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Everything the books need,
nothing they don't

Twenty-three modules sharing one double-entry ledger, one contact list and one set of permissions. Below is what each one does and which plan it arrives on — and where a module can be bought on its own, the badge says so.

Dashboard

Free

The morning view. Where the cash is, who owes you, what SARS wants next.

KPI row

Total cash across accounts, outstanding receivables and revenue month-to-date, each with a movement indicator.

Cash runway ring

Weeks of runway at your current burn, colour-coded green, amber or red so a problem is visible before it arrives.

Revenue vs expenses

Bar, area or line view of the last twelve months. Click a month to drill into what made it.

Outstanding invoices

Owed and owing tabs, overdue rows highlighted, with a Remind button that sends the chase for you.

SARS tax calendar

The next five deadlines with a countdown on each, and a link straight into the SARS returns centre to prepare and download that return.

Insights

Short, specific alerts on growth, collections, cash flow, tax and expenses, each worked out by a fixed rule from your own figures and shown with the number that triggered it.

Getting started guide

Invoicing & Quotes

Free · 5/month

Ten document types, one wizard, and a settings centre that lets the paperwork look like yours.

Ten document types

Tax invoice, quote, sales order, pro-forma, deposit, credit note, debit note, delivery note, purchase order and receipt — each with its own prefix and colour.

Product or service lines

Toggle a line between quantity × unit price and hours × rate. Discounts per line, as a percentage or a rand amount.

Payment terms

COD to Net 90, with the due date derived automatically and per-document terms, banking details and footer.

Multi-currency Business

Raise a document in USD, EUR or GBP. Rates are fetched daily and can be overridden with the rate your bank actually used, and open foreign balances are restated at each period end.

Payment links

A PayFast or Yoco link on the document, with an inbox that matches the incoming payment back to the invoice. Your own merchant account, so the money lands in your bank.

Recurring & reminders

Schedule a repeating invoice and set the reminder cadence before and after the due date.

Quote to invoice

Convert an accepted quote or pro-forma without retyping a line, keeping the original for the audit trail.

Deposits

Take payment up front, hold it in deferred revenue, then apply it against the final invoice on delivery.

Picking lists

Delivery notes switch to a warehouse layout with bin, SKU, tick boxes and signature blocks.

Settings centre

Numbering, labels, field visibility, email templates, logos, default terms and auto-reconciliation, across seven tabs.

Invoicing guide

Expenses & Bills

Starter

Ten tabs covering every way money leaves the business — starting with an inbox you can email paperwork to.

Email it in

Each company gets its own Ledgr address. Forward a supplier invoice, or give the address to the supplier, and it arrives already read and ready to file.

Receipt capture

Photograph the slip and it fills supplier, date, amount and VAT, each with a confidence score you can correct. Several slips on one page are separated automatically.

A PDF is read, not guessed

An emailed supplier invoice carries the characters the supplier's own system wrote, so Ledgr takes them exactly — no recognition step, and no recognition error.

It remembers your suppliers

The category you filed a supplier to is offered next time, matched on their VAT number so every branch of a chain counts as one supplier.

Supplier bills & orders

Bills tracked separately from card spend, with due dates that feed the payables side of the dashboard — and purchase orders, receiving and a line-by-line three-way match.

Mileage

Trip log calculated at the SARS rate of R4.95 per kilometre for 2026/27, ready for the claim.

Per diem & petty cash

Daily allowances and a petty cash float with its own running balance and reconciliation.

Budgets per category

Budget versus actual bars that move from green through amber to red as the month runs on.

Approvals

A queue with approve and reject actions, so claims do not post to the ledger until someone signs them off.

Expenses guide

Banking & Reconciliation

Starter

Import the statement, accept the matches and turn recurring transactions into rules — then let it run.

Nine SA banks, five formats

FNB, Standard Bank, ABSA, Nedbank, Capitec, Investec, TymeBank, Discovery Bank and African Bank — as a PDF, OFX, OFC, QIF or CSV, worked out from the file's contents rather than its name.

