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Solution

Make the tools you already pay for talk to each other.

M-Pesa holds your payments, the POS holds your sales, the accounting software holds your books and the CRM or customer list holds everyone you sell to. None of them talk to each other, so someone re-types the same figures from one to the next and spends days at month end matching M-Pesa payments to invoices. We connect your tools so information moves between them on its own, with fewer mistakes and far less admin.

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Sound familiar?

The problem, as owners tell it.

  • Matching M-Pesa payments to invoices takes us days every month end.
  • Customers pay with the wrong account number, and then we cannot tell who has paid.
  • We type the same sale into the POS, then into the accounts, then into a spreadsheet.

Who it's for

A good fit if you are…

  • Businesses that take many M-Pesa payments through a Till or Paybill
  • Teams copying figures by hand between the POS, accounting software and spreadsheets
  • Businesses where month-end reconciliation regularly runs late
  • Owners paying for several tools that each hold only part of the picture

For example

Picture a wholesale distributor in Kisumu whose customers pay by M-Pesa Paybill, often typing the wrong account number. Every month end, the accounts clerk downloads the M-Pesa statement and goes through it line by line against open invoices. We connect M-Pesa to the accounting software so each payment is matched to its invoice automatically, using the account number, amount and customer details. The clerk only deals with the few payments that cannot be matched, which are flagged with what is known about them.

How we solve it

From problem to working fix.

  1. 01

    Map your tools and the re-typing

    We list the tools you use, such as M-Pesa, your POS, accounting software and customer lists, and trace where people copy information from one to another by hand.

  2. 02

    Agree the rules

    With you we decide which tool is the source of truth for what, and how records should be matched, for example how an M-Pesa payment is tied to the right customer and invoice.

  3. 03

    Build and test the connections

    We connect your tools using their official integrations where they exist, test them against your real records, and set up alerts for anything that cannot be matched automatically.

  4. 04

    Monitor and maintain

    We watch the connections after launch, fix anything that breaks when a tool changes, and adjust the rules as your business changes.

What's behind it

The Service this Solution uses.

Data Engineering

Pull data out of your POS, M-Pesa statements and spreadsheets, clean it up and keep it in one reliable place, automatically.

Explore Data Engineering

Questions

Before you get started.

Which tools can you connect?

Most tools that can share data through an official connection or regular exports, including M-Pesa, common POS systems, accounting software and CRMs. We check your exact tools first and tell you honestly what can and cannot be connected before any work begins.

What happens to M-Pesa payments that cannot be matched?

They are not guessed. Payments that do not match clearly, for example with a wrong account number, are set aside in a short list for your team to review, with the details we have, so your books stay accurate.

Is our financial data safe?

We use the secure, official connections your tools provide, give each connection only the access it needs, and agree with you where your data is kept and who can see it.

Let's talk

Is this a problem in your business?

Tell us how it plays out for you today. We'll talk it through and tell you honestly what would help.

Chat with us on WhatsAppFree strategy call · no pitch