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The Finance Manager's Automation Playbook

Close your books without the manual work

M-Pesa STK push · Digital delivery in seconds

What This Is

The system that closes your books and produces your reports without the manual work. Built specifically for Kenyan finance workflows — M-Pesa reconciliation, KRA iTax prep, NSSF/NHIF computation, and IFRS-ready financial statements. Runs in Excel and Google Sheets.

What's Inside

  • 01M-Pesa Reconciliation Engine — auto-matches entries, flags unmatched, exports to general ledger
  • 02KRA iTax Prep — structures your input tax, VAT summary, and withholding tax for filing
  • 03NSSF/NHIF Calculator — payroll deduction automation with staff register
  • 04Flash Report Builder — P&L, balance sheet, and cash flow in 3 clicks from your trial balance
  • 05Management Accounts Template — auto-populated from your GL with variance commentary prompts

You Get

  • All Excel and Sheets templates (6 files)
  • KRA filing checklists and deadline schedule
  • Complete implementation manual
  • Sample datasets for practice runs
  • Update access for regulatory changes