The PDF your bank emailed

Every amount is derived from the running balance the bank printed, so money in cannot be read as money out and a misread digit is caught and reported.

Statements that import themselves

Have the bank email your statement to your Ledgr address. It imports on its own when the closing balance proves it was read whole and exactly one of your accounts matches — otherwise it waits for one click and says why.

An Investec feed

The one SA bank you can connect yourself, with read-only keys you create in Investec Online. Transactions are fetched four times a day, with nothing to pay and no agreement with the bank.

Column mapping

Point Ledgr at the date, description and amount columns once — the mapping is remembered per account.

Suggested matches

Each unreconciled line gets a suggestion with a confidence score. Accept one, or accept the whole batch.

Bank rules

Pattern-match a description and post it to a category. Preview what a rule would do across every unreconciled line before you apply it, and Ledgr suggests rules worth creating.

Consolidated position

All accounts in one banner with a sparkline each and a combined balance.

Reconciliation status

A ring per account showing matched against outstanding, and a monthly inflow/outflow chart.

Banking guide

Contacts & Statements

Free

One list for customers, suppliers, employees and your tax practitioner — with the credit position attached.

Four contact types

Customer, supplier, employee and tax practitioner, each with the fields that type actually needs.

Credit management

Credit limit, utilisation bar and a healthy, warning or critical status per customer.

Statements

Generate a statement, preview it as it will print, and send it by email or WhatsApp.

Aged debtors

Current, 30, 60 and 90-plus buckets with a colour-coded chart and a total per bucket.

Communication timeline

Every invoice, reminder, statement and note against the contact, in order.

Customer portal

A link customers can open to see their documents and pay, without an account.

Contacts guide

Sales CRM

Starter

The enquiry, the deal and the call somebody promised to make on Thursday — joined to your contacts rather than kept beside them.

Leads

Capture the enquiry with its source, owner and estimated value, and work it through to qualified or not.

Convert without duplicating

Converting a lead creates a real contact and carries its history across — and links to the existing customer if that email is already on the books.

Pipeline board

Deals by stage, with a count, a total and a weighted figure per column. Stages and their probabilities are yours to set.

Weighted forecast

Value × probability, maintained by the board rather than in a second spreadsheet.

Quote from a deal

Raises a real quote through the invoicing engine and stores the number on the deal, so the link reads both ways.

Activities & tasks

Calls, meetings, emails and follow-ups with owners and due dates, merged into the contact's own timeline.

Performance

Win rate, average sales cycle and pipeline by stage, broken down per owner and per source.

Campaigns

Budget and spend against attributed leads, deals and won revenue, for a return figure that comes from the ledger.

Sales CRM guide

Inventory

BusinessAdd-on from Starter

Stock that stays honest across locations, with the costing method you actually use.

Products & variants

A product with variants for size, capacity or colour, each carrying its own SKU and price.

Multi-location

Stock levels per location with transfers between them, tracked as movements.

Batch tracking

Batch id, received date, supplier and expiry, so a recall or a short-dated line is findable.

Recipes & assemblies

Build a product from its parts. Components come off the shelf at their real cost, and the finished units carry what the build actually cost.

Serial numbers & warranties

One number per unit, attached to the sale it went out on. Scan a serial at the counter and see who bought it and how much cover is left.

Movement history

Every in and out with a running balance, so a variance can be traced to the document that caused it.

Costing methods

FIFO or weighted average, set per product. LIFO is there too for management figures, but IFRS for SMEs does not allow it in financial statements, so check with your accountant before choosing it.

Stock takes

Count sheets, variance reporting against the system quantity, and an adjustment posted on approval.

Inventory guide

Job Cards

BusinessAdd-on from Starter

For work done for a customer rather than sold off a shelf — a repair, an installation, a callout.

Job board

Open, in progress, awaiting parts and ready to invoice. Awaiting parts gets its own column because it is the state jobs get stuck in silently.

