Every tool in Vali, in one place

Every business runs in its own isolated database — data is never mixed between companies. Use cases: a SaaS-style rollout to many firms on one platform; peace of mind that your figures are yours alone.

Each tenant gets its own address (e.g. yourco.vali.co.za) routed automatically. Use cases: give staff a memorable login URL; present a professional, company-specific portal.

Users get roles (admin, accountant, bookkeeper, viewer) made of fine-grained permissions, right down to hiding/disabling individual form fields. Use cases: let juniors view but not post; keep HR out of the ledger; enforce least privilege.

Full dark theme across every page, remembered per user. Use cases: comfortable late-night bookkeeping; personal preference.

Practices will be able to require MFA for all their staff. Use cases: firms handling sensitive client data mandating 2FA across the team.

A visitor signs up from the website, verifies their email, and a fully-configured company is created automatically in about a minute. Use cases: try Vali without sales calls; instant onboarding from a pricing page.

New companies are cloned from a kept-current template tenant (real chart of accounts, roles and settings ready on day one). Use cases: start invoicing immediately; consistent, correct setup every time.

Planned API so external sites can run Vali courses in an iframe, print certificates and read results. Use cases: a training provider embeds courses on their own site under their brand.

Companies start on a trial with day tracking shown across the admin and the in-app billing page. Use cases: 30-day evaluation; clear visibility of days remaining.

Each company sees its current plan, status (active / trial / expired) and the plans it can move to. Use cases: a customer checks what they're on and chooses an upgrade.

A company admin requests a plan/upgrade in-app; it's recorded and flagged to the Vali team for activation. Use cases: a trial customer asks to go paid without phoning support.

Planned in-app card/EFT checkout via PayFast that activates the plan automatically on payment. Use cases: instant self-serve upgrade with a tax invoice.

Create, post and email customer invoices and credit notes with full GL impact. Use cases: bill clients for work done; issue refunds/adjustments.

Invoice templates that auto-generate on a schedule. Use cases: monthly retainers; subscription billing; rent.

Draft and email quotes, then turn an accepted quote into a posted invoice in one click. Use cases: send an estimate for a project, invoice it the moment it's approved.

Customer orders with inventory allocation and fulfilment tracking, feeding into invoicing. Use cases: track an order from placement to delivery; manage back-orders.

Customer master with balances, ageing and credit limits. Use cases: manage accounts; chase overdue receivables; enforce credit limits.

Capture customer balances when migrating in. Use cases: bring legacy AR across at go-live.

Outstanding receivables bucketed by age. Use cases: prioritise collections; assess cash-flow timing.

Per-customer statements of transactions and balances. Use cases: month-end statements; resolve queries.

A wizard to email invoices/statements to many customers at once with per-recipient preview. Use cases: month-end run to all overdue debtors in minutes.

Planned batch invoicing of the same invoice to a group of customers. Use cases: bill 10 branches the same charge in one action.

Record supplier bills and debit notes against expenses/inventory. Use cases: capture supplier invoices; handle returns.

Bill templates that auto-generate on a schedule. Use cases: utilities, subscriptions, repeat supplier charges.

Raise POs and match PO ↔ goods received ↔ bill, including partial receiving. Use cases: control spend; stop duplicate or over-billing.

Supplier master with terms and payables balances. Use cases: manage suppliers; track due dates; monitor AP.

Capture supplier balances when migrating in. Use cases: bring legacy AP across at go-live.

Outstanding payables bucketed by age. Use cases: schedule payments; manage cash outflow.

Post customer receipts and supplier payments with allocation, and email a remittance PDF. Use cases: pay several supplier bills and send proof of which were paid.

Planned batch payments producing a bank EFT file for upload. Use cases: pay 30 due bills at month-end in one file.

Planned workflow for staff to submit expense claims with receipts for approval and GL posting. Use cases: reimburse a salesperson's fuel and meals.

Bank-account ledger of deposits, withdrawals and running balance. Use cases: daily cash position; cleared vs outstanding view.

Upload bank statements to populate transactions for matching. Use cases: load the monthly statement in seconds; support multiple bank formats.

Classify imported statement lines to GL accounts and documents. Use cases: code bank lines; link to invoices/bills before reconciling.

GL-first month-end reconciliation between cashbook and statement. Use cases: month-end close; spot timing differences and errors.

Statement-first reconciliation that pairs imported rows to GL entries. Use cases: faster matching on complex statements.

