Systems
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The suite

Thirteen apps, eight industry apps. One database. No integration project.

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Sell

CRM

Turn enquiries into customers without a single sticky note.

Replaces A per-seat CRM subscription

  • Drag-and-drop pipeline with your own stages
  • Leads with source, value and expected close date
  • Calls, meetings and notes logged against the customer
  • Convert a won lead into a quotation in one click
  • Customer records that carry KRA PIN, terms and price list

Sales

Quotation to cash, with the taxman satisfied on the way.

Replaces An accounting package, an eTIMS portal, an invoicing app

  • Quotations that become orders, then invoices, then receipts
  • eTIMS-ready tax invoices with the KRA A–E VAT summary
  • M-Pesa STK push, plus Paybill and Till matching
  • Credit notes, delivery notes and customer statements
  • Recurring invoices for retainers and rent
  • Withholding tax and withholding VAT handled properly

Point of Sale

A till that is part of the business, not an island.

Replaces A per-terminal POS licence

Needs Sales and Inventory switched on.

  • Fast counter sales on a phone, tablet or laptop
  • Till sessions with opening float and a shift cash-up
  • M-Pesa, cash and card split across one sale
  • Sells from the same stock the store room counts
  • Every sale posts to the ledger as it happens

Van Sales

Load the van in the morning, settle stock and cash at night.

Replaces The load-out book, the settlement sheet and a phone call to accounts

Needs Sales and Inventory and CRM switched on.

  • Van load sheets that move stock from the store to the van
  • A load the store cannot cover is refused, naming the shortfall
  • A route call sheet with balances, credit standing and one-tap invoicing
  • Night settlement: sold, expected and variance per product
  • Cash, M-Pesa and cheques counted against what the salesman took
  • A credit hold that warns or blocks an over-limit or overdue order, with overrides on the record
  • A route report: strike rate, drop size, stock and cash variance

Operate

Purchases

Know what you ordered, what arrived and what you owe.

Replaces Spreadsheets and a filing cabinet

  • Purchase requests with an approval step
  • Purchase orders, goods receipts and supplier bills
  • Three-way matching so you never pay twice
  • Supplier payments with allocation to specific bills
  • Withholding tax certificates ready for KRA

Inventory

Stock you can trust, valued the way an auditor expects.

Replaces A stock add-on and a spreadsheet per store

  • Moving-average costing on every movement
  • Multi-warehouse, with transfers between stores
  • Batches and expiry dates for pharmacy and food
  • Stock takes, adjustments and a full move ledger
  • Low-stock, dead-stock and valuation reports
  • Refuses to sell what you do not have

Projects

Boards your team will actually use, tied to the money.

Replaces A per-seat project board subscription

  • Kanban boards with custom columns and owners
  • Job cards for workshop and field work
  • Timesheets that roll into project cost
  • Project profitability against real costs, not guesses
  • Tasks, due dates and a personal work list

Manufacturing

Know what every unit cost you to make.

Replaces Costing on the back of a job card

Needs Inventory switched on.

  • Bills of materials with scrap allowance, versions and sub-assemblies
  • Routings costed at each work centre's hourly rate
  • Cost roll-up with a markup that gives a selling price
  • Production orders with a shortage list on confirm
  • Issue and return materials; the store cannot be overdrawn
  • Finished goods received at actual cost; make-to-order from a sales order

Academics

The school's year, from the register to the report card.

Replaces Paper registers, a marks spreadsheet and a fees ledger

Needs CRM and Sales switched on.

  • Classes and streams with bulk enrolment, once per year
  • Registers on a phone; the guardian can be texted on the first absence
  • Assessments on CBC four- and eight-level scales, grades or percentages
  • Report cards per learner or for a whole class
  • Bill a term in one go from a fee structure — never twice
  • Promotion into next year's classes

Dispensary

From the script to the label, with the pharmacist's check in between.

Replaces The prescription book, the DDA register and a roll of handwritten labels

Needs Inventory and CRM switched on.

  • A numbered prescription book with prescriber, repeats and the scanned script
  • Nothing dispensed until the pharmacist's check is signed, allergies in view
  • Earliest in-date batch drawn on its own; expired stock never
  • Part-fills that remember what is owed to the patient
  • 80mm dispensing labels with directions in plain words
  • A controlled-drugs register with a running balance and witnessed destruction
  • Refills due, and expiring batches moved to quarantine

Fleet

Every date a truck or driver can be stopped for — and what each kilometre costs.

