Most small businesses write a quote in one system and re-type it into another to do the books. Intrinsync Accounting is a real double-entry ledger built into the CRM your team already works in, so raising an invoice posts the journal, moves the customer balance and records the VAT in the same motion. Built for South African businesses, with SARS requirements designed in rather than bolted on.
Every document, payment and adjustment posts a balanced journal, and nothing can be recorded that leaves the books out of balance.
A chart of accounts you shape to your business, control accounts tying debtors, creditors, VAT and stock back to the general ledger, accounting periods with lock dates so a closed month stays closed, and journals with a full audit trail for the entries that do not come from a document.
Quote, pro forma, sales order, delivery note, tax invoice and credit note, each flowing into the next without re-entering anything. Issue a delivery note and the stock moves. Issue the invoice and the ledger posts.
Invoice numbers are issued in an unbroken sequence, because a gap in a tax invoice sequence is exactly what an auditor asks about. The system enforces it rather than trusting anyone to remember.
Section 20 and section 21 validators check every tax invoice and credit note against what the VAT Act requires before it can be issued, so a non-compliant document is caught at the point of creation. Invoice basis or payments basis is elected per business, and zero-rated, exempt and standard-rated treatment is carried per line rather than guessed at document level.
Trial balance, an income statement with a real gross-profit split driven by reporting groups you control, and a balance sheet. Year-end posts a genuine closing journal to retained earnings rather than printing a report that pretends the year ended.
Every customer in the CRM is the same customer in the ledger. No duplicate masterfile, no sync, and the purchases side is built out just as fully as sales.
Terms, credit limits and contacts shared with the rest of the CRM, receipts allocated against specific invoices with part-payments handled properly, adjustments, and a 30/60/90/120 age analysis showing exactly who owes what and for how long.
Writing off a customer balance goes through an approval step rather than a single click, because it is the one debtors action that quietly changes what you are owed.
A supplier masterfile with capital-goods tagging for correct VAT treatment on asset purchases, supplier invoices and debit notes, payments allocated against specific invoices with cash-account tagging, creditors ageing on the same basis as debtors, and remittance advice generated from the payment.
The three-way match most small-business packages skip. A purchase order commits without posting anything. Receiving the goods posts the value to stock against a goods-received-not-invoiced accrual. The supplier invoice clears that accrual and surfaces any difference between what you ordered, what arrived and what you were billed.
Import a bank statement, match transactions against invoices and payments, and reconcile the account. Deposits taken before work begins are allocated correctly when the invoice is raised, and shown on the printed document.
Accounting software usually fails at the beginning, not the middle. These are the pieces that decide whether a business actually gets running.
A setup checklist that knows what is missing and what it costs you. Nineteen steps, each either required before you can raise a document or genuinely optional, and the system tells you which. Mark a step not applicable and it stays out of your way, unless your own data later contradicts you, at which point it reopens and says why. It never blocks you, it warns and explains.
A shared item masterfile used by quotes, invoices, purchase orders and stock alike, so a product is one record rather than three kept in step. Price lists feed into document lines as you type, with formula-based pricing, promotional specials and quantity breaks on the way.
Every stock movement is recorded permanently and can never be edited. Corrections are posted as adjustments, exactly as the books require. Stock is valued at weighted average cost, and the stock ledger reconciles against the general ledger so the value on the shelf and the value in the accounts are the same number.
Your VAT position mapped onto the SARS VAT201 boxes ready to file, and server-generated PDF invoices and statements that attach to an email rather than being printed from a browser. VAT reconciliation gives you the underlying position in the meantime.
The customer you invoice is the customer your salesperson is talking to. The quote that became an invoice is attached to the deal that won it. The WhatsApp conversation about an overdue account sits on the same record as the age analysis showing it is 60 days out. Nothing is exported, imported or reconciled between systems, because there is only one system.
No export, no nightly sync, no month-end reconciliation between two tools that disagree.
Section 20 and section 21 compliance is checked at the moment a document is created, not discovered at audit.
The system makes the audit-safe behaviour the only available behaviour.
Corrections are posted, never overwritten, which is what makes the stock ledger and the general ledger agree.
The hardest moment in accounting software is the first hour. This one is walked through, with every step explaining what it costs you to skip it.
Three-way matching on goods received is standard here rather than an enterprise upgrade.
Intrinsync builds the compliance behaviour described here into the software. Always confirm your specific tax position with your accountant.