Business operators Single company file

From quote to bank to board pack—without juggling five subscriptions.

Breeze is the business application your team logs into daily: sales documents, purchases, banking, VAT-aware reporting, and settings that match how you trade. When you work with a firm, they can supervise the same file through the complimentary accountant portal—no duplicate exports required.

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  • AI-assisted bank matching
  • Major SA bank coverage
  • Accountant oversight included

Financial command centre · More screens · Product tour · Pricing · breeze.business

  • Sales & purchasing documents in one ledger
  • Controlled periods, audit trail, and governance your auditor expects
  • Management and compliance-oriented reporting
  • Pair with practitioner portal at no firm licence fee

Product tour

Inside the business application

The same product your accountants supervise from their portal—here you run sales, purchases, banking, and reporting day to day. The layout below matches what operators see after sign-in.

  • Financial command centre with net position, cash flow & receivables
  • One navigation model from quotes to bank rec to reports
  • Live screenshots from the shipping product build
Overview Sales Purchases Banking & books Reports Settings
Breeze Financial command centre: business performance overview with net position, period income and expenses, receivables at risk, cash movement, and revenue versus expense trend charts.
Financial command centre — consolidated net position, period income and expenses, receivables at risk, cash inflow and outflow, and revenue & expense trend charts for the active financial period. Screens reflect product builds; details may vary by release.
  • Active financial period scopes every tile and chart to the period you are closing.
  • Receivables at risk highlights overdue invoices before collections slip.
  • Revenue & expense trends give leadership a monthly trajectory without exporting to spreadsheets.

More screens from the business app

Sales velocity and reporting depth in the same navigation model as your command centre—not bolted-on spreadsheets.

Breeze Invoice Management dashboard with invoice totals, outstanding amounts, collection rate, and customer-grouped payment status.
Invoice Management — track invoice value, outstanding amounts, and collection rate with customer grouping and payment progress bars.
Breeze quotation list for drafting and sending sales quotes.
Quotations — move opportunities to branded quotes, then convert cleanly when the customer says yes.
Breeze Purchase Order Management: procurement dashboard with order totals, outstanding amounts, payment rate, and vendor-grouped purchase orders.
Purchase orders — track order value, outstanding amounts, and payment completion with vendor grouping and advanced filters.
Breeze Management Reports: financial statements, tax and provisional reports, and ledger reconciliation.
Management Reports — income, cash flow, balance sheet, trial balance, tax schedules, and ledger reports in one searchable hub.

What the main areas cover

Grouped the same way you navigate after sign-in—so marketing language maps to real screens.

Financial command centre

Net position, cash movement, receivables at risk, and revenue trends—scoped to your active financial period.

Sales

Quotations, invoices, and recurring billing with reminders tuned so customers pay on time.

Purchases

Purchase orders, vendors, and payment tracking—with order value, outstanding amounts, and completion rates in one procurement view.

Banking & books

Feeds and AI-assisted reconciliation reduce statement chasing; cash book stays tied to the general ledger.

Reports

Management packs, tax-oriented schedules, and church or custom layouts where your entity needs them.

Settings

Branding, document numbering, tax defaults, and reminder policies—everything that keeps customer-facing output consistent.

Plans & transparency

Each business chooses a graded plan sized to users, entities, and trading volume. Accountant access to supervise your file does not carry a practice-wide licence on top.

Your entity

Business subscription

Compare tiers, limits, and what is included on the homepage pricing tables. Start from trial or speak to the team if you are migrating mid-year.

Your advisers

Accountant & bookkeeper portal

Practitioners use the complimentary portal for review, month-end workflow, and practice-wide visibility across client files they are invited to.

Questions on fit? Use FAQ or contact.

See it live

Prefer a guided tour?

We walk operators through the same structure in scheduled demos—plus you can explore the broader screenshot gallery anytime.

Book a demo Start trial instead

Ready when you are

Create your company file, connect banking, and invite your accountant when you want a second pair of eyes—without exporting static copies.

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