Overview
About Small Business Accounting
Introduction
Small Business Accounting Free is a comprehensive WordPress plugin developed by African Nomad Software (Pty) Ltd to empower micro and small businesses with essential accounting tools integrated directly within their WordPress website. This plugin centralizes core financial workflows such as customer and product management, quotations, invoicing, payments, expense tracking, and reporting, all accessible from a user-friendly dashboard designed for non-accountants.
Who the product is for
This plugin is ideal for small businesses with 1 to 25 employees, freelancers, consultants, agencies, tradespeople, educators, and small wholesalers who currently rely on spreadsheets, manual invoice templates, or disconnected systems. It particularly benefits WordPress users seeking a self-hosted, scalable, and cost-effective accounting solution that integrates seamlessly with their existing website and business processes.
Product overview
Small Business Accounting Free offers core accounting functionality including customer and product management with support for multiple product types (physical, virtual, downloadable, and services), quote and invoice creation with PDF exports, manual payment recording, expense tracking with VAT Lite summaries, and basic business reports. The plugin features a guided setup wizard and dashboard with workflow checklists and backup reminders to ensure data ownership and smooth onboarding.
Key benefits
- Centralizes financial administration within WordPress, ensuring data ownership and convenience.
- Supports multiple product types with stock management fields for physical products.
- Enables professional quote and invoice creation with version history and PDF-style public views.
- Includes VAT Lite summaries and standard income/expense categorization for compliance.
- Offers CSV-friendly data export and REST API endpoints for integration and scalability.
- Provides a clear upgrade path to Small Business Accounting Pro for advanced features without data loss.
Feature list
- Dedicated management areas for Customers, Products & Services, Quotes, Invoices, Payments, Expenses, Customer Statements, and Reports.
- Setup Wizard and Dashboard with backup/export reminders and business workflow checklists.
- Product categories with inline creation modals and automatic selection.
- Quotes with version history and quote-to-invoice conversion.
- Invoices supporting line items, discounts, manual payment recording, and PDF-style public views.
- VAT Lite management and standard income/expense account categorization.
- Basic business reports and CSV export workflows.
- REST API routes for modules and party data access.
- Integration support detected for WooCommerce, PayFast, Paystack, and Nomad Inventory.
- Email settings and invoice branding separated for focused customization.
Feature comparison table
| Feature | Free Edition | Pro Edition |
|---|---|---|
| Customer & Product Management | Included | Included |
| Quotes & Invoices | Included | Included |
| Manual Payment Recording | Included | Included |
| Expense Tracking & VAT Lite | Included | Included |
| Basic Business Reports | Included | Included |
| Subscription Management | Not Included | Included |
| Automated Payment Reminders | Not Included | Included |
| Multi-Currency Support | Not Included | Included |
| Payment Gateway Integrations (Stripe, PayPal) | Not Included | Included |
Detailed feature descriptions
Customers and Products Management
Manage customers with support for multiple email addresses and detailed product/service records featuring short and full descriptions. Products are classified as physical, virtual, downloadable, or services, with stock management fields available for physical items to track inventory levels.
Quotes and Invoices
Create and manage quotes with version history and convert them easily into invoices. Invoices support line items, discounts, manual payment recording, and provide PDF-style public views for professional presentation.
Expenses and VAT Lite
Track expenses with standard categorization and VAT Lite summaries to assist with tax compliance. Expense data integrates into reports for clear financial insights.
Reports and Data Export
Access basic business reports to monitor financial performance and export data in CSV format for further analysis or integration with other tools.
REST API and Integration
REST API endpoints enable external applications to interact with accounting data, supporting future automation and integration possibilities.
Integrations
Small Business Accounting Free detects and supports integration with popular platforms such as WooCommerce for e-commerce management, PayFast and Paystack for payment gateways, and Nomad Inventory for stock tracking. These integrations facilitate seamless workflows between sales, payments, and accounting.
Documentation and support
The plugin includes a guided setup wizard, business workflow checklists, and contextual help cards on main admin screens to help users understand the value of each feature. Support is provided through community forums and standard free channels, ensuring accessible assistance for new users.
Works Great With
- WordPress websites managing small business operations.
- WooCommerce stores requiring integrated accounting.
- Payment gateways like PayFast and Paystack via add-ons.
- Nomad Inventory for stock tracking and management.
Call to action
Start simplifying your small business accounting today by installing Small Business Accounting Free on your WordPress site. Manage your customers, quotes, invoices, and expenses all in one place with ease. When your business grows, upgrade seamlessly to Small Business Accounting Pro for advanced features and integrations without losing your data.
Compare Nomad Small Business Accounting editions
Nomad Small Business Accounting Editions Overview
Nomad Small Business Accounting by African Nomad Software (Pty) Ltd offers a tailored accounting automation solution for WordPress website owners and small to large organisations. Supporting one WordPress website and one company profile per installation, it streamlines core accounting tasks including invoicing, payments, subscriptions, multi-currency handling, reminders, statements, bank CSV imports, receipt capture, and progress invoicing. Payment gateway functionality is extended through separate gateway connector add-ons. The product family is structured into three active editions—Free, Pro, and Enterprise—each designed to meet distinct business needs and scales.
Which edition is right for you?
Choosing the right edition depends on your business size, complexity, and required features. If you are a WordPress user or a small business just beginning with automated accounting, the Free edition provides essential capabilities to get started. Growing businesses that require advanced workflows, integrations, and commercial features will find the Pro edition suitable. For larger organisations with complex deployments, enterprise-grade controls, and priority support, the Enterprise edition offers the necessary scale and capabilities.
