Built specifically for
SA accounting firms

Compliance, AI extraction, time tracking, invoicing and client email — one platform, designed for the rhythm of South African practice.

Compliance

Every SARS deadline, handled automatically

Reconciled knows the SA tax calendar. Every return, every payment, every CIPC filing — generated with the right due date, adjusted for weekends and public holidays.

VAT201 — Categories A through E

Bi-monthly cycles auto-tracked from each client's VAT category. Returns and payments generated for the full year ahead.

IRP6 provisional tax

First, second, and (where applicable) third payments calculated from each client's year-end. Individual, company, and trust profiles supported.

CIPC annual returns

The 30-business-day filing window from each company's incorporation anniversary, calculated to the exact date. Miss this and CIPC deregisters the company.

EMP201 / EMP501 PAYE

Monthly EMP201 and bi-annual EMP501 reconciliations for clients with payroll obligations.

COIDA Return of Earnings

Annual ROE deadlines tracked alongside everything else.

SARS public holiday math

Every due date checked against the gazetted SA public holiday calendar. If a deadline falls on a weekend or holiday, Reconciled rolls it correctly.

AI extraction

Bank statements, in seconds

Drop in any bank statement PDF — text-based or scanned. Reconciled uses Claude to extract every transaction with date, amount, description, balance.

Any PDF works

Text-based exports from internet banking, scanned hand-stamped statements, multi-page archives — all handled.

Verify before exporting

Every row is editable. Catch the AI's mistakes before they hit your accounting system.

Re-process at any time

If extraction misses something, kick it off again. Original PDF stays in storage.

Token-metered, transparent

You see input/output tokens and rand cost per extraction. No opaque "AI credits".

Documents not used for training

Anthropic's DPA prohibits training on customer data. Your client's bank statements stay private.

Time tracking

Know where the hours go — and bill them

Log time per client and task, then turn it into revenue. Reconciled shows exactly what's been billed and what's still sitting as work-in-progress.

Per client and per task

Time entries link to a specific client and compliance task. Roll up to total hours per client.

Billed vs unbilled (WIP)

See at a glance which hours have been invoiced and which are still unbilled work-in-progress — by client and by team member.

Rate waterfall

Set a default hourly rate per team member, with per-client overrides. The right rate flows through to every invoice.

Straight into invoices

Pull a whole period's unbilled time into draft invoices in one click — no re-keying.

Invoicing

From timesheet to paid

A complete billing engine built in — SARS-compliant tax invoices, an approval step, delivery from your own mailbox, and payment tracking.

Branded tax invoices

Your logo, letterhead, banking details, VAT number and footer on every PDF — with sequential, gap-free numbering as SARS requires.

Bulk billing

Turn every client's unbilled time for the month into draft invoices in a single run. Review, then send.

Approval workflow

Draft → Approved → Sent. A manager signs off before anything reaches a client.

Send from your own mailbox

Invoices go out from your connected email address, so they land in the inbox — with delivery tracking and automatic retry on failure.

Payment & WIP tracking

Mark paid (including partial payments), watch outstanding and overdue totals, and see unbilled WIP across the firm.

Export to Xero & Sage

Download any invoice — or a whole month — in Xero or Sage import format. Direct two-way sync is rolling out.

Email

Client email, where the work lives

A full inbox built into Reconciled. Connect Outlook, Gmail, or any IMAP mailbox and keep every client conversation attached to the client and the job.

Connect any mailbox

One-click OAuth for Microsoft 365 and Google Workspace — no passwords. Or classic IMAP/SMTP for Rackspace, Zoho, Fastmail and on-prem servers.

Threaded inbox

Read, compose, reply, reply-all and forward with rich text, attachments and CC/BCC — without leaving Reconciled.

Auto-linked to clients

Incoming mail is matched to the right client by sender address. Link any thread to a client or compliance task so the conversation lives with the work.

Firm signatures

A firm-wide default signature with per-user overrides, appended automatically on send.

One trail with billing

Because invoices send through the same mailbox, your billing and client comms share a single history.

Dashboard

One screen, everything that matters

Open Reconciled in the morning. See what's overdue, what's due this week, who's responsible, and where time is being spent.

Overdue & due-soon at a glance

Tasks sorted by urgency. Filter by client, type, assignee.

Per-team-member workload

See whose plate is full and whose is empty before assigning the next task.

Active client view

Only clients with outstanding tasks shown by default. No noise from inactive accounts.

Storage and AI usage

How much of your plan is being used, this month and lifetime.

Integrations

Plugs into the tools you already use

Extracted transactions and invoices flow straight into your accounting software, and your mailbox lives inside Reconciled. No copy-paste, no CSV mangling.

Sage, Pastel, Xero, QuickBooks & Excel

Export extracted bank-statement data in every major SA accounting format — native column layouts, no remapping.

Invoices to Xero & Sage

Send your own invoices to Xero or Sage in their import format; direct two-way sync (push + payment status) is rolling out.

Microsoft 365 & Gmail

Connect your firm's mailboxes by OAuth — read, send and link client email without leaving Reconciled.

Any IMAP/SMTP provider

Rackspace, Zoho, Fastmail, on-prem Exchange — if it speaks IMAP, it connects.

AI by Anthropic

Bank-statement extraction is powered by Claude, with token-metered, transparent rand pricing.

API Centre

A single admin console shows the live health of every connected service.

Client depth

A real CRM for tax practitioners

Reconciled stores everything you need to know about a client to file their returns — not just name and email.

Tax profile

Income tax, VAT, PAYE, UIF, COIDA, CIPC reference numbers — all in one place.

Directors & shareholders

For juristic clients. Track ID numbers, appointment dates, and share allocations.

Bank accounts

Multiple bank accounts per client. Useful for trusts and companies with multiple operating accounts.

Custom company codes

Match your existing internal coding scheme.

Year-end & VAT category

The two pieces of data that drive every compliance calculation.

Security & POPIA

Built for sensitive financial data

You're handling client tax numbers and bank statements. We treat that seriously.

Multi-tenant isolation

Your firm's data lives in your organisation. No client data ever leaks across firms.

Two-factor authentication

TOTP via any standard authenticator app. Required for super admins.

Activity audit logs

Every create / update / delete tracked with who, when, and from where.

POPIA-aligned by default

Privacy notice, sub-processor list, AI consent capture, and 30-day data subject access request response.

Documents not used for AI training

Anthropic's data processing addendum prohibits training on the documents you upload.

See it in action

Free for 30 days. Every feature on this page available from day one.

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