Take a photo
Open the personal link and capture the receipt.
For bookkeepers using Sage Accounting
Using spreadsheets for MTD filing?
Send your clients their personal MTDFast link
It will analyse their receipts, ask a few questions
Post coded Sage entries with their answers attached
Ready for quarter-end filing
Volume discounts as you grow.
Receipt submittedReady
TRAIN STATION CAFÉ
18 September 2026
Food and drink£24.80
Total£24.80
Sent from a private link
Sage Accounting cloud
Bank payment
Transaction
Coded expense prepared
Receipt
Original document attached
Supporting answers
Purpose and context included
Everything travels together. The entry, source document and answers remain connected for reconciliation and later review.
The familiar problem
The spreadsheet is only part of the work.
Clients enter expenses, send receipts separately and leave you to join everything together. When an amount does not match or the purpose is unclear, there is another message to send and another answer to track down.
MTDFast brings the document, the client’s explanation and the accounting entry together in Sage.
Re-keying receipt details
Chasing the reason for a purchase
Searching for evidence during reconciliation
How it works
Send a link. Receive a better-supported Sage entry.
- 01
Set the practice rules
Connect the client’s Sage business, choose the relevant bank accounts and permitted expense codes, and add coding guidance where needed.
- 02
Clients submit their way
Send each person their private link or expense email address. They can take a photo, upload files, forward receipts or send a ZIP batch. There is no client account to create.
- 03
Review where you already work
MTDFast prepares and posts the expense to Sage. Open the bank entry to find the original receipt and captured supporting information together.
Clients answer plain-English questions. You retain control of the accounting.
At reconciliation
One bank entry. The evidence alongside it.
When you reconcile the bank, you should not have to search an inbox, shared folder or separate capture system to understand a payment. MTDFast attaches the receipt and the client’s answers directly to the Sage transaction.
Whether you review it this quarter or years later, the explanation stays with the entry.
Source receipt or invoice
Itemised amounts where applicable
Person who submitted it
Business purpose and answers supplied
VAT analysis and relevant evidence warnings
Payment details needed for reconciliation
Context at the right moment
Capture the details a receipt cannot tell you.
A restaurant receipt can show what was ordered. It may not tell you who attended, why they were there, whether a tip was added or whether the bill was shared. MTDFast asks relevant questions at submission and keeps the answers with the expense in Sage.
MTDFast also flags potentially missing VAT evidence and checks the document’s figures. It gives you better information to review while leaving the final accounting and tax judgement with your practice.
A few relevant questions
1What was the meal for?
2Were guests or non-employees present?
3How much did you pay?
4Was a tip added or the bill shared?
Flexible submission
Fits the way your clients already send receipts.
Upload a document
Send a receipt image or PDF.
Forward an email
Use the person’s dedicated expense email address.
Send a ZIP batch
Process accumulated documents, including Amazon Business invoice ZIPs.
Review batch documents individually or reuse relevant answers for similar purchases. Poor connection? Documents can wait for processing when connectivity returns.
For your practice
Everyone can submit. You keep control.
Give each spender their own link and email address. MTDFast identifies the submitter on the Sage transaction and supports multiple users and bank accounts within a company.
Client-specific Sage accounts
Bookkeeper-selected coding choices
Custom AI guidance
Visible processing exceptions
Straightforward pricing
A predictable price for every client business.
Pay for the client companies you add. All submitting users, supported bank accounts, AI processing and itemisation where applicable are included. Unlimited documents, subject to fair use.*
| Client band | Per month |
|---|---|
| First 10 clients | £10 |
| Clients 11–25 | £9 |
| Clients 26–50 | £8 |
| Clients 51 onwards | £7 |
Monthly price per client, excluding VAT.
clients
Use the slider for up to 150, or type any whole number.
Monthly total, excluding VAT
£190
Average £9.50 per client
10 × £10 first 10 clients£100
10 × £9 clients 11–25£90
Each price applies only to clients in that band. You receive one monthly practice bill. For example, 20 clients cost £190 + VAT: £100 for the first ten and £90 for the next ten.
*Unlimited documents for normal business use. Our fair-use review benchmark is 500 documents per client business per month, pooled across your practice. This is not an automatic processing cap: occasional higher usage, including catch-up batches, does not by itself trigger restrictions or overage charges. If usage suggests abuse or falls outside normal business processing, we will contact the practice to discuss it before applying restrictions.
For example, ten client businesses create a pooled monthly review benchmark of 5,000 documents. This is a review benchmark, not a credit balance.
FAQs
The practical details.
What practices and their clients need to know before getting started.
A better routine
Make expenses easier for you and your clients.
Start with a client who still sends spreadsheets and scattered receipts. Give them a personal link, and bring their expense documents and explanations together in Sage.
£10 per month for your first client business, plus VAT. Volume discounts as your practice grows.