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.

Log billable time against each client and push it straight onto a draft invoice. Use cases: consultants and agencies billing by the hour; bookkeepers charging clients for time spent on their books.

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.

Capture what staff need to buy and batch approved requests into purchase orders. Use cases: add an approval step before any order is raised; consolidate many small requests into one purchase order.

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.

Track loans and bonds with balances, repayment schedules and interest burn-down. Use cases: watch a vehicle-finance or mortgage balance reduce over time; see how much of each instalment is interest.

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.

Pick all the materials a job card needs in a single run instead of issuing them piecemeal. Use cases: a storeman kitting a production job; fewer trips to the stores.

A touch-screen terminal on the shop floor where operators start, pause and complete job-card operations. Use cases: capture real production time at the machine; keep operators out of the full back office.

Work out the materials a set of job cards needs and highlight what is short. Use cases: plan purchasing for a production run; catch shortages before starting.

See what has and has not been picked or issued against job cards. Use cases: chase outstanding material issues; reconcile stores activity.

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'.

Connect Vali to AI assistants like ChatGPT and Claude so they can read and act on your business data through their connector tools (a Claude connector or a ChatGPT action). Use cases: ask ChatGPT or Claude about your live figures; let an AI assistant draft or update records in Vali.

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.

A chat-style email client built into Vali, with your own inbox connected (IMAP/SMTP), threaded conversations and attachments. Use cases: handle client email without leaving the platform; keep correspondence beside the accounts.

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.