AI Finance Automation

AI Finance & Admin Automation
for South African SMEs.

Meet Sarah, your Finance Digital Employee.

Sarah generates invoices on signoff, sends them automatically, matches payments as they land, chases debtors with proper escalation, and flags cashflow issues before they become a problem.

Book your free audit

Sarah in action · video walkthrough

Coming soon

What Sarah does

The work that gets handed over.

Invoice generation

Generates branded invoices from your templates the moment a project hits "signed off" or "delivered".

Automated dispatch

Sends invoices via email and WhatsApp. Sets due dates. Logs in your accounting system.

Payment reconciliation

Watches your bank feed. Matches deposits to invoices. Marks them paid. Notifies the client. Updates the books.

Debtor management

Escalating reminder sequence (gentle → firm → final). Handles overdue accounts before they age into write-offs.

Cashflow monitoring

Tracks money in vs money out. Alerts you when projections turn negative or unusual patterns emerge.

Monthly reporting

Generates and emails monthly P&L summaries, debtor reports, and key financial KPIs.

VAT and SARS prep

Categorises transactions for VAT. Compiles VAT201 supporting data. Produces SARS-ready exports.

Works with

Your existing tools.

Sarah plugs into what you already use. No tool migration required.

Xero
QuickBooks
Sage
Stripe
Yoco
PayFast
Bank feeds (FNB, Standard, ABSA, Nedbank, Capitec)
Google Sheets
In action

What Sarah looks like in your business.

01
Project signed off in your project management tool
Sarah generates the invoice from your template, emails it to the client, schedules a reminder for the due date.
Invoice turnaround: signoff to delivered in 5 minutes
02
Bank deposit lands in your account
Sarah matches it to the open invoice, marks it paid, sends a thank-you to the client, updates your books.
Reconciliation latency: minutes, not days
03
Invoice overdue by 3 days
Sarah sends a friendly reminder. Day 7: firmer follow-up. Day 14: final notice with payment link. Day 21: flag for human escalation.
Typical debtor recovery rate: 78%
Common questions

About Sarah.

Yes. Xero, QuickBooks, Sage, and custom setups are all supported. We confirm exact integrations during your audit.
Related services

Explore our dedicated service pages.

Ready to put Sarah to work?

Book a free 45-minute audit. We will map your specific finance processes and tell you exactly what Sarah would do for your business.