About

About SUM Books

Who we are

SUM Books is online bookkeeping, invoicing and quotation software for South African small businesses and their accountants. The platform is owned and operated by the South African company below.

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What SUM Books does

One place for the everyday bookkeeping a small South African business has to keep up with.

Send quotes and invoices in rand, and see which ones have been paid.
Record customer payments, expenses and supplier bills as you go.
Upload a CSV bank statement you downloaded from your bank and tick off the lines.
Keep 15% VAT records in order so your VAT201 return is easier to prepare.
Invite your accountant to the same business at no extra cost, on every plan.

How we work

Built in South Africa, priced in rand

SUM Books is made for South African small businesses and the accountants who work with them. Every plan is a flat monthly amount in rand — Free is R0 and stays R0, and paid plans start at R150 a month.

Your bank stays yours

We do not connect to your bank account. You download a statement file from your bank and upload it, then match the lines against what is already in the books.

You or your accountant file the return

SUM Books keeps VAT records ready and shows you what was collected and claimed. The VAT201 return is still submitted by you or your accountant on SARS eFiling.

Your records are yours

Each business you create is kept separate, and the people you invite only see the businesses you add them to. You can invite your accountant, or move to another accountant, at any time.

Trust and transparency

SUM Books helps your business organise financial records while you remain in charge of who can access them. Businesses are kept separate, and access for people you invite is restricted to the businesses you share with them.

Bank reconciliation uses a statement file you upload, not a direct connection to your bank account. You or your accountant remain responsible for reviewing your figures and filing tax returns with SARS. Formal privacy and terms documents will be linked here once finalised.

Contact and support

The following are SUM Books' intended customer contact addresses. Email hosting is not active yet, so these addresses may not receive messages until activation.

Customer support: support@mysumbooks.com
General enquiries: info@mysumbooks.com

For password resets, you can use the Forgot password option on the sign-in page.

Account access

Free to start. Paid plans from R150 a month.

Flat monthly pricing in rand. No card needed to try the Free plan.

Create your free account