Built for South African practices and businesses on Sage Accounting

Your Sage books, in ChatGPT and Claude.

Slimboek is a secure bridge between Sage Accounting South Africa and the AI assistants your team already uses. Ask who owes you money, prep your VAT201 review, draft your debtor follow-ups — with every action logged and nothing sent without your say-so.

  • Credentials encrypted and vaulted
  • Every action logged
  • You approve every send
  • POPIA-aligned

Who owes us more than R10,000 and for how long?

You · just now
Debtors ageing · > R10,000Synced from Sage · 4 min ago
Customer30 days60 days90+ days
Karoo Fresh (Pty) LtdR 12,450R 8,200R 14,900
Highveld Logistics CCR 4,100R 11,300R 6,500
Table Bay TradersR 9,800R 3,200R 22,700
Draft follow-up emails prepared — awaiting your approval before send.
Slimboek · reads-only view
The gap today

Sage runs your books. AI runs everything else. They've never met.

The Monday scramble

Opening client books one by one to see who needs attention. Copy-pasting exports into spreadsheets and chatbots just to get a straight answer.

Debtors chased too late

The follow-up emails that never get sent because finding the numbers takes longer than writing the mail.

AI with no guardrails

Staff already paste Sage exports into ChatGPT. No audit trail, no permissions, no control. There's a safer way.

How it works

Connect once. Ask in plain language.

01

Connect your Sage

Create a dedicated, limited-permission Sage user and connect it to Slimboek's encrypted vault. You stay in control and can revoke access at any time — from inside Sage.

02

Add Slimboek to your AI

One-click setup guides for ChatGPT (Business) and Claude. Your team asks questions right where they already work.

03

Work in conversation

Company snapshots, debtors ageing, statements, VAT position, management figures — answered in seconds, with the period, company and sync time shown on every number. Drafts prepared for you; nothing sent or committed without your explicit approval.

Works withChatGPTClaudeSage Accounting South Africa

Slimboek is an independent product and is not affiliated with or endorsed by Sage. ChatGPT and Claude are trademarks of their respective owners.

What it does

Built for practices. Loved by owners.

For accounting practices

The Monday morning sweep.

  • One view across every client's books — a sweep that flags which of your 40 clients need attention.
  • Debtor follow-up runs prepared per client, in your tone, ready to review and send.
  • VAT201 review packs with exceptions flagged before you submit.
  • Month-end and management packs drafted in minutes, branded for your practice.
  • Roles and permissions — juniors read, seniors approve. Every action in an audit log you can export.
For business owners

Straight answers, in seconds.

  • "Who owes me money?" answered in seconds — with the statements to back it up.
  • A cash-flow picture before you make the big call.
  • Follow-up reminders drafted for your slow payers — you approve every send.
  • Your numbers where you already work — no more export-and-paste.
Security

Trust is the product.

Slimboek was designed for people whose job is to be trusted with other people's books.

Vaulted credentials

Your Sage credentials are encrypted with per-customer keys and stored in a hardened vault. They are never shown to the AI, never logged, never shared.

You hold the off switch

Slimboek connects through a dedicated Sage user that you create and you can delete. Revoking access takes one click in Sage — no phone call to us required.

Nothing happens without you

Reads are instant. Anything that could touch your books or reach a customer is prepared as a draft and committed only when a human approves it. No deletes. Ever.

Logged and accountable

Every question and every action is recorded in an audit trail your practice can export — POPIA-aligned, hosted with encryption in transit and at rest.

Full security architecture available to pilot participants under NDA.

Pilot programme

Be first in line.

We're onboarding a limited pilot group of practices and businesses. Join the waitlist and we'll be in touch as places open.

  • Preferential founding pricing for pilot participants
  • Onboarding call with the Slimboek team
  • First access to VAT201 and month-end pack features
I am…
Frequently asked

Questions accountants ask us.

Sage Accounting South Africa (formerly Sage One / Sage Business Cloud Accounting ZA). Support for other Sage products is on the roadmap.