Parts from stock

Components are issued against the job, so what leaves the storeroom also leaves the stock figures.

Labour & other costs

Hours at a rate, subcontractors and consumables, each carrying cost and charge so the job's margin is a fact rather than a feeling.

Convert to invoice

A finished job becomes a real invoice — parts as product lines, labour as service lines — linked back to the job it came from.

Work in progress

Cost incurred and not yet billed. On a bad month it is most of your cash, and it is the number worth watching weekly.

Margin reporting

Average margin across jobs, so an unprofitable kind of work is visible while you can still price the next one differently.

Job cards guide

Workflows

EnterpriseAdd-on from Starter

Boards for the work that runs the business rather than the work you invoice for — a month-end close, a client onboarding, an engineering change, a corrective action.

Configurable boards

Columns, cards and the rules between them are yours to set. Start from a month-end close, an onboarding or a non-conformance board and change it, rather than accepting somebody else's process.

WIP limits

Cap how many cards a column may hold. A queue that cannot grow is a queue somebody has to clear, which is the whole reason to draw the board.

A filter language

Narrow to what is overdue, unassigned, yours, or blocked, and keep the filter as a view you return to.

Linked to the ledger

A card can point at a contact or a time project, so the board is joined to the books rather than kept beside them in another product.

Activity trail

Every move, assignment and comment recorded with who did it and when — the same audit standard the rest of Ledgr holds.

One price, everybody on it

Unlimited boards and every user on your plan, at one charge for the business. Many board tools charge per user; this does not.

You do not have to be on Enterprise to have it.

A board earns its keep the moment several people work on one process and nobody can see the whole of it, and that happens to a ten-person business as readily as to a group. So it is also sold as an add-on from Starter upwards — see pricing.

Manufacturing

Manufacturing

For businesses that make something rather than resell it: a recipe, a plan built from it, and the buying that plan implies.

Bill of materials · v4 · effective 1 Jul
STL-DESK-1400
In force
1Frame assembly × 1604.60
1.1Steel tube 40 × 40 4.8 m386.40
1.2Powder coating × 1118.20
1.3Weld & assemble 0.60 h100.00
2Desktop 1400 × 700 × 1511.35
3Fixings kit × 174.90
4Final assembly 0.75 h125.00
5Overhead applied 0.75 h96.00
Rolled-up unit cost R 1 411.85
3 levels deep Used in 4 other recipes 92% route yield
Material planning · run 09 Jul · 8-week horizon
Make 120 · STL-DESK-1400Start 14 Jul · pegged to SO-2026-0788 Work order
Buy 480 m · Steel tube 40 × 40Lead time 10 days · sold in 6 m lengths Order today
One recipe, costed all the way down, and the plan that comes out of it. The frame is its own sub-assembly carrying its own labour, so the rolled-up figure is what a finished unit really costs rather than the sum of a parts list. Material planning reads the same recipe: it nets what you hold against what you owe and answers with the date a job has to start — pegged back to the order that caused it, and rounded to the lengths your supplier actually sells. Illustrative — not a screenshot.

Multi-level bills of materials

Recipes that contain recipes, exploded all the way down, with versions and effective dates so a formulation change does not rewrite history.

Cost roll-up

What a unit actually costs once every sub-assembly is priced, plus labour and overhead — comparable against what you sell it for.

Where-used

Given a component, every recipe that consumes it. Run it before discontinuing a part or accepting a price increase.

Material requirements planning

Stock, orders and demand netted across a horizon into planned orders, each with the date it has to start rather than the date it is needed.

Pegging

Every suggestion traced back to the demand that caused it, so you can check a commitment before you make it.

Work orders

Release, build part or all of the quantity, and have components consumed and finished goods received at the rolled-up cost. Short components are named, not silently ignored.

Requisitions & approvals

Asking to spend is separated from being allowed to. Rules route by value, and every decision is recorded with who made it.

RFQs & approved vendors

Ask several suppliers the same question and keep the answers. Vendors carry B-BBEE level, VAT number and tax clearance, so preferential procurement is a fact at the point of choosing.

