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Obentric Accounting & HMRC

Accounting & HMRC

Bank-to-tax-return in one place

Import bank statements, categorise transactions with AI, raise invoices, manage VAT, estimate Corporation Tax and file Making Tax Digital returns — all without leaving Obentric.

50+

Bank formats supported

£0

Accountant fees saved

MTD

HMRC compliant

14-day free trial · No credit card required

app.obentric.com/accounting
Transactions Invoices VAT Dashboard
Live
Jan 8 Office Supplies Expense -@moneySymbol142.50
Jan 9 Invoice #1042 – ACME Ltd Revenue +@moneySymbol3,200.00
Jan 10 HMRC VAT Payment Tax -@moneySymbol640.00
Jan 11 Freelance – Web Design Revenue +@moneySymbol850.00
Q1 VAT Return @moneySymbol3,782 due
Invoice · ClientAmountStatus

INV-1042

ACME Ltd

£3,200 Paid

INV-1041

BlueSky Ltd

£1,800 Overdue

INV-1040

Nexus Tech

£5,400 Sent

INV-1039

Vertex Inc

£950 Draft
Total outstanding@moneySymbol7,200.00

Output VAT

@moneySymbol12,480

Input VAT

@moneySymbol8,698

Net Due

@moneySymbol3,782

MTD Connection Connected

Filing deadline: 31 Jan 2026

18 days remaining

Core features

Everything you need in Accounting & HMRC

Every feature is built in — no plugins, no integrations, no extra cost.

Bank Statement Import

Upload CSV or connect via Open Banking. Transactions are auto-matched and AI-categorised instantly.

AI Transaction Categorisation

AI reads transaction descriptions and assigns categories automatically. Bulk-categorise 50 transactions in a single click.

Invoicing & Receipts

Create professional invoices, track payments and extract receipt data via OCR. Automatically post to your ledger.

VAT Returns & MTD

Calculate VAT automatically from your transactions. Generate and review returns, then submit directly to HMRC via Making Tax Digital.

Corporation Tax Estimates

Get a real-time CT estimate based on your actual P&L. Understand your tax position before year-end with no surprises.

Financial Reports

P&L, Balance Sheet, Cash Flow, Trial Balance and General Ledger — all generated instantly from your live data.

Quick setup

How it works

Up and running in minutes, not months.

1

Connect your bank

Upload a CSV statement or connect via Open Banking for automatic daily sync.

2

AI categorises transactions

Our AI reads descriptions and assigns categories — reviewed by you in seconds.

3

Generate reports & file tax

VAT returns, CT estimates and financial reports are ready to review and submit.

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Accounting & HMRC

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