Modules

Everything an SA business needs to keep its books straight.

Each person only sees the areas they’re given. Your sales lead never sees the bank. Your accountant never sees the pipeline. The owner sees all companies at once.

Accounting

The books, done properly.

Built on IFRS for SMEs and the VAT Act, with the SARS VAT201 fields mapped exactly.

  • General ledger & trial balanceEvery account, every journal, drill from statement to source document. Journals are reversed, never edited.
  • Bank statements from PDF or CSVUpload the bank’s file; we read it, suggest the match, you confirm.
  • VAT201 drafted for youThe return’s fields from your invoices and bills, by your tax period, Category A or B.
  • Month-end jobsDepreciation, expected credit losses and tax provision posted on schedule, reversible by journal.
  • Statements with comparativesIncome statement, balance sheet, cash flow, prior year beside this year.
  • ReportsDebtors and creditors ageing, working capital, management accounts, ratios, export to a spreadsheet.
  • PayrollMonthly and hourly pay by SARS code, payslips, PAYE averaged over the year, IRP5/IT3(a) certificates and the e@syFile file.
  • ImportsBring customers, suppliers, catalogue items, open invoices and balances in from a spreadsheet: whole, or not at all.
Sales

From lead to paid.

A pipeline your sales lead will actually use, and quotes that become invoices without re-typing.

  • Configurable pipelineYour stages, your probabilities, days in stage on every deal, full stage history.
  • Quotes with free-form linesName, description, unit price, quantity, and different tax per line. Emailed with the PDF attached.
  • Tax invoices to the letterSection 20(4) compliant, numbered in sequence, PDF with your bank details and logo.
  • Customer statementsEverything open for a customer, sent in one click.
  • Lifecycle you controlStop, retract, credit or write off; partially paid invoices stay in ageing.
  • Pay links and remindersEvery invoice has a page the customer can pay by card through your own Paystack. Reminders go out on the schedule you set and stop when it is paid.
  • Recurring invoicesRaise the same invoice every month as a draft, or issue it outright.
Supply

Buying with a paper trail.

Quotes you asked for, orders you approved, bills that match.

  • Request for quoteWhat you need and how many. The price comes from the supplier, not from you.
  • Captured quote → purchase orderEnter their price and VAT, attach their document, raise the order, email it.
  • Split billsOne order, several deliveries, several bills. We keep the running total.
  • Creditors ageingPer supplier: paid, outstanding, and the date to settle by.
  • StockQuantity on hand and weighted average cost on every catalogue item, from an append-only movement ledger.
  • Fixed assetsA register with cost, depreciation and carrying amount, posted at month-end.
Organisation

Several companies, one login.

Access is per company and per area, so the right people see the right things.

  • Owner’s viewAll your companies side by side, each with its own books, chart of accounts and tax periods.
  • Area-based accessInsight, Sales, Supply, Accounting, Organisation. None, View, Edit or Full on each, per company.
  • Audit trailWho changed what, when, with before and after. Export everything your organisation holds as one file.
  • SecurityTwo-step sign-in for everyone, by emailed code, with an authenticator app or backup codes as the fallback. Row-level isolation between organisations. Support access is time-boxed and on your audit log.
  • CountriesA company has a country, a currency and a tax regime. South Africa is the first pack; others follow.
  • On your phoneThe same app at phone size: the overview, invoices, banking and the pipeline under your thumb.