FilingStack: Online Accounting Software
FilingStack helps South African small businesses and accountants manage bookkeeping and tax compliance. It is designed for teams that need to convert bank statements into financial reports.
At a glance
- Best for
- Small business owners, Practicing accountants, Mid-market companies, South African businesses
- Pricing
- Paid plans start at R70/month for the Starter Plan (2 employees). Higher tiers include Pro (R180/month for 5 employees) and Business (R450/month for 10 employees). Additional employees are R18/month each.
- Key use cases
- Bank Statement Processing, Financial Reporting, Payroll Administration, Practice Management
- Integrations
- FNB bank feed, Investec bank feed, Draftworx export, CaseWare export, PayFast integration
- Official website
- Visit FilingStack official website
FilingStack is a cloud-based accounting application designed for the South African market. It supports converting bank statements in CSV or PDF format into organized books using AI-powered categorization and pattern detection.
The tool is built for small to mid-sized businesses and practicing accountants. It supports financial tasks such as generating P&L statements, balance sheets, and handling SARS-compliant payroll and VAT returns.
Buyers can use the platform to manage fixed asset registers, track inventory with barcode scanning, and collaborate with clients via a dedicated portal. It also includes task management features for accounting practices to track compliance deadlines for multiple clients.
Buyers should confirm if their specific banking needs are met by the existing feeds and if the current payroll and VAT customizations align with their regional requirements.
Key Features
AI-Powered Categorization
Uses artificial intelligence and pattern detection to help allocate bank transactions to the correct accounts.
Financial Statement Generation
Automatically creates P&L, Balance Sheets, Ledgers, and Cash Flow statements based on processed data.
Tax and Compliance Tools
Supports the generation of VAT returns and provisional tax calculations based on South African tax rates.
SARS-Compliant Payroll
Processes payroll including IRP5 and EMP201 reports, with automatic Employment Tax Incentive (ETI) calculations.
Inventory Management
Tracks stock levels and values with support for SKU codes and barcode scanning via USB or camera.
Client Portal
Provides a space for clients to collaborate and use electronic signatures for engagement letters.
Use Cases
Bank Statement Processing
Converting CSV or PDF bank statements into bookkeeping entries using AI allocation.
Financial Reporting
Generating audit-ready working papers and branded financial statements for business owners.
Payroll Administration
Managing monthly employee salaries and generating SARS-compliant tax certificates.
Practice Management
Tracking VAT, CIPC, and provisional tax deadlines across multiple client entities.
Best For
- Small business owners
- Practicing accountants
- Mid-market companies
- South African businesses
Integrations
- FNB bank feed
- Investec bank feed
- Draftworx export
- CaseWare export
- PayFast integration
Pricing
Paid plans start at R70/month for the Starter Plan (2 employees). Higher tiers include Pro (R180/month for 5 employees) and Business (R450/month for 10 employees). Additional employees are R18/month each.
FAQ
Who is FilingStack designed for?
- It is designed for small and mid-market businesses and practicing accountants, particularly those operating in South Africa.
Does FilingStack offer a free trial?
- Yes, new clients are provided with a free demo company to explore the platform's features.
How does the AI categorization work?
- The software uses AI and pattern detection to help allocate transactions from uploaded bank statements to the appropriate accounts.
Which bank feeds are supported?
- FilingStack provides bank feed integrations for FNB and Investec.
Is the software limited to South Africa?
- While it welcomes international clients, the payroll and VAT reports are currently customized for South African requirements.
Source category: Finance & Accounting
Source subcategory: Billing & Invoicing
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Categories
Software Type
How AI is used
FilingStack is an online accounting software for South African businesses and accountants that supports bookkeeping via AI transaction categorization. It manages financial reporting, payroll, and VAT compliance tailored to South African regulations.
Pros & Cons
Pros
- Month-to-month billing with no long-term contracts
- Includes a free demo company for new users to test features
- Supports both PDF and CSV bank statement imports
- Bank feed integrations for FNB and Investec
- South African tax and payroll compliance support
Cons
- Payroll and VAT reports are currently customized specifically for South Africa
- Full reporting functionality on the SOCI (Income Statement) is listed as coming soon
- FNB API setup process requires several manual administrative steps