Three-way match

Purchase order against goods receipt against supplier invoice. Where they agree within tolerance the bill passes; where they do not, the difference is named.

This is not the inventory assemblies you may already have.

Business and Enterprise include simple one-level assemblies under Inventory, and nothing about those changes. Manufacturing is the deeper thing — many levels, planning parameters, a plan that nets across a horizon, and the controlled buying that follows from it.

Bills of materials guide Material planning guide Procurement guide Production guide

Logistics & Fleet

ManufacturingAdd-on from Business

A delivery note records what you intended to deliver. This records what actually happened at the door — and it is the first proof of delivery in the product.

A run, and the proof that came back off it. One vehicle, three stops, three different outcomes — delivered, part-delivered against the lines, and turned away with the reason recorded. The proof carries the signature and the name given with it, the photographs, both clocks, and the distance from the stop that Ledgr worked out itself. That last figure is why the proof is worth having: it is the one a customer disputing a delivery cannot argue with, and it is the one a device is never allowed to supply. Illustrative — not a screenshot.
Trip · Cape Town metro
TRP-2026-0142
CA 418-921
S. Dlamini · PrDP G
1 Acme Pty Ltd · EppingDN-2026-0311 · 4 of 4 lines Delivered
2 Blouberg HardwareDN-2026-0312 · 3 of 4 pallets signed for Part delivered
3 Kraaifontein DepotDN-2026-0313 · premises closed — load shedding Failed
Proof of delivery · stop 1 Strong evidence
Received by N. Petersen · Storeman
18 m from the stop 14:06 on the device +2 min to the server 2 photographs
Certificate of fitness on CA 418-921 expires in 21 days

Trips, not documents

One vehicle carries several customers' goods, so the trip is the thing you plan: ordered stops, each pointing at a delivery note, an invoice, a purchase order to collect against or a return.

Proof of delivery

Signature on the screen, the name of whoever signed, photographs, the time and the coordinates. Ledgr measures how far from the stop it was taken — a figure the device does not get to supply.

Graded, never refused

A thin proof is accepted and marked as thin, with a sentence saying what it establishes. A system that blocks drivers is one they work around, which leaves the business with a false proof instead of an honest one.

Part-delivered is a real answer

Three of four pallets is recorded as three of four, against the lines. Where the lines disagree with the button the driver tapped, the lines win.

Exception reasons

A closed list, including load shedding — the most common reason a South African delivery is turned away, so it is a reason the driver can pick rather than type.

Stock leaves once

Delivering against a delivery note moves the stock at what the batches cost. Delivering against an invoice moves nothing, because the invoice already did.

Vehicles & compliance

Licence disc, certificate of fitness and operator card per vehicle; licence code and PrDP per driver, with its G/P/D categories. The dashboard answers "what expires in the next 30 days".

Live tracking, per driver

Every truck and driver on a live map with the trip history behind it. Sold separately and priced per driver, with no hardware to fit and nothing charged per vehicle.

A driver app, without a seat

Drivers get a scoped link to the day's run — no user account, no seat, no sight of what anything on the vehicle is worth. Withdraw it and every device holding it stops at once.

Works with no signal

Reason codes and their labels download for offline use, every write is safe to retry, and a proof captured out of range keeps the time the driver's device recorded alongside the time it reached Ledgr.

You do not have to manufacture anything to want this.

It is on the Manufacturing tier because that is where the delivery volume usually is, but a wholesaler or a distributor with vehicles gets the same value from it — so it is also sold as an add-on from Business upwards, with live tracking priced per driver beside it. See pricing.

Logistics & fleet guide Driver API

Payroll

ProfessionalAdd-on from Starter

South African payroll with the statutory maths done for you, not bolted on.

PAYE 2026/27

7 brackets from 18% to 45% with the R17 820 primary rebate applied automatically.

UIF & SDL

UIF at 1% employee and 1% employer, capped at R177.12 each per month. SDL at 1% of total remuneration.

