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Everything the books need,
nothing they don't

Thirteen 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.

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.

AI insights

Short, specific observations on growth, collections, cash flow, tax and expenses — with the number that triggered them.

Getting started guide

Invoicing & Quotes

Free · 5/month

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

Nine document types

Tax invoice, quote, 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.

Multi-currency

ZAR, USD, EUR and GBP with payment terms from COD to Net 90 and an automatically derived due date.

Payment links

A PayFast 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

Seven tabs covering every way money leaves the business, with an approval queue over the top.

Receipt capture

Photograph the slip and OCR fills supplier, date, amount and VAT, each with a confidence score you can correct.

Supplier bills

Bills tracked separately from card spend, with due dates that feed the payables side of the dashboard.

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, teach it the repeats. Then stop thinking about it.

Nine SA banks

CSV and OFX import for FNB, Standard Bank, ABSA, Nedbank, Capitec, Investec, TymeBank, Discovery Bank and African 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 automatically, with suggestions for 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

Business

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, LIFO or weighted average, configurable per product.

Stock takes

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

Inventory guide

Job Cards

Business

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 left the storeroom is out of the figures as well as out of the shelf.

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

Manufacturing

Manufacturing

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

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

Manufacturing

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.

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 pad that blocks a driver is one drivers work around, and the business then holds a proof that is a lie rather than one that is honest about itself.

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, and one no other product's standard list has.

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".

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 idempotent, 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. If proof of delivery is the reason you are looking at Ledgr, say so — the tier it sits on is a pricing decision, not a technical one.

Logistics & fleet guide Driver API

Payroll

Professional

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.

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 tie will not download at all, it comes back with 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

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

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, retained seven years for POPIA.

API keys

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 IT14 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.

Create your account Compare plans