Bring the client's numbers in the way they already exist
A trial balance or a ledger from a spreadsheet, from another package, or from the client's own books in Achekam; bank statements as PDFs, scans, spreadsheets or bank exports; and a developer API with signed webhooks for the rest.
Achekam is designed to take a client's numbers from where they already are. Each source says plainly what it does today and what it needs from the platform or the vendor before it can be used.
What it covers
- Ledgers and trial balances — Spreadsheets (CSV and Excel) and the client's own Achekam books work end to end. Xero and Sage Business Cloud Accounting adapters are built against the vendors' documented endpoints and are switched on once the platform registers its app with each vendor; Sage 50 / Pastel needs a desktop agent.
- Bank statements in any common format — Digital PDFs, scans, photos, spreadsheets and bank exports (CSV, OFX, QIF, MT940, CAMT.053) are read with the running balance checked, for every bank.
- Bank connections where the bank's access is open — A directory of South African banks shows what each bank offers and where the firm is in connecting it. A connection needs the bank's agreement and credentials; until then statements are uploaded. Bank feeds are in beta.
- Developer API and signed webhooks — API keys for a read API over the firm's records, and outgoing webhooks for events such as an invoice issued or a proposal accepted, each delivery signed and sent only to a public HTTPS address.
What it does not do
- Achekam does not post journals back into Xero, Sage or any other package.
- There is no QuickBooks connector; a QuickBooks trial balance is imported as a spreadsheet.
The standard behind it
OAuth 2.0 and signed webhooks, HMAC-SHA256 delivery signatures. Vendor connections use the vendors' own authorisation; secrets are sealed by the platform's secrets vault and never stored in plain text.
Questions
- Do you support Pastel?
- Yes, by import: a Pastel trial balance or ledger export is read as a spreadsheet. A live Sage 50 / Pastel connection needs a desktop agent that is not part of the standard product yet.
