Integrations

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.

HMRC and Companies House
  • Live

    HMRC MTD VAT

    Quarterly VAT returns submitted through HMRC's Making Tax Digital VAT API.

  • Live

    HMRC MTD ITSA

    Quarterly updates, EOPS and final declaration through the MTD Income Tax API.

  • 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.

Payments
  • 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.

Banking
  • Coming soon

    Open banking · all major UK banks

    Live transaction feeds, balances, and reconciliation against intake. Integration in active development.

Migration from other accounting platforms
  • 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.

Sales and point-of-sale
  • Live

    Stripe

    Sales, refunds, fees and payout reconciliation.

  • Live

    Square

    Card and POS sales, refunds and payouts.

  • Roadmap

    GoCardless

    Direct-debit collections for clients already on GoCardless.

Communication and capture
  • 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.

Integrations

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.

No spam. One email when early access opens.