Step 1
Connect your company
Choose your plan, verify your email, and complete password/company setup inside the app.
Built for South African SMEs who invoice clients, chase payments, and need month-end reports fast.
ClientConnect is a secure, cloud-based accounting platform with built-in AI. Automate statements, reminders, reconciliations, and reporting from one workspace.
No card required until trial end. Open the live demo for a no-signup preview.
ClientConnect AI Dashboard
Step 1
Choose your plan, verify your email, and complete password/company setup inside the app.
Step 2
Create invoices, import transactions, and keep books current in one workflow.
Step 3
Automated statements and reminders reduce overdue invoices while reports stay audit-ready.
Your intelligent accounting assistant handles routine tasks, generates insights, and manages client communication automatically.
Create quotes, convert to invoices, issue credit notes, and export branded PDFs with VAT-ready line details.
P&L, AR/AP aging, cashflow, GL reports, and journal exports in CSV/Excel/PDF from one secure workspace.
Capture customer and supplier payments, reconcile bank transactions, and maintain a complete audit trail of actions.
VAT-ready workflows, POPIA-aligned legal controls, role permissions, 2FA, and traceable activity history for compliance reviews.
Track projects, manage inventory/services, and run operational tasks with shared visibility across your team and companies.
Flexible monthly or yearly billing (20% yearly discount), secure Payfast checkout, and owner-only top-ups for users, storage, and AI tokens.
Local support. ZAR first. Monthly or yearly billing (save 20% on yearly).
Automated statements + WhatsApp reminders = fewer overdue invoices.
Explore the live sandbox with automation switched on. Demo credentials are on the Learn page.
Ideal for small teams starting with AI automation.
For growing teams needing more storage and AI.
For larger teams with high usage and scale.
All plans can purchase additional AI tokens on request. Tokens are usage credits for AI actions (reports, smart messages, automations); usage depends on task volume. Prices include VAT where applicable.
Representative outcomes from live demos, onboarding runs, and internal workflow tests.
From scattered spreadsheets to one closing workflow with AI-assisted reconciliations and reporting.
Automated statements and reminders keep follow-ups consistent without manual chasing.
POPIA-ready controls, role permissions, and traceable activity history support audit preparation.
Enter your email and plan. We will send a verification link to continue setup in the app.
Submit your email and selected plan, verify from your inbox, then complete password, company, and 2FA setup inside the app.
Security: Card/EFT details are entered only on Payfast hosted pages.
No Payfast account required: customers can pay with normal supported methods.
Trial: full access for 30 days, then payment is required to continue.
Updates
A running log of milestones, new releases, and how ClientConnect AI is evolving for South African SMEs.
Added yearly billing (20% annual discount), owner plan controls, and Payfast ITN-verified subscription/top-up handling.
Read updateImproved project workflows, reduced mobile menu clipping, and fixed horizontal scrolling for key finance views.
Read updateResolved statement balance mismatch and aligned CSV/Excel/PDF journal exports with full line-level details.
Read updateCan't find what you're looking for? Contact us.
The AI can understand natural language requests like "send statements to all overdue clients" or "show me which customers haven't paid in 60 days" and execute them automatically.
Yes. ClientConnect runs in the cloud with a responsive web experience, so you can review dashboards, send invoices, or approve workflows from any browser on desktop, tablet, or mobile.
Yes - the AI can automatically send invoices, statements, and payment reminders via WhatsApp or email based on your configured rules and schedules.
AI can create any report you ask for in plain English: P&L by client, cash flow predictions, overdue analysis, VAT summaries, and custom business insights tailored to your needs.
Want a guided walkthrough or help with setup? Send us a message and we'll get back to you.