Product features
Everything a small business needs to stay on top of its money.
Profyn is the accounting and business management platform for small businesses from ProFuturePlan (Pty) Ltd. Fourteen connected modules replace the spreadsheets, shoeboxes and WhatsApp threads that small businesses use to run their finances today.
AI Bookkeeping
Profyn reads every document you capture, extracts the supplier, date, VAT and totals, and proposes the right category before anything is saved. You review and approve — the AI does the typing.
Benefits
- Field-level confidence scores flag anything worth a second look
- Automatic categorisation learns from the records you already keep
- Duplicate detection stops the same invoice being captured twice
- Every entry keeps a link back to its source document
Smart Invoicing
Build professional, branded invoices in a split-screen editor with live preview. Send them instantly, add a secure Pay Now button, and let Profyn track views, partial payments and reminders.
Benefits
- Your logo, VAT number, banking details and payment terms on every invoice
- Online card and EFT payment through PayFast, reconciled automatically
- Recurring line items pulled straight from your catalogue
- Clear status trail from draft to sent, viewed, part-paid and settled
Quotations
Send quotes that look like they came from a much bigger business, then convert an accepted quote into an invoice with a single click — no retyping, no mismatched numbers.
Benefits
- One-click conversion from quotation to invoice
- Validity dates and terms shown clearly to the customer
- Shareable links so clients can view without email attachments
- Won and lost quotes tracked against your pipeline
Payroll
Run compliant South African payroll without a spreadsheet. Profyn calculates PAYE, UIF and SDL for the current tax year and produces payslips your team can actually read.
Benefits
- SARS-aligned PAYE, UIF and SDL calculations
- Payslip PDFs generated for every employee, every run
- Leave, overtime, bonuses and deductions in one place
- EMP201 figures and IRP5 preparation support
Expense Tracking
Capture business spend the moment it happens. Photograph a slip, forward a supplier invoice or record a card payment, and Profyn keeps the proof attached to the expense forever.
Benefits
- Receipts stored with the transaction for audit and VAT claims
- Category breakdowns that show where the money actually goes
- Recurring costs tracked so nothing surprises your cash flow
- Employee and supplier expenses kept separate and traceable
Inventory Management
A products and services catalogue that keeps itself up to date. Selling a catalogue item on an invoice moves the stock; capturing a supplier purchase brings it back in.
Benefits
- SKUs, cost price, selling price and quantity on hand
- Automatic stock movements from invoices and purchases
- Low-stock visibility before you disappoint a customer
- Margin visible on every line you quote or invoice
Banking
Match money in and money out against the records that created it. Upload a proof of payment and Profyn's AI scores it against your open invoices to find the match for you.
Benefits
- Proof-of-payment matching against outstanding invoices
- Bank and cash transactions reconciled to source documents
- Loans and financing tracked separately from trading income
- A clean, reviewable trail for your accountant at year end
Cash Flow Dashboard
A single executive view of what came in, what went out and what is still owed — plus a financial health score that turns all of it into one number you can act on.
Benefits
- Live revenue, expense, profit and outstanding balances
- Financial health score with plain-language guidance
- Upcoming commitments surfaced before they bite
- Trend charts across any period you choose
Financial Reports
Profit and loss, cash flow, receivables, payables and VAT readiness — generated from your live records and exportable whenever your accountant or bank asks.
Benefits
- Profit & loss and balance sheet on the Professional plan
- VAT tracking and submission preparation
- Receivables and payables ageing at a glance
- PDF and CSV exports for lenders, funders and SARS
Customer Management
Every customer with their contact details, VAT number, terms, documents and full trading history — so you always know who pays on time and who needs a call.
Benefits
- Complete invoice and payment history per customer
- Saved billing details that autofill new documents
- Outstanding balance visible before you take the next order
- Secure document sharing without email attachments
Supplier Management
Track what you buy and what you owe. Supplier purchases, bills and proofs of payment stay linked, so payables never live in someone's inbox.
Benefits
- Purchase invoices captured and categorised by AI
- Payables ageing so you pay the right supplier first
- Supplier documents stored in the vault with the transaction
- Purchases feed stock levels automatically
AI Receipt Capture
QuickSnap turns your phone into a bookkeeping tool. Photograph a receipt — even a multi-page document — and Profyn extracts the detail, checks it and gets it ready to save.
Benefits
- Mobile camera capture with multi-page bundling
- Works on receipts, supplier invoices and proofs of payment
- Validation warnings before anything is committed
- Full scan history you can revisit at any time
Multi-user Access
Bring your team and your accountant into the same workspace with roles that control exactly what each person can see and do.
Benefits
- Owner, admin, manager and accountant roles
- Accountant portal for review without handing over your password
- Time-limited share links for specific documents and dates
- Every action attributed to a named user in the audit log
Cloud Security
Financial data deserves more than a shared drive. Profyn stores everything in encrypted cloud storage with strict per-business isolation and an audit trail that cannot be quietly edited.
Benefits
- Encrypted storage with row-level access control per business
- Immutable audit log — records are archived, never silently deleted
- POPIA-aligned data handling and privacy request workflow
- Secure sign-in with Google and Apple, plus session controls
Ready to see it with your numbers?
Start on the free plan, or subscribe to unlock the paid features. Cancel anytime.
Questions first? Read the FAQ or the Help Centre.