Add the client
Store company or individual details, VAT number, currency and payment terms once.
ATMY SOFTWARE ACCOUNTING + OPERATIONS
From first quote
to final payment.
One connected workspace for the customers, money and field work that keep a service business moving—built for South African teams.
12 live report types
6 team roles
1 connected workflow
ATMY SOFTWARE
TODAY / BUSINESS OVERVIEW● LIVE
Everything that needs attention.
OUTSTANDINGR 48.2kInvoices
ACTIVE JOBS184 due today
OPEN QUOTES07R 92.4k
QQuote acceptedBlue Crane Logistics · R 18,45009:42
✓Job completedInstallation · before & after proof added08:16
RPayment recordedINV-1048 · EFTYesterday
One record, all the way through
How the work
actually flows.
ATMY SOFTWARE keeps the commercial and operational sides of a job connected, so your team does not have to capture the same information twice.
Build the quote
Add price-list items, quantities, discounts and tax; then generate a PDF and email it.
Schedule the work
Assign the job, set its date, time, location, priority and link the quote or invoice.
Capture proof
Record work done, issues found and before-and-after photos or supporting files.
Invoice & collect
Convert the quote, send the invoice, record payments, issue credits and send reminders.
Reconcile & report
Match bank activity, follow approval steps and see the result in live business reports.
CURRENT PRODUCTWhat is inside
What is inside
ATMY SOFTWARE.
This feature list comes directly from the current accounting application—not a future wishlist.
01R
SALES & ACCOUNTS RECEIVABLE
Clients, quotes and invoices
Manage the full customer account from first estimate through settlement, with document history kept around the client.
- Customer profiles, VAT details, currency and payment terms
- Itemised quotes and invoices with discounts and tax
- PDF documents, email sending and resend history
- Convert accepted quotes into invoices
- Recurring invoices with scheduled next-run dates
- Payments, partial payments and invoice reminders
- Credit notes and customer credit balances
- Date-filtered customer statement PDFs
02✓
FIELD OPERATIONS
Jobs, schedules and proof of work
Give the office and field team one view of what was booked, who owns it and what happened on site.
- Job scheduler, job history and job records
- Customer, location, date and time scheduling
- Low, normal, high and urgent priorities
- Scheduled, in-progress, on-hold and completed stages
- Assign one or more team members
- Link related quotes and invoices
- Record work completed and issues found
- Before-and-after photos and file attachments
03↔
SPEND & CONTROL
Expenses and bank reconciliation
Capture business spend with its evidence, then check bank and book activity through a controlled approval flow.
- Expense categories, suppliers and references
- VAT amount capture and receipt photos
- Optional job link for job costing
- Draft, approved and rejected expense states
- Bank statement and book-entry matching
- Opening, closing and difference balances
- Configurable reconciliation approvers
- Submit, approve, finalise and close stages
04#
CATALOGUE
Inventory and price list
Keep reusable products and services ready for consistent quoting and invoicing.
- Item number or SKU
- Name, description and unit
- Unit price and tax rate
- Active or inactive item status
- Searchable catalogue
- Insert catalogue items into quote lines
05V
FLEET & LOGBOOKS
Vehicles, trips, fuel and maintenance
Keep operational vehicle records together with the work and people they support.
- Vehicle register
- Business and private trip logbooks
- Start/end locations and odometer readings
- Trip purpose and optional job link
- Fuel litres, cost, station and odometer
- Services, tyres, repairs and other maintenance
- Next-service kilometres and dates
06!
FLEET & RISK
Warranties and licence expiry
Know what protection is still valid and which business-critical licences need attention.
- Workmanship, supplier and product warranties
- Link a warranty to a client or job
- Issue and expiry dates with status tracking
- Driver, vehicle and other licences
- Link licence records to staff or vehicles
- Active, expiring-soon and expired views
Clear scope: the current inventory module is a product and price catalogue; warehouse stock-on-hand control is not represented as a live feature. Automated SARS logbook export is also not advertised as live yet.
Reporting built in
Know what happened.
Know what needs action.
Open a report in the application, export its table to Excel-compatible CSV, or print it to PDF.
12Report views
3Business areas
2Export options
FINANCE
Accounts overdue · Sales report · VAT summary · Profit & loss · Cash flow · Aged debtors
CUSTOMERS
Customer ledger · Quote conversion
OPERATIONS
Job summary · Job costing · Expense breakdown · Reconciliation summary
CONTROLLED ACCESS
The right view for every role.
Each company has its own workspace. Team access is controlled by role, with activity recorded in the audit log.
Full access, settings, team management and audit history.
Full day-to-day operational access and reporting.
Clients, quotes, invoices, jobs, warranties and licences.
Assigned jobs, job photos, trips, expenses and licences.
Financial records, expenses, VAT and management reports.
Read-only visibility without create, edit or delete access.
ALSO INCLUDED
Dashboard alerts · in-app notifications · audit log · company branding · VAT configuration · bank details · email/SMTP settings · light and dark modes
SEE THE REAL WORKFLOWBring one of your current jobs.
Book a demonstration ↗
Bring one of your current jobs.
We’ll map it from quote to report.
Book a focused demonstration and see how ATMY SOFTWARE fits the way your business already works.