Free Edition
The Free edition of Nomad Small Business Accounting is ideal for WordPress users and small businesses starting with core accounting functionality. It includes the Nomad Core Identity, Dashboard, Setup Wizard, Customers, Products & Services, Quotes, Invoices, Payments, Expenses, Customer Statements, VAT Lite summaries, and basic business reports. Users benefit from manual payment recording, invoice branding, email settings, income and expense accounts, and standard expense categorisation. The Free edition supports receipt capture, bank CSV imports, and progress invoicing, providing a solid foundation for managing finances. Support is community-based or standard free support. When your business requires advanced features such as subscriptions, automated statements, multi-currency support, or payment gateways, upgrading to the Pro edition is recommended.
Pro Edition
Designed for growing businesses, the Pro edition builds upon the Free edition by adding advanced features and integrations essential for expanding operations. It includes the AI Product Assistant for enhanced product description generation and SEO, Accounting Pro capabilities, CRM automation (when Nomad CRM is installed), multi-currency and exchange rate support, subscriptions, billing runs, payment reminders, automated statements, VAT reports, and a comprehensive reporting hub with budget forecasting and profit & loss analytics. The Pro edition also introduces grouped admin hubs to streamline the accounting menu, dedicated accounting roles with restricted access, and support for payment gateways through add-ons. It supports one WordPress website and one company profile, offering standard product support. Businesses requiring enterprise-scale controls, multiple sales channels, or priority support should consider upgrading to the Enterprise edition.
Enterprise Edition
The Enterprise edition caters to larger organisations and complex deployments needing advanced enterprise capabilities and priority support. It includes Accounting Enterprise features, multiple sales channels with individual domains, currencies, callback URLs, and scoped API keys. This edition supports extensive REST API endpoints for integration, product classifications including plans, licenses, and physical products, and marketplace plan keys and activation limits. Enterprise offers priority enterprise support, advanced company and sales channel management, and enhanced licensing and protected updates. It is tailored for organisations requiring scalable deployment options, granular control over sales channels, and sophisticated accounting workflows beyond the scope of the Pro edition.
Upgrade Guidance
Starting with the Free edition is recommended for small businesses and WordPress users new to accounting automation. As your business grows and demands more advanced workflows, multi-currency handling, subscription billing, or payment gateway integration, upgrading to the Pro edition will provide these enhanced capabilities. For organisations with complex requirements such as multiple sales channels, API integrations, enterprise accounting controls, and priority support, moving from Pro to Enterprise is the advised path. Each upgrade ensures access to features appropriate for your business scale without compromising existing data or workflows.
| Feature | Free | Pro | Enterprise |
|---|---|---|---|
| Admin & Workflow | |||
| Nomad Core Identity Provides a dedicated Nomad Core Identity management area. |
✓ | ✓ | ✓ |
| AI Product Assistant Provides a dedicated AI Product Assistant management area. |
— | ✓ | ✓ |
| Accounting Pro Provides a dedicated Accounting Pro management area. |
— | ✓ | — |
| Dashboard Provides a dedicated Dashboard management area. |
✓ | ✓ | — |
| Accounting Enterprise Provides a dedicated Accounting Enterprise management area. |
— | — | ✓ |
| Setup Wizard Provides a dedicated Setup Wizard management area. |
✓ | ✓ | — |
| Customers Provides a dedicated Customers management area. |
✓ | ✓ | — |
| Sales Channels & API Keys Provides a dedicated Sales Channels & API Keys management area. |
— | — | ✓ |
| Products & Services Provides a dedicated Products & Services management area. |
✓ | ✓ | — |
| Product Categories Provides a dedicated Product Categories management area. |
✓ | ✓ | — |
| Quotes Provides a dedicated Quotes management area. |
✓ | ✓ | — |
| Invoices Provides a dedicated Invoices management area. |
✓ | ✓ | — |
| Payments Provides a dedicated Payments management area. |
✓ | ✓ | — |
| Accounting Provides a dedicated Accounting management area. |
✓ | ✓ | — |
| Expenses Provides a dedicated Expenses management area. |
✓ | ✓ | — |
| Customer Statements Provides a dedicated Customer Statements management area. |
✓ | ✓ | — |
| VAT Lite Provides a dedicated VAT Lite management area. |
✓ | ✓ | — |
| Payment Follow-up Provides a dedicated Payment Follow-up management area. |
✓ | ✓ | — |
| Pro Roadmap Provides a dedicated Pro Roadmap management area. |
✓ | ✓ | — |
| Subscriptions Provides a dedicated Subscriptions management area. |
— | ✓ | — |
| Billing Runs Provides a dedicated Billing Runs management area. |
— | ✓ | — |
| Payment Reminders Provides a dedicated Payment Reminders management area. |
— | ✓ | — |
| Automated Statements Provides a dedicated Automated Statements management area. |
— | ✓ | — |
| VAT Reports Provides a dedicated VAT Reports management area. |
— | ✓ | — |
| Reports Provides a dedicated Reports management area. |
✓ | ✓ | — |
