Compare workflows

From established habits to bank-led review

Sage fits disciplined month-end routines. xontax starts from live bank lines, surfaces short reasons you can change, and connects Xero for historic journals while Sage connected import is on the roadmap.

By V. Cosma · Updated May 2026

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Switching without losing history

Xero journals import via Settings today. Sage connected import is coming soon. See the banner below for HMRC sending in beta.

Public beta: no live filing to HMRC yet

xontax is in development. You can connect your bank, review categories, and use AI suggestions. Sending tax returns to HMRC is not available yet, but we are working on it.

Please share as much feedback as you can to help us make xontax better.

High-level workflow view, not a feature checklist. Useful if you want less manual typing and clearer ties to bank truth.

Key workflow differences

What it replaces

The reactive, compliance-only accountant who files and disappears

Paper and spreadsheets

System of record

Bank transactions + reviewable matching

Established accounting routines you may already run

Explainable layer

AI suggestions with readable reasoning

Manual review based on mapped entries

Existing bookkeeping history

Connect Xero for historic journals including limited company books (app-derived cutover in Settings); QuickBooks, FreeAgent, Sage coming soon

History stays in that product unless you migrate or export

Filing readiness

Get your numbers ready for tax; in-app send where we support it

Preparation varies by workflow

Try the bank-first loop

Join the beta to see how bank-first sorting feels on your own data.

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