Every tool a small SA business actually needs.
Nothing extra, nothing missing. Core admin is live today. Document signing is new. A few things are on the way - we'll tell you which.
Core features
The admin every SA business deals with - invoices, tax, clients, expenses, payroll, team.
Send invoices that look legit and meet NamRA rules.
VAT Act invoicing sequential numbering, VAT and non-VAT layouts, recurring invoices on a schedule, credit notes, customer statements.
- VAT Act invoicing sequential numbering
- VAT and non-VAT layouts
- Recurring invoices, credit notes, statements
- Quotes that convert to invoices in one click
VAT 2, PAYE return, provisional tax - all on one calendar.
Draft generators for VAT 2, PAYE return and provisional tax, with NamRA deadlines in your calendar so nothing slips.
- VAT 2, PAYE return, provisional-tax draft generators
- NamRA deadlines in your calendar
- Bi-monthly / monthly VAT periods handled
- Provisional tax supported
Every client, every deal, one place.
Unlimited client portfolios (capped only by your tier). Full deal history, contact notes, documents - all searchable.
- Unlimited portfolios per tier
- Deal history and contact notes
- Documents and attachments per client
- Quick search across everything
Capture every expense. Claim every dollar of VAT.
Manual expense entry for now - fast, keyboard-first, and properly categorised. Photo receipt capture coming soon.
- Manual expense entry (fast and precise)
- Category + VAT split on each expense
- Vendor tracking and analytics
- Photo capture coming soon
Pay your team. File your PAYE return.
PAYE, SSC, VET levy calculated correctly on every payslip. PAYE return draft generated every month. Optional payslip emails to staff.
- PAYE, SSC, VET on every payslip
- Monthly PAYE return drafts
- Optional payslip emails
- 13th cheque and PAYE 5 export
Bring your team.
Roles, permissions, and an audit log on every change. Each tier allows a different user count.
- Role-based access (Owner, Admin, Bookkeeper, Viewer)
- Granular per-permission controls
- Audit log on every change
- User count scales with your tier
Document signing & compliance
Sign contracts, NDAs, letters, offer letters and reference letters - with CIPC Beneficial Ownership handled out of the box.
Sign documents in minutes, not days.
Draw or type a signature. POPIA-compliant consent capture on every party, every time.
- Draw or type a signature
- POPIA-compliant consent capture
- Works on phone, tablet, desktop
- No separate DocuSign account needed
Nine SA-appropriate templates, built in.
NDAs, contracts, letters, demand letters, offer letters, reference letters - drafted for South African law and business practice.
- NDAs and contracts
- Letters, demand letters, offer letters, reference letters
- Nine SA-appropriate templates ready to use
- Edit and re-save as your own
Route to multiple signers - sequential or parallel.
Send one document to everyone at once, or in a strict order. BMS tracks who still needs to sign and nudges them.
- Sequential routing (strict order)
- Parallel routing (everyone at once)
- Automatic progress tracking
- Reminder nudges to pending signers
Clients sign without a BMS account.
Send a secure link. Your counterparty signs in their browser, no sign-up, no friction. The signed copy flows back to your workspace.
- Secure signing link (no account required)
- Works on any device
- Signed copies stored in your workspace
- Audit trail kept automatically
Drag-and-drop signature, initial, date, text, checkbox fields.
Place any field exactly where it needs to go. Assign each field to a specific signer so nobody signs in the wrong spot.
- Signature, initial, date, text, checkbox fields
- Assign fields per signer
- Drag-and-drop precision
- Reusable field layouts
CIPC 2023 compliance, built in.
The Companies Amendment Act requires a Beneficial Ownership Declaration. BMS walks you through it and keeps the record on file.
- Guided BO declaration flow
- Compliant with CIPC 2023 Amendment Act
- Keep the record on file
- Update as ownership changes
On the roadmap
Receipt photo OCR
Snap a receipt, BMS extracts merchant, date, amount and VAT.
Bank email parsing
Forward bank notifications and BMS auto-matches payments.
WhatsApp send
Invoices, payslips and reminders via WhatsApp Business.
Accountant marketplace
Get matched with vetted South African bookkeepers.
The Brain
Natural-language SA tax questions plus proactive reminders.
Stitch bank sync
Direct bank feeds from FNB, Standard Bank, Absa, Nedbank, Capitec, TymeBank, Discovery, Investec.
See it for yourself.
30-day Business trial on every signup. No card. Be invoicing and signing in under two minutes.
Try BMS free