RubyFinance · Accounting & invoicing
Invoicing that posts to a real ledger.
RubyFinance takes you from quote to cash to VAT return, with South African defaults and double-entry books underneath. Not a spreadsheet, and not a black box.
01Try it
Build an invoice in thirty seconds.
Change a quantity, switch between VAT-inclusive and VAT-exclusive prices, then send the invoice and watch the ledger postings appear. It's the same maths the product uses.
Invoice
INV-0042
Karoo Coffee Roasters (Pty) Ltd
Sample customer · due in 30 days
VAT: R 1 875,00
Total: R 14 375,00
VAT: R 202,50
Total: R 1 552,50
VAT: R 59,70
Total: R 457,70
- Subtotal (excl. VAT)
- R 14 248,00
- VAT 15%
- R 2 137,20
- Total due
- R 16 385,20
Invoice status
- Draft
- Sent
- Paid
What RubyFinance posts
Nothing yet. A draft never touches the ledger. Send the invoice to see the double-entry postings.
Sample data only. Nothing you type here is saved or sent anywhere.
02What's inside
Everything between a quote and a VAT return.
One system for sales, purchases, banking and reporting, so the figures in your reports are the same figures on your invoices.
Quotes and invoices
Create quotes and invoices, send them, and generate PDFs. Choose tax-inclusive or tax-exclusive pricing for each document.
South African VAT
15% VAT by default and fully configurable. Tax is calculated per line and summarised by rate, so the numbers hold up.
Purchases and bills
Suppliers, purchase orders and supplier bills, with an approval step, part-payments and protection against overpaying.
Banking and reconciliation
Import bank statements from CSV, match each line to a payment or code it directly, and let bank rules suggest the coding.
A real double-entry ledger
Issuing and paying invoices posts balanced journals automatically, and a trial balance proves the books add up.
Reports you can rely on
Profit & loss, balance sheet, cash flow and a SARS VAT201 summary, all derived straight from the ledger.
03How it flows
From first quote to final return.
Every step feeds the next, and nothing has to be typed in twice.
Quote
Send a quote and convert it to an invoice when it's accepted.
Invoice
Issue it. RubyFinance posts receivable, sales and VAT to the ledger.
Get paid
Record the payment and reconcile it against the bank line.
Close the books
Run the trial balance, P&L and balance sheet at any time.
File with confidence
Use the VAT201 summary for the period to prepare your return.
Ready to see your own invoices in RubyFinance?
Book a short demo and we'll walk you through RubyFinance, RubyDesk, or both.