Every OptiTax feature in one chat
Voice notes for everything: slips, kids, reminders, tax.
Your books,
in WhatsApp.
Scan a slip. Say what you need. OptiTax reads it, files it for tax and answers in seconds, with a tap to see the detail. No app, no spreadsheets, no shoebox.
Start free on WhatsApp📸 Slips read in seconds🎙️ Voice notes👥 Bill splits📊 Financials on tap🧾 VAT to claim back
OCEAN BASKET UMHLANGA
2 x Calamari ....... 258.00
1 x Prawns ......... 189.00
1 x Soft drink ....... 32.00
TOTAL ............... 479.00
VAT incl ............ 62.48
2 x Calamari ....... 258.00
1 x Prawns ......... 189.00
1 x Soft drink ....... 32.00
TOTAL ............... 479.00
VAT incl ............ 62.48
🧾 Ocean Basket Umhlanga
3 items · R479.00 inc VATMeals, business · VAT R62.48
Accept · Edit · Add note
Make this slip claimable
Done, moved to Business, so it is claimable. ✅
Snap itEvery item read and filed
▶ 0:03
Slips for last week, 21 to 27 Sep: 12 slips, R4 318.40.
Tap to view
▶ 0:02
Financials for August: income R184 200.00, net profit R41 950.00.
Tap to view
📄 optitax-financials.pdf
Say itVoice notes are commands
Split this with Sam
Splitting Ocean Basket with Sam. Tap to choose your items.
Tap to split
✅ Your R290.00 share is filed. Send Sam their R189.00 share:
Send their share
🎁 When Sam signs up from your link, they count as your referral.
Share itOnly your share is claimed
What you get
A bookkeeper in your pocket
Everything below works from the WhatsApp chat, and every answer opens a clean page on your phone with one tap.
📸
Slips read in seconds
Every line item, the shop, the date and the VAT, sorted business or personal.
🎙️
Talk to your books
"Last week's slips", "fuel for last month", "financials for December".
👥
Split bills
Tick your items, add a tip, and your friend gets their share to claim.
🏦
Bank statements matched
Upload a statement and it is reconciled to your slips, to the cent.
📊
Financials on tap
Income statement and trial balance for any dates, as a page and a PDF.
💚
See what you saved
Promos and loyalty discounts read off your slips, and who saves you most.
🧾
VAT to claim back
Input VAT for any period, split into claimable and needs a look.
🤝
Your accountant, connected
They see the same books on their dashboard. Questions come to you in WhatsApp.
Bill split
Out with friends? Only claim your share.
Say "split this with Sam" after you send the slip. Three taps later your share is filed and Sam has theirs.
// BILL SPLIT
Ocean Basket
Original bill R479.00
1. Tick what was yours
2 Calamari @ R129R258.00
−2+All
1 PrawnsR189.00
−0+All
1 Soft drinkR32.00
−1+All
My items R290.00 · Continue
// BILL SPLIT
Ocean Basket
Original bill R479.00
2. Who were you with?
SamThandiPieter
Their name
Their WhatsApp number
👥 Pick from contacts
On iPhone: share their contact in the chat (📎 then Contact) and they appear here.
Continue
// BILL SPLIT
Ocean Basket
Original bill R479.00
3. Tip, and how you paid
No tip10%15%
Your itemsR290.00
TipR29.00
TotalR319.00
PersonalBusinessCashCard
✅ Saved to your return
On your dashboard
The picture behind the chat
💚 Your savings
Saved in totalR2 846.20
This monthR412.60
Slips with a saving38
Who saves you the most
CheckersR912
Pick n PayR655
Dis-ChemR437
EngenR238
📊 Financials, 1 Jun to 31 Aug
IncomeR548 900.00
Cost of salesR301 250.00
Gross profitR247 650.00
Operating expensesR118 400.00
Net profitR129 250.00
Any dates you ask for. Every figure opens the lines behind it.
Cheat sheet
Just say it
Type it or send a voice note. Say "guide" any time to get back here.
Slips
"Last week's slips"Your week, tap to view
"Slips for 23 September"Any day
"Month to date slips"This month so far
"Slips from 1 to 15 August"Any dates
Fix a slip
"Make this slip claimable"Moves it to Business
"This one is personal"Moves it to Personal
"Delete / retake"Send it again
"Yes please / go ahead"Confirms, by voice too
Your numbers
"Financials last month"Income, profit, PDF
"Financials for December"Any month or range
"Fuel for last month"Any category, any period
"VAT for August"VAT to claim back
Friends and more
"Split this with Sam"Only your share is claimed
"Move those to personal"Many lines at once
"What needs answers"Anything we are waiting on
"Guide"This guide, any time
Try it on a slip in your wallet
Free to start. Nothing to download. optitax.tech/try
Start free on WhatsAppWatch how it works
See how it works
Slips, statements and tax, sorted on WhatsApp.
OptiTax and Tax Pig on Facebook
Send a slip on WhatsApp, it is read and counted for you.
Another quick look at OptiTax
A short reel from Kerry on how it works.
Snap the slip at the table
Kerry photographs a real bar slip with her phone, the way you would.
OptiTax, PlayZN and Echo Collective
How to sign up, and what else it connects to.
Dean tells Keri all about OptiTax
Dean Graham in studio with Keri Miller: what OptiTax and Tax Pig do for you.