Payslips

Generated per employee per period, downloadable as PDF and sendable by email or WhatsApp.

Leave per BCEA

15 days annual, 30 days sick per three-year cycle and 3 days family responsibility, tracked per employee.

EMP201 & EMP501

Monthly declaration totals and the bi-annual reconciliation, built from the runs you approved.

IRP5 certificates

Employee tax certificates for the year, with the totals matching the payslips they came from.

Banded, never blocked

The first 10 employees are included; above that you add staff in blocks of fifteen. Grow past the band you paid for and payslips still run — the difference is billed as usage: on your next renewal on a one-month term, or on that month's usage bill on a longer one.

Payroll guide

SARS Returns Centre

Professional

Returns computed from the ledger, a calendar that counts down, and a history of what was filed when.

VAT201

Output and input VAT broken down by box, with the payable or refundable figure calculated for the period.

EMP201

PAYE, UIF and SDL for the month with the per-employee breakdown behind each total.

ITR14 & IRP6

Company income tax and provisional tax estimates for the year, from the same trial balance the reports use, with the trial balance as the supporting schedule.

IRP5 / IT3(a)

The e@syFile Employer import file, built from approved payslips and reviewed per employee before it is generated.

Tax calendar

Deadlines sorted by urgency with a countdown badge on each.

Filing register

Every return you noted as filed, with its reference, amount and period.

Practitioner access

The Tax Practitioner role carries full SARS access, so an external accountant prepares and downloads every return themselves.

Prepare and download.

Ledgr computes each return and produces the file; you capture it on SARS eFiling or import it into e@syFile Employer. Nothing is transmitted on your behalf, so nothing is submitted until you submit it — and a return that does not balance will not download at all; you get the reasons instead.

SARS guide

Reports & Analytics

Business

Sixteen reports across financial, tax, management, compliance and custom.

Income statement

IFRS for SMEs presentation: revenue, cost of sales, operating expenses, other income and tax.

Balance sheet

Current and non-current assets with depreciation, liabilities and equity, as at a date you choose.

Cash flow

Direct method, split into operating, investing and financing.

Budget vs actual

Variance per category with progress bars and the rand and percentage gap.

B-BBEE scorecard

Six elements with your current points and level.

Custom builder

Drag dimensions and measures into a live preview, then save the report for reuse.

Reporting periods

Pick a month, quarter, financial year or a custom range — every report honours the same picker.

Scheduled delivery

Send a report on a schedule as PDF, Excel or CSV to a list of recipients.

Export

Any report to PDF, Excel or CSV, with the period stamped on the output.

Reports guide

Fixed Assets

Business

The register behind the balance sheet: what you own, what it has been written down to, and what the disposal actually did to this year's profit.

Asset register

Cost, acquisition date, category and location per asset, with the accumulated depreciation and carrying value kept current rather than worked out at year end.

SARS BGR7 write-off periods

The prescribed wear-and-tear period per asset category is already in the product, so the rate you depreciate at is the rate SARS accepts.

Depreciation posts itself

The monthly charge is journalled to the ledger rather than tracked in a spreadsheet beside it, so the balance sheet and the register can never disagree.

Disposals with the gain or loss

Sell or scrap an asset and Ledgr works out the profit or loss against carrying value and posts it, which is the calculation most registers leave to the accountant in March.

Fixed assets guide

Time Tracking

Starter

Hours that turn into invoice lines without a copy-paste in between.

Entries against a customer

Log hours with a description, date and rate, tied to the contact they belong to.

Billable flag

Mark time billable or not, so internal work is still recorded without reaching an invoice.

Pull onto an invoice

Select unbilled entries when creating an invoice and they arrive as service lines at their rate.

Time tracking guide

Multi-Company & Consolidation

Enterprise

A group of entities that each keep their own books and still produce one set of group accounts.

Entity switcher

Move between group view and any single entity from the header, without logging out.

Consolidated statements

Group income statement and balance sheet with inter-company revenue, expenses and balances eliminated.

