Powerful Features

Everything you need to
run your business

Powerful features designed for South African entrepreneurs. From expense tracking to tax compliance, ProcessX has you covered.

AI Document Analyzer

Stop typing invoices manually. Our AI extracts transactions from bank statements, invoices, and receipts automatically. Spend more time advising clients, less time on data entry.

  • Upload bank statements & invoices
  • AI extracts transactions automatically
  • Review and approve in seconds
  • Free your team for advisory work
  • Save 15+ hours per month

bank_statement.pdf

Analyzing...

Transactions Found47
Total CreditsR 128,500.00
Total DebitsR 45,200.00
AI Confidence: 99%

Smart Dashboard

Get a bird's eye view of your entire business. Real-time metrics, beautiful charts, and actionable insights all in one place.

  • Real-time financial overview
  • Income vs expense tracking
  • Monthly/yearly comparisons
  • Quick action shortcuts
  • Tax year progress tracking

Income

R 245K

Expenses

R 89K

Tax

R 42K

Net

R 114K

Save R 8,500 with home office deduction

Expense Tracking

Never lose track of a business expense again. Upload receipts, categorize spending, and track recurring costs automatically.

  • Receipt photo uploads
  • Expense categories & tags
  • Recurring expense automation
  • VAT tracking support
  • CSV export for SARS

Engen Fuel

FuelToday

R 1,250.00

Makro Office

OfficeYesterday

R 3,450.00

Vodacom

Telecom2 days ago

R 899.00

Income Management

Track every rand that comes into your business. Multiple income streams, client tracking, and payment monitoring made simple.

  • Multiple income categories
  • Client/source tracking
  • Payment date monitoring
  • Income analytics
  • VAT on income support

ABC Corp

Received
+R 45,000.00

XYZ Ltd

Pending
+R 28,500.00

Tech Solutions

Received
+R 65,000.00
Total IncomeR 138,500.00

And so much more

Every tool you need to stay organized and compliant

Vehicle Logbook

Track business vs personal travel for SARS compliance. Calculate allowable deductions automatically.

Asset Management

Track business assets with automatic depreciation calculations for tax deductions.

Financial Reports

Generate comprehensive profit & loss statements, tax summaries, and deduction reports.

Tax Computation

Built-in tax calculators with 2025/26 tax brackets. See your tax liability in real-time.

Team Collaboration

Invite team members with role-based access. Collaborate on finances with your accountant or staff.

CSV Exports

Export all your data in SARS-compatible formats. Ready for your accountant.

Multi-Company

Manage multiple businesses from one account. Perfect for serial entrepreneurs.

API Access

Integrate ProcessX with your existing tools. Build custom workflows with our developer API.

Compare plans

Find the perfect plan for your business needs

FeatureStarterBasicProfessionalBusinessEnterprise
Expense Tracking
Income Management
Tax Calculator
Monthly Transactions50200UnlimitedUnlimitedUnlimited
Vehicle Logbook
Asset Management
AI Document Analyzer25/mo100/mo500/moUnlimited
Financial ReportsBasicBasicFullAdvancedAdvanced
CSV Exports
Team Members125UnlimitedUnlimited
Multi-Company
API Access
Priority Support
Dedicated Account Manager

Ready to get started?

Join thousands of South African businesses already using ProcessX