Business portal

The company workspace. Invoices, SARS drafts, payroll, signing.

This is the door most founders use. One login for the books you keep every day — clients, quotes, tax invoices, expenses, VAT201 / EMP201 / IRP6 drafts, payslips and documents counterparties can sign without an account.

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What a company actually does in here.

Sell and get paid: Quotes convert to tax invoices in one step. Sequential numbers meet SARS section 20. VAT and non-VAT layouts. Recurring billing, credit notes and customer statements sit on the same sequence.
Keep the file: A record per client. Manual expenses with a VAT split. Roles for Owner, Admin, Bookkeeper and Viewer. An audit log on every change.
File on time: VAT201, EMP201 and IRP6 drafted from the books. Deadlines on a calendar. Payslips already contain PAYE, UIF and SDL. CIPC beneficial ownership is a guided declaration. You still submit to SARS and CIPC yourself.

BMS

12 Rivonia Road
Sandton 2196
VAT 4123456789

Tax invoice

INV-0148

Bill to

Thandi Consulting

88 Commissioner Street
Johannesburg
VAT 4876543210

Date: 18 Apr 2026
Due: 2 May 2026

Description	Qty	Amount	VAT	Line total
Strategy workshop — Q2	1	8,400.00	15%	9,660.00
Monthly retainer — April	1	12,500.00	15%	14,375.00
Document pack	1	3,200.00	15%	3,680.00

SubtotalR 24,100.00

VAT 15%R 3,615.00

Total dueR 27,715.00

A tax invoice produced by the invoice engine. SARS section 20 numbering, VAT, bank details.

What is not in this portal yet.

Receipt photo capture, bank-email parsing, WhatsApp send, Stitch bank feeds and the Brain are on the roadmap. They are not live. Expenses are typed in. Bank statements are uploaded and reconciled by hand.

Full list of what ships today

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