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Accounting · Billing · Payroll · ERP
Engsoft Financial and Business Accounting ERP Built for Kenya
An all-in-one financial management platform. Invoicing, expenses, double-entry accounting, billing, inventory, banking, payroll, projects and AI assistance in a single secure workspace, with each organization’s data kept fully isolated.
KRA eTIMS integratedM-Pesa integrated35 modules · one platform
Built for Kenyan businesses
Compliant, connected and ready for local business
KRA eTIMS integration
Compliant electronic tax invoices go to KRA straight from your invoicing, so your books match KRA’s records.
M-Pesa integration
Customer M-Pesa payments are recorded in your books automatically and matched to the right invoices.
Kenyan payroll
PAYE, NSSF and SHIF deductions, KRA PINs on every employee, and a bank-ready payment file.
KES first, multi-currency
KES as your reporting currency, with secondary currencies and FX gain and loss tracking.
The platform at a glance
35 modules in seven areas
Select an area to jump straight to its modules.
| Area | Focus | Modules |
|---|---|---|
| A. Core Financial Management | Day-to-day money in and out | 1–6 |
| B. Accounting, Reporting & Compliance | Books, statements, tax and currency | 7–14 |
| C. Billing, Subscriptions & Revenue | Recurring revenue and customer credit | 15–19 |
| D. Inventory, Banking & Payroll | Stock, bank matching, employees and funds | 20–23 |
| E. Projects, AI & Document Processing | Delivery, intelligence, communication | 24–28 |
| F. Identity, Organization & Access | People, security and plans | 29–32 |
| G. Integrations & Infrastructure | Connections, email and audit | 33–35 |
Section A · Modules 1–6
Core Financial Management
The everyday tools every business uses: seeing the numbers, billing customers, recording spend and managing the people you trade with.
1Dashboard
A complete financial snapshot the moment you sign in.
- KPI cards for total revenue, expenses, net profit and outstanding invoices in your primary currency
- Monthly revenue vs expenses charts for the current fiscal year
- Interactive revenue trends and spending by category
- Recent activity feed and upcoming invoice and project deadlines
- Quick actions to create an invoice, record an expense or add a customer
2Invoicing
The full invoice lifecycle, from creation to payment.
- Auto-numbered invoices with line items; subtotal, tax, discount and total calculated for you
- Standard, VAT, withholding and custom tax rates, added on top or included in the price
- Issued through KRA eTIMS; paid by M-Pesa or online card payment and marked paid automatically
- Professional PDFs and statuses from Draft and Sent to Paid, Overdue or Cancelled
- Two-way sync with QuickBooks and Xero, plus Slack alerts when invoices are created and paid
- AI suggests line items, due dates, notes and terms, and flags unusual amounts before you send
3Expense Management
Track all spending with categories, receipts and billable handling.
- Customizable categories, with AI suggesting the right one
- Receipt uploads as images or PDFs, stored securely
- Vendor links plus VAT and withholding tax on every expense
- Billable expenses linked to customer invoices for reimbursement
- Project and payroll costs linked for budget tracking
- Spending insights by category, vendor and period
4Customer Management
One home for every customer, with revenue insight and full history.
- Profiles with company, contact, address, website and notes, all searchable
- Active and inactive filters with paginated lists
- Revenue per customer, active customer counts and average order value
- Invoices, transactions, subscriptions, credit notes and projects in one view
5Vendor Management
Keep track of suppliers and service providers.
- Contact, address, website and tax identification number for every vendor
- Categories, payment terms, notes and active status
- Vendor-level expense reporting
6Transaction Management
A record of every financial movement.
- Income, expense and transfer transactions with amount, date and description
- Linked to customers, invoices and expenses for a complete audit trail
- Every record scoped to its own organization
Section B · Modules 7–14
Accounting, Reporting & Compliance
The accounting engine: structured books, verified balances, financial statements, receivables and payables, tax and currency.
7Chart of Accounts
Defines the structure of your books.
- Asset, liability, equity, revenue and expense accounts, each with a unique code
- Live balances updated as journal entries post
- Active or archived accounts, grouped by type with a visual overview
8Journal Entries & Double-Entry
Every transaction balanced, every time.
