Our Technology
Practice management built for South African accounting firms
Finad tracks every SARS, CIPC and WCA deadline for every client, hands the work to the right person before it’s due, and keeps a log of every submission.
01 · Deadlines
Every client’s deadlines on one page
VAT, EMP201, provisional tax and AFS dates worked out from each client’s own cycle, with what’s overdue counted at the top.
02 · Task automation
Tasks that assign themselves
Subscribe a client to a service, pick who owns it and the lead time. Finad creates the task every cycle, before the deadline gets close.
03 · Workload
See who’s carrying the load this week
“Who has overdue work right now?”
Open and overdue tasks per person, side by side. Move a return to whoever has room before it slips.
04 · Bank statements
Bank statements, sorted for Pastel
Upload a PDF bank statement, even a scanned one. Finad reads every line, checks the running balance, sorts each transaction into your chart of accounts by keyword and flags what it isn’t sure of. Then export to Sage Pastel, Excel or CSV.
