Quick answer:
The CleanBooks AI free trial gives you full access to the platform with no credit card required, you connect your bank, let Keeva™ categorise your transactions, and see your real-time profit and tax estimate before paying anything. For MTD users it goes further: the MTD plan is free for the first 6 months, so you can complete real quarterly updates during the trial period and only pay £12/month afterwards.
Trying before you buy is the single best way to know whether bookkeeping software actually fits how you work. Here’s exactly what the CleanBooks AI trial includes and how to make the most of it.
What does the free trial include?
The trial is full-access, not a stripped-back demo. From day one you can:
- Connect your bank via open banking so real transactions import automatically
- Watch Keeva™ categorise your income and expenses for you to confirm
- See your real-time profit and tax estimate populate as data flows in
- Create and send invoices with automatic reminders and Stripe payments
Do I need a credit card to start?
No. You can start the trial without entering card details, which means there’s no risk of an accidental charge and nothing to cancel if you decide it isn’t for you. You simply explore the platform with your own numbers.
How is the MTD offer different from a normal trial?
The MTD plan goes beyond a standard trial window: it’s free for the first 6 months, then £12/month, with no tiers and no features held back. That’s long enough to complete real quarterly updates to HMRC during the free period, ideal for using the 2026/27 transition year to build your routine. See why that matters in MTD penalties in the transition year.
How do I get the most out of the trial?
Connect your bank first, that’s what unlocks the automation. Within minutes you’ll see categorised transactions and a live tax estimate, which is the clearest way to judge whether the workflow saves you time. New to MTD? Pair the trial with how to sign up for MTD income tax so you’re set up correctly from the start.
What happens when the trial ends?
Nothing is charged automatically if you haven’t added payment details. For the MTD plan, billing only begins after the 6-month free period at £12/month, and you can cancel any time. There’s no setup fee and no long-term lock-in.
Try it with your own numbers. Start your free CleanBooks AI trial.
