Sell
From the first quote to the final payment. Keep your customer relationships and sales paperwork together.
The O-IBS platform
Your whole business.
A connected view.
Sales, purchasing, stock, banking and accounting belong together. O-IBS brings everyday operations into one intelligent business management platform.
Welcome to your workspace.
Here’s what’s happening at Demo Company.
Net invoicedR 84,250
Net receiptsR 59,850
ExpensesR 21,300
ReceivablesR 25,400
Outstanding amountR 25,400
Unpaid invoices3 to review
Quotes awaiting approval4 to review
Business Activity
Recent activity · fictional entries
- Invoice preparedDemo Customer A · INV-DEMO-00109:30
- Receipt recordedDemo Customer B · sample payment09:15
- Quote awaiting approvalDemo Customer C · QUO-DEMO-00408:45
Outstanding Invoices
3 unpaid invoices · sample data
| Customer / invoice | Outstanding |
|---|---|
| Demo Customer AINV-DEMO-001 | R 12,450 |
| Demo Customer BINV-DEMO-002 | R 8,200 |
| Demo Customer CINV-DEMO-003 | R 4,750 |
Total outstandingR 25,400
Fictional Demo Company workspace. All amounts, customers and activity are synthetic.
Illustrative Demo Company workspace. All figures, customers and activity are synthetic sample data.
Follow the work.
Keep the context.
Create a quote, move to an invoice, manage stock and review payments without losing sight of the business behind the paperwork.
Buy
Know what you have ordered, received and owe. Keep supplier workflows connected.
Stock
See what is on hand, what is reserved and what is available to sell.
Banking
Turn statement transactions into a clear, reviewed picture of your money.
Accounting
Bring everyday business activity into a connected accounting picture.
Reports
Understand sales, expenses and stock without piecing together separate spreadsheets.
How it works
Follow the everyday work.
01 / GETTING PAID
Follow a sale through.
Follow a sale from the first quote to the final payment.
- Start with a customer request
- Prepare a quote
- Confirm the customer accepts the quote
- Create the invoice
- Record the payment
- Review the related accounting records
02 / BUYING FROM SUPPLIERS
Keep purchases clear.
Know what you ordered, what arrived and what you still owe.
- Choose the supplier
- Create a purchase order
- Record stock when it arrives (goods received)
- Record the supplier invoice
- Record the payment
- Review the related accounting records
03 / BANKING
Match the money.
Connect transactions on your bank statement to what happened in your business.
- Import bank transactions
- Review suggested matches
- Check the details
- Confirm the match
- Match your bank and business records
Illustrative journeys, with tools depending on your plan. Bizzy can find records, explain amounts and prepare the next step. You check customers, suppliers, quantities, amounts and tax treatment, then review and explicitly confirm actions that create or change financial or stock records. Recording a payment does not transfer money. Banking uses imported or manually recorded transactions; a live bank feed is not promised.
Everyday language. Professional detail.
You run the business.
O-IBS helps with the books.
You don’t need an accounting degree to get started. Create invoices, record expenses and payments, manage suppliers and keep track of stock. O-IBS keeps the related accounting records organised. Your bookkeeper or accountant can still work with the detailed records and reports available in your plan.
What does this mean? Open an explanation below. Formal names help you recognise the same information in the application.
Money customers still owe youAccounts Receivable
Unpaid amounts on customer accounts. Also labelled Receivables on the dashboard.
Money you still owe suppliersAccounts Payable
Unpaid amounts on supplier accounts.
Money your business earnedRevenue
Income earned from sales, which can differ from money already received.
Day-to-day business costsExpenses
Costs of running your business, such as rent and supplies.
What the products you sold cost youCost of Sales / Cost of Goods Sold (COGS)
The recorded cost of products sold, rather than their selling price.
What your business ownsAssets
Items of value owned by the business, such as equipment, stock and money owed by customers.
What your business owesLiabilities
Amounts the business owes, such as unpaid supplier bills and loans.
What is left after costsProfit
Income earned less the costs for a period. Profit is not necessarily the money available in your bank account.
Match bank transactions to your recordsBank Reconciliation
Check transactions on your bank statement against the records in O-IBS and review differences.
Detailed accounting historyGeneral Ledger
The accounting record of transactions, grouped by account.
Check that accounting entries balanceTrial Balance
Checks whether the debit and credit sides of your records balance. Balanced records can still contain mistakes.
Understand VAT owed or claimableVAT position
The balance of VAT on sales and eligible purchases. It may show VAT owed to SARS or VAT claimable, depending on the records and applicable rules.
See what your business owns and owesBalance Sheet
A snapshot of what the business owns, owes and has built up at a specific date.
See whether the business made a profitProfit & Loss
Shows income earned, costs and the resulting profit or loss over a period.
Review the VAT behind your transactionsVAT Report
Shows recorded VAT on sales and purchases. Check eligibility and tax treatment before relying on it for a return.
Record an accounting adjustmentJournal entry
An adjustment to accounting records. Review the accounts, amounts and reasons before confirming it.
Organise your accounting categoriesChart of accounts
The list of accounts used to group transactions in the detailed accounting records.
A clearer way forward
Ready to run your
business smarter?
Your business. One intelligent system.
Preparing for early access / closed beta. Start Early Access opens an application. Applications are reviewed before approved businesses receive an invitation.