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 SARS rules.
SARS §20 sequential numbering, VAT and non-VAT layouts, recurring invoices on a schedule, credit notes, customer statements.
- SARS §20 sequential numbering
- VAT and non-VAT layouts
- Recurring invoices, credit notes, statements
- Quotes that convert to invoices in one click
VAT201, EMP201, IRP6 - all on one calendar.
Draft generators for VAT201, EMP201 and IRP6, with SARS deadlines in your calendar so nothing slips.
- VAT201, EMP201, IRP6 draft generators
- SARS deadlines in your calendar
- Category A/B/C/D/E VAT periods handled
- Provisional tax (IRP6) 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 rand 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 EMP201.
PAYE, UIF, SDL calculated correctly on every payslip. EMP201 draft generated every month. Optional payslip emails to staff.
- PAYE, UIF, SDL on every payslip
- Monthly EMP201 drafts
- Optional payslip emails
- 13th cheque and IRP5 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