| Payment Gateways Provides a dedicated Payment Gateways management area. |
— | ✓ | — |
| Currency Settings Provides a dedicated Currency Settings management area. |
— | ✓ | — |
| Exchange Rates Provides a dedicated Exchange Rates management area. |
— | ✓ | — |
| CRM Automation Provides a dedicated CRM Automation management area. |
— | ✓ | — |
| Data & Export Provides a dedicated Data & Export management area. |
✓ | ✓ | — |
| Company Settings Provides a dedicated Company Settings management area. |
✓ | ✓ | — |
| Invoice Settings Provides a dedicated Invoice Settings management area. |
✓ | ✓ | — |
| Invoice Branding Provides a dedicated Invoice Branding management area. |
✓ | ✓ | — |
| Email Settings Provides a dedicated Email Settings management area. |
✓ | ✓ | — |
| Income Accounts Provides a dedicated Income Accounts management area. |
✓ | ✓ | — |
| Expense Accounts Provides a dedicated Expense Accounts management area. |
✓ | ✓ | — |
| Logs Provides a dedicated Logs management area. |
✓ | ✓ | — |
| API & Automation | |||
| REST API: ana/v1/ping Provides a WordPress REST API route under ana/v1/ping. |
— | — | ✓ |
| REST API: ana/v1/products Provides a WordPress REST API route under ana/v1/products. |
— | — | ✓ |
| REST API: ana/v1/products/(?P\d+) Provides a WordPress REST API route under ana/v1/products/(?P\d+). |
— | — | ✓ |
| REST API: ana/v1/checkout-order Provides a WordPress REST API route under ana/v1/checkout-order. |
— | — | ✓ |
| REST API: ana/v1/sales Provides a WordPress REST API route under ana/v1/sales. |
— | — | ✓ |
| REST API: nomad/v1/modules Provides a WordPress REST API route under nomad/v1/modules. |
✓ | ✓ | ✓ |
| REST API: nomad/v1/party/(?P\d+) Provides a WordPress REST API route under nomad/v1/party/(?P\d+). |
✓ | ✓ | ✓ |
| Detected Modules | |||
| Licensing A related module or component was detected in the plugin package. |
✓ | ✓ | ✓ |
| Features | |||
| A Company May Own Any Number Of Sales Channels. A company may own any number of Sales Channels. |
— | — | ✓ |
| Customers With Multiple Email Addresses Customers with multiple email addresses |
✓ | ✓ | — |
| Invoices, Invoice Level Document Template Selection, Payments And Payment Gateway Add On Support. Invoices, invoice-level document template selection, payments and payment gateway add-on support. |
— | ✓ | — |
| Every Sales Channel Has Its Own Domain, Currency, Callback, And Scoped API Keys. Every Sales Channel has its own domain, currency, callback, and scoped API keys. |
— | — | ✓ |
| One Company Profile. One company profile. |
— | ✓ | — |
| Payment Reminders And Customer Statements With Selectable Document Templates. Payment reminders and customer statements with selectable document templates. |
— | ✓ | — |
| Products And Services With Short And Full Descriptions Products and services with short and full descriptions |
✓ | ✓ | — |
| Grouped Admin Hubs To Keep The Accounting Menu Compact. Grouped admin hubs to keep the Accounting menu compact. |
— | ✓ | — |
| One WordPress Website. One WordPress website. |
— | ✓ | — |
| Product Type Classification For Physical, Virtual, Downloadable And Service Records Product type classification for physical, virtual, downloadable and service records |
✓ | ✓ | — |
| Products Are Assigned Independently To One Or More Sales Channels. Products are assigned independently to one or more Sales Channels. |
— | — | ✓ |
| Basic Stock Management Fields For Physical Products Basic stock-management fields for physical products |
✓ | ✓ | — |
| Channel Assignments Can Override Price And Currency. Channel assignments can override price and currency. |
— | — | ✓ |
| Customers, Products And Services. Customers, products and services. |
— | ✓ | — |
| Expenses & Banking Hub With KPI Cards, Expense Timelines, Category/supplier Drilldowns And Bank Import Snapshot. Expenses & Banking hub with KPI cards, expense timelines, category/supplier drilldowns and bank import snapshot. |
— | ✓ | — |
| Dedicated Accounting, Accounting Manager And Restricted Accounting Agent Roles With Accounting Only Admin Menu Access. Dedicated Accounting, Accounting Manager and restricted Accounting Agent roles with accounting-only admin menu access. |
— | ✓ | — |
| Each Product Is Exactly One Of Plan, License, Or Physical Product. Each product is exactly one of Plan, License, or Physical product. |
— | — | ✓ |
| Product Categories, Standard Income Accounts And Standard Expense Accounts Product categories, standard income accounts and standard expense accounts |
✓ | ✓ | — |
| Product Category Management, Including Inline Category Creation From The Product Form. Product category management, including inline category creation from the product form. |
— | ✓ | — |
| 8 Built In Invoice And Statement Templates. 8 built-in invoice and statement templates. |
— | ✓ | — |
| Plans Expose A Plan Key For Marketplace Entitlement Adapters. Plans expose a plan key for marketplace entitlement adapters. |
— | — | ✓ |
| Product Slug/SKU Placeholder Generation From The Product Name. Product slug/SKU placeholder generation from the product name. |
— | ✓ | — |
| Quotes With Version History And Quote To Invoice Conversion Quotes with version history and quote-to-invoice conversion |
✓ | ✓ | — |
| Inventory Ready Product Classification And Stock Management Fields For Physical Products. Inventory-ready product classification and stock-management fields for physical products. |
— | ✓ | — |
| Invoices With Line Items, Discounts And PDF Style Public Views Invoices with line items, discounts and PDF-style public views |
✓ | ✓ | — |