- Multi-line entries with date, reference and description
- Debits must equal credits before an entry can post
- Draft and Posted statuses keep unfinished work out of your books
9Trial Balance
Verifies the accuracy of your books.
- Debits and credits per account from all journal entries
- Clear debit and credit columns with totals
- Confirms your books balance and helps pinpoint errors
10Financial Reports
The three core statements, for any period.
- Profit & Loss: is the business profitable?
- Balance Sheet: assets, liabilities and equity at a point in time
- Cash Flow Statement: operating, investing and financing cash flows
- Date-range filters to compare periods
11Accounts Receivable
Know exactly who owes you, and for how long.
- Total outstanding receivables with aging
- All unpaid invoices with due dates and amounts
- Record customer payments; invoices close automatically when fully paid
12Accounts Payable
Stay on top of what you owe suppliers.
- Outstanding bills with aging by due date
- Create vendor bills and purchase orders
- Record and schedule supplier payments to avoid late fees
13Tax Management
Tax rates, presets and filing records.
- Custom tax rates plus VAT, withholding and sales tax presets for your country
- Filing records with type, period and due date: Pending, Filed or Overdue
- Reference numbers and submission dates for audit trails
14Multi-Currency & Foreign Exchange
Trade internationally with confidence.
- KES as the default primary currency, plus secondary currencies
- Exchange rate lookup and FX transactions with KES equivalents
- FX gain and loss tracking with a full history
Section C · Modules 15–19
Billing, Subscriptions & Revenue
Everything for recurring revenue: credits, promotions, automated billing and the metrics that measure subscription health.
15Credit Notes
Credits for returns, overpayments or adjustments.
- Customer, amount, currency, date and reason on every note
- Linked to a customer and, where needed, a specific invoice
- Applied to outstanding invoices to reduce the amount owed
- Issued, Applied and Cancelled statuses
16Coupons & Discounts
Promotional codes and discount rules.
- Unique codes with percentage or fixed-amount discounts
- Start and expiry dates, with maximum uses counted automatically
- Coupons restricted to specific subscription plans
- Every code validated before it is applied
17Billing Automation
Renewals, reminders and collections.
- Renewal invoices for subscriptions that are due, with the customer emailed
- Overdue reminders at 7, 14, 21 and 30 days, never more than one email a day
- Billing job history with attempts and next attempt time
Day 30–45Final notice
Day 45–60Suspension warning
Day 60+Subscription suspended, restored when paid
18Billing Metrics
Measure recurring revenue and subscription health.
- Monthly and annual recurring revenue (MRR and ARR)
- Churn rate and customer lifetime value
- Revenue by plan, customer or period
- Active, paused and cancelled subscription counts
19Advanced Metrics & Analytics
Deeper revenue analytics and cohort analysis.
- Daily, weekly and monthly revenue trends
- Revenue by customer, product or region
- Cohorts by acquisition date to track retention and revenue
- Combined revenue and expense views with KPI charts
Section D · Modules 20–23
Inventory, Banking & Payroll
Stock control, automated bank matching, employee pay and the wallet that funds it.
20Inventory Management
Stock items, movements, valuation and reorder alerts.
- Items with SKU, category, unit of measure, cost and selling price
- Minimum, maximum and reorder levels with low-stock alerts
- Stock in and out, adjustments, transfers, returns, damage and loss
- Batch and serial tracking across storage locations
- Valuation, movement and reorder reports
21Bank Reconciliation
AI-assisted matching of bank statements to your records.
- Upload PDF, CSV, XLSX, OFX or QIF statements, including password-protected ones
- AI reads transactions from any statement layout
- Automatic matching on amount, date and description, with confidence scores
- Approve or reject suggestions; balances update when reconciliation completes
22Payroll Management
Employees, statutory deductions, payroll runs and bank exports, built for Kenya.
PAYENSSFSHIFKRA PINBank CSV
- Employee records with bulk import, national ID, KRA PIN, NSSF and SHIF numbers
- Full-time, part-time, contract or intern; daily to monthly pay frequencies
- Statutory and voluntary deductions, percentage or fixed, with effective dates
- Payroll runs calculate gross pay, deductions and net pay
- Bank-transfer file with each employee’s bank details and net pay
- Each run registered as an expense in your books
23Wallet & Deposits
The owner’s organization wallet for deposits and payroll funding.
