Accounting software, built around a Smart Inbox.
One workspace for the whole accounting job — Smart Inbox, invoicing and automated payments, bank feeds, MTD VAT and MTD ITSA, Self Assessment and full accounts production. Captured, classified, reviewed, paid, filed.
Cohort 1 (pilot) opens the day HMRC grant production credentials. Limited firm seats; waitlist order is the queue order.
- MTD VAT & MTD ITSA — sandbox-tested
- Automated payments by Adfin
- Open banking feeds (coming soon)
Built by the operators behind RR Accountants — a chartered UK practice — for MTD ITSA and MTD VAT. Payments by Adfin. Inside the Rajoka portfolio.
- Xero
- QuickBooks
- Sage
- FreeAgent
- Stripe
- Gmail
What is SmartBooks?
SmartBooks is UK MTD accounting software for accountancy practices, bookkeeping firms and growing businesses. It brings document intake, Smart Inbox review, invoicing, automated payments, bank feeds, MTD VAT, MTD ITSA, Self Assessment and accounts production into one web workspace. The product is built around a Smart Inbox: clients send receipts and invoices by email, WhatsApp, mobile photo, scan or upload; SmartBooks classifies the document, extracts key fields, shows confidence levels and routes exceptions for human review. Firms keep approval control before anything is filed with HMRC. SmartBooks is part of Rajoka Limited and is built with the operators behind RR Accountants, a UK chartered accountancy practice. The current 2026 release is pre-launch, with early-access pilot seats opening as HMRC production credentials and firm cohort onboarding are completed.
Reviewed June 2026 by the SmartBooks product team.
Start with the workflow that matches you.
SmartBooks serves firms and the businesses they support, but the buying question is different for each audience. Pick the route that matches the job you need fixed first.
- Firms
Accountancy and bookkeeping practices
For teams running 30+ clients who need receipt intake, review queues, MTD VAT, MTD ITSA and accounts production in one place.
See firm workflow - Landlords and sole traders
MTD ITSA-ready by cohort
For people who need digital records, quarterly updates and a cleaner way to keep property or self-employment records current.
Check the MTD ITSA guide - Businesses
Finance teams and owner-operators
For businesses that want staff to send receipts from email, WhatsApp, mobile or scan while the books stay organised.
Explore business use cases
One inbox. Every source. Every document.
Every business has different habits — some forward emails, some send WhatsApp photos, some scan in batches. SmartBooks gives each one a personal address across every channel, and a single organised inbox on the firm side.
- Document type, supplier, date, net, VAT — extracted automatically.
- Confidence shown on every field. Override anywhere.
- Missing-info requests bundled into one clean message per client.
Everything a UK accounting practice needs, in one place.
One organised inbox up front. Invoicing and automated payments through our partner Adfin. Bank feeds via open banking. MTD VAT, MTD ITSA, Self Assessment and full accounts production behind it — all the way through to HMRC.
Smart Inbox
Every receipt, invoice, email and WhatsApp document — captured and classified into one organised queue.
Learn more- Powered by Adfin
Invoicing and payments
Issue invoices in seconds. Get paid automatically via direct debit and open banking, collected by our partner Adfin.
Learn more - Coming soon
Open banking
Live bank feeds across all major UK banks, with auto-reconciliation against intake documents.
Learn more MTD VAT
Quarterly VAT returns prepared and submitted to HMRC through the MTD APIs. Adjustments before you file.
Learn moreMTD ITSA
Quarterly updates for landlords and sole traders, end-of-period statement, final declaration — all in one rhythm.
Learn moreSelf Assessment
Personal tax for directors, landlords and the self-employed. Pulled from the books, reviewed, filed.
Learn moreAccounts production
Statutory accounts for limited companies under FRS 102 1A and FRS 105. iXBRL-tagged, signed, filed.
Learn moreClient portal
Each client gets a personal address across email, WhatsApp, mobile and scan — and a clean status view.
Learn more
Run more clients with the same team.
Standardise intake. Issue invoices and collect payments through Adfin. File MTD VAT, MTD ITSA, Self Assessment and full statutory accounts from a single workspace — without losing the bookkeeper-in-the-loop.
- Smart Inbox + invoicing + payments across every client
- MTD VAT and MTD ITSA filed through HMRC’s APIs
- FRS 102 1A and FRS 105 accounts production built in
Stop losing receipts. Send anything, anywhere.
One inbox for everyone’s expenses. Issue invoices and get paid automatically via direct debit and open banking, through Adfin. Real visibility before month-end. MTD VAT and MTD ITSA filed without chasing a single bookkeeper.
- Send invoices, get paid automatically by Adfin
- Bank feeds via open banking (coming soon)
- A clean dashboard your accountant sees in real time
Sandbox-tested for MTD VAT and MTD ITSA.
SmartBooks has completed HMRC’s sandbox testing for MTD VAT and MTD ITSA, and our production API credentials are with HMRC for review. Until they are granted, no live filing is sent. We update the recognition status on this page the day it changes — no ambiguity.
- MTD VAT — sandbox-testedQuarterly returns through HMRC’s VAT API
- MTD ITSA — sandbox-testedQuarterly updates · EOPS · final declaration
- Production credentialsApplied for · awaiting HMRC review
- Bookkeeper-in-the-loopNo submission without explicit approval
Built to halve the time month-end and MTD take.
These are the numbers SmartBooks is calibrated against. Pilots are running through 2026; the live product publishes its actual metrics on the changelog quarterly.
- Days to close — sector average21month-end to closed
- Days to close — SmartBooks target<10same firm, same staff
- Auto-classified, target95%of incoming documents
- MTD submissions, target<1dayprep to filed, at steady state
Bookkeeper in the loop, always.
SmartBooks supports document intake, classification, review and MTD filing workflows. Final accounting treatment and submission decisions remain with the responsible person or firm. The system shows confidence on every extracted value, surfaces every exception, and never submits anything to HMRC without explicit approval.
Be first to a calmer MTD year.
SmartBooks is in pre-launch pilots through 2026. Join the waitlist for early access — we email when a slot opens for your firm size or business type.
Running a firm? Book a 15-minute demo.