How Vali helps at every step

Step by step

How Vali carries the everyday flow

From winning the work to looking after customers, each step flows into the next — your stock and your books update as you go. Scroll to follow it through.

1. Step 1

   Win the work

   Quote and invoice your customers in minutes.

   

   How Vali helps

   • Build quotes and invoices from your product & service catalogue
   • SA VAT worked out for you — email a branded PDF
   • Turn an accepted quote into an invoice in one click

   Detailed steps Hide steps

   1. Capture the enquiry

      Log the lead and exactly what they asked for.

   2. Build the quote

      Catalogue items, pricing, discounts and VAT calculate automatically.

   3. Send & track

      Email a branded PDF and see when it's opened and accepted.

   4. Convert to invoice

      An accepted quote becomes an invoice — nothing re-typed.

2. Step 2

   Buy & stock

   Keep purchasing and stock in step with your books.

   

   How Vali helps

   • Raise purchase orders and receive goods with a GRN
   • Track stock by batch, serial or barcode across locations
   • Every movement posts to your accounts automatically

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   1. Purchase orders

      Raise POs and send them to your suppliers.

   2. Receive (GRN)

      Book stock in against the PO with a goods-received note.

   3. Track movements

      Adjustments and transfers across multiple locations.

   4. Always reconciled

      Stock value and the ledger stay in sync.

3. Step 3

   Get paid

   Record payments, reconcile the bank, and capture costs.

   

   How Vali helps

   • Record customer payments — part-payments and credit notes handled
   • Import your bank statement and reconcile in a click
   • Scan receipts and supplier bills with built-in AI — no manual capture

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   1. Allocate payments

      Match payments to invoices; handle part-pay and credit notes.

   2. Bank import & rec

      Import your statement and match transactions fast.

   3. Capture costs

      Snap a receipt or bill and AI reads it into your books.

   4. Stay VAT-ready

      Input VAT captured as you go.

4. Step 4

   Stay on top

   See your numbers live and ask questions in plain English.

   

   How Vali helps

   • Dashboard shows cash, receivables, payables and profit from live data
   • Run P&L, Balance Sheet, Cash Flow, VAT201 and aged debtors any time
   • Ask the built-in AI a question and get the answer from your own books

   Detailed steps Hide steps

   This is where the work you do every day turns into the numbers you run the business on.

   1. Live dashboard

      Cash, debtors, creditors and profit at a glance.

   2. Financial reports

      P&L, Balance Sheet, Cash Flow and VAT201 — always current.

   3. Ask the AI

      Plain-English questions answered from your live data.

5. Step 5

   Look after customers

   One contacts book and a portal for your clients.

   

   How Vali helps

   • Customers, suppliers and leads in one shared book
   • A client portal for documents and account access
   • Everything references the same records — no duplicates

   Detailed steps Hide steps

   1. One contacts book

      Customers, suppliers and leads shared across Vali.

   2. Client portal

      Clients see their documents and account.

   3. Document triage

      A place for clients to send you what you need.