How can we help?

Choose Start free, enter your business name, your name, your email and a password. You are the owner of the account and can invite your team later on the Pro plan.

Yes. Under Import and export you can upload customers and invoices from a CSV file. Katlego shows you a preview and any rows it cannot read before anything is saved.

No. Katlego works from the invoices, payments and expenses you record in it. For the cash flow forecast you record your bank balance yourself, from a statement.

The way they do now: into your own bank account, using the banking details on your invoice. When you receive a payment, record it against the invoice and your debtor book updates.

An issued invoice cannot be edited, so your records cannot change behind your back. Issue a credit note for the difference and, if needed, a new invoice.

Yes. You can send a reminder from any invoice. On Growth and Pro, follow-ups go out automatically as invoices fall overdue, and on Pro a letter of demand follows for invoices a month late.

A score from 0 to 100 for each customer, based on how they have paid your invoices: how late payments arrive, whether that is improving or getting worse, and how much they owe. The reasons are shown next to every score.

No. It describes how a customer has paid you, using only your own records. It is not shared with anyone and it is not a credit bureau score.

A score needs a payment history. Until a customer has one, Katlego shows them as not scored rather than guessing.

Your bank balance on a given day, and the cash buffer you want to keep. Katlego adds every payment and expense you record after that day.

The number of days until your balance is likely to fall below your buffer on a cautious view, where only one in ten simulated outcomes is worse.

Because nobody knows exactly when each customer will pay. Katlego simulates thousands of possible futures from how your customers have paid before, and shows the middle path with a likely range around it.

Record payments and expenses as they happen, and update your bank balance from a statement now and then. The forecast is rebuilt every time your records change.

Go to Plan and billing in your account. Upgrades are paid through PayFast. Moving back to Free cancels the subscription so you are not charged again.

See the refund policy for when refunds apply and how to ask for one.

In your account, open Security and add an authenticator app or a passkey. We strongly recommend it for every owner and manager.

Yes. Export your records to CSV at any time under Import and export. For a copy of the personal information we hold about you, see the data protection page.

Email support@katlegofinance.co.za from the address you signed up with. We will confirm what is deleted and what the law requires us to keep, as explained on the data protection page.