Does Finpliq support MTD VAT?

Finpliq includes UK VAT workflows that help connected users prepare, review and submit MTD VAT returns where the relevant HMRC connection and permissions are configured.

Does Finpliq submit filings automatically?

No. Finpliq is designed around review, approval and evidence workflows. Users remain responsible for checking records and authorising filings.

Is Finpliq built for UK small businesses?

Yes. Finpliq is built for UK sole traders, contractors, small companies and CIS businesses that need plain-English bookkeeping and compliance workflows.

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Compliance

Financial Data Import Policy

How Finpliq handles manual statement imports, CSV/Excel/PDF uploads, receipt uploads and user-controlled categorisation.

Owner: Product & Compliance
Effective from: 8 July 2026
Last reviewed: 8 July 2026
Review cycle: Annual or following material change

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At a glance

Finpliq supports manual financial data import workflows such as bank statement uploads and data import review where implemented.

Open Banking should not be described as live unless enabled in the production environment.

Full policy

Users may upload financial records such as CSV, Excel or PDF bank statements, receipts, invoices and related bookkeeping evidence where supported by the product.

Imported records should be previewed, validated, categorised and approved before they affect reports or filing workflows.

Uploaded files and extracted data should be protected by authentication, business-level access controls and server-side storage controls.

Import errors, duplicates and uncertain classifications should be surfaced for user review rather than silently accepted.