What is SME Snapshot

SME SNAPSHOT™

Take the guesswork out of the SME Ecosystem

Finally! A platform that provides a real-time financial SNAPSHOT™ of your clients’ critical business ratios. Designed for entrepreneurs, accounting firms, business coaches, advisors, incubators, and large organisations alike.

Whether you’re tracking your own finances or managing clients, this platform covers all bases. It tracks key metrics like turnover, cost of sales, net profit, debtors, creditors, and cash flow, plus important deadlines for VAT, income tax, and annual returns, giving you full control and peace of mind.

Simple to use, easy to navigate, always available.

GETTING STARTED

How it works

Congratulations on choosing SME SNAPSHOT™, the 1st and only ONE page business management dashboard. A place to display all your essential business information so you never again miss a regulatory deadline or get caught with your financial pants around your ankles.

REGISTER

Register your account. Choose your Accounting Package and Login.

ADMIN SECTION

Update the company information on Manage organisation and customise your dashboard.

ACCOUNT

Update your personal information and switch on alerts to stay on top of upcoming deadlines.

DASHBOARD

View your personal dashboard and easily navigate through key information, with clickable tiles offering more detailed insights at your fingertips.

HELP AND SUPPORT

Not sure of anything or the system is misbehaving? Mail hello@smesnapshot.com for help.

 

PRICING STRUCTURE

At SME SNAPSHOT™ we’re all about simplicity,
so in keeping with this tradition…

There’s no need to stress about which “packages” would be best to purchase for you or your business.
All packages come with essentially the same features with a few more nice to have for those who purchase in bulk.

SNAPSHOT™ Additional Services

At SME Snapshot™, we offer a range of optional services that you can add to your account as needed, giving you the flexibility to tailor the platform to your specific requirements. These services can be purchased directly within the dashboard once you’ve signed up for any of our plans, whether it’s Free, Bronze, Silver, or Gold.

Admin Dashboard
Gain advanced administrative controls for better oversight and management of your company’s data.

Events Manager
Stay ahead with the ability to manage and track key business events and deadlines in real-time.

Data Store
Safely store important documents, reports, and files, ensuring they’re easily accessible when needed.

Indicative Business Valuation
Receive a professional estimate of your company’s worth, helping you make informed business decisions.

Business Health Checklist
Assess the financial and operational health of your business with an easy-to-follow checklist.

White-labeling
Brand the platform with your own logo and colors to provide a seamless, branded experience for your clients.

Online Consultation
Get expert advice directly through the platform, whether for financial guidance, business strategy, or operational support.

GET IN TOUCH

Leave your details and we'll get in touch with you


    Our Contact Information

    Address: 5900 Balcones Drive STE 100, Austin Texas, 78731 | Phone: +27 83 397 2662 | Email: hello@smesnapshot.com

    Register today and start using SME SNAPSHOT™ for FREE