Tools for SMEs
Recommended Software Tools
We help you identify and implement tools that save time, reduce errors, and improve business visibility.
Xero
Cloud-based accounting platforms we recommend for scalability and efficiency.
Conversions
From one cloud system to another, Sage to Xero, Xero to Sage, Quickbooks to Xero etc
SimplePay
Payroll platforms ideal for SMEs in South Africa.
Hubdoc
Document capture tools for seamless expense tracking.
Unleashed Software
For inventory management
Financial Templates
Need help managing your business without hiring a full-time finance team? Our plug-and-play templates are a great place to start.
Pricing Calculator
Know your margins and set smart rates.
Cash Flow Planner
Project your inflows and outflows monthly.
Break-even Analysis Tool
Find out when your business becomes profitable.
Budget Builder
Plan your annual expenses by department or activity.
All templates are downloadable, Excel-based, and come with usage notes.
How-to Guides & Automation Suggestions
Short, practical guides written for business owners, not accountants.
1
How to Read Your Financials
2
Automate Your Invoicing and Get Paid Faster
3
Top 5 Tools for Admin Efficiency
4
Fix Your Pricing in 3 Simple Steps
Plus: Suggested automation flows for client onboarding, supplier payments, and stock management using the tools you already have.