For South African accounting firms
The A.I. Tool For Accountants
Drop a client's year of bank statements. We categorise every transaction against a SARS-aligned chart of accounts, generate the income statement, and surface only what needs your eyes.
- POPIA-aware, sensitive fields encrypted at column level
- Firm-wide audit log
- From R 3 149 / month
Where you stand
84%
Cleared
Two lines waiting on your tap.
Hand-back queue
4 to call- Bolt Food−R 348,2064%
- Pick n Pay−R 542,1054%
- Bidorbuy−R 1 124,0041%
Drop box
May 2026
52 lines read this cycle.
Maybe-claimables
R 18 420
Five lines worth a second look.
Work-from-home · Travel · Medical scheme · RA · Gear
The workspace
Every transaction, categorised.
Saved rules and the AI call the obvious lines and hand you the ones worth a second look. The reasoning sits on every row; one tap accepts or overrides.
Pinetree Studio · Invoice 3041
+R 12 950,00
12 MayConfirmedCell C
−R 219,00
10 MayAutoBolt Food · Greenpoint
−R 348,20
08 MayNeeds reviewConfirmMomentum Health · monthly
−R 2 640,00
06 MayPossible deduction
Drop a year of statements.
Any SA bank PDF. We parse and deduplicate every line, and encrypt its amount, description and counterparty. A statement we read isn't stored; one we can't read is kept encrypted for 30 days, then deleted.
- AB
Apr cycle · cheque
Absa
13 MayReading… - FN
Apr cycle · trading account
FNB
11 MayRead - TY
Apr recap
TymeBank
06 MayRead - FN
30 Mar – 28 Apr · card
FNB Credit Card
03 MayRead
Read this cycle
52 lines captured
Only what the AI can't call.
Anything scored below the confidence bar lands in a hand-back queue. The reasoning sits next to every row so each call takes seconds.
Bolt Food · Greenpoint
−R 348,20
08 May
Why this category
Weekday lunch order. Could be a client meeting or just dinner — confidence under 70%, so we hand it to you.
Pick n Pay · Tamboerskloof
−R 542,10
03 May
2 of 4 visible · ~40s left
Income statement, on demand.
Per client, per tax year — every line tied back to source transactions. Behind it, the SARS-ready return: ITR12 for individuals and sole props, ITR14 for companies, with provisional-tax (IRP6) periods tracked. Your firm signs it off and files it on eFiling, field by field.
Working-from-home portion
R 4 180
Travel for work
R 3 640
Gear
R 5 920
Top three
R 13 740
What we ship
The whole return, drafted.
Each entry, the bucket it sits in, the working that runs over it — lifted off your bank PDFs.
South African context
Built for South African firms.
ZAR, DD/MM/YYYY, a SARS-aligned chart of accounts, dedicated readers for the big five banks and a general reader for the rest, POPIA rules. Built in Cape Town; the app runs in Frankfurt (EU). OpenAI, which helps read and categorise statements, processes data outside South Africa.
- Dedicated readers:
- FNB
- Standard Bank
- Nedbank
- Absa
- Capitec
- Other SA banks: general reader
- ZAR
- SARS eFiling
- DD/MM/YYYY
- POPIA
Security
Four lines, plainly stated.
No bank-login scraping.
We never ask for client bank passwords or proxy a banking app. The only input is the PDF the bank already sends.
Statements aren't kept.
Statements we read successfully aren't stored; we keep the transactions, with amounts, descriptions and counterparties encrypted. When our own readers can't read a statement confidently, the whole PDF is sent to OpenAI to be read, including the account holder's name and account number. The one exception is a file we could not read: it is kept encrypted for 30 days so the failure can be fixed, then deleted.
Column-level encryption.
AES-256-GCM at the column for ID numbers, tax numbers, transaction amounts, descriptions and counterparties. Names and contact details, finalised return snapshots and uploaded supporting documents are not encrypted this way.
Firm-wide audit log.
Changes your staff make, such as uploads, categorisations, overrides and returns, are recorded in an append-only log scoped to your firm, with the time and who made them. Viewing records and signing in are not logged. Open the log any time.
Up against
Same job, three ways to pay for it.
| What you're comparing | TaxUp | Xero / Sage / QuickBooks | Hiring a bookkeeper |
|---|---|---|---|
| Starting price | R 3 149 / month | R 600+ / mo per seat | R 12 000+ / mo each |
| AI categorisation per row | Yes | No (rule-based only) | No |
| Reasoning shown next to every line | Yes | No | Only on request |
| Firm-wide audit trail | Yes | Per file only | Sometimes |
| Income statement generation | On demand, per client | Manual export | Hours per client |
| Setup time per client | Minutes (just upload PDFs) | Days (chart, ledgers, mapping) | n/a |
Straight comparison. We're ahead on time-per-client, AI categorisation against a SARS-aligned chart, and a firm-wide audit trail built in.
Pricing
One band per practice size.
Independent for solo accountants with up to ten clients. Studio for small practices. Workshop for established firms. Bench takes you to a hundred clients with unlimited seats — past that, we'll quote it.
Independent
R 3 149/mo
Up to 10 clients · 3 seats
Studio
R 5 949/mo
Up to 20 clients · 5 seats
Workshop
R 13 999/mo
Up to 50 clients · 10 seats
Sign up your firm
Whenever your next client lands.
Open the firm account in a minute, no card needed. By default your trial runs 3 days with one client; choose a band to unlock the return, income statement, optimisation and exports, and to add more clients.