Replaces The renewals wall chart and a fuel receipts envelope

  • Vehicle and driver registers with normalised registrations
  • Licence, insurance and inspection renewals — overdue and due soon
  • Service schedules by kilometres, months or both
  • A fuel log that works out km per litre and flags odd fills
  • Odometer readings that only move forward
  • Cost and revenue per kilometre per vehicle

Grants

Spend the donor's money the way the budget says.

Replaces The budget-versus-actual workbook rebuilt every quarter

Needs Projects and Finance switched on.

  • Budget lines per grant, in shillings and the donor's currency
  • Actual, committed and available on every line
  • A budget check that can block an overspend before it happens
  • Every revision kept with who changed it and why
  • Indirect cost recovery, once per period
  • A donor financial report with a transaction annex

Helpdesk

Answer customers on time, and prove that you did.

Replaces A per-agent support desk subscription

  • Tickets with priority, assignee and full thread
  • SLA policies per priority with response and fix clocks
  • Linked to the customer, invoice or job it is about
  • Breach reporting so promises are measurable

Money & People

Finance

Real double-entry accounting, not a list of payments.

Replaces An accounting package and your accountant's month-end pack

  • Chart of accounts, journals and an immutable ledger
  • Bank import and reconciliation
  • Expenses with receipts attached
  • VAT return, fiscal period locks and audit trail
  • P&L, balance sheet, trial balance, cash flow, aged debt
  • Nothing posted can be quietly edited or deleted

Loans & Savings

A SACCO's loan book that does its own arithmetic.

Replaces The loans spreadsheet and the treasurer's memory

Needs Finance and CRM switched on.

  • Loan products on flat or reducing balance, with limits, fees and penalties
  • The full repayment schedule shown before the application is saved
  • Eligibility: multiple of deposits, guarantors, arrears — checked at approval
  • Whoever captured an application cannot approve it
  • Repayments split penalty, interest, principal — M-Pesa code kept
  • Arrears classes, provisioning, statements and offer letters

Client Accounts

Client money, kept the way the Accounts Rules expect.

Replaces The client-account cash book and a month-end scramble

Needs Finance and CRM switched on.

  • A ledger per client and matter with a running balance
  • Overdrawing a client is refused by the database, not by a warning
  • Transfer to office only against a delivered fee note — and it settles it
  • Three-way reconciliation as at any date, stray journals listed
  • Reversals with a reason; nothing is ever edited or deleted
  • Client money receipts and statements on your letterhead

HR & Payroll

Kenyan payroll that stays right when the rules change.

Replaces A payroll bureau or package

  • PAYE, NSSF Tier I and II, SHIF, Housing Levy and NITA
  • Dated rate tables — a KRA change is a settings entry
  • Payslips, P9A cards and the bank payment list
  • Leave, attendance and departments
  • Staff self-service for payslips and leave requests
  • Approving a run posts the whole thing to the ledger

Insights

Reports

Thirty-five reports, all reading the same ledger.

Replaces A BI seat and a lot of spreadsheets

  • Sales by customer, product, salesperson and month
  • Purchases by supplier and product, plus the WHT register
  • Stock valuation, movement, top movers, dead and expiring
  • Payroll, statutory, leave and attendance summaries
  • Cash, VAT, expenses and project profitability
  • Every figure clicks through to the document behind it

Documents

Every document your business prints, in your branding.

Replaces Document templates and a designer

  • Quotation, invoice, receipt, credit note, delivery note
  • Purchase order, goods receipt, payslip, P9A, statement
  • A4 layouts with your logo, PIN and bank details
  • Amounts in words, signature blocks and terms
  • Share as a link on WhatsApp or print to PDF

Overview

Assistant

Ask your business a question in plain English.

Replaces Waiting for the accountant to come back to you

  • "Who owes me more than 30 days?" — answered from live data
  • Drafts quotations and invoices from a description
  • Explains what a report is telling you
  • Only ever sees the workspace you are signed in to

Start with one. Add the rest when you need them.

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