Quotes & invoices
Professional, VAT-correct documents with your branding and audit-safe numbering.
Accounting software for South African SMEs
Beautiful books for hard-working businesses.
GoBooks helps South African SMEs quote, invoice, track payments, capture expenses, reconcile bank feeds and understand their business — from one simple dashboard.
- VAT 15% automated
- SARS-ready documents
- ZAR native
- Bank feed matching
- Quotes → Invoices → Paid
- CIPC & B-BBEE on file
- Statements that reconcile
[QT→IN]
Quotes become invoices
One click converts an accepted quote into a tax invoice — same line items, same numbering trail, no retyping.
[PAID]
Payments stay visible
Every invoice shows what's been paid, what's due and what's overdue, so follow-ups never slip.
[BANK]
Bank feeds reconcile faster
Upload a statement and match money in and out against invoices and expenses in minutes, not evenings.
[TAX]
Records stay tax-ready
VAT is calculated on every document and your records stay organised for returns — no year-end scramble.
From quote to cash
One clear path for every rand.
GoBooks follows the way money actually moves through a small business — and does the bookkeeping at every step.
1
Quote
Send a professional quote your customer can accept online.
2
Invoice
Convert it to a tax invoice in one click — VAT included.
3
Get paid
Share a payment link and record what comes in.
4
Capture expenses
Snap receipts and bills; GoBooks extracts the details.
5
Reconcile
Match your bank feed to invoices and expenses.
6
Understand
Reports and statements you can actually read.
— 01
Quote to invoice, without retyping a thing
A quote becomes a tax invoice in one click. Send it over WhatsApp or email with a public link your customer can open without logging in, and watch the status move from draft to paid.
- Sequential, audit-safe document numbering
- Quotes sent straight to a customer's WhatsApp
- Pro forma invoices, receipts and customer statements
— 02
Expenses captured, bank feed reconciled
Photograph a receipt or upload a bank statement and GoBooks reads it, stages every transaction for your review, and matches money in and out against invoices and expenses — so your books reflect what the bank says.
- AI document capture for statements, receipts and bills
- One-tap matching of payments to open invoices
- Expense categories that feed straight into reports
— 03
Reports a business owner can read
Cashflow, sales performance, expense breakdowns and a running VAT position — built from your real ledger and written in plain language, not accountant-speak.
- Cashflow and sales trends over the last six months
- Expense breakdown by category
- VAT estimate that tracks output and input VAT
Everything in one place
The tools your books actually need.
No module maze, no add-on pricing. One workspace that covers the finance admin of a real South African small business.
Payments & receipts
Record payments against invoices and issue receipts your customers can keep.
Expenses & bills
Snap receipts and capture bills — categories flow straight into your reports.
Bank reconciliation
Upload statements, review staged transactions and match them to your ledger.
Business reports
Cashflow, sales and expense views built from your real figures, not estimates.
Customer statements
One source of truth per customer — balances, history and statements on demand.
VAT & tax-ready records
Line-level VAT, a running VAT position and records organised for returns.
AI finance advisor
A daily read of your own numbers with practical next steps — no magic claimed.
Invite-only beta
Book a demoSee GoBooks with your numbers.
Bring a recent quote and a bank statement — we'll walk your own month through GoBooks, not a slideshow.
Built for Mzansi
Software that knows where it lives.
Not a foreign tool with the currency switched. GoBooks is built around South African tax, compliance and the way SMMEs actually trade.
[VAT]
15% VAT, everywhere it matters
Line-level VAT on quotes and invoices, VAT-compliant document titles, and a running estimate of what you owe SARS.
[SARS]
SARS-ready by default
Tax PIN, registration details and return-ready summaries live in the Compliance Hub — no shoebox of paper.
[CIPC]
CIPC docs on file
Company registration documents stored alongside your books, ready whenever a tender or bank asks.
[B-BBEE]
B-BBEE affidavit tracking
Keep your affidavit current and close at hand — GoBooks tells you when something is missing.
[ZAR]
Rand native, en-ZA formatted
Amounts, dates and documents formatted the way South African customers and accountants expect.
[WA]
Quotes over WhatsApp
Send a quote to a customer's WhatsApp with a no-login link they can open, accept and pay from.
- Sawubona
- Molo
- Dumela
- Hallo
- Avuxeni
- Ndaa
- Lotjhani
- Sanibonani
- Thobela
Your paperwork, your brand
Documents that represent you well.
Every quote, invoice, receipt and statement leaves GoBooks looking like it came from a business that has its act together — because it does.
GoBooks Advisor
A finance advisor, not a magic trick
The advisor reads your own ledger — cash position, receivables, spending and VAT exposure — and turns it into a short daily briefing with practical next steps. It explains; you decide.
- Flags overdue invoices, ranked by what brings cash in fastest
- Explains your cashflow in plain language
- Points out spending that looks different from last month
- Suggests the next action — review, follow up, reconcile
Works from your real figures only. No predictions, no guesswork.
Customer voices
Books that speak well of you.
Closing the month went from a long evening of admin to a quick review. Our accountant gets exactly what she needs.
LK
Founder, retail SMMEPlaceholder example
GoBooks gives us a cleaner way to manage quotes, invoices and customer payments without jumping between spreadsheets.
TM
Owner, services businessPlaceholder example
The VAT summary and customer balances alone made it worth switching. Everything finally lives in one place.
BS
Director, consultancyPlaceholder example
Quotes shown are placeholder examples — named customer testimonials replace them as the pilot programme rolls out.
No rush — we're local
Ready when you are.
GoBooks is currently in invite-only testing with a small group of South African businesses. Book a demo and we'll set you up personally — your books, your numbers, no slideware.