Capture documents
Upload PDFs and scans, or photograph receipts, creditor invoices, job cards and bank statements.
Financial resources & solutions
Your business finances, organised.
Goldtel combines professional bookkeeping with practical tools that simplify financial administration, document control and management reporting.
Goldtel Books
One supported financial workspace.
Designed for business owners and teams who want simpler administration without becoming accounting specialists.
Create business records
Generate customer invoices and complete job cards within the same financial workflow.
Review before posting
Documents are read, matched and suggested for the correct account, then approved by your team.
Understand performance
Access income and expenditure statements, cash-flow views and management reporting.
✓
FY 2026Invoices · Statements · Returns
FY 2025Receipts · Payroll · Supporting files
FY 2024Searchable and access controlled
Digital document archive
Keep tax records organised for five years.
Store invoices, receipts, bank statements, returns, payroll records and supporting documents in an orderly digital archive designed to support SARS record-keeping requirements.
- Five-year retention from the applicable return-submission date
- Search by supplier, date, amount, tax period or document type
- Time-stamped upload history and controlled user access
- Audit-ready export when records are requested
- Extended retention where an audit, investigation or dispute remains open
Financial administration assistant
Give an instruction. Prepare the next step.
The assistant helps prepare finance-related work while sensitive actions remain subject to human approval.
- “Create an invoice from job card JC-2085.”
- “Prepare a reminder for the overdue Lakeview account.”
- “List the documents still needed for this month’s VAT return.”
You
Prepare an invoice from the completed Lakeview job card.
Goldtel assistant
Invoice preparedLakeview Properties · Job card JC-2085Amount and VAT checked against the job cardAwaiting approval
Monthly bookkeeping packs
Choose the level of support that fits.
Every pack combines professional bookkeeping, secure portal access and practical financial tools.
Essentials
R499/month
For a sole operator getting paperwork under control.
- 1 portal user
- 100 monthly document captures
- Invoices and job cards
- Five-year digital archive · 5 GB
- Monthly management summary
Business
R999/month
For a growing team that needs regular financial oversight.
- 5 portal users
- 500 monthly document captures
- Accounting-package connection
- Five-year digital archive · 25 GB
- Management reports and cash flow
Professional
R1,799/month
For established teams needing volume, controls and reporting.
- 15 portal users
- Unlimited document captures*
- Approval roles and audit trail
- Five-year digital archive · 100 GB
- Priority support and reporting
*Fair-use policy applies. Final scope and pricing are confirmed after reviewing transaction volume and reporting requirements.
ANNUAL VALUER10,000Compliance service benefit
Goldtel business bundle
Choose two or more qualifying monthly packs and receive more.
Maintain two or more eligible Goldtel monthly business packs and receive annual financial reporting and tax submission services at no additional charge, up to a combined value of R10,000 per year.
Build my business bundle →Offer applies while eligible packs remain active and accounts are in good standing. Services are subject to agreed scope, eligibility and scheduling. Any statutory audit or independent assurance engagement remains subject to professional acceptance and independence requirements. Unused value is not exchangeable for cash.
Goldtel client portal
A secure new way to work with your books.
The portal is currently in controlled development. Apply for early access and we will contact you when your business is eligible to join.
Your secure client portalUpload documents, create invoices and job cards, review transactions and access reports.
Comprehensive bookkeepingAccurate processing, reconciliations, management reporting and professional support.
Financial compliance supportOrganised records, tax submissions and audit-ready financial information.