FOR BOOKKEEPING PRACTICES
Bookkeepingwithout the bottlenecks.
Atlas OS helps bookkeeping practices manage monthly processing cycles, VAT submissions, document collection, and client communication — all from one platform.
SARS VATSAIBAEMP201
Monthly cycles, on rails.
Checklist per client, deliverable schedule, chaser sequence — so month-end ships without a scramble.
app.atlasos.work / billing
Invoices
June 2026Acme Trading (Pty) Ltd
INV-1042
R 4,250Paid
Mokoena Holdings
INV-1043
R 7,900Sent
Sithole Consulting CC
INV-1044
R 3,100Overdue
OutstandingR 11,000
app.atlasos.work / inbox
AllSARSClientsInternal
SARS eFiling
Notice of assessment — ITA34
Acme Trading
Re: VAT query for May
Mokoena Holdings
Bank statements attached
AI triaged 14 emails and created 3 tasks this morning.
Source docs without the chase.
Portal-driven requests, automated follow-ups, and bank statement uploads — all trailed on the client record.
BOOKKEEPING MODULES
Everything your bookkeeping practice needs.
Monthly Processing
- Monthly bookkeeping cycle tracking
- Processing checklist per client
- Deliverable scheduling
VAT Compliance
- VAT201 submission tracking
- EMP201 deadline alerts
- Period-end reminders
Document Collection
- Source document requests via portal
- Bank statement uploads
- Automated follow-up reminders
Time & Billing
- Per-client time tracking
- Recurring monthly invoicing
- Fee adjustment management
Document AI
- Bank statements parsed to transactions
- Source documents extracted automatically
- Export to Sage- or Xero-compatible CSV
Client Portal
- Document upload portal
- Processing status visibility
- Monthly report delivery
Ready to run a tidy bookkeeping practice?
Atlas for Bookkeeping is part of Atlas for Accounting — monthly cycles, VAT compliance and automated billing in one place.