| Licenses Expose An Activation Limit For The Licensing & Sales Server. Licenses expose an activation limit for the Licensing & Sales Server. |
— | — | ✓ |
| Stabilisation Rollback From The Last Working Priority 6 Build. Stabilisation rollback from the last working Priority 6 build. |
— | ✓ | — |
| AI Product Assistant For Short And Detailed Descriptions, Structured FAQ, SEO, Rewrite, Expansion And Summarisation. AI Product Assistant for short and detailed descriptions, structured FAQ, SEO, rewrite, expansion and summarisation. |
— | ✓ | — |
| Manual Payment Recording Manual payment recording |
✓ | ✓ | — |
| Physical Products Never Expose A Digital Entitlement And Remain Inventory Capable. Physical products never expose a digital entitlement and remain inventory-capable. |
— | — | ✓ |
| Temporarily Removes The Priority 7 Payment Gateway Ecosystem Layer Because It Caused A Critical Error On Site Testing. Temporarily removes the Priority 7 Payment Gateway Ecosystem layer because it caused a critical error on site testing. |
— | ✓ | — |
| Expenses, Standard Expense Categorisation And VAT Lite Summaries Expenses, standard expense categorisation and VAT Lite summaries |
✓ | ✓ | — |
| Quotes, Quote Versions And Quote To Invoice Conversion. Quotes, quote versions and quote-to-invoice conversion. |
— | ✓ | — |
| Reapplies Priority 1 Account Mapping And Ledger QA On Top Of The Confirmed Stable Rollback Baseline. Reapplies Priority 1 Account Mapping and Ledger QA on top of the confirmed stable rollback baseline. |
— | ✓ | — |
| Repeated Order/payment Requests Are Idempotent And Do Not Create Duplicate Accounting Invoices. Repeated order/payment requests are idempotent and do not create duplicate Accounting invoices. |
— | — | ✓ |
| Basic Business Reports Basic business reports |
✓ | ✓ | — |
| Invoices, Payments And Payment Gateway Add On Support. Invoices, payments and payment gateway add-on support. |
— | ✓ | — |
| Kept Product Code, Quantity, Unit Price, Gross, Discounts, VAT And Totals Visible In Invoice View And Print/PDF Output. Kept product code, quantity, unit price, gross, discounts, VAT and totals visible in invoice view and print/PDF output. |
— | ✓ | — |
| Select The Company In Accounting Enterprise. Select the company in Accounting Enterprise. |
— | — | ✓ |
| Added Separate Invoice Columns For Product Code, Product Name And Product Description. Added separate invoice columns for product code, product name and product description. |
— | ✓ | — |
| CSV Friendly Data And Export Workflows CSV-friendly data and export workflows |
✓ | ✓ | — |
| Open Accounting Enterprise Sales Channels & API. Open Accounting Enterprise > Sales Channels & API. |
— | — | ✓ |
| Subscriptions And Billing Runs. Subscriptions and billing runs. |
— | ✓ | — |
| Added Overall Analytics Graphs To The Main Accounting Dashboard. Added Overall Analytics graphs to the main Accounting dashboard. |
— | ✓ | — |
| Create A Sales Channel For The Marketplace And Enter Its Exact Domain. Create a Sales Channel for the marketplace and enter its exact domain. |
— | — | ✓ |
| First Business Workflow Checklist After Setup First business workflow checklist after setup |
✓ | ✓ | — |
| Payment Reminders And Customer Statements. Payment reminders and customer statements. |
— | ✓ | — |
| Added Selected Period Dashboard KPI Strip For Income, Payments Collected, Expenses And Estimated Profit. Added selected-period dashboard KPI strip for income, payments collected, expenses and estimated profit. |
— | ✓ | — |
| Dashboard Backup/export Reminder To Reinforce Data Ownership Dashboard backup/export reminder to reinforce data ownership |
✓ | ✓ | — |
| Expenses, Recurring Expenses, Receipts And Bank CSV Imports. Expenses, recurring expenses, receipts and bank CSV imports. |
— | ✓ | — |
| Set Its Default Currency. Set its default currency. |
— | — | ✓ |
| Added Dashboard Timeline Graphs For Income/expenses/profit Loss And Payments/expenses/cash Movement. Added dashboard timeline graphs for income/expenses/profit-loss and payments/expenses/cash movement. |
— | ✓ | — |
| Invoice Preview Access From Invoice Settings Invoice preview access from Invoice Settings |
✓ | ✓ | — |
| Multi Currency And Exchange Rate Support. Multi-currency and exchange-rate support. |
— | ✓ | — |
| Set The Purchase Callback URL To The Marketplace Licensing & Sales Server Endpoint: Set the purchase callback URL to the marketplace Licensing & Sales Server endpoint: |
— | — | ✓ |
| Added Quick Links To Full Analytics Dashboard And Profit & Loss Using The Same Selected Dashboard Period. Added quick links to full Analytics Dashboard and Profit & Loss using the same selected dashboard period. |
— | ✓ | — |
| Business Outcome Help Text On The Main Admin Screens Business-outcome help text on the main admin screens |
✓ | ✓ | — |
| Create And Save A Callback Secret. Create and save a callback secret. |
— | — | ✓ |
| VAT Lite Summaries. VAT Lite summaries. |
— | ✓ | — |
| Added Restricted Accounting Agent Role For External Accountants/bookkeepers. Added restricted Accounting Agent role for external accountants/bookkeepers. |
— | ✓ | — |
| Assign The Company's Products To That Sales Channel. Assign the company's products to that Sales Channel. |
— | — | ✓ |
| CRM Automation When Nomad CRM Is Installed. CRM automation when Nomad CRM is installed. |
— | ✓ | — |
| Upload The Plugin Folder To /wp Content/plugins/ Or Install The ZIP Through Plugins Add New. Upload the plugin folder to `/wp-content/plugins/` or install the ZIP through Plugins > Add New. |
