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The Finance Manager's Automation Playbook

Close your books without the manual work

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