View finalised reconciliations and their detail. Use cases: audit past closes; review unreconciled items.

Planned automatic transaction import via a bank-feed provider. Use cases: transactions appear daily with no CSV downloads.

Multi-level GL account hierarchy across assets, liabilities, equity, income and expenses. Use cases: structure the books; organise reporting codes.

Balanced GL entries for accruals, reclassifications and corrections. Use cases: month-end accruals; fix prior errors.

Initialise the GL via a balanced opening journal at migration or year start. Use cases: go-live setup; carry in legacy balances.

Lock fiscal periods to prevent posting into closed months. Use cases: protect a signed-off month; enforce cut-off.

Close the year — sweep P&L to retained earnings and carry balance-sheet accounts forward. Use cases: clean annual rollover with no manual journals.

Transact in foreign currencies with dual-amount GL and period exchange rates. Use cases: invoice overseas clients; track forex exposure.

Company details, default posting accounts and numbering sequences. Use cases: set INV-/BILL- sequences; configure auto-posting accounts.

Planned CSV/Excel bulk import of the chart of accounts. Use cases: migrate a CoA from another system quickly.

Planned smart account dropdowns that only offer valid account types per field. Use cases: stop misconfiguring a sales account as an asset.

All GL accounts with debit/credit balances. Use cases: verify the books balance before reporting.

Revenue, expenses and profit/loss for a period, with comparison. Use cases: monthly performance; trend analysis.

Assets, liabilities and equity at a date. Use cases: financial position; bank/tax reporting.

Per-account transaction detail with running balance. Use cases: account audit; investigate a balance.

Cash movements by operating, investing and financing. Use cases: cash planning; working-capital review.

VAT summary including the South African VAT201 format. Use cases: file VAT with SARS; calculate net VAT payable.

Realised and unrealised foreign-exchange gains and losses. Use cases: revalue forex balances at period-end.

Confirm AR/AP sub-ledgers tie back to GL control accounts. Use cases: validate posting integrity at close.

Every change with user, time and before/after values. Use cases: compliance; accountability; fraud detection.

Management cash-health view answering 'is the business getting richer and can we afford to invest?'. Tracks Bank, Debtors, Creditors and Net Position month by month — monthly average (smooths payment timing), peak and low — with a trend chart, a plain-English outlook, and drill-down to the underlying invoices, receipts and bills. Bank-basis toggle, CSV and PDF export. Use cases: monthly client reviews; deciding whether the business can afford to invest.

Planned budgets per account/period with variance reporting. Use cases: track January sales vs budget.

Planned report of revenue minus cost of goods by customer. Use cases: find which clients are actually profitable.

VAT calculated and reported the SA way, with SARS-friendly outputs. Use cases: stay compliant without a separate tax tool.

Planned bracket-driven tax system for multiple African countries (VAT, PAYE, income tax variations). Use cases: run a Zambian or Nigerian entity with the right local rates.

Live quantities by product, location and tracking mode. Use cases: instant stock lookup; reserve for orders; trigger reorders.

Record physical receipts against POs with batch/serial capture and mismatch tracking. Use cases: receive deliveries; feed 3-way matching.

Opening stock, corrections, damage, loss and cycle counts. Use cases: stocktake fixes; write-offs.

Move stock between locations and record receipts/dispatches. Use cases: inter-warehouse transfers; shipments.

Track batches with expiry for recall and traceability. Use cases: manage expiring stock; product recalls.

Track individual serials with location and lifecycle history. Use cases: high-value asset tracking; warranty; theft prevention.

Location and bin hierarchy for multi-warehouse operations. Use cases: count by location; bin-level control.

Printable count sheets and variance analysis. Use cases: physical counts; spot shrinkage.

Full, filterable log of stock movements. Use cases: trace an item's journey; investigate missing stock.

Ageing by receipt layer and valuation (FIFO/LIFO/weighted average). Use cases: spot slow movers; value inventory on the balance sheet.

Products at/below reorder level with purchase suggestions. Use cases: avoid stockouts; drive POs.

Generate Code128/QR barcodes and print shelf/product labels. Use cases: label shelves; scan to pick.

Planned keyboard-wedge barcode scanning on GRN to auto-populate qty/serials. Use cases: receive 50 units by scanning instead of typing.

Planned automatic cost-of-goods journals on dispatch using weighted-average/FIFO. Use cases: accurate COGS and inventory valuation in the ledger.

