Bart

What Bart is

Bart is an AI-powered tax assistant for UK sole traders using Making Tax Digital. Link a Government Gateway account and a bank account, and Bart imports transactions automatically. It suggests one of four categories for each transaction using the user’s business context and HMRC guidance; users can approve or change those suggestions. They can review a category breakdown and submit quarterly updates directly to HMRC. Bart currently supports quarterly updates for 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, Android and iOS. The free plan covers the first five transactions, with billing beginning when the sixth transaction is categorised. Its Sole trader plan costs £9.99 per month or £119.88 a year and includes unlimited transactions, AI categorisation, quarterly HMRC filing, chat, automatic bank import and deadline reminders. There is no free trial. Bart’s security policy describes TLS in transit, AES-256 encryption at rest, and added AES-256-GCM application-level encryption for sensitive fields. It identifies Finexer as its FCA-authorised and regulated Open Banking provider, and Supabase as its EU data host.

Who it suits

Bart is built for UK sole traders who use Making Tax Digital and want to categorise transactions and file quarterly self-employment updates with HMRC. It suits users who can link a Government Gateway account and bank account and are comfortable reviewing or changing AI category suggestions.

Limits

The free plan covers the first five transactions; billing starts when categorising the sixth. The £9.99 per month Sole trader plan includes unlimited transactions, but quarterly updates currently cover self-employment income only; property income is unsupported and Final Declaration support is coming soon.

Getting started

1. Open hellobart.com or install Bart on iOS or Android.
2. Link your Government Gateway account and bank account.
3. Review imported transactions and Bart’s category suggestions.
4. Approve or change categories, then review the breakdown and submit a quarterly update to HMRC.
5. Use the free plan for the first five transactions; billing starts when categorising the sixth, or choose the Sole trader plan at £9.99 per month.

Verdict

Choose Bart if you are a UK sole trader using Making Tax Digital and want transaction categorisation and quarterly self-employment updates in one service. Look elsewhere if you need support for property income or Final Declaration filing now.