Book Assist gives small businesses and schools a complete financial toolkit — professional invoicing, automated billing, full double-entry accounting and tax-ready reports — without the accountant price tag.
Already using Cashbook Assist or Invoice Assist? Book Assist connects to both — your data arrives automatically, no re-entry needed.
< 5 min
To send your first invoice
Dual
Cashbook + double-entry
14-day
Free trial, no card needed
SARS-ready
Reports at any time
What Book Assist Does
From your first client invoice to your year-end financial statements — one platform replaces your spreadsheets, your cashbook software and your basic accounting tools.
Create branded multi-line quotes and invoices in seconds. Convert accepted quotes to invoices, record partial payments and track every outstanding balance in a clean accounts receivable view.
Set up billing plans for retainer clients, term fees or subscriptions. The built-in scheduler generates charges every cycle automatically — no month-end manual work, no missed billings.
Start simple with cashbook mode or go full double-entry. Either way, every transaction generates balanced journal entries behind the scenes — giving you clean books without the complexity.
Upload your CSV or OFX bank statement. Book Assist auto-matches deposits to entries, flags discrepancies and walks you through a formal reconciliation. Month-end closes in minutes, not hours.
Each client gets a dedicated sub-account under Accounts Receivable. Track balances, payment history, aging and outstanding invoices per customer — always know exactly who owes what.
Tag every transaction with departments, projects, branches or cost centres. Slice your P&L by location, project or revenue stream — ideal for schools tracking per-grade income or businesses with multiple locations.
Every action — deletions, period closures, permission changes, bulk imports — is logged with timestamp, user and IP address. Owner-only access. Fully compliant and examiner-ready.
Define charge templates once. The system runs daily, identifies accounts due for billing and creates charges with the required accounting entries — automatically, every cycle.
Every report, invoice, statement and receipt exports to a professionally formatted PDF with your company branding, or to Excel for further analysis — no third-party tools required.
Run multiple businesses or branches from a single login. Each company is fully isolated with its own chart of accounts, cashbooks, clients and financial reports.
Log cash, EFT, mobile money and card payments. FIFO auto-allocation distributes a single payment across multiple outstanding invoices — no manual matching needed.
Accounting Engine
Book Assist runs a full double-entry accounting engine behind every transaction. Cashbook entries automatically generate balanced journal entries, keeping your General Ledger, Trial Balance and financial statements always current — without you needing to know what a debit or credit is.
Journal Entry
JE-00142 · Invoice INV-1234
| Account | Debit | Credit |
|---|---|---|
| 1200 · AR — Acme Corp | 1,150.00 | — |
| 4100 · Service Revenue | — | 1,000.00 |
| 2300 · VAT Payable | — | 150.00 |
| Total | 1,150.00 | 1,150.00 |
Balanced · Generated automatically on invoice send
Built For
Whether you invoice clients, bill students or sell products — if you need clean books, automated billing and reports you can hand your accountant, Book Assist is built for you.
Track sales, supplier invoices and cash flow from one dashboard. Know your margins, close your books monthly and hand your accountant a clean trial balance.
Automate term fee billing, track learner balances, send parent statements and monitor arrears in real time — without a separate billing system.
Quote on site, invoice the same day, reconcile weekly. The full job-to-cash cycle managed in one place.
Professional invoices, expense tracking and a clean income statement for your accountant — without paying for features you'll never use.
Daily cashbook, supplier payments and a monthly P&L — all connected so you always know if this month is better than the last.
Patient billing, payment reconciliation and practice profitability reports — without a separate accounting system.
Getting Started
No consultant, no lengthy setup, no finance degree required. Four steps and you're fully operational.
Create your company, load your logo, configure a chart of accounts (or use our business-ready defaults) and invite your team. You're operational in under 10 minutes.
Import your client list or add them manually. Set up recurring billing plans for retainer clients or term fees — charges generate automatically on schedule from that point on.
Log income and expenses, send professional invoices, upload your bank statement for reconciliation and watch your financials update in real time.
Pull your Income Statement, Balance Sheet and Trial Balance any time. Export to PDF with your branding or to Excel for your accountant — audit-ready, always.
Available Reports
Financial Reporting
Book Assist generates audit-ready financial statements at any time — no compilation, no waiting for your accountant to finish a spreadsheet. Filter by date range or business dimension, export to PDF with your logo or download to Excel.
Bonus: Silverhouse Ecosystem
Book Assist is part of the Silverhouse ecosystem. If you use Cashbook Assist or Invoice Assist, your data connects automatically — no migration, no re-entry, no starting from scratch. It's the natural next step for businesses that are ready for full accounting.
Track daily income & expenses on mobile. Offline-first, AI-categorised and built for the informal market.
Cashbook entries sync to Book Assist GLCreate professional invoices, manage clients and track payments — with POS, inventory and AI invoice generation.
Invoices & payments post to Book Assist ARFull accounting headquarters. All data from your other apps consolidates here into complete, audit-ready books.
Your complete financial pictureConnect your existing Silverhouse apps in seconds — no migration or data export needed
Cashbook and invoice transactions post to Book Assist automatically — zero re-entry
No Silverhouse apps yet? Book Assist works standalone — connect the others when you're ready
One Silverhouse login manages all your apps — one ecosystem, one subscription
New to Silverhouse? Explore all Silverhouse apps →
What users say
“I was already using Invoice Assist for clients. Connecting Book Assist took two minutes and suddenly I had a real balance sheet. My accountant was impressed.”
“Term fees go out automatically, payments come in, and Book Assist shows me exactly where the school stands financially. We didn't need a new system — just the next step.”
“The bank reconciliation alone paid for itself. I close my month-end in an hour now. Before it was a whole day of spreadsheets.”
Got Questions?
Everything you need to know before you sign up.
Still have questions?
Contact SupportStart your free 14-day trial today. No credit card, no commitments — full access to all features: invoicing, automated billing, double-entry accounting, bank reconciliation and financial reporting.