Less admin. More clarity.
Complete control.
Every feature here solves a real problem, the kind that costs your business time, money, and peace of mind. No filler. Just tools that work.
The daily essentials,
handled properly
Invoice, collect, track — the things you do every day, built to feel effortless.
Invoicing That Looks Right
Professional invoices with your branding, automatic payment references so reconciliation is easy later, configurable terms, and proper VAT calculations. Send by email or download as PDF.
Know Your Debtors
Full customer profiles: contacts, billing addresses, risk assessments, communication preferences, credit balances, and payment history. Categorise, tag, and filter. No more hunting through spreadsheets.
Payments That Land Correctly
Record payments manually or let the reconciliation engine handle it. Allocate across multiple invoices, handle partial payments and overpayments, and manage credit note balances automatically.
Billing Items Library
Define reusable billing items once: descriptions, unit prices, VAT rates, categories. Drop them into invoices instantly. Consistent billing, zero typos.
A Dashboard That Tells the Truth
Outstanding amounts, overdue invoices, collection rates, aging analysis, live activity feed, and priority actions. Updated in real time, not after somebody runs a report.
Invoice Studio
Your brand on every invoice. Choose from five professional templates, then customise logos, colours, fonts, layouts, payment instructions, and terms & conditions.
Recurring Invoices
Set up billing schedules for retainers, subscriptions, or any fixed-term work. Invoices generate automatically on your cadence — weekly, monthly, quarterly, or custom — and are sent to your debtors without you lifting a finger.
The follow-up happens
without you
Configure your collection cadence once. The platform handles every reminder, escalation, and deadline, consistently, every time.
Automated Reminders
Pre-due-date courtesy notices. Due-date reminders. Escalating overdue follow-ups. Final demand letters. You set the cadence, skip weekends if you prefer, and define maximum attempts. Per-debtor overrides for sensitive accounts.
Collections Workflow
Assign collection cases to team members. Track promise-to-pay agreements. Log every phone call and email. Escalate unresolved cases. Complete audit trail for every debtor interaction. Nothing falls through the cracks.
Credit Control
Draw the line before exposure grows. Set credit hold thresholds by overdue days and amounts. Choose soft holds (warnings) or hard holds (blocks new invoices). Authorised staff can override, with mandatory reason logging.
End-of-month used to
take three days
Upload a bank statement. AI matches the transactions. You review. That's it.
AI Bank Reconciliation
Upload CSV or PDF statements. AI extracts every transaction and matches to open invoices by amount, reference, debtor name, and date proximity. Each match comes with a confidence score so you know what to trust and what to check.
Reconciliation Workspace
A dedicated interface for reviewing AI suggestions, manually matching edge cases, creating payments, and resolving exceptions. Everything side by side, no switching tabs.
Bank Rules Engine
Recurring transactions like bank charges, subscriptions, and salaries shouldn't need manual work every month. Create rules once. They apply automatically during every statement upload.
Review Center
AI is fast, but you have the final say. The Review Center surfaces every flagged item. Approve, reject, or adjust. Quality control without micromanagement.
Cashbook
One view of every financial movement, linked to invoices, payments, expenses, and bank transactions. Running balances update in real time. Filter, search, export. Your single source of truth.
Payment Gateway & Pay Now
Connect Payfast and let debtors pay online directly from their invoice email or PDF. A prominent Pay Now button is embedded automatically — in the email body and in the attached PDF — whenever your gateway is active. Payments are matched to the correct invoice and recorded in your cashbook the moment the gateway confirms.
Money going out deserves
the same attention
Capture expenses in seconds. Manage suppliers and purchase orders end-to-end. The outflow side, sorted.
AI Expense Capture
Photograph a receipt or upload a supplier invoice. AI reads the vendor name, amounts, VAT, date, and suggests a category from your chart of accounts. Review and approve — the whole process takes seconds.
Your Chart of Accounts
Define your own expense account hierarchy: codes, descriptions, keywords. The AI uses your categories to auto-classify expenses. The more keywords you add, the smarter it gets.
Supplier Management
Full supplier database: contact details, VAT numbers, banking information, payment terms. Linked to purchase orders and invoices so nothing is orphaned.
Quotations
Request and manage supplier quotations. Compare side by side. Convert the winning quote into a purchase order with one click, no retyping.
Purchase Orders
Create, approve, and track purchase orders through their full lifecycle. Link to departments, suppliers, and quotations. Receive against orders and track fulfilment.
Supplier Invoices
Record incoming supplier invoices. Match against purchase orders. Track payment due dates. Maintain a clean accounts payable position at all times.
Numbers that are ready
when you need them
Aging analysis, collection rates, VAT returns: always current, never a month-end scramble.
Reports & Analytics
Aging analysis, debtor risk reports, collection rate trends, outstanding summaries, and cash flow insights. Filter by date, debtor, or category. Export to CSV when you need to share.
Income & Expense Report
Income vs. expense with breakdowns by category, period comparison, and trend analysis. Understand profitability without waiting for your accountant.
VAT Management
VAT dashboard, VAT201 report preparation, input VAT review, and configurable settings. Output and input VAT tracked across all transactions. SARS compliance, handled quietly.
Every client. One login.
Complete visibility.
Built for accountants, bookkeepers, and financial practitioners who need to stay on top of multiple businesses without the chaos.
Multi-Business Management
Add client businesses to your practitioner account. Switch between them instantly with the business switcher. Onboard new clients in minutes.
Cross-Client Command Center
Outstanding totals, overdue accounts, and key metrics across all your businesses in one view. Spot problems before your clients even know they exist.
Granular Access Control
Assign roles per business: Owner, Manager, or Viewer. Control exactly what each team member can see and do within each client's data.
Enterprise-grade foundation,
zero enterprise complexity
The infrastructure that makes everything above work reliably, securely, and at scale.
Enough reading. Try it.
Create an account in under two minutes. Send your first invoice today. See why the admin headaches stop here.