In four plates
The shape of the
engagement, drawn.
Not a price card. Four fittings, presented as plates — each numbered, each sized, each labelled for the kind of business it suits.
Plate II
Foreword
A plan is not a product list. It is a fitted commitment between you and the firm, sized to where your business actually is — and quietly resized when it changes.
The figure attached to any plan is the result of three drivers — tier, volume, and value — applied to your situation. We don’t print prices on this catalogue. We measure first, then quote.
Begin with the statement closest to your business.
Read “If…” clauses in order. Stop at the first that fits. The plate it points to is the plan we’d propose.
- (a)
If You have one specific workflow that bleeds hours each month, and no appetite for a wider rebuild yet.
Plate I
Workflow Fix
- (b)
If You need a real operating system instead of spreadsheets, statutory returns out the door on time, customers and suppliers in one place.
Plate II
Essential
- (c)
If You need the mechanical work — bills, banking, follow-ups, anomaly catching — to run on its own. CRM, projects, portal switched on.
Plate III
Growth
- (d)
If You need a substitute for an internal operations or finance team. Multi-entity, bespoke workflows, daily AI brief, named partner.
Plate IV
Full
—One workflow, scoped and shipped. For the targeted intervention.
Components
- 01Scope and define the broken workflow
- 02Build it on the platform, end to end
- 03Configure automations, integrations and outputs
- 04Hand the configuration back to your team
- 05Documented runbook so it keeps running
- 06Optional upgrade path to Essential or Growth
Best fit
Businesses with one specific bottleneck — supplier-bill capture, lead intake, ticket triage, recurring report — and no appetite for a wider rebuild yet.
Cycle
One-time · hand-back
—The platform, properly configured. For the configured platform.
Components
- 01Single-Company platform configured for SA practice
- 02Customer + Supplier + Items masters
- 03Recurring invoices via Auto Repeat
- 04VAT201 / EMP201 / EMP501 packaged for SARS
- 05POPIA consent captured per customer
- 06Standard reports: P&L, Balance Sheet, Aged AR/AP
- 07Light HR + payroll if statutory withholding applies
- 08Manual bank reconciliation
Best fit
Organisations under ~100 transactions per month, 1–5 staff, single legal entity. Owners who want a real system but don't yet need automation across every workflow.
Cycle
Quarterly review
—The platform, fully operational. For the operational system.
Components
- 01Everything in Essential, plus:
- 02Full CRM: Lead, Opportunity, pipeline, Pricing Rules
- 03Customer Portal with self-service
- 04Stock at full depth, multi-warehouse
- 05Projects with templates, time tracking, profitability
- 06Helpdesk with SLAs per customer tier
- 07Six core automations live and tuned
- 08Full HR + payroll + performance + recruitment
- 09Cross-module dashboards beyond standard reports
Best fit
Organisations with 100–500 transactions/month, 5–30 staff, growing customer base. Owner-operators who run the business by the numbers each week.
Cycle
Monthly review
—The platform, embedded. For the embedded function.
Components
- 01Everything in Growth, plus:
- 02Multi-Company consolidation with inter-company elimination
- 03Daily AI exception review — partner brief every morning
- 04Predictive cashflow with scenario modelling on demand
- 05Bespoke workflows + custom DocTypes per client
- 06Direct banking integration via Stitch / DirectID
- 07SARS eFiling integration where authorised
- 08Named partner as primary contact, same-day response
- 09Bespoke dashboards reviewed quarterly
Best fit
Organisations with 500+ transactions/month, complex operations, multi-entity structures, R10m+ turnover. Founders who'd otherwise be hiring an internal operations manager.
Cycle
Continuous + quarterly strategic
Every component, every plate, side by side.
• full · ◐ partial · — not included · text where the depth varies.