- Owner-only access, KES by default and configurable
- Deposits through Paystack, Cashia and Jenga
- Verified payment confirmations credit the wallet automatically
- Full history of deposits, withdrawals, payroll payouts and adjustments
Section E · Modules 24–28
Projects, AI & Document Processing
Deliver work, get intelligent assistance, digitize documents and stay in touch.
24Project Management
Projects, tasks, budgets and teams.
- Projects linked to customers, with budgets, progress and deadlines
- Active, Completed, On Hold and Cancelled statuses
- Tasks with assignees, due dates and Low to Urgent priorities
- Project members, roles and expense tracking
25AI Financial Assistant
Analysis, suggestions and insights on your financial data.
- Ask questions about your numbers in plain language
- Spots unusual expenses and invoices
- Suggests categories, vendors, line items, due dates and terms
- Expense, invoice, tax and risk analysis with confidence scores
26Document Converter & OCR
Turn uploaded documents into structured data.
- Reads PDFs and images, including scanned documents
- AI recognizes invoices, receipts and bank statements
- Extracts the right fields for each document type
- Powers bank reconciliation for consistent results
27Notifications
In-app alerts with read tracking and preferences.
- Alerts with direct links to the related record
- Unread filter; mark one or all as read
- Email and in-app preferences for each user
28Customer Support
Support tickets with real-time chat.
- Tickets with full message history and Open to Closed statuses
- Low, Medium and High priorities
- Floating chat bubble on every page with typing indicators
- Image, file and audio attachments stored securely
Section F · Modules 29–32
Identity, Organization & Access
Who can sign in, how your organization is set up, who can do what, and which plan unlocks which features.
29Authentication
Secure registration, sign-in and sessions.
- Email and password, or Google sign-in
- Two-factor authentication with an authenticator app
- Password reset by one-time code or email link
- Active sessions by device, with one-click sign-out
30Organization Management
Company profile, financial settings and multi-tenancy.
- Ready-made chart of accounts and defaults at sign-up
- Country, currencies, fiscal year and date format
- Default tax rate, discount and tax mode for invoices
- Full isolation between organizations
31User & Team Management
Give everyone exactly the access they need.
- Administrator: full access to all modules
- Accountant: financial modules
- Bookkeeper: bookkeeping modules
- Team Member: based on assignment
- Viewer: read-only
- Email invitations with expiring links and per-user permission overrides
32Plans & Feature Access
A plan for every stage of growth, billed monthly or yearly.
- Starter: small businesses getting started
- Growth: growing businesses
- Professional: established businesses
- Enterprise: large organizations with the full feature set
- Automatic bank feeds and higher limits on higher tiers
Section G · Modules 33–35
Integrations & Infrastructure
How Engsoft Financial and Business Accounting ERP connects to the tools you already use, keeps people informed and keeps a trustworthy record.
33Third-Party Integrations
Connect your tax authority, payments, accounting and team tools.
KRA eTIMSElectronic tax invoices sent to KRA
M-PesaCustomer payments recorded automatically
QuickBooksTwo-way invoice sync
XeroTwo-way invoice sync
StripeOnline card payments for invoices
PaystackWallet deposits with verified confirmation
CashiaPlan checkout and activation
JengaWallet deposits
SlackAlerts when invoices are created and paid
GoogleSign-in and account linking
34Email Services
Every transactional email the platform sends.
- Invoice emails with the PDF and payment instructions
- Payment reminders that step up as invoices age
- Renewal notices with amount and date
- Purchase orders in four template styles
- Invitations and secure password-reset emails
- Delivery tracking with success and failure rates
35Audit Logging & Request Tracking
A trustworthy record for compliance and troubleshooting.
- Every authenticated request logged with user, organization, action and time
- Actions classified as create, update, delete or view
- Affected record and response status recorded
- Daily audit files with an admin viewer to search and filter
Why Engsoft
One trusted partner for your business systems
10Years of business software experience
100+Clients served
18Systems from one vendor
8Countries
Book a free demo
See Engsoft Financial and Business Accounting ERP run your invoicing, eTIMS, M-Pesa payments and payroll with your own data.
