For South African business owners
See what your accounts don't show you. Decide and act faster.
Leverly finds what has changed in the records you already have, and tells you what to do about it. Checked by a chartered accountant, and aligned with your own accountant.
What Leverly does
Thousands of lines in your books. A few things worth doing.
We read every sale, payment and stock movement, compare it with what usually happens, and bring you only what matters, with a rand value on each.
Worth your attention
Tap a finding to see where it came from.
An example. The business and the figures are illustrative.
The gap
Your financials say what happened. You need to know what to do.
Your accountant keeps you compliant, and that matters. But the questions that keep you up at night are rarely answered by a set of financial statements that arrives months after year-end.
Source: Xero, State of South African Small Business 2026, 427 businesses surveyed in January and February 2026. Vendor research, so treat it as a guide.
What you get today
- Annual financial statements
- VAT returns
- Tax returns
- Payroll
What you are asking
- "Why is the bank always tight?"
- "Should I put my prices up?"
- "Can I afford to hire?"
- "Is that customer paying us?"
Taking action
From a finding to a phone call, in four steps.
Take the first finding. You spot it, understand it, decide and act, all on one screen.
Your customer list shows who changed.
- A wholesale customerSteady
- A retail chainUp 5%
- A regular customerDown 15%
They bought 15% less than usual.
Usually R82k a month. October: R70k. Your total sales went up, so the accounts hide it.
Is it worth a call?
- Size4th biggest customer
- WorthR980k a year
Our view: yes, this week.
Make the call.
"We noticed your usual order has not come through. Is everything all right on your side?"
An example. The business, the customer and the figures are illustrative.
What you get
The same for profit, cash and big decisions.
Set up around your business: the questions you care about, your industry and the way you work.
Where did my profit go?
Each thing that moved your profit since last year, in rand.
Where is my cash tied up?
How much is sitting in stock and unpaid invoices, and how to get some of it back.
Should I say yes?
The decision in front of you, with each option costed in rand.
Ask about your numbers
A question in plain words, answered from your own books.
AI, safely
Put AI to work for your business, safely.
AI can read every transaction and spot what has changed. We make sure it does that on your own records, with people checking the result.
It works on your own books
With your accountant, who already keeps them. There is nothing new to install.
A person checks it
Nothing reaches you until a person has checked it against your books.
Your information stays yours
Read-only access, handled under POPIA, and never used to train AI.
About Leverly
Run by chartered accountants.
We have experience in business performance, optimisation and growth.
We are based in South Africa and work with owner-managed businesses, together with the accountants who already look after them.
What you get
Answers you can act on, in plain words.
A dashboard set up around your business and built from your own records. Each screen answers a question your accounts cannot, shows you why, and ends with what to do.
See exactly what changed.
Sales can go up while profit goes down. We show each thing that moved your profit since last year, in rand, so you know which one to fix first.
You sold more, but supplier prices rose faster than yours.
What to doBring your prices on your three biggest product lines in line with what suppliers now charge.
See the cash locked up in your business.
Profit is not the same as cash. Money gets stuck in stock on the shelf and in invoices your customers have not paid yet. We show how much is tied up, who is paying for it, which customers are paying late, and how to get some of it back. Accountants call this working capital.
R3.2m of your own cash is tied up in stock and unpaid invoices.
Stock has grown by R1.7m since February. Two customers owe you R854k between them, and both are over their credit limits.
What to doClear the R473k of stock that is not selling, and collect the R254k two customers owe over their limits.
Decide with the numbers in front of you.
When you face a choice, such as a rent increase, opening another distribution centre or a customer asking for more credit, we set out the options in rand and tell you which one we would pick, and why.
Your landlord wants 10% more rent from March.
What to doOffer 6% on a three-year lease. Moving only pays for itself after about two years, and you risk losing customers who know where to find you.
Also included
There is more on your dashboard.
Customers going quiet
See who is buying less than their usual month, before a quiet month becomes a lost customer.
Why is cash tight?
Two customers are R254k over their limits.
Ask your numbers
Type a question in plain words and get an answer from your own books.
Your premises in 3D
For businesses with several sites, see each area with its own numbers.
These examples use one illustrative business. Your dashboard is built from your own books.
To be clear
What it is, and what it is not.
It is set up around your business
Tailored to how your business works and the questions you care about most.
It ends in actions
Each finding comes with what to do and what it is worth in rand.
It is not your financial statements or tax advice
Those stay with your accountant. This sits on top of them, and every number ties back to your books.
How it works
Done with your accountant, not around them.
You do not need to change accountants or learn new software. We work from the books your accountant already keeps.
- 01Talk
A 30-minute chat
We hear what you want to decide and show you what your dashboard could look like.
From you: half an hour
- 02Connect
We bring in your accountant
With your go-ahead, a confidentiality agreement and read-only access to your books.
From you: an introduction
- 03Build
We find what matters
AI does the groundwork. We pick the few things worth acting on and put a rand value on each.
