Early access
AI bookkeeping with Claude for UK sole traders, landlords and small companies
Connect your Claude to TaxChad and it does the bookkeeping with you. It codes your bank transactions, asks when it is not sure and turns your answers into rules. AI bookkeeping in the UK, with a real accountant still checking.
TaxChad never sends your data to an AI company. Your own Claude reads it only while you have it connected, and you can disconnect at any time.
How it works
Bookkeeping with Claude in three steps
Connect Claude to your accounting software once. After that, a monthly catch-up is a short conversation.
1. Connect
Add TaxChad as a connector in your own Claude and approve it with your TaxChad login. A couple of clicks, no exports.
2. Claude codes and asks
Ask Claude to do your bookkeeping. It codes what it is sure of and asks you in plain English about anything that is not clear.
3. Rules learn
Each answer can become a rule TaxChad applies on every future import, so there are fewer questions every month.
What Claude can do
- Code your bank transactions
- Create rules from your answers
- Match transfers between your own accounts
- Ask you about anything unclear
- Summarise your quarter
What Claude will never do
- File anything to HMRC
- Delete records
- Change bank details
- See your login or tax ID vaults
For your accountant
Your accountant stays in control
AI bookkeeping for sole traders and small companies only works if someone qualified can see and fix it. So everything Claude does is visible.
AI-coded marking
Every line Claude codes is marked as coded by AI, so it never blends in with your own work.
Undo
Your accountant can undo any AI-coded line and send it back to uncoded, with the change logged.
Review queue
AI-coded lines sit in their own review list so your accountant can check them before anything is filed.
Accountants can read more on TaxChad for accountants and AI assistants for your practice.
Making Tax Digital
Built for Making Tax Digital, with AI to help
TaxChad is the Making Tax Digital software. Claude works inside it: it can code your transactions and summarise your quarter, but sending a quarterly update stays your decision, made in TaxChad. That is what MTD for Income Tax software with AI should look like.
See Making Tax Digital for Income Tax and pricing.
Privacy
Your data, your Claude, your choice
- TaxChad never sends your data to an AI company. Your own Claude reads it only while you have it connected, and you can disconnect at any time.
- You choose what to connect.
- You can revoke access at any time in Settings.
- Every action is logged and visible to you and your accountant.
- Your Claude account's own data settings apply to anything Claude reads.
Connecting Claude to accounting software: your questions
- Do I need my own Claude account?
- Yes. You need a Claude account that supports connectors. TaxChad connects to the Claude you already use.
- Does TaxChad send my data to Anthropic?
- No. TaxChad makes no calls to any AI company. Your own Claude reads your data only while you have it connected.
- Will Claude file my VAT or tax return?
- No. Filing stays with you or your accountant in TaxChad.
- What if Claude gets it wrong?
- Everything it codes is marked and can be undone. Anything unclear is asked, not guessed.
- Can my accountant see what Claude did?
- Yes. Every line Claude codes is marked, and your accountant can review it and undo it.
- Is it available now?
- Not yet for everyone. Connect your Claude is in early access. Join the list and we will let you know when it opens for you.
Join early access
Connect your Claude is opening to a small number of businesses first. Leave your details and we will tell you when it opens for you.
Technical detail lives on the MCP tool reference.