One workspace, plugged into the rails UK firms use.
SmartBooks isn't a closed system. It speaks HMRC MTD, Companies House, the major UK banks via open banking, Adfin for payments, and the four big accounting platforms for migration. WhatsApp, Gmail and Stripe at the front; HMRC at the back.
SmartBooks integrates where the accounting workflow needs a rail.
The integration roadmap is not a logo wall. Each connection has to reduce manual work inside a real accounting process: filing with HMRC, collecting payments, reading bank transactions, importing legacy data, capturing documents, or reconciling sales channels. If an integration does not improve the books, the review queue or the submission trail, it stays off the core list.
Live integrations are used in working product paths. Coming-soon integrations are being built or awaiting provider approval. Roadmap items are validated demand signals from firms and businesses, but they are not promised until they pass security, data-quality and support checks.
- Filing railsHMRC and Companies House connections support regulated outputs.
- Payment railsAdfin handles direct debit, pay-by-bank and collection status.
- Capture railsEmail, WhatsApp and upload routes feed Smart Inbox.
- Live
HMRC MTD VAT
Quarterly VAT returns submitted through HMRC's Making Tax Digital VAT API.
View workflow - Live
HMRC MTD ITSA
Quarterly updates, EOPS and final declaration through the MTD Income Tax API.
View workflow - Live
HMRC Self Assessment
SA100 with supplementary pages, pulled from the books.
- Live
Companies House
Statutory accounts filing under FRS 102 1A and FRS 105 with iXBRL.
View workflow
- Live
Adfin · direct debit
Bacs direct debit, scheduled and collected automatically.
- Live
Adfin · pay-by-bank
Open-banking instant pay-by-bank from the customer's account.
- Live
Adfin · VRP
Variable recurring payments — open-banking consent-based collection.
- Live
Adfin · card on file
Card collection with auto-retry and dunning.
- Coming soon
Open banking · all major UK banks
Live transaction feeds, balances, and reconciliation against intake. Integration in active development.
- Live
Xero
Chart of accounts, contacts, opening balances, last 24 months of transactions.
- Live
QuickBooks Online
Chart of accounts, contacts, opening balances, last 24 months of transactions.
- Live
Sage 50 / Sage Accounting
Bulk import via CSV and Sage's Accounting API.
- Live
FreeAgent
Contacts, invoices, expenses and opening balances.
- Live
Stripe
Sales, refunds, fees and payout reconciliation.
View workflow - Live
Square
Card and POS sales, refunds and payouts.
- Roadmap
GoCardless
Direct-debit collections for clients already on GoCardless.
- Live
WhatsApp
Personal inbox address per client; receipts and voice notes captured automatically.
- Live
Gmail / Outlook / Apple Mail
A personal email address per client; forwarded receipts and invoices auto-classified.
- Roadmap
Slack
Notifications and approval handoffs for firms operating on Slack.
Deep workflow pages for the highest-intent integrations.
Each integration page explains the accounting job, the data handled, the safeguards, and the related SmartBooks workflow.
HMRC MTD VAT integration for UK firms
The SmartBooks HMRC MTD VAT workflow is designed to connect bookkeeping records, exception review and accountant approval before a VAT submission is made. For live production status, firms should check the SmartBooks security and compliance page before relying on it for an upcoming deadline.
Integration: HMRC MTD VAT
View workflowHMRC MTD ITSA integration workflow
SmartBooks is designed for the operational side of MTD ITSA: collecting records, checking missing information, preparing quarterly review and keeping accountant approval visible. Production filing status should always be confirmed before relying on any MTD ITSA tool for a mandated client.
Integration: HMRC MTD ITSA
View workflowCompanies House filing workflow in SmartBooks
SmartBooks is strongest where firms want bookkeeping records, accounts production and filing preparation closer together. The workflow is designed for FRS 102 1A and FRS 105 accounts, with accountant review before statutory accounts are treated as complete.
Integration: Companies House
View workflowAdfin payments integration for SmartBooks
The Adfin integration gives SmartBooks a payment rail for invoicing and collection workflows. The SEO value is practical: businesses can issue invoices, collect through supported payment methods and keep collection status visible to bookkeeping and reconciliation workflows.
Integration: Adfin payments
View workflowOpen banking accounting integration for UK firms
Open banking is valuable in SmartBooks because bank data is only useful when it is reviewed against receipts, invoices and client context. The workflow focuses on matching, exceptions and review readiness rather than treating a bank feed as automatically complete books.
Integration: Open banking UK
View workflowWhatsApp receipt capture for accountants
WhatsApp-style receipt capture helps because many clients already send evidence through messaging. SmartBooks turns that habit into a structured intake workflow where receipts can be classified, reviewed and followed up instead of getting lost in a chat thread.
Integration: WhatsApp receipts
View workflowEmail receipt capture for SmartBooks
Email receipt capture is useful because invoices already land in inboxes. SmartBooks gives each client a cleaner route to forward evidence into Smart Inbox, where the firm can classify it, review confidence and chase missing information.
Integration: Gmail and email receipts
View workflowStripe accounting workflow for SmartBooks
Stripe accounting work is not just importing sales. Firms need to separate gross sales, fees, refunds, chargebacks and payouts. SmartBooks positions Stripe as part of a review workflow so sales-channel data can be matched and checked before accounts or VAT work is finalised.
Integration: Stripe
View workflowXero to SmartBooks import workflow
A Xero import should be planned around the cut-over date, chart of accounts, contacts, opening balances and enough history for continuity. SmartBooks is strongest when the migration also simplifies capture, review and accounts-production workflow after the import.
Integration: Xero import
View workflowQuickBooks to SmartBooks import workflow
A QuickBooks import should focus on clean balances, useful history, client contacts and workflow differences after cut-over. SmartBooks is usually evaluated where firms want capture, review, MTD preparation and accounts production closer together.
Integration: QuickBooks import
View workflowSage to SmartBooks import workflow
Sage migration should be treated as workflow redesign, not just data movement. SmartBooks helps firms move selected clients toward cloud intake, Smart Inbox review, MTD readiness and accounts-production workflows while keeping migration checks explicit.
Integration: Sage import
View workflow
Missing something you need?
Pilot cohort firms get a direct line to the integration roadmap. Tell us what you'd plug in, and when.
Running a firm? Book a 15-minute demo.