AI Tax Assistant chat
Ask questions about deductions, income, allowances, and filing in plain English.
Features
Everything you need for Self Assessment
James brings tax, banking, spending, credit, assets, and markets into one calm workflow.
Open banking connection
Connect your UK bank account securely so James can read real transactions.
Automatic expense categorisation
Turn messy bank feeds into clear business, personal, and deductible categories.
Tax calculator
See your estimated Self Assessment bill update as expenses are reviewed.
Self Assessment submission
Move through review, calculation, and HMRC submission guidance in minutes.
Spending forecast
Understand upcoming cash flow before tax bills and recurring costs arrive.
Credit comparison
Compare credit cards, loans, and money products from connected partner journeys.
James Score
Understand your financial profile with a score built around affordability and behaviour.
Assets tracker
Track property, vehicles, investments, and debts alongside everyday spending.
Markets and investments tracker
Follow stocks, crypto, commodities, and portfolio movement in one view.