Your finances.
Your technology.
One partner.

Multi-Bank Support

FNB, Standard Bank, ABSA, Nedbank, Capitec, Investec, TymeBank, Discovery Bank

Auto-Classification

automated categorisation into Revenue, Expenses, and Transfers with 40+ sub-categories

Financial Dashboard

Monthly charts, pie breakdowns, trend analysis, and stat cards updated in real-time

Trial Balance

Full debit/credit layout with balanced summary and automatic reconciliation

Anomaly Detection

Duplicate transactions, outliers, weekend activity, and round-number flags

Export Reports

Download CSV data and print professional PDF reports for clients and SARS

Cash Flow Register

12-month cash flow with daily reconciliation, FY report & loan tracker

Invoicing & VAT

Invoices, bills and VAT with sales vs purchases reporting

Advance Payroll

PAYE / UIF / SDL & MIBCO, payslips, leave and EMP201 reports

StatementIQ Pro

Smart bank-statement coding into a categorised ledger & trial balance

Inventory System

Multi-industry inventory — chemical, retail or textile

Rental Property

Landlord workspace — leases, billing, deposits and arrears

Valuation & DD

IFRS 13 SME valuation with DCF, multiples and DD scoring

Asset Register

Enterprise fixed-asset register with depreciation & impairment

What does Surcix offer?

Surcix combines professional financial services with a cloud platform. On the services side we cover accounting, tax, business plans, management accounts and financial modelling; on the technology side, web, software, data analytics and automation. And our workspace suite lets you run your finances yourself — invoicing, cash flow, payroll, statement coding and more — all in one place.

What is included in the Surcix platform?

The workspace suite includes Cash Flow & Accounting, Invoicing & Billing (quotes, invoices, bills and VAT), Advance Payroll (PAYE, UIF, SDL, payslips and leave), StatementIQ Pro for coding your bank statements into a categorised ledger, and industry workspaces for inventory, fixed assets, rental, workshop, valuation and investors — all interlinked and saved to your account.

How much does it cost?

The platform runs on a simple subscription and credit model, and professional service work is quoted per project. Request a free quote through our website and we’ll respond within 24 hours with pricing tailored to your business.

Can I use the platform on its own, without hiring your services?

Yes. The workspace suite is fully self-service — create an account, load your own data, and run your invoicing, payroll, cash flow and reporting yourself. You can bring in our accountants for support whenever you need them, but it’s not required.

Do you work with startups or only established businesses?

Both. From brand-new startups needing their first accounting setup to established companies scaling up, the platform and our services grow with you. Starter options are designed specifically for new businesses.

Are you SARS registered and compliant?

Yes. Surcix Financial Services is a registered firm and a proud CIBA (Chartered Institute of Business Accountants) member. All accounting and tax work — and the platform’s VAT, PAYE and reporting logic — follows South African SARS requirements.

Is my data secure and saved?

Your workspace data is stored securely in the cloud against your own account, so it’s there every time you sign in, on any device. Only you can access your data, and it is never shared between accounts.

What areas do you serve?

We are based in South Africa and serve clients nationwide, with financial services focused on South African tax and compliance. The platform and our technology services are available anywhere, since everything runs in the cloud.