Invoicing, Quotes & Credits
Create quotes, convert to invoices, issue credit notes, and export branded VAT-ready PDFs.
Feature Library
Everything ClientConnect AI can do
All plans include the same core feature set. Plan differences are seats, AI token allowance, storage, and company limits.
Statements + Auto Debt
Generate statements and run overdue follow-up with automated debt workflows.
Payments & Reconciliation
Capture customer/supplier payments and reconcile bank transactions with action history.
Finance Reporting Stack
P&L, AR/AP aging, cashflow, GL reporting, and journal exports in CSV/Excel/PDF.
Chart of Accounts + Journals
Maintain account structures and post journals with detailed references and notes.
VAT + Tax Code Controls
Consistent tax code handling across sales, purchases, and compliance outputs.
Clients + Vendors
Manage debtor and supplier records with full transaction context and quick lookup.
Projects + Tasks
Track project activity and assign operational tasks across teams.
Inventory + Services
Maintain product/service catalogs and use them directly in quotes and invoices.
OCR Receipt Inbox
Capture receipts with OCR support and map data into expense workflows.
HR + Payroll Basics
Manage employee records and related payroll/basic HR structures from the same workspace.
Owner Billing Controls
Owner-only plan changes, top-ups, monthly/yearly billing, and Payfast ITN verified entitlement updates.
AI Assistant
Draft actions, assist with reports, and speed up workflows while keeping user confirmation in control.
Security + Compliance
2FA enforcement, role permissions, legal controls, and POPIA-aligned operational posture.
Multi-company Workspace
Switch between companies under one owner profile while keeping ledgers and limits separated.
Role-based Permissions
Control who can view, create, or approve records across finance, projects, inventory, and payroll.
Audit Trail + Exports
Track actions with timestamps and export audit-ready data in CSV, Excel, and PDF formats.
Recurring Billing Visibility
Monitor plan status, trial timeline, monthly/yearly cycle, and billing history from one screen.
Plan comparison
Core features are included on all plans. Limits below show package scale.
| Limit | Gold | Diamond | Platinum |
|---|---|---|---|
| Monthly price | R229 | R389 | R969 |
| Yearly price (20% off) | R2,198.40 | R3,734.40 | R9,302.40 |
| Total users (owner included) | 3 | 6 | 12 |
| Companies | 1 | 2 | 5 |
| Storage included | 5 GB | 10 GB | 25 GB |
| Storage top-up range | Up to 10 GB total | Up to 25 GB total | Up to 1 TB+ total |
| AI tokens included | 200,000 | 500,000 | 1,000,000 |
| Seat top-ups | No | Yes (R79 / seat) | Yes (R50 / seat) |
Expanded market comparison
Feature and pricing snapshot from captured public plan pages for quick side-by-side evaluation.
As of February 27, 2026. Based on publicly available plan pages and product documentation: ClientConnect AI, Sage, QuickBooks, Xero.
Competitor names are shown as plain text for identification only.
Feature comparison
| Feature | ClientConnect AI | Sage | QuickBooks | Xero |
|---|---|---|---|---|
Core accounting suite positioned as cloud-based Basis: marked Yes only where cloud accounting positioning is explicit on captured plan/product pages. | Yes | Yes | Yes | Yes |
Invoices Basis: counted only where invoice creation is explicitly mentioned. | Yes | Yes | Yes (invoicing positioning) | Yes (plan comparison includes invoices) |
Quotes / estimates Basis: counted only where quotes/estimates are explicitly listed. | Yes | Not stated in captured sources | Not stated in captured sources | Yes (quotes included; invoice caps on Starter) |
Credit notes Basis: counted only where credit notes are explicitly listed. | Yes | Not stated in captured sources | Not stated in captured sources | Not stated in captured sources |
Bank reconciliation Basis: counted where reconcile/match bank transactions is explicitly positioned. | Yes | Yes (automatic bank reconciliation) | Yes (payment matching and bank connectivity positioning) | Yes (reconcile bank transactions; bulk reconcile on higher tiers) |
VAT workflows / VAT tracking Basis: counted where VAT tracking/returns are explicitly mentioned. | Yes | Yes (VAT returns) | Yes (track VAT) | Not stated in captured sources |
Inventory / stock Basis: marked if included in plan or presented as an available add-on. | Yes | Available as a priced add-on (advanced inventory) | Yes (inventory and low-stock alerts positioning) | Not stated in captured sources |
Projects + tasks Basis: marked if built-in features or paid module/add-on is explicitly shown. | Yes | Time tracking is a priced add-on | Project profitability and job costing positioning | Projects is a priced add-on |
OCR / receipt capture Basis: counted where OCR/receipt capture tool is explicitly referenced. | Yes (OCR receipt inbox) | Receipt capture positioned under advanced features (AutoEntry mention) | Receipt capture is referenced in features positioning | Hubdoc included |
Role-based permissions / access control Basis: marked where permissions or role-level access controls are explicitly positioned. | Yes | Not stated in captured sources | Yes (user access limitations; permissions positioning) | Not stated in captured sources |
2FA / MFA Basis: marked only when 2FA/MFA is explicitly named. | Yes (2FA) | Not stated in captured sources | Not stated in captured sources | Not stated in captured sources |
