Everything you need to get review-ready
A focused toolkit for South African SMMEs to turn raw documents into draft management accounts your accountant can actually work from.
Effortless document upload
Drag in bank statements, invoices, receipts, sales and supplier exports. From your laptop or your phone, same flow.
AI categorisation, your call
Each transaction gets a suggested category and a confidence score. You confirm, change, or split, quickly.
A review queue worth opening
Personal spend, duplicates, and low-confidence lines surface first. No more scrolling for the needles.
Draft profit & loss
A plain-English P&L for any period, generated only from the lines you've approved.
Cash-flow at a glance
Money in vs money out, monthly trends and simple working-capital signals you can act on.
Expense breakdown
See where the money actually went, by category and by supplier, without spreadsheet gymnastics.
Missing-doc checklist
A practical list of what's still needed before your books are review-ready. No guesswork.
Accountant-ready pack
One-click export of a clean, well-organised pack, your bookkeeper will love you for it.
Funding & tender prep
Tailored draft summaries for funding applications and tender bundles, in the format reviewers expect.
POPIA-aware handling
Private storage buckets, role-based access, explicit consent, and an audit trail you can hand over.
Full audit trail
Every review action is logged for transparency and easy hand-over to your professional reviewer.
Honest by default
Every output is clearly labelled as a draft for review, never represented as an official statement.
This report is an AI-assisted draft based on documents and information uploaded by the user. It is intended for internal business planning and professional review only. It is not audited, independently reviewed, certified, tax advice, legal advice, financial advice, or a substitute for a qualified accountant, tax practitioner, auditor, independent reviewer, financial advisor, or legal professional. The user remains responsible for checking all figures, classifications, and assumptions before relying on or sharing this report.
The bits people ask before they sign up
Short, honest answers. Anything else? The contact page is one click away.