Plate I
Workflow Fix
Plate II
Essential
Plate III
Growth
Plate IV
Full
Accounting & compliance
Chart of Accounts, GL, fiscal year
VAT201 / EMP201 / EMP501 packaged
POPIA consent per customer
Bank reconciliation
Multi-Company consolidation
SARS eFiling integration
Sales & CRM
Customer master + recurring billing
CRM pipeline (Lead → Close)
Customer Portal
Pricing Rules + Price Lists
AI-augmented opportunity review
Purchase & procurement
Supplier master + manual capture
OCR-to-Purchase-Invoice
RFQ + multi-tier approvals
Operations
Stock / inventory
Projects + profitability
Helpdesk + SLAs
Manufacturing (BOMs, WOs)
Assets + depreciation
People
HR core (Employees, Leave, Payroll)
Performance + Recruitment + Expenses
AI payroll exception review
Platform & customisation
Custom DocTypes
Custom workflows
BI / Dashboards
Third-party integrations
AI & automation
Native automation (Auto Repeat, Notifications)
Six core automations
AI-drafted month-end commentary
Daily AI exception brief
Predictive cashflow + scenarios
Bespoke automation workflows
Service
Review cadence
Named partner as primary contact
Same-day response
Bespoke dashboards, quarterly
How the figure is derived.
Three drivers, multiplied. The result is the engagement’s figure — your figure, not someone else’s.
Tier
Sets the floor
Plate I, II, III or IV sets the scope of deliverable and partner capacity. The single largest determinant.
Volume
Scales the work
Transactions, supplier bills, payslips, headcount, entities, warehouses. Within a tier, the operational load scales with these.
Value
Reflects outcome
Where the work substantively affects decisions — strategic advisory, group consolidation, bespoke workflows — fees reflect outcome, not hours.
How the engagement is run.
Four clauses, as plain as they can be. No annexes, no schedules.
Fixed monthly fee, billed in advance.
↳No surprise invoices. The bundle covers everything in scope. Ad-hoc work outside scope is quoted separately.
No hourly billing on standard scope.
↳We don't bill you for asking a question. The fee covers the engagement, not timesheets.
Annual review on the anniversary.
↳Actual volume and value over the past year recalibrate the next year's fee. Up or down — honest both ways.
Thirty days notice, either side.
↳Tier change or end the engagement on a month's notice. Upgrades are configuration changes, not migrations. No lock-in.
Three appointments, from first call to live system.
The path from email to engagement. There is no longer one.
Appointment
I
Duration
45 minutes
Discovery
A call. We learn the shape of your business — transactions, headcount, entities, what's on fire. We share the plates we think fit. No deck, no script.
Appointment
II
Duration
Within a week
Proposal
A written proposal: the proposed plate, the figure derived from Tier × Volume × Value, what's in scope, what's not, and the runway to live.
Appointment
III
Duration
Days · weeks
Onboard
Once signed: configuration begins. Essential lives in days; Growth in weeks; Full takes longer because there's more bespoke fitting. You hear from us either way.
Questions written in the margin.
What prospects ask before they sign.
Three drivers determine the fee: Tier (Workflow Fix / Essential / Growth / Full sets the scope), Volume (transactions per month, headcount, number of entities, warehouses, bank accounts), and Value (strategic advisory, group consolidation, predictive cashflow, bespoke workflows — applies primarily in Full). Every prospect’s number is the result of those three drivers applied to their specific situation.
A narrow engagement focused on a single workflow that’s broken — supplier-bill capture, lead intake, ticket triage, recurring report. We scope it, build it on the platform, hand it back to your team, and you keep running. If more workflows surface later, you can move up to Essential or Growth without a re-platform.
No. The right number for any business depends entirely on Tier × Volume × Value. We’ll quote you precisely after a 45-minute discovery conversation — it’s the only way to give you a number that’s honest.
Yes. Either side can initiate a tier change at any time on 30 days’ notice. Tier upgrades are configuration changes, not platform migrations — the same database, same data, same audit trail, just more modules and automations switched on.
Engagements run on an annual cycle, billed monthly in advance. Annual review on the anniversary recalibrates the fee against actual volume and value over the past year. Either side can initiate a tier change or end the engagement on 30 days’ notice.
Not on standard scope. The fixed monthly fee covers everything in the bundle. Ad-hoc projects outside scope (e.g. one-off migrations, bespoke integrations not in the original engagement) are quoted separately.
Twelve months in, we compare actual volume (transactions, headcount, entities) and value (where strategic advisory was used, where bespoke workflows were built) against what was assumed at the start. The next year’s fee is recalibrated up or down based on what we saw. No surprises.
We ask the one question that matters: which of these four outcomes matters most to you right now — fixing one specific broken workflow, getting the platform in place, getting operations off your desk, or getting an embedded operations function. Your answer tells us which tier to propose, and almost always tells us correctly.
Pick the plate.
We measure for the fit.
The figure follows from there.
End of catalogue · I — XII
ZA · 2026 Edition · Set in single weight