Every accounting feature your South African business needs
From VAT-aware tax invoicing to quotes, credit notes, customer statements, suppliers, products, purchase orders, and reporting foundations — Vision X gives SA businesses a focused web platform with a clear roadmap.
Tax invoicing built for South African sales workflows
Vision X helps you create VAT-aware customer invoices with invoice numbers, itemised VAT amounts, document totals, payment status, and customer records in one place.
- VAT-aware invoice fields and totals
- VAT calculated at 15% (or zero-rated / exempt) per line
- Document numbering and customer history
- Payment status tracking
- Credit notes for adjustments and returns
VAT-aware sales reporting foundation
Vision X keeps VAT totals visible across sales documents and reporting views. Production VAT201 submission packs and direct SARS e-Filing are planned roadmap features, not current launch features.
- VAT totals on quotes, invoices, and credit notes
- Dashboard VAT snapshot
- Sales and credit note reporting
- Customer statement support
- VAT201 package generation on the roadmap
Supplier and purchase order workflows
Vision X includes supplier records, product and service items, and purchase orders so sales and procurement admin can live in the same accounting workspace.
- Supplier profiles and contact details
- Purchase order creation
- Product, service, and non-stock records
- Stock-aware item foundations
- Advanced inventory workflows on the roadmap
What is live now, with roadmap items labelled clearly.
The launch site should describe the actual web app and separate future work from available features.
VAT-Compliant Invoicing
Generate VAT-aware tax invoices with customer records, document numbering, line-level VAT amounts, totals, and payment status tracking.
Quotations
Create professional, branded quotations and proposals. Send for digital acceptance via email, then convert accepted quotes to tax invoices with a single click — with no re-capturing required.
Credit Notes
Issue credit notes against sales documents, track customer adjustments, and keep sales reporting aligned with refunds and returns.
Bank Feeds Roadmap
Coming soonDirect South African bank feeds and automatic reconciliation are planned roadmap items. They are not part of the current launch feature set.
Customer Management
Maintain complete customer records — contact details, VAT registration numbers, credit limits, payment terms, and full transaction history. Generate customer account statements and ageing analysis reports in seconds.
Supplier Management
Maintain supplier records, payment terms, contact details, and purchase order workflows in one place.
Sales Reporting
Review dashboard metrics, sales reports, credit note reports, and customer activity. Excel and deeper financial exports are part of the reporting roadmap.
VAT-Aware Reporting
Sales documents include VAT-aware totals and reporting views. Production VAT201 packages and direct SARS e-Filing are roadmap items.
Purchase Orders
Create and manage purchase orders linked to suppliers and product records so procurement admin stays connected to the accounting workspace.
Products & Stock Foundation
Maintain product, service, and non-stock item records with stock-aware fields. Multi-warehouse inventory and reorder automation are roadmap items.
Multi-user Access
Invite tenant users and apply role foundations for your team, bookkeeper, or accountant. Detailed audit coverage will continue to expand.
Role-based Permissions
Control access with the permissions foundation available in the web app. More granular branch and entity-level controls are roadmap items.
Operational Controls
Company profiles, tenant users, permission roles, and platform administration provide the foundation for stronger operational control.
Cloud Security & Backups
Vision X is cloud-hosted, authenticated, and built with tenant-aware access patterns. Formal certification claims will be added only when independently verified.
Local experts, not a global call centre
When you need help, you speak to a South African team that understands local VAT-aware invoicing, customer records, supplier workflows, and the roadmap we are building for SA businesses.
- Support in English, Afrikaans, and Zulu
- Response times under 4 hours on Priority plans
- On-site training available in major SA cities
- Data migration from Pastel, Sage, and Xero
- Dedicated account managers for Enterprise clients
Try every feature free for 14 days
No credit card required. Full access to all features. A local South African expert will contact you within one business day to help you get started.