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?
| Customer | 30 days | 60 days | 90+ days |
|---|---|---|---|
| Karoo Fresh (Pty) Ltd | R 12,450 | R 8,200 | R 14,900 |
| Highveld Logistics CC | R 4,100 | R 11,300 | R 6,500 |
| Table Bay Traders | R 9,800 | R 3,200 | R 22,700 |
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.
Connect once. Ask in plain language.
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.
Add Slimboek to your AI
One-click setup guides for ChatGPT (Business) and Claude. Your team asks questions right where they already work.
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.
Slimboek is an independent product and is not affiliated with or endorsed by Sage. ChatGPT and Claude are trademarks of their respective owners.
Built for practices. Loved by owners.
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.
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.
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.
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
