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For South African accounting firms

The A.I. Tool For Accountants

Drop a client's year of bank statements. We categorise every transaction against a SARS-aligned chart of accounts, generate the income statement, and surface only what needs your eyes.

Open firm accountTour the workspaceSee the flow →
  • POPIA-aware, encrypted at column-level
  • Firm-wide audit log
  • From R 3 149 / month

Where you stand

84%

Cleared

Two lines waiting on your tap.

Hand-back queue

4 to call
  • Bolt Food
    −R 348.2064%
  • Pick n Pay
    −R 542.1054%
  • Bidorbuy
    −R 1,124.0041%

Drop box

May 2026

AbsaFNBTymeBankNedbank

52 lines picked up this cycle.

Maybe-claimables

R 18,420

Five lines worth a second look.

Work-from-home · Travel · Medical scheme · RA · Gear

A calculator resting on printed bar charts and world-map data, with glasses and a pen on a wooden desk.

Statement uploads

Drop client PDFs from any SA bank. We lift every line.

A digital globe and financial market chart overlay — global finance in motion.

Hand-back queue

The handful of lines we couldn't call confidently.

A hand holding a pen, reviewing and confirming line items.

Income statement

Per-client P&L by tax year, ready to share.

A tablet showing a client income statement.

Client roster

One firm, every taxpayer you work with, in one workspace.

A finger touching a glowing interface — managing a list of clients.

The workspace

Every transaction, categorised.

The AI calls the obvious lines and hands you the ones worth a second look. The reasoning sits on every row; one tap accepts or overrides.

taxup.app/lines
Year2027AccountAnyStateAnyBucketAny

  • Pinetree Studio · Invoice 3041

    +R 12,950.00

    12 MayConfirmed

  • Cell C

    −R 219.00

    10 MayAuto

  • Bolt Food · Greenpoint

    −R 348.20

    08 MayNeeds review
    Confirm

  • Momentum Health · monthly

    −R 2,640.00

    06 MayPossible deduction
4 of 52 lines

Drop a year of statements.

Any SA bank PDF. We parse, deduplicate, encrypt every line at column level. Raw PDFs aren't persisted.

  • AB

    Apr cycle · cheque

    Absa

    13 MayReading…
  • FN

    Apr cycle · trading account

    FNB

    11 MayRead
  • TY

    Apr recap

    TymeBank

    06 MayRead
  • FN

    30 Mar – 28 Apr · card

    FNB Credit Card

    03 MayRead

Picked up this cycle

52 lines captured

How it works

Only what the AI can't call.

Anything scored below the confidence bar lands in a hand-back queue. The reasoning sits next to every row so each call takes seconds.

Bolt Food · Greenpoint

−R 348.20

08 May

64%
Meals · client

Why this category

Weekday lunch order. Could be a client meeting or just dinner — confidence under 70%, so we hand it to you.

ConfirmEditExclude

Pick n Pay · Tamboerskloof

−R 542.10

03 May

54%
Personal

2 of 4 visible · ~40s left

Open the hand-back flow

Income statement, on demand.

Per client, per tax year. Revenue, operating expenses, net profit — every line tied back to source transactions.

  • Working-from-home portion

    R 4,180

  • Travel for work

    R 3,640

  • Gear

    R 5,920

Top three

R 13,740

See pricing
InboxReviewP&LAuto

What we ship

The whole return, drafted.

Each entry, the bucket it sits in, the working that runs over it — lifted off your bank PDFs.

Local end-to-end

Built for South African firms.

ZAR currency, the SARS chart-of-accounts vocabulary, the eight local banks, POPIA rules. Built in Cape Town. Data resides in Neon's EU region while the SA zone is in waiting.

  • FNB
  • Standard Bank
  • Nedbank
  • Absa
  • Capitec
  • Investec
  • TymeBank
  • Discovery Bank
  • ZAR
  • SARS eFiling
  • DD/MM/YYYY
  • POPIA
A South African business owner reviewing financial documents at her desk.

Security

Four lines, plainly stated.

No bank-login scraping.

We never ask for client bank passwords or proxy a banking app. The only input is the PDF the bank already sends.

PDFs aren't persisted.

Statements are parsed in-request and dropped. Only the encrypted categorised rows live on.

Column-level encryption.

AES-256-GCM at the column for tax numbers, ID numbers, amounts, descriptions. Not TDE-only.

Firm-wide audit log.

Every action your staff take lands in a sealed log scoped to your firm. Open it any time.

Open the full security write-up →

Up against

Up against.

What you're comparingTaxUpXero / Sage / QuickBooksHiring a bookkeeper
Starting priceR 3 149 / monthR 600+ / mo per seatR 12 000+ / mo each
AI categorisation per rowYesNo (rule-based only)No
Reasoning shown next to every lineYesNoOnly on request
Firm-wide audit trailYesPer file onlySometimes
Income statement generationOn demand, per clientManual exportHours per client
Setup time per clientMinutes (just upload PDFs)Days (chart, ledgers, mapping)n/a

Straight comparison. We're ahead on time-per-client, AI categorisation against a SARS-aligned chart, and a firm-wide audit trail built in.

Pricing

One band per practice size.

Independent for solo accountants with up to ten clients. Studio for small practices. Workshop for established firms. Larger? We'll quote it.

Independent

R 3 149/mo

Up to 10 clients · 3 seats

Pick of the three

Studio

R 5 949/mo

Up to 20 clients · 5 seats

Workshop

R 13 999/mo

Up to 50 clients · 10 seats

See the bandsHow it works

Sign up your firm

Whenever your next client lands.

Sixty seconds to open the firm account. No card needed to start; pick a band when your first client is on the roster.