Planned SVG warehouse/shop floor with live stock overlay. Use cases: see at a glance where stock is high/low.

Define product structures with components and rolled-up cost. Use cases: cost a manufactured product; manage sub-assemblies.

Production orders linking BOM and routing to a planned run. Use cases: schedule production; track shop-floor progress and completion.

Reusable manufacturing steps (production, QC, setup, packing, rework). Use cases: standardise steps; track quality checkpoints.

Per-product process sequences with step dependencies. Use cases: define the production workflow; manage work queues.

One catalogue with SKUs, pricing and GL links, shared across sales and purchasing. Use cases: maintain prices once; reuse everywhere.

Define units and conversion factors (e.g. cartons to units). Use cases: buy in cartons, stock in units, with auto-conversion.

Link products to suppliers with price, lead time and UOM. Use cases: compare supplier prices; drive POs at the right cost.

Planned fixed pack sizes as a quantity multiplier separate from supplier UOM. Use cases: order 10 cases and have it record 240 bottles.

One contact directory polymorphically linked to debtors, creditors, employees and more. Use cases: a person tied to several companies, filed once and visible on all.

Issue magic-link tokens granting a contact secure document access. Use cases: let a supplier upload bills or a customer see statements.

Contacts carry captured interests from MailBridge — filter by lead stage, see what each person asked about, and follow up from one place. Use cases: work your enquiry pipeline without a separate CRM.

A branded, no-login page where customers/suppliers upload documents via a secure link, filed against the right contact. Use cases: collect monthly receipts from a client by phone camera.

A queue of incoming uploads with category routing (receipts → scanner, statements → import, contracts → file). Use cases: clear a morning's uploads in minutes.

Vision extraction of supplier invoices/receipts into a draft bill for review. Use cases: photograph a receipt and get a draft bill with vendor, amount and lines.

Planned per-tenant intake address that auto-files emailed documents by matching the sender. Use cases: suppliers email invoices straight into the books.

Planned duplicate warnings, statement-vs-invoice classification and multi-invoice splitting. Use cases: avoid posting the same invoice twice.

Type a question and the assistant generates the query and shows results — no SQL needed. Use cases: 'show unpaid invoices over 30 days' returns a table instantly.

Planned ability to ask the assistant to create/post/void documents, with a preview to confirm before it runs. Use cases: 'post the March invoices' with a one-screen confirm.

Describe an alert in English and the system drafts the underlying query to run on a schedule. Use cases: 'email me overdue invoices every Friday'.

Describe who you want to reach — 'everyone who asked about CNC routers this year' — and the AI builds the contact list from interests and purchase history. Save audiences for reuse. Use cases: targeted follow-ups instead of blasting everyone.

Give a short brief and get a ready-to-send campaign email — preview, edit and approve before anything goes out. Use cases: a promo written and sent in minutes.

Campaigns send gradually at a controlled rate from your own mailbox — protecting your sender reputation instead of dumping a blast. Use cases: reach hundreds without landing in spam folders.

Every campaign carries an unsubscribe link and opt-outs are honoured automatically across future audiences. Use cases: market to South African rules.

See who opened what — campaign performance tracked per send, feeding smarter follow-up audiences. Use cases: follow up the interested, skip the cold.

Point MailBridge at any mailbox and give each checker its own instructions, schedule and priority — a chain of AI agents that read incoming mail and act on it. Use cases: spam firewall; support watcher; sales enquiry responder.

AI reads each incoming email and quarantines the junk before your team sees it — cold pitches, scams and marketing noise, with every decision logged and reversible. Use cases: clean shared inboxes like info@ and support@.

Checkers can answer routine mail for you — an AI-drafted reply in your voice, per your instructions, sent from the watched mailbox. Use cases: instant acknowledgements; answers to common questions after hours.

Important mail gets forwarded to the right person with the original message intact, plus in-app notifications — so nothing urgent sits unseen. Use cases: route new enquiries to sales; alert the owner to complaints.

MailBridge extracts the real person from an enquiry — name, email, phone, company, what they asked about — and creates a contact with their interest recorded. Your inbox becomes a lead list, automatically. Use cases: every stock or quote enquiry becomes a CRM lead.

Every decision a checker makes is logged with its reason and cost — nothing is silently deleted, and anything can be reviewed. Use cases: trust-but-verify AI on your mailbox.