From you: nothing
- 04Check
A chartered accountant checks it
Each number is checked against your books before you see it.
From you: nothing
- 05Decide
You decide, with your accountant
We set out the options and what we would do. You make the call, with your accountant.
From you: the decisions
Why this way
Why we work through your accountant.
They already have your numbers
No new system, and nothing for your staff to capture twice.
The figures agree with your books
What you see matches what your accountant reports, so there is one version of the truth.
They know your business
Advice lands better from someone who has worked with you for years.
Your information
Your numbers stay yours.
We sign a confidentiality agreement first, our access is read-only, and your information is never used to train AI.
Questions
What owners ask us.
Do I need to change accountants?
No. We work with the accountant you already have.
What if my accountant has not heard of Leverly?
That is normal. With your go-ahead we contact them, explain how it works and agree the access. Most of the work sits with us.
Do I need new software?
No. We work from Xero or Sage and the reports your business already produces. You open your dashboard in a web browser.
What does it cost?
It depends on the size of your business and how your records are kept. The first chat is free. You get a price in writing before any work starts, and you pay nothing until you have agreed to it.
Safeguards
Put AI to work for your business, safely.
AI is very good at reading thousands of transactions and spotting what has changed. It should not be left to run on its own. This is how we keep it safe.
- 01 AI prepares
It reads your records
It sorts, compares and flags what has changed. This is the slow work it does well.
- 02 A person checks
A chartered accountant reviews it
Each figure is checked against your books, and anything unsure is labelled as an estimate.
- 03 You decide
The decision stays with you
We show the options and say what we would do. Nothing happens in your business without you.
Your information
Your numbers stay yours.
Confidentiality first
An agreement is signed before we see a single figure.
Read-only access
We can look at your books. We cannot change them, and we never ask for your logins.
Handled under POPIA
Your information is processed under South Africa's privacy law.
Not used to train AI
We only use tools that commit, in writing, not to train on your data.
A person is accountable
A qualified person stands behind what you see, not a piece of software.
Through your accountant
They work under professional rules, and they stay in the loop on everything we do.
Questions
What owners ask about AI.
Is this advice from an AI?
No. AI does the preparation, which is what makes this affordable. A person checks every number and decides what is worth your attention. The chat on your dashboard answers questions from your own books. Anything that needs judgement or a decision goes to a person.
Is my information used to train AI?
No. We only use tools that commit, in writing, not to train on what we give them.
Can the AI change anything in my books?
No. Our access is read-only. Your accountant stays in control of your books.
Who can see my numbers?
You, the people in your business you choose, your accountant, and the small Leverly team working on your business.
If you are an accountant
Built to sit inside your rules.
We work alongside your practice. The client relationship stays yours, the preparation sits with us, and you can start with three clients, free.
NDA before names
A mutual NDA is signed before you share a client name or number.
POPIA operator
You stay the responsible party. We act as your operator under section 21, with section 19 security.
No training on client data
Only tools with data-processing agreements. Advisor access, never client logins.
Independence first
Audit and independent-review clients are screened out. The owner makes the decisions.
AI used openly
An AI-use note goes in the engagement letter, in line with SAICA's guidance that accountants disclose their use of AI.
Every number checked
Each figure ties back to the books before it reaches your client.
About
Run by chartered accountants.
We have experience in business performance, optimisation and growth. We help owners see what is happening in their business and act on it, together with the accountant they already trust.
Why we started
The answers are already in your books.
Most owners make their biggest decisions with numbers that arrive months late, or not at all. Yet the answers are usually sitting in records the business already keeps: who is buying less, which prices have fallen behind, where the cash is stuck.
Finding them used to take days of a skilled person's time, which put this kind of help out of reach for most businesses. AI now does the slow digging, so we can spend our time on what the numbers mean and what you should do.
What we believe
Four rules we work by.
Plain words, not reports
No jargon and no thick packs. Each finding is a sentence you could repeat to your team.
Every finding ends in an action
With what to do, and what it is worth in rand.
A person checks every number
Every figure is checked against your books before you see it.
Your accountant stays in the room
We work alongside them, not around them. Your books and your relationship stay where they are.
Who we work with
Owner-managed businesses with decisions to make.
Typically businesses that hold stock, sell on credit or run more than one site, such as trading, distribution, manufacturing, professional services and hospitality. If your business is growing, tight on cash or facing a big decision, we would like to hear from you.
We are taking on a small first group of businesses this year.
Get in touch
Book a 30-minute chat.
Send us a short email about your business and we will come back to you to set a time. No preparation needed.
Email us
Tell us your name, your business, and what you are trying to decide. If you have an accountant, let us know who it is.
We use your details only to reply to you, and we do not share them.
What happens next
- We reply to set a timeBy email, or by phone if you prefer.
- We talk for 30 minutesYou speak to a chartered accountant about what you are trying to decide, and what your dashboard would show you.
- We contact your accountantOnly with your go-ahead.
There is no cost and no commitment for the first chat.