Monthly Snapshot
Your finance friend
I can guide your next step, open the right section, and keep onboarding simple.
Use command voice to control the app, or AI voice chat for a more natural OpenAI conversation.
Voice mode may read sensitive finance details out loud. If someone else can hear you, stay in text mode for now.
Voice mode works best on localhost or HTTPS. Some browsers may block microphone access on an insecure network URL.
Reviewing your finance context and preparing a reply...
Imports
Upload new statements and review import history, balance checks, duplicates, and AI repair actions in one place.
Select one or more files
If a PDF is scanned or image-only, use CSV, Excel, or a text-based statement PDF instead.
Text-based PDFs import directly. Scanned or image-only PDFs may require AI scanning, depending on your plan and workspace setup.
Import History
Track uploaded statements, parse status, imported rows, duplicates skipped, and review counts.
Transactions
Search and filter imported transactions across statements, categories, directions, and review status.
Needs Review
Resolve low-confidence transactions and teach future imports using simple reusable rules.
Learned Rules
View and manage user-specific categorization rules created from manual review or added directly.
Create your own categories for items like phone contract, pets, school fees, subscriptions, or any spending pattern you want to track separately.
Receipt Inbox
Upload receipts, correct parsed line items, and prepare item-level spend search across shops and years.
Payroll Management
Payroll processing coming soon...
Inventory Management
Add Inventory Item
Stock Movement
Client
Person
Company
Company 2
Other
Compliance & Filing
Documents
Attendance Tracking
Attendance tracking functionality coming soon...
Leave Management
Leave management functionality coming soon...
Performance Reviews
Performance review functionality coming soon...
Recruitment
Recruitment functionality coming soon...
VAT Settings
| Code | Description | Rate % | Type | VAT201 Box | Blocked | Status | Scope | Actions |
|---|---|---|---|---|---|---|---|---|
| Loading VAT codes... | ||||||||
New VAT Code
Create Credit Note
Quote
Invoice
Service
Outstanding Clients
Review overdue accounts before sending statements.
Recent Statement Runs
Statement Preview
Captured Payments
Record Payment
Apply to invoices
Record Deposit
Payment
Bank Reconciliation
Import History
Bank Rules
Bank Transactions
Reconcile
Splits (optional)
Splits must sum to the bank amount; leave empty to use a single counter account.New Bank Rule
Journal Entry
New Account
Financial Reports
Current Month
Current Year
Generate P&L Report
Income Statement
Trial Balance
Balance Sheet
Trial Balance
Balance Sheet
Cashflow
| Period | Total Debit | Total Credit | Net Cash |
|---|---|---|---|
| Loading... | |||
Period Management
Opening Balances
| Account ID | Description | Debit | Credit |
|---|
Add Expense
Expense Details
Expense Lines
Status
Vendors / Suppliers
0 vendors| Name | VAT Number | Phone | Payment Terms | Status | |
|---|---|---|---|---|---|
| Loading... | |||||
Add Vendor
Expenses
Outstanding: R0.00 0 expensesReceipt Inbox
| Date | Supplier | Description | Reference | Amount | Paid | Status | Actions |
|---|---|---|---|---|---|---|---|
| Loading... | |||||||
| Date | Supplier | Bill Ref | Paid | Discount | Fees | Reference |
|---|---|---|---|---|---|---|
| No payments yet | ||||||
Record Supplier Payment
AR Aging Report
Loading aging report...
Aging Breakdown
| Client | Current (0-30) | 31-60 Days | 61-90 Days | 90-120 Days | 120+ Days | Total Outstanding |
|---|---|---|---|---|---|---|
| Loading aging report... | ||||||
Business Snapshot
Item Sales
| Item | Client | Qty Sold | Revenue |
|---|---|---|---|
| Load a range to view item sales. | |||
Downloaded Documents
Document
Tasks & Calendar
Tasks for selected day
New Task
AP Aging Report
Loading aging report...
Aging Breakdown
| Vendor | Current (0-30) | 31-60 Days | 61-90 Days | Over 90 Days | Total Outstanding | Oldest |
|---|---|---|---|---|---|---|
| Loading aging report... | ||||||
Tax Readiness
Review a South African personal-income-tax estimate, track supporting documents, and prepare a cleaner SARS filing pack.
Settings
Manage your security, current plan, and account access policies in one place.
Management Dashboard
Review signups, billing state, verification bottlenecks, support, and the NOU-BOU platform summary feed.
Processing statement
Uploading files, extracting transactions, and preparing your dashboard.