Build courses with modules, pages and questions. Use cases: create staff or customer training programmes.

Combine courses into qualifications and issue certificates on completion. Use cases: certification paths; proof of competency.

Manage learners and group them by client organisation. Use cases: run training for multiple client companies separately.

Review AI-marked submissions with the ability to override and add feedback. Use cases: grade at scale while keeping a human check.

A student-facing portal to enrol, take lessons and complete embedded assessments. Use cases: learners self-serve their courses and quizzes.

A git-backed document library with a rich editor, version history and reusable variable chips. Use cases: maintain policies and SOPs with full history.

Insert variables (static or data-driven) that resolve when the document is viewed. Use cases: a policy that always shows the current company name or a live figure.

Queue documents for review with re-review reminders. Use cases: route a new policy for sign-off before it's published.

Planned full folder hierarchy with create/rename/move and a real document list. Use cases: organise hundreds of policies into folders.

Planned forking of a master policy to site branches with merge of upstream changes. Use cases: head-office policy with site-specific variations kept in sync.

Planned export to PDF and time-limited public links with optional password. Use cases: share a policy manual for induction.

Planned per-folder view/edit permissions with document overrides. Use cases: HR-only folders; one shared exception.

Planned AI drafting, compliance review, summarising and questions about content. Use cases: 'draft a leave policy' then ask it to summarise for staff.

Planned content search, tagging, section comments and update notifications. Use cases: find every policy mentioning 'ladder'.

Planned simultaneous editing with track-changes and translation branches. Use cases: two authors co-write an SOP live.

Branded PDFs for invoices, quotes, bills, POs, statements and remittances, with company logo. Use cases: send a professional invoice PDF in one click.

Each company sends from its own SMTP with HTML templates supporting variables and includes. Use cases: emails come from your own address and branding.

Compose and send ad-hoc emails with attachments and open tracking. Use cases: email a customer a document and see if it was opened.

Planned in-app visual editor for email templates with a variable picker and test-send. Use cases: tweak the invoice email wording without touching files.

Manage user accounts, status and passwords. Use cases: onboard staff; deactivate leavers; reset passwords.

Reusable role templates bundling permissions. Use cases: assign 'accountant' once instead of dozens of permissions.

View/edit/delete/approve permissions per module and resource, down to individual fields. Use cases: hide salary fields; block deletes for juniors.

Invite staff by email; the link auto-logs them in to set a password. Use cases: add a team member without handling passwords.

A practice logs into its own domain and sees all linked client companies with KPIs, switching in with one click. Use cases: a bookkeeping firm runs every client's books from one place.

A coloured bar shows which client you're working in, with each tab isolated. Use cases: never post to the wrong client by mistake.

Assign individual staff access to specific clients with roles. Use cases: limit a junior to two clients; audit who can see what.

Every action a bookkeeper takes is recorded against a shadow user in the client's audit log. Use cases: the client sees exactly what the firm did, and when.

Set the practice firm name and logo. Use cases: present the platform under the firm's identity.

Planned confirmation prompt before a destructive action after a period idle in a client. Use cases: avoid posting to the wrong client after stepping away.

Planned command palette to jump between clients by typing a name. Use cases: switch from 'Teacup' to 'Acme' in two keystrokes.

Planned ability for a client to revoke a practice's access directly. Use cases: a client cuts off an unresponsive bookkeeper instantly.

Searchable log of every create/update/delete with user, time and before/after detail. Use cases: compliance audits; accountability; investigations.

Configure alerts on activity (e.g. invoices over a threshold) delivered by email/in-app on a schedule. Use cases: escalate high-value transactions; weekly overdue summaries.

Deletes are scheduled with a countdown and one-click undo before a cron purges them. Use cases: recover a mistakenly deleted invoice within the hour.

Import accounting data from competitor/legacy systems. Use cases: bring a new customer's history across without manual entry.

Per-user pinned and auto-learned most-used pages. Use cases: one-click to the pages you use daily.

List filters are remembered as you navigate away and back. Use cases: keep an 'overdue' filter while editing invoices.

First-run configuration of company info, accounts and numbering for a fast start. Use cases: get a new company ready to transact quickly.

Planned asset tracking with depreciation and disposal. Use cases: depreciate a vehicle automatically each month.

Planned priced-free packing slips separate from the invoice. Use cases: give the warehouse a pick list without showing prices.