Inter-company log

Every IC transaction recorded with its settled or pending status, and a matrix of who owes whom.

Shared contacts

One contact database across the group, badged by the entities that trade with them.

Group structure

An org chart showing holding company and subsidiaries with their shareholding.

Per-entity dashboards

Each entity keeps its own P&L summary, balance sheet and IC position.

Multi-company guide

Practice Console

Practice

For accounting and bookkeeping firms: one workspace over a book of client businesses, each of which stays its own separate set of books. Free for the practice.

Your whole client book

Every client entity you are engaged on, in one list, with what is outstanding on each — rather than a browser with fourteen tabs open.

Clients stay separate

Each client is its own separate business account with its own ledger, its own users and its own audit trail. The console is an engagement across them, not a merge of them.

Sorted by who needs you

Each client carries what is outstanding on it in plain words — ledger not started, adjusting journals entered but not posted, queries waiting on the client, bank lines unreconciled, payroll approved but unpaid — and the list leads with whoever has the most of it.

Free for the practice

Unlimited users at the firm and your own books free on the full Enterprise module set. Your clients pay for their own subscriptions at the published price. The size of your book sets the share of those fees your practice earns — on clients on Starter and up; a Compliance client counts toward the size of your book but earns no share.

Scoped roles

Accountant, Tax Practitioner and External Auditor roles carry the access their job needs and no ability to alter permissions — so a junior on a client is not an administrator of it.

Compliance clients at R69

The dormant companies, trusts and annual-only clients that make up most of a book get their own plan: complete books, bank import and the full SARS returns centre, with nobody at the client logging in.

How practices use Ledgr

Portals & Self-service

Included

Four portals for people who have no Ledgr account and take no seat — because the person who needs to see or send you something should not need a login to do it. Nothing they send commits your business until somebody on your side accepts it.

Customer portal

A link a customer opens to see their open invoices and statement, accept a quote and pay — and to browse the products you sell and send you a basket, which arrives as a draft quote for you to check and send. No account, no password, and nothing of yours visible but their own.

Employee self-service

Payslips, IRP5s and leave balances, fetched by the employee rather than emailed by whoever runs payroll.

Supplier portal

Suppliers acknowledge and despatch your purchase orders, answer an RFQ with a quote, submit invoices, keep their catalogue, offers and compliance documents current, and see their statement with you — so the tax clearance on file is theirs to renew.

Driver app

The day's run on a scoped link: stops, proof of delivery, signature and photographs. No seat, no sight of what the load is worth, and revocable on the spot.

Portals guide

Roles, Users & Security

Free

Who can see what, who approved what, and how to prove it later.

Twelve roles

Owner, Admin, Accountant, Sales, Viewer, Payroll Manager, Tax Practitioner, External Auditor, Buyer, Production Planner, Fleet Controller and Driver.

Permission matrix

View, create, edit, delete, approve and export, set per module — and a builder for custom roles.

Invitations

Invite by email with the role and entity access chosen up front.

2FA & sessions

Two-factor adoption at a glance, active sessions per user and one-click revocation. Enrolling issues ten single-use recovery codes, so a lost phone is not a lost account.

Audit log

Events with info, warning and error severity, kept for seven years by default (the Companies Act period) and never less than the five years the Tax Administration Act requires.

API keys

From Business (1 API key; 2 API keys on Professional, 10 API keys on Enterprise and above). Generate scoped keys per module, bind one to a contact for billing ingestion, and revoke any of them.

Roles guide

Settings

Free

Company details, VAT registration, financial year, branding, billing and data export.

Company profile

Registered name, registration number, VAT number, address and the logo that lands on documents.

Financial year

Set the year end once; reports, provisional tax and the ITR14 estimate follow it.

Billing & plan

See the plan you are on, what it unlocks and the seats in use, and change it.

Data export

Export your data on demand — it is yours, and POPIA says so.

See it against your own numbers

The Free plan is enough to send real invoices and watch them land on the dashboard.

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