Dashboard & live P&L
Weekly and monthly profit views, KPI cards and break-even tracking — updated as transactions land.
Modules that share one workspace — billing, books, contractors and clients. Start with the core and add modules as you grow.
Weekly and monthly profit views, KPI cards and break-even tracking — updated as transactions land.
Every expense, transfer and income in one place. Manual entry, categories and full audit history.
Contractors log timesheets, raise invoices and submit for payment — you approve from one queue.
Invoice your customers, send quotes and convert to invoices on acceptance. Branded PDF exports.
Customers sign in to view invoices, quotes, balances and download account statements.
Self-service profile, bank details, documents, timesheets and invoice submission for field staff.
Connect IMAP — PDF invoices flagged for payment and assigned to income or expense categories.
Import bank CSVs and PDF statements instead of retyping. Batch tracking and import logs.
Switch companies in seconds, group consolidation and separate books per entity.
Weekly P&L, 6- and 12-month trends, PDF exports and revenue calculator with break-even targets.
See which clients and ledger categories actually make money.
30/60/90-day projection using AR, fixed obligations and trailing cash trends.
Set monthly targets per category and track variance against live transactions.
Weekly or monthly digest to the owner's inbox — P&L summary on autopilot.
Viewer, bookkeeper, director and admin roles per company — granular access control.
Fixed costs per company feed break-even and cash-flow forecasts automatically.
Every admin change to a contractor invoice is logged for year-end reviews.
SA ID / passport numbers masked by default. Reveal with password when needed.
Planned modules — Professional & Enterprise include new modules as they ship.
Auto-generate monthly retainers — very relevant for DOS P1/P2/P3 tiers.
Escalating nudges for overdue invoices, gentle-to-firm based on client history.
Match payments to invoices with suggested matches.
Bill and report outside ZAR when needed.
Configurable per client.
P&L, balance sheet and cash-flow statement exports for your accountant.
Expense and payment sign-off thresholds before money moves.
PayFast, Yoco, Stripe or Ozow so clients pay directly from the invoice.
Live transaction pull instead of CSV/PDF imports.
Snap and categorise on the go.
Connect to accounting (Xero/Sage), ClickUp, or your own tools.
SARS-ready VAT summaries, not just VAT-aware line items.