✓ | ✓ | — |
| Accounting Agent Users Only See The Accounting Menu And Approved Accounting/reporting Screens. Accounting Agent users only see the Accounting menu and approved accounting/reporting screens. |
— | ✓ | — |
| Activate "Nomad Small Business Accounting". Activate "Nomad Small Business Accounting". |
✓ | ✓ | — |
| For Plan Products, Set The Marketplace Plan Key. For Plan products, set the marketplace plan key. |
— | — | ✓ |
| Licensing And Protected Updates. Licensing and protected updates. |
— | ✓ | — |
| Added Accounting Agent Access Screen Documenting Allowed And Restricted Activities. Added Accounting Agent Access screen documenting allowed and restricted activities. |
— | ✓ | — |
| Added Action Specific Output Token Limits And A 120 Second Detailed Description Request Window. Added action-specific output token limits and a 120-second detailed-description request window. |
— | ✓ | — |
| For License Products, Set The Activation Limit. For License products, set the activation limit. |
— | — | ✓ |
| Open Accounting In The WordPress Admin Menu. Open Accounting in the WordPress admin menu. |
✓ | ✓ | — |
| Added Year End Reporting Under The Reporting Group. Added Year End Reporting under the Reporting group. |
— | ✓ | — |
| Configure Company Settings, Invoice Settings, Products/services And Customers. Configure company settings, invoice settings, products/services and customers. |
✓ | ✓ | — |
| Generate An API Key Scoped To That Company, Sales Channel, And Marketplace Domain. Generate an API key scoped to that company, Sales Channel, and marketplace domain. |
— | — | ✓ |
| Reduced Routine GPT 5 Reasoning Effort For Faster Product Content Generation. Reduced routine GPT-5 reasoning effort for faster product-content generation. |
— | ✓ | — |
| Added Bounded Prompt Context And Clearer Timeout Diagnostics Without Changing Existing Product Content. Added bounded prompt context and clearer timeout diagnostics without changing existing product content. |
— | ✓ | — |
| Added Initial Capital, Balance Brought Forward And Manual Opening Adjustment Records. Added initial capital, balance brought forward and manual opening adjustment records. |
— | ✓ | — |
| Copy The Full API Key Immediately; Only Its Prefix Is Retained For Display. Copy the full API key immediately; only its prefix is retained for display. |
— | — | ✓ |
| Create Your First Quote Or Invoice. Create your first quote or invoice. |
✓ | ✓ | — |
| Added Financial Year Close Workflow That Carries Closing Balance Forward Into The Next Financial Year. Added financial-year close workflow that carries closing balance forward into the next financial year. |
— | ✓ | — |
| Added The Complete Approval Based AI Product Assistant To Products & Services. Added the complete approval-based AI Product Assistant to Products & Services. |
— | ✓ | — |
| GET /ping GET /ping |
— | — | ✓ |
| Product Categories Now Start Empty Instead Of Being Preloaded With Bundled/default Categories. Product categories now start empty instead of being preloaded with bundled/default categories. |
✓ | ✓ | — |
| Added A + Add Category Button Beside The Product Category Dropdown. Added a + Add Category button beside the product category dropdown. |
✓ | ✓ | — |
| Added Short And Detailed Description Generation, FAQ, SEO, Rewrite, Expand And Summarise Actions. Added short and detailed description generation, FAQ, SEO, rewrite, expand and summarise actions. |
— | ✓ | — |
| Added Year End Summary Cards, Income/expense Detail And CSV Export. Added year-end summary cards, income/expense detail and CSV export. |
— | ✓ | — |
| GET /products GET /products |
— | — | ✓ |
| Added An Inline Modal To Create A Category Without Leaving The Product Form. Added an inline modal to create a category without leaving the product form. |
✓ | ✓ | — |
| Added Structured FAQ And Separate SEO Storage. Added structured FAQ and separate SEO storage. |
— | ✓ | — |
| Budget Forecasting Now Starts Cumulative Forecasts From Opening Capital / Balance B/F. Budget Forecasting now starts cumulative forecasts from opening capital / balance B/F. |
— | ✓ | — |
| GET /products/{id} GET /products/{id} |
— | — | ✓ |
| Added Budget Forecasting To The Reporting Hub. Added Budget Forecasting to the Reporting hub. |
— | ✓ | — |
| Added Independent Accounting Pro AI Settings And Image Aware Generation For Public HTTPS Product Images. Added independent Accounting Pro AI settings and image-aware generation for public HTTPS product images. |
— | ✓ | — |
| Newly Created Categories Are Selected Automatically On The Product Form. Newly created categories are selected automatically on the product form. |
✓ | ✓ | — |
| POST /checkout Order POST /checkout-order |
— | — | ✓ |
| Added A 12 Month Budget Planner For Projected Income And Expense Items. Added a 12-month budget planner for projected income and expense items. |
— | ✓ | — |
| Added Clear Add First Product And Add First Customer Buttons After Setup Guidance. Added clear **Add First Product** and **Add First Customer** buttons after setup guidance. |
✓ | ✓ | — |
| POST /sales POST /sales |
— | — | ✓ |
| Preserved Existing Product Fields, Invoicing, Inventory, Gateway Add Ons And Licensing. Preserved existing product fields, invoicing, inventory, gateway add-ons and licensing. |
— | ✓ | — |
| Added Exact Payment Dates, Recurring Income/expense Options And Frequency Selection For Budget Items. Added exact payment dates, recurring income/expense options and frequency selection for budget items. |
— | ✓ | — |
