MTD Workflow

How FinanceBee Works

From bank connection to HMRC submission in four simple steps to MTD compliance.

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1

Connect Bank Accounts

Securely link your business bank accounts.

2

Import Transactions

Transactions flow in automatically with no manual entry.

3

Review & Categorise

Reconcile, split and assign to the right income sources.

4

Submit to HMRC

File MTD quarterly updates with confidence.

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