MTD ITSA Quarterly Filing Software Built for Compliant Client Record-Keeping
BrightBooks is cloud-based software designed to support Making Tax Digital for Income Tax Self Assessment (MTD ITSA) quarterly filing, VAT reporting, and compliant client record-keeping.
It is built primarily for UK- and Ireland-based accountants and their clients who are not using full digital bookkeeping systems, as well as for practices using BrightAccountsProduction to streamline year-end work.
Whether you provide bookkeeping services to clients or run your own business finances, BrightBooks adapts to the way you work and the requirements you face.
Collaborate and connect
What Is BrightBooks?
BrightBooks is a digital bookkeeping and accounting platform that supports day-to-day financial records, VAT returns, and Making Tax Digital (MTD) submissions. It combines automated bank feeds, transaction processing, reporting, and HMRC connectivity in one secure cloud environment.
BrightBooks is built to support full accounting workflows from daily transactions through to compliance and year-end readiness.
Who BrightBooks Is For
Accountants
Designed for practices managing multiple clients, deadlines, compliance requirements, and reporting workflows. It supports quarterly ITSA submissions for clients who are not using digital bookkeeping software, and has been designed to complement BrightAccountsProduction, creating a more efficient year-end workflow.
Small & Medium Enterprises (SMEs)
Built for business owners who want simple, compliant bookkeeping and clearer insight into their finances. It helps business owners stay organised, process invoices, manage VAT, understand their finances, and collaborate easily with their accountant.
How BrightBooks Empowers You
BrightBooks supports core accounting and compliance tasks, including:
- Recording income and expenses accurately
- Automating bank feeds and transaction categorisation
- Preparing and submitting VAT returns
- Supporting MTD ITSA quarterly submissions across cloud bookkeeping, Excel-based, and bank-only client workflows
- Maintaining clean, review-ready records year-round
- Collaborating securely between businesses and accountants
Why Bright?
BrightBooks is part of the wider Bright portfolio, designed specifically for compliance-driven financial work.
Compared to generic bookkeeping tools, BrightBooks prioritises:
- Compliance built in, not added later
- Consistent workflows across bookkeeping, payroll, and accounts
- Quarterly ITSA filing support for every client workflow type – cloud, Excel bridging, or bank-only
- Clear, structured data that supports reporting and submissions
- Real human support from teams who understand UK and Irish accounting legislation
This means fewer workarounds, less re-keying, and greater confidence in regulated environments. This flexibility allows practices to meet MTD obligations without forcing clients into software they don’t want or need.
Built on compliance
AI that removes the admin, not the accountant?
That’s Bright!
Bright’s approach to AI is governed by four non-negotiable principles.
These principles exist to protect our customers, their professional standing, and Bright itself.
We’re doing AI properly, and we’d love to tell you more.
How BrightBooks Works
BrightBooks works in the cloud and connects securely to HMRC, other accountancy software, and other Bright products.
At a high level:
- Financial data is captured through bank feeds, invoices, and expenses
- Transactions are categorised and reconciled accurately
- VAT and MTD requirements are handled within the platform
- Data remains accessible for reporting, review, and year-end workflows
The result is one clear, connected bookkeeping process that supports compliance without unnecessary admin.
Effortless workflows
Bright Product Integrations
BrightBooks integrates with other Bright products to support connected bookkeeping workflows where relevant.
BrightPay &
BrightBooks
Payroll data flows directly from BrightPay into BrightBooks, helping ensure salary-related transactions are accurately reflected in bookkeeping records and supporting compliant financial reporting.
BrightBooks &
BrightAccountsProduction
Bookkeeping data syncs seamlessly into BrightAccountsProduction, reducing reconciliation time and supporting efficient preparation of statutory accounts.
Financial Data Integrations with BrightBooks
BrightBooks integrates with data extraction tools to automate the capture and categorisation of financial documents.
Capture and categorise invoices, receipts and bank statements automatically, reducing manual data entry, improving accuracy and accelerating bank reconciliation.
BrightBooks connects directly to bank accounts and integrates with accounting software to support real-time transaction import and reconciliation.
By linking multiple bank accounts, transactions can be imported and categorised automatically, improving cashflow visibility and ensuring up-to-date financial records. BrightBooks also supports integrations with leading accounting software, including Xero, QuickBooks and Sage.
FAQs
What is BrightBooks?
BrightBooks is cloud-based bookkeeping and accounting software that supports VAT returns, MTD submissions, and compliant financial record-keeping.
Is BrightBooks HMRC-compliant?
Yes. BrightBooks supports Making Tax Digital (MTD) for VAT and Income Tax and connects directly to HMRC for submissions.
Who should use BrightBooks?
BrightBooks is used by UK and Irish accounting practices and small & medium enterprises that need accurate, compliant bookkeeping.
Does BrightBooks integrate with other Bright products?
Yes. BrightBooks integrates with BrightAccountsProduction to support connected bookkeeping, payroll, and accounts workflows.
Can accountants and clients work together in BrightBooks?
Yes. BrightBooks supports shared access so accountants and clients can work from the same up-to-date data.