| Added Live Inventory Stock Availability Labels On Invoice Product Selectors When Inventory Is Active. Added live Inventory stock availability labels on invoice product selectors when Inventory is active. |
— | ✓ | — |
| Setup Now Saves Only Company, Invoice And VAT Lite Defaults, Preventing Partial Customer/product Records. Setup now saves only company, invoice and VAT Lite defaults, preventing partial customer/product records. |
✓ | ✓ | — |
| Added Invoice Stock Warnings Before Saving Non Draft Invoices That Exceed Available Stock. Added invoice stock warnings before saving non-draft invoices that exceed available stock. |
— | ✓ | — |
| Added Push To Budget Buttons On Invoice And Expense Lists. Added Push to Budget buttons on invoice and expense lists. |
— | ✓ | — |
| Improved Onboarding Flow So Users Complete Intentional Product/customer Records From The Proper Screens. Improved onboarding flow so users complete intentional product/customer records from the proper screens. |
✓ | ✓ | — |
| Added 12 Month Budget Timeline Graph, Monthly Profit/loss Table, Occurrence List And CSV Export. Added 12-month budget timeline graph, monthly profit/loss table, occurrence list and CSV export. |
— | ✓ | — |
| Added Paid Invoice Stock Reduction Through Nomad Small Business Inventory. Added paid-invoice stock reduction through Nomad Small Business Inventory. |
— | ✓ | — |
| Moved Email Identity/template Controls Out Of Invoice Branding So Branding Focuses On Document Appearance. Moved email identity/template controls out of Invoice Branding so branding focuses on document appearance. |
✓ | ✓ | — |
| Added Dashboard Style KPI And Action Cards To Expenses & Banking. Added dashboard-style KPI and action cards to Expenses & Banking. |
— | ✓ | — |
| Added Stock Reduction Guard To Prevent The Same Invoice Reducing Stock More Than Once. Added stock-reduction guard to prevent the same invoice reducing stock more than once. |
— | ✓ | — |
| Existing Legacy Service/subscription Products Migrate To Plan. Existing legacy service/subscription products migrate to Plan. |
— | — | ✓ |
| Preserved Backwards Compatibility With Existing Invoice/quote/statement/reminder Template Settings. Preserved backwards compatibility with existing invoice/quote/statement/reminder template settings. |
✓ | ✓ | — |
| Added Manual Email Statement Action To Customer Statements. Added manual **Email Statement** action to Customer Statements. |
✓ | ✓ | — |
| Added Timeline Selectable Expense Timeline And Expense & Cash Impact Graphs. Added timeline-selectable Expense Timeline and Expense & Cash Impact graphs. |
— | ✓ | — |
| Existing Virtual/downloadable/licence/software Products Migrate To License. Existing virtual/downloadable/licence/software products migrate to License. |
— | — | ✓ |
| Payment Gateways Are Now Handled Through Separate Gateway Connector Add Ons. Payment gateways are now handled through separate gateway connector add-ons. |
— | ✓ | — |
| Added Expense Category Breakdown, Top Suppliers And Recent Bank Import Snapshot To The Expenses & Banking Hub. Added expense category breakdown, top suppliers and recent bank import snapshot to the Expenses & Banking hub. |
— | ✓ | — |
| Added Public Gateway Helper Wrappers For Add Ons. Added public gateway helper wrappers for add-ons. |
— | ✓ | — |
| Existing Physical Products Remain Physical And Are Forced To Once Off Billing. Existing physical products remain Physical and are forced to Once-off billing. |
— | — | ✓ |
| Manual Statement Emailing Is Included; Automated Scheduled Statement Runs Remain Pro. Manual statement emailing is included; automated scheduled statement runs remain Pro. |
✓ | ✓ | — |
| Added A Dedicated Reporting Hub. Added a dedicated Reporting hub. |
— | ✓ | — |
| Added Clearer Statement Email Success/failure Notices. Added clearer statement email success/failure notices. |
✓ | ✓ | — |
| Added Generic Gateway Payment Result Wording. Added generic gateway payment result wording. |
— | ✓ | — |
| Stock Fields Are Disabled For Plan And License Products. Stock fields are disabled for Plan and License products. |
— | — | ✓ |
| Added An Analytics Dashboard With Selectable Income, Collections, Expense, Profit And Cash Movement Timeline Graphs. Added an Analytics Dashboard with selectable income, collections, expense, profit and cash movement timeline graphs. |
— | ✓ | — |
| Added Company Scoped Sales Channels And API Keys. Added company-scoped Sales Channels and API keys. |
— | — | ✓ |
| Added Product Slug/SKU Generation From Product Name While Adding Products/services. Added product slug/SKU generation from product name while adding products/services. |
— | ✓ | — |
| Quote Creation Now Returns To The Quote Workflow Instead Of Opening The Old Proposal Generation Screen. Quote creation now returns to the quote workflow instead of opening the old proposal-generation screen. |
✓ | ✓ | — |
| Added A Profit & Loss Screen With Period Selector. Added a Profit & Loss screen with period selector. |
— | ✓ | — |
| Added Multiple Sales Channels Per Company. Added multiple Sales Channels per company. |
— | — | ✓ |
| Added Short Description Prompt Field And Generate Button On Products & Services. Added Short Description Prompt field and generate button on Products & Services. |
— | ✓ | — |
| Started Formal Versioned Release Packaging So Future Changes Are Traceable Instead Of Overwriting V1.0.0. Started formal versioned release packaging so future changes are traceable instead of overwriting v1.0.0. |
✓ | ✓ | — |
