Simple, honest bookkeeping without the price shocks
Quotes, invoices, supplier bills, bank statement matching and VAT-ready reports — in one clear place for business owners and their accountants. Free to start, from R150 a month, flat.
15% VAT built in · South African chart of accounts · Accountant access included
Everything your books actually need
Only what is already working in SUM Books today — nothing promised for later.
Quotes and invoices
Quote today, invoice tomorrow, get paid.
Payments and who owes you
See who has paid and who owes — instantly.
Suppliers, bills and expenses
Every bill captured, approved and paid.
Customers and statements
Every customer's full story, one statement away.
Products and services
Save it once. Add it in two clicks.
Bank statements
Upload, tick off, reconcile — in minutes.
More than one business
All your businesses, one simple login.
Tax and compliance
15% VAT handled. Reminders at 07:00.
Reports you can trust
Balanced, double-entry books behind every figure.
Live dashboard
Cash in, cash out and who owes you — one glance.
Automated reports
Weekly, fortnightly or monthly business reports, emailed to you.
Print-ready documents
Print or PDF it, with your brand on it.
Clara and James, your AI assistants
Ask about your books in plain language. On Standard and Professional.
Work with your accountant
Invite your accountant free. Set their permissions.
Straightforward monthly pricing
Start free and only pay when you need more. One price, every month — no introductory rate that quietly quadruples later.
Free
R0per month
Free for good. New businesses also get a one-off 30-day assistant trial.
- 1 user — just you
- 1 business under one login
- Up to 10 quotes and invoices a month
- Customers and a product catalogue
- Live dashboard and core reports
- Payment tracking on every invoice
- Free accountant access
Sending more than 10 documents a month? Starter removes the limit.
Start freeStarter
R150per month
For sole traders, freelancers and brand-new businesses.
- 1 user, plus your accountant included
- Everything in Free, plus:
- Unlimited quotes and invoices
- Unlimited customers and products
- Expenses and receipts captured
- Record full or part payments
- Print-ready document layouts
Ready to add a team and track supplier bills and VAT? Standard is next.
Get startedStandard
R250per month
For growing small businesses with regular billing.
- Up to 3 users, accountant included
- Everything in Starter, plus:
- Supplier bills, approvals and payments
- Customer statements
- Bank statement uploads and matching
- VAT-ready reporting and tax periods
- Recurring report emails: weekly, fortnightly or monthly
- Clara & James AI assistants: 40 text requests a month
More than 3 users, or several businesses? Professional is built for that.
Get startedProfessional
R350per month
For established businesses and multiple entities.
- Unlimited users with team roles and permissions
- Everything in Standard, plus:
- Up to 3 businesses under one login
- Full general ledger and journals
- Close and lock financial periods
- Compliance reminders and records
- Full audit history
- Clara & James: 200 text requests a month
- 10 minutes of natural voice replies a month
South African businesses rate SUM Books
Owners and accountants who run their books with us every day.
“I used to chase payments with a notebook. Now I open the dashboard and see exactly who owes me before I make a single call.”
Thandi M.
Boutique owner, Johannesburg
“Quotes go out the same morning and the invoice follows the moment the job is signed off. Getting paid is no longer the hard part.”
Sipho D.
Electrician, Durban
“Uploading the bank statement and ticking off the lines takes minutes. Month-end used to swallow a whole weekend.”
Anele K.
Café owner, Cape Town
“My clients invite me in at no extra cost and I can see a full history of every change. It has replaced three separate tools.”
Renate V.
Accountant, Pretoria
Questions people ask
About
Who is behind SUM Books
SUM Books is online bookkeeping, invoicing and quotation software built for South African small businesses and the accountants who work with them. The platform is owned and operated by SUMNEX (Pty) Ltd, a company registered in South Africa.
You stay in charge of your own records: upload a bank statement file you downloaded from your bank, and you or your accountant still submit the VAT201 return on SARS eFiling.
More about SUM BooksRegistered company details
- Business name
- SUMNEX (Pty) Ltd
- Registration number
- K2026849440
- Business address
- 16 Vanbeek Street, New Doornfontein, Johannesburg, 2094
Ready to tidy up your books?
Create your business in a few minutes and invite your accountant when you are ready.
Get started