AI assistant / AI automation explicitly positioned Basis: marked where AI assistant/automation language appears on captured pages. | Yes (AI assistant; AI tokens) | Not stated in captured sources | Yes (AI agents and automation messaging) | Not stated in captured sources |
AI usage metering / token model Basis: marked only when token/usage metering and pricing are explicitly shown. | Yes (tokens + top-ups; per-user analytics on Platinum) | Not stated in captured sources | Not stated in captured sources | Not stated in captured sources |
Multi-company under one login Basis: marked where multi-company capability or company limits are explicitly shown. | Yes (with company caps by plan) | Yes (base includes 1 company; additional companies priced) | Not stated in captured sources | Not stated in captured sources |
Additional user pricing / scaling Basis: marked only where seat/user overage pricing is explicitly published. | Included users capped by plan; extra seats on Diamond (R79/seat) and Platinum (R50/seat) | Additional users R75/month | Not stated in captured sources | Published as "no billing for additional users" |
Storage top-ups pricing Basis: marked where explicit storage add-on/overage pricing is published. | Gold up to 10 GB total, Diamond up to 25 GB total, Platinum up to 1 TB+ (R39/GB on Platinum) | Storage (1GB) R18/month | Not stated in captured sources (secure cloud storage positioned) | Not stated in captured sources |
Free trial Basis: trial counted only where duration is explicitly published. | 30 days | 30 days | 30 days | 30 days |
Hosting disclosure Basis: marked only where region/provider disclosure is explicit on captured pages. | AWS Africa (Cape Town) stated | Not stated in captured sources | Not stated in captured sources | Not stated in captured sources |
Pricing comparison table
List pricing and promo pricing are separated where vendors display both.
| Vendor | Package / tier | Monthly price shown | Billing cadence notes | Included limits highlighted on page | Top-ups / add-ons shown | Basis |
|---|---|---|---|---|---|---|
| ClientConnect AI | Gold | R229 p/m | Monthly or yearly (20% off yearly) | 3 users; 1 company; 5GB storage; 200,000 AI tokens | Storage + AI top-ups; storage up to 10GB total; top-up catalogue loads in owner session | Captured plan card + pricing block + limits list. |
| ClientConnect AI | Diamond | R389 p/m | Monthly or yearly (20% off yearly) | 6 users; 2 companies; 10GB storage; 500,000 AI tokens | Users (R79/seat) + Storage + AI top-ups; storage up to 25GB total | Captured plan card + pricing block + limits list. |
| ClientConnect AI | Platinum | R969 p/m | Monthly or yearly (20% off yearly) | 12 users; 5 companies; 25GB storage; 1,000,000 AI tokens | Users (R50/seat) + Storage + AI top-ups; storage up to 1 TB+ (R39/GB) | Captured plan card + pricing block + limits list. |
| Sage | Start | From R240 p/m (incl. VAT) | Monthly / annual selector on page | Single user (Start) | Not highlighted for Start in captured sources | Captured plan card and listed add-ons/limits on pricing page. |
| Sage | Standard | From R435 p/m (incl. VAT) | Monthly / annual selector on page | Base includes 2 users and 1 company; supports up to 5 users | Extra user R75/month; extra company R410/month; storage (1GB) R18/month; other priced add-ons | Captured plan card and listed add-ons/limits on pricing page. |
| QuickBooks | Simple Start | R322 p/m (shown in official snippet) | VAT-inclusive pricing shown | Limits not reliably captured from static view | AI/storage top-up model not stated in captured sources | Captured pricing snippet and visible page text only. |
| QuickBooks | Essentials | R508 p/m (shown in official snippet) | VAT-inclusive pricing shown | Limits not reliably captured from static view | AI/storage top-up model not stated in captured sources | Captured pricing snippet and visible page text only. |
| QuickBooks | Plus | R708 p/m (shown in official snippet) | VAT-inclusive pricing shown | Limits not reliably captured from static view | AI/storage top-up model not stated in captured sources | Captured pricing snippet and visible page text only. |
| Xero | Starter | Usually R450 p/m; promo Now R45 | Cancel with one month notice; published as "no billing for additional users" | Send quotes and 20 invoices; limited bills | Expenses add-on from R69 p/m; Projects add-on from R120.75 p/m | Captured plan card + promo text + add-on notes. |
| Xero | Standard | Usually R795 p/m; promo Now R79.50 | Cancel with one month notice; published as "no billing for additional users" | Bulk reconcile; longer cashflow forecast than Starter | Expenses / Projects priced add-ons | Captured plan card + promo text + add-on notes. |
| Xero | Premium | Usually R1095 p/m; promo Now R109.50 | Cancel with one month notice; published as "no billing for additional users" | Includes multi-currency | Expenses / Projects priced add-ons | Captured plan card + promo text + add-on notes. |
Comparison data is a directional marketing snapshot and should be revalidated against each vendor's latest official pricing and feature pages before any formal procurement decision.
Internal evidence retained: captured screenshots, source URLs, and row-level criteria notes for substantiation.
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