Standalone software
Use the platform as a ready-made SaaS product with unchanged Gold, Diamond, and Platinum plans, free trial flow, login, and demo access.
Platform
A ready-made platform for finance, admin, workflow automation, and operational control
ClientConnectAI is the underlying product behind the wider implementation offer. Use it as standalone software, deploy it as an operational layer across multiple workflows, or adapt it around the way your business already works with custom workflow logic, integrations, and reporting extensions where needed.
Invoicing, quotes, credits, and statements
Reporting, cashflow visibility, and exports
Inventory, projects, tasks, and workflows
2FA, permissions, audit history, and owner controls
Implementation base
Use it as the base layer for a rollout where finance, approvals, communication, reporting, and integrations need to work together more cleanly.
Tailored operational system
Adapt the platform around custom workflow logic, dashboards, permissions, branches, process-specific admin requirements, and API-connected system handoffs.
SaaS Resources
Need product guides, tutorials, or platform updates?
The implementation blog is now separate. All product-side learning content, onboarding help, demo details, and SaaS update notes live in the Resources page.
Feature Depth
What the platform already handles
Invoicing, Quotes & Credits
Create quotes, convert to invoices, issue credit notes, and export branded VAT-ready PDFs.
Statements & Collections
Generate statements and run overdue follow-up with structured debt workflows.
Payments & Reconciliation
Capture customer and supplier payments with action history and reconciliation visibility.
Reports & Dashboards
P&L, AR/AP aging, cashflow, journals, and exportable operational reporting from one workspace.
Projects, Tasks & Teams
Track tasks and project activity with shared visibility across users and companies.
Inventory & Procurement
Manage product/service records, supplier-linked inventory, reorder logic, and purchase order handling.
OCR & Document Handling
Capture receipts with OCR support and map extracted data into structured workflows.
Security & Controls
2FA, role permissions, owner billing controls, legal controls, and audit-ready activity history.
AI Assistance
Use AI to support reports, workflows, and admin tasks while keeping user confirmation in control.
Integration-Ready Rollouts
Use the platform alongside existing systems with API integrations, webhook triggers, import-export flows, and controlled data sync where required.
Plan comparison
Core feature depth stays consistent across plans. Differences are scale limits, companies, storage, and AI allowance.
| Limit | Gold | Diamond | Platinum |
|---|---|---|---|
| Monthly price | R229 | R389 | R969 |
| Yearly price (20% off) | R2,198.40 | R3,734.40 | R9,302.40 |
| Total users | 3 | 6 | 12 |
| Companies | 1 | 2 | 5 |
| Storage included | 5 GB | 10 GB | 25 GB |
| AI tokens included | 200,000 | 500,000 | 1,000,000 |
| Seat top-ups | No | Yes (R79 / seat) | Yes (R50 / seat) |
Need the platform on its own or inside a wider rollout?
Start a trial, open the live demo, or discuss how the platform can be adapted around your workflow.
FAQ
Common platform questions
Can the ClientConnectAI platform be used on its own?
Yes. The platform can be used as standalone software with unchanged Gold, Diamond, and Platinum plans, free trial access, and a live demo flow.
Can the platform be tailored around our workflow?
Yes. The platform can act as the operational base while custom workflow, reporting, approval logic, or system integrations are added where needed.
What does the free trial or demo help us evaluate?
It helps you assess whether the platform already covers the workflows you care about before you decide on a broader rollout or custom work.