01
Records with an audit trail
Each record shows its source file, the fields read from it, who verified, corrected or voided it and what changed. Records that need a person are queued instead of posted.
Accounting and bookkeeping firms
Start from records that have already been checked.
Hesalio captures each receipt, invoice and payment, reads it, checks it and only then posts it, so a client’s books arrive with less to fix.
What it covers
For the accountant and the client.
A firm can be given access to several businesses and switch between them.
02
Bank and M-Pesa matching
Import statements, match payments to invoices and bills, and keep a list of matches you rejected so they are not suggested again.
03
Many clients, set roles
Give an accountant access to a client business, or several. The roles are owner, admin, accountant, compliance officer, staff and a read-only auditor who can read but never change.
04
Tax dates and month-end
A tax calendar with PAYE, VAT, NSSF, SHIF and withholding dates and email reminders if the business switches them on, month-end checks and reports.
Apps to switch on
Choose only what you use.
- Records
- Accounting
- Match payments
- Tax calendar
- Withholding tax
- Payroll
Hesalio asks a few questions when you sign up and turns on the apps that fit. You can change them any time on the Apps page, and your team sees only the apps their role allows.
Plain about the limits
What Hesalio does not do.
It is not practice-management softwareThere is no time tracking, engagement letters or fee billing for your own firm’s clients.
It does not file returnsHesalio prepares the figures and dates. Returns are filed by you or the client on the tax authority’s own system.
Not affiliated with KRA or ICPAKHesalio does not speak for any regulator or professional body.
Start small and add as you grow.
Which features you get depends on your plan. Hesalio serves more kinds of business than the ones listed on the industries page.