retention and access controls are designed to align with GDPR requirements, helping support your responsibilities as a data controller or processor.

Audit Logs

Every sign-in, change, export, and filing is recorded with a timestamp and user identity, giving you a complete audit trail for internal reviews and external regulators.

Secure OCR Storage

Receipts and invoices captured via OCR are stored securely, with access controls and encryption that protect sensitive supplier, client, and transaction details.

Be MTD-ready with Accurate, Real-time Numbers.

Automate reconciliations, reduce manual errors, and give your clients the clarity they expect before month-end crunch hits.

  • ✓ Real-time dashboards
  • ✓ Audit-ready records
  • ✓ Client-friendly reports

Designed for those who want to stay ahead of MTD deadlines.

Get Started Book Demo

Streamline Every Step of MTD, From First Transaction to Final Declaration.