| Added Channel Specific Product Assignments, Prices, Currencies, Plan Keys, And Activation Limits. Added channel-specific product assignments, prices, currencies, plan keys, and activation limits. |
— | — | ✓ |
| Added Receivables Ageing, Top Customers, Top Products/services, Collection Rate And Average Invoice Analytics. Added receivables ageing, top customers, top products/services, collection rate and average invoice analytics. |
— | ✓ | — |
| Confirmed Inline + Category Creation On Products & Services. Confirmed inline + category creation on Products & Services. |
— | ✓ | — |
| Preserved The V1.0.0 Product Identity And Core Feature Scope While Promoting The Latest Quality Pass Build To V1.0.1. Preserved the v1.0.0 product identity and core feature scope while promoting the latest quality-pass build to v1.0.1. |
✓ | ✓ | — |
| Added Dashboard Style KPI And Action Cards To Invoice & Get Paid. Added dashboard-style KPI and action cards to Invoice & Get Paid. |
— | ✓ | — |
| Confirmed PDF Style Customer Statements As Part Of The Customer Facing Document Standard. Confirmed PDF-style customer statements as part of the customer-facing document standard. |
✓ | ✓ | — |
| Enforced Strict Plan, License, Or Physical Product Classification. Enforced strict Plan, License, or Physical product classification. |
— | — | ✓ |
| Licensing Build. Licensing build. |
— | ✓ | — |
| Added Release Discipline Documentation For Future Patches, Minor Releases And Major Releases. Added release discipline documentation for future patches, minor releases and major releases. |
✓ | ✓ | — |
| Added Scoped Product, Checkout Order, And Completed Sale REST APIs. Added scoped product, checkout-order, and completed-sale REST APIs. |
— | — | ✓ |
| Added Timeline Selectable Income Graphs To Invoice & Get Paid. Added timeline-selectable income graphs to Invoice & Get Paid. |
— | ✓ | — |
| Added Secure Callback Fulfilment Through Nomad Licensing & Sales Server. Added secure callback fulfilment through Nomad Licensing & Sales Server. |
— | — | ✓ |
| Moved Detailed Accounting Screens Behind Hub Pages So The WordPress Sidebar Is Cleaner. Moved detailed accounting screens behind hub pages so the WordPress sidebar is cleaner. |
— | ✓ | — |
| Repositioned As Nomad Small Business Accounting For WordPress.org Entry Use. Repositioned as Nomad Small Business Accounting for WordPress.org entry use. |
✓ | ✓ | — |
| Added/updated Dedicated Accounting Roles With The Accounting Capability And Upload Support For Receipts/logos. Added/updated dedicated Accounting roles with the accounting capability and upload support for receipts/logos. |
— | ✓ | — |
| Locked The Core Scope Around Customers, Products/services, Quotes, Invoices, Manual Payments, Expenses And Reports. Locked the core scope around customers, products/services, quotes, invoices, manual payments, expenses and reports. |
✓ | ✓ | — |
| Reused The Native Enterprise Sale Engine For Invoices, VAT, Payments, CRM, Stock, Ledger, And Audit Workflows. Reused the native Enterprise sale engine for invoices, VAT, payments, CRM, stock, ledger, and audit workflows. |
— | — | ✓ |
| Added Discount Totals To The Invoice Summary Even When Discounts Are Zero, So The Breakdown Remains Visible. Added discount totals to the invoice summary even when discounts are zero, so the breakdown remains visible. |
— | ✓ | — |
| Added Idempotent Checkout And Paid Sale Handling. Added idempotent checkout and paid-sale handling. |
— | — | ✓ |
| Restricted Product Billing Cycles To Once Off And Monthly For A Simpler, More Useful First Release. Restricted product billing cycles to Once Off and Monthly for a simpler, more useful first release. |
✓ | ✓ | — |
| Added Generic Gateway Completion Hooks And Hosted Checkout Fallback. Added generic gateway completion hooks and hosted-checkout fallback. |
— | — | ✓ |
| Reduced Invoice Line Item Font Size And Tightened Table Spacing To Reduce Wrapping On Printed/PDF Invoices. Reduced invoice line-item font size and tightened table spacing to reduce wrapping on printed/PDF invoices. |
— | ✓ | — |
| Replaced Product Specific Default Income/expense Accounts With Standard Accounting Categories. Replaced product-specific default income/expense accounts with standard accounting categories. |
✓ | ✓ | — |
| Added A First Business Workflow Checklist To Guide Users From Setup To Payment Recording. Added a first business workflow checklist to guide users from setup to payment recording. |
✓ | ✓ | — |
| Added Productcode To The Licensing Payload While Preserving The Readable Product Name For Admin Display. Added `product_code` to the licensing payload while preserving the readable product name for admin display. |
— | ✓ | — |
| Added Configurable Financial Year Start Month And Day In Company Settings And The Setup Wizard. Added configurable financial year start month and day in Company Settings and the setup wizard. |
— | ✓ | — |
| Added Invoice Preview Access From Invoice Settings. Added invoice preview access from Invoice Settings. |
✓ | ✓ | — |
| Added A Dashboard Backup/export Reminder To Reinforce Data Ownership. Added a dashboard backup/export reminder to reinforce data ownership. |
✓ | ✓ | — |
| Improved Profit & Loss Wording For Financial Year End Management Reporting. Improved Profit & Loss wording for financial year-end management reporting. |
— | ✓ | — |
| Added Business Outcome Help Cards To The Main Screens So Users Understand The Value Of Each Workflow. Added business-outcome help cards to the main screens so users understand the value of each workflow. |
