From the first invoice to the signed annual financial statements, and every client in your practice — one ledger, one login, one source of truth. Correct by construction, built for South Africa, with a grounded intelligence layer that tells your clients what to do next.
Your practice runs on a patchwork.
One tool for the books. Another for the statements. A separate one for payroll. Something else for documents. A spreadsheet for the practice. Every handoff is a chance for something to break — and none of it actually tells you anything. Aegis Finance OS is all of it, in one place, that thinks.
Every function a South African firm runs — the books, the bank, the tax, the statements, the planning and the practice itself — in one platform that reasons over all of it.
An immutable, always-balanced double-entry ledger. The books can't silently drift.
Quotes, invoices, credit notes and recurring billing — debtors tracked, posted straight to the ledger.
Supplier bills, purchase orders and creditors — payables always tied to the ledger.
Live bank feeds and statement import flow transactions in automatically, matched and reconciled to the cent.
Trade and bank in any currency, with automatic revaluation and realised/unrealised gains and losses.
Staff snap a receipt; vision capture reads it; you approve and it posts — fully reimbursement-tracked.
Track income and cost by project or job, with profitability reported in real time.
Track stock items, quantities and cost of sales, integrated with invoicing and the ledger.
VAT tracked on every transaction, with VAT201 preparation and full reconciliation.
Company income-tax (ITR14) and provisional tax (IRP6) prepared from the books, on current SARS rules. Prepares, never auto-files.
Full SA payroll — PAYE, UIF, SDL, ETI — from BCEA payslips to EMP201, EMP501 and IRP5.
Statutory company data and a compliance calendar so no return, payment or filing falls past a deadline.
A full IFRS-for-SMEs statement set generated from the ledger — every figure traceable to source.
Build the compilation, review or audit file alongside the books — leadsheets, support and sign-off in one place.
Vision-based capture reads invoices, bills and statements automatically — and proposes the right account.
Trial balance, management accounts, aged debtors and creditors, and the full report pack — on demand.
Build budgets, compare to actuals, and forecast cash 13 weeks out — grounded in real history.
Consolidate multiple entities — intercompany eliminations and a group view that ties back to each company.
Every client at a glance — who needs attention, what's due, what's at risk — across your whole book.
Switch between clients instantly. One platform for the whole firm, tenant-isolated and secure.
Clients upload documents, approve work and see their numbers — without leaving your brand.
SARS tax tables, statutory rates and submission formats kept up to date — all primary-source.
A CFO for every client on your book — grounded, cited and advise-only. You stay in control; Aegis does the watching, and shows its working on every call.
Every insight cites its evidence, traced to the transaction. No guessing, no hallucinations.
An immutable, balanced ledger. Every statement traces back to source — it can't drift.
VAT201, EMP201, ITR14, CIPC and IFRS for SMEs — built in, current, primary-source.
Aegis advises and prepares; a human decides. Nothing is filed or posted without you.
Everything your bookkeeping software does for the books. Everything your AFS and working-papers software does for the statements. Everything your capture tool does for documents. Payroll from payslip to EMP501. The practice dashboard you've been keeping in a spreadsheet. One platform. One login. One source of truth.
Watch Aegis Finance OS keep a real set of books, prepare the statements, and tell you what to do next — every number traced to source.
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