✓ | ✓ | — |
| Added Configurable VAT Reporting Frequency And VAT Period Anchor Month. Added configurable VAT reporting frequency and VAT period anchor month. |
— | ✓ | — |
| Added A Reporting Period Dropdown Beside The Quick Period Buttons For Clearer Timeframe Changes. Added a reporting period dropdown beside the quick period buttons for clearer timeframe changes. |
— | ✓ | — |
| Added Product Type Classification To Products & Services. Added product type classification to Products & Services. |
✓ | ✓ | — |
| Added Manage Stock, Opening Stock, Current Stock And Reorder Level Fields For Physical Products. Added Manage Stock, opening stock, current stock and reorder level fields for physical products. |
✓ | ✓ | — |
| Added Selected Date Range Labels Above Analytics Charts. Added selected date range labels above analytics charts. |
— | ✓ | — |
| Added Upgrade Migration, CSV Export Support And REST Product Payload Fields For Future Inventory Integration. Added upgrade migration, CSV export support and REST product payload fields for future Inventory integration. |
✓ | ✓ | — |
| Expanded Chart Detail Tables To Reflect The Selected Period Instead Of Only Showing The Most Recent Six Buckets. Expanded chart detail tables to reflect the selected period instead of only showing the most recent six buckets. |
— | ✓ | — |
| Financial Report Exports: Income, Expenses And Income/expenses/profit Loss. Financial report exports: income, expenses and income/expenses/profit-loss. |
— | ✓ | — |
| Added CSV And Excel Compatible XLS Export Options For Selected Report Periods. Added CSV and Excel-compatible XLS export options for selected report periods. |
— | ✓ | — |
| Added All Time To Reporting Period Selectors. Added All time to reporting period selectors. |
— | ✓ | — |
| Added Report Export Controls To Reporting, Profit & Loss, Invoice & Get Paid, Expenses & Banking And Data & Export. Added report export controls to Reporting, Profit & Loss, Invoice & Get Paid, Expenses & Banking and Data & Export. |
— | ✓ | — |
| Upgraded Bank Feeds Into A Full CSV Bank Feed Review Workflow. Upgraded Bank Feeds into a full CSV bank-feed review workflow. |
— | ✓ | — |
| Added Bank Account Selection, Import Batches, Duplicate Detection And Balance Column Support. Added bank account selection, import batches, duplicate detection and balance column support. |
— | ✓ | — |
| Added Bank Feed Actions To Record Invoice Payments, Create Expenses, Match Expenses And Pay Supplier Bills. Added bank feed actions to record invoice payments, create expenses, match expenses and pay supplier bills. |
— | ✓ | — |
| Improved Bank Reconciliation Filters And Selected Account Reconciled Totals. Improved Bank Reconciliation filters and selected-account reconciled totals. |
— | ✓ | — |
| Added Account Mapping And Ledger QA Screens For Safer Ledger Posting. Added Account Mapping and Ledger QA screens for safer ledger posting. |
— | ✓ | — |
| Added Default Ledger Account Mappings And Operational Income/expense Category Mappings. Added default ledger account mappings and operational income/expense category mappings. |
— | ✓ | — |
| Added Health Checks For Trial Balance, Balance Sheet, Unposted Transactions And Duplicate Source Journals. Added health checks for trial balance, balance sheet, unposted transactions and duplicate source journals. |
— | ✓ | — |
| Safe Reapply Of Better Document Templates With Previews, Thumbnails, Document Variants And Print/PDF Controls. Safe reapply of better document templates with previews, thumbnails, document variants and print/PDF controls. |
— | ✓ | — |
| Front-end Experience | |||
| Africannomadpaymentresult shortcode Provides the [african_nomad_payment_result] shortcode. |
✓ | ✓ | ✓ |
| Integrations | |||
| Return Its Payment URL With The Nomadenterprisemarketplacecheckoutredirecturl Filter. Return its payment URL with the nomad_enterprise_marketplace_checkout_redirect_url filter. |
— | — | ✓ |
| Render Payment Controls Using Nomadenterprisemarketplacerendercheckout. Render payment controls using nomad_enterprise_marketplace_render_checkout. |
— | — | ✓ |
| Complete A Verified Payment By Calling Anaenterprisecompletemarketplaceorder($token, $paymentdata). Complete a verified payment by calling ana_enterprise_complete_marketplace_order($token, $payment_data). |
— | — | ✓ |
| AI Marketing Connections Securely connects AI Marketing Studio to African Nomad Accounting product data while Accounting remains the source of truth. |
✓ | ✓ | ✓ |
| WooCommerce integration Contains detected integration support for WooCommerce. |
✓ | ✓ | — |
| PayFast integration Contains detected integration support for PayFast. |
✓ | ✓ | — |
| Stripe integration Contains detected integration support for Stripe. |
— | ✓ | ✓ |
| PayPal integration Contains detected integration support for PayPal. |
— | ✓ | — |
| Paystack integration Contains detected integration support for Paystack. |
✓ | ✓ | ✓ |
| OpenAI integration Contains detected integration support for OpenAI. |
— | ✓ | ✓ |
| Nomad Inventory integration Contains detected integration support for Nomad Inventory. |
✓ | ✓ | ✓ |
| FAQ and SEO enriched product context Uses approved Accounting FAQ questions and SEO keywords in Pro campaign briefs and marketing workflows. |
— | ✓ | — |
| Product Overview | |||
| Core plugin functionality Small business accounting for WordPress: setup guidance, customers, products and services, VAT Lite, quotes, invoices, manual payments, expenses, reports, statements, PDFs and exports. |
✓ | ✓ | ✓ |