Managing your finances should not be the hardest part of running your business. For most sole traders, freelancers, landlords, and small business owners, it is. Invoices live in one place. Expenses live somewhere else. Bank transactions need to be matched manually. Tax records are a separate problem entirely. And somewhere in the middle, the actual work of running your business gets buried under the admin of tracking it. Monesize Books is built to change that. The core product is free. You can create an account today, set up your financial profile, and start managing your books without paying anything. Premium…
Author: Oliver Hayes
Monesize’s main product thesis is built around a straightforward idea: businesses should not have to work around their software. The tools an organization uses to run its operations should work together, share context where it matters, and stay out of the way everywhere else. That principle has shaped every product in the Monesize ecosystem, from Core’s connected finance and operations layer, to Engage’s sales engine, to Desk’s structured support system. Today, we are introducing Monesize Gateway. It is the identity and organizational control layer that connects every Monesize product your business uses into one coherent environment. The Problem Gateway Solves…
Monesize Engage is finally live! Built for organisations that want to run a structured, repeatable sales process without relying on disconnected spreadsheets, personal inboxes, and individual memory, Monesize Engage brings every part of your outbound sales operation into a single shared workspace. What Monesize Engage Is Monesize Engage is a multitenant sales engine and CRM platform. It is designed around a single principle: sales information belongs to the organisation, not to the individual salesperson. When a salesperson leaves, the pipeline should not leave with them. When a new team member takes over an account, they should have immediate context, not…
Nigeria has one of the most administratively demanding tax environments for mid-market businesses. The Federal Inland Revenue Service requires monthly VAT filings, monthly Withholding Tax remittances, and a level of per-transaction discipline that most businesses manage in a combination of spreadsheets, manual TaxPro Max sessions, and institutional knowledge held by one or two people in finance. When that person leaves, the knowledge walks out with them. The Monesize Core Nigeria FIRS module changes that. VAT return data is built automatically from transaction records. WHT deductions are tracked at the point of payment, with rates applied from a built-in rate table…
A financial operations platform that only works in one country is not a platform for growing businesses. Mid-market companies expand across borders, hire internationally, and increasingly serve customers in multiple markets. When that happens, their accounting and tax obligations follow them. The software they use should follow them too. Monesize Core now includes native support for Irish VAT reporting and Australian GST reporting, sitting alongside the existing UK, US, and Canadian tax modules. All of them live in the same platform. All of them read from the same transaction data. None of them require a separate subscription, a third-party integration,…
Payroll is one of the most consequential financial operations a business runs. Every pay cycle touches employees, statutory obligations, bank accounts, and the general ledger simultaneously. Getting any one of those wrong has real consequences for the business, for compliance, and for the people being paid. Monesize Core v1 has always had a manual payroll module. It lets finance teams build pay runs from employee records, approve them, mark them as paid, and post the journal entry to the accounting ledger. That works well for smaller teams running straightforward payroll. But mid-market businesses with dozens or hundreds of employees typically…
When a business expands into Canada, or starts in Canada, the tax compliance question arrives quickly. Canada’s sales tax system is federal in structure but provincial in execution, and the Canada Revenue Agency expects registered businesses to file GST/HST returns on a schedule that depends on their annual revenue. For most mid-market businesses, that means quarterly filing at minimum. The Monesize Core Canada GST/HST Module handles this entirely within the platform. No separate filing software. No third-party aggregator. The transactions your team records throughout the period become the source data for the return, and when the filing period closes, the…
For years, the standard advice for any software product entering the US market was simple: plug in TaxJar or Avalara and move on. Both are excellent products. Both solve a real problem. And both add a line item to your customer’s bill that can run anywhere from $1,500 to tens of thousands of dollars per year depending on transaction volume. Monesize Core takes a different position. US sales tax calculation is not a feature that should live outside your financial operations platform. It should be built directly into the transaction lifecycle, the same way invoicing, payments, and accounting are. This…
Monesize Core was built around a straightforward idea: mid-market businesses should not have to manage their finance and operations as disconnected parts of the business. As businesses grow, that separation becomes expensive. Sales generate financial records. Purchases create liabilities. Inventory affects costs and availability. Payroll creates expenses and statutory obligations. And when a business operates across currencies or jurisdictions, the financial picture becomes harder still to maintain accurately. Monesize Core v2 takes that original proposition considerably further. The focus is no longer limited to one market. The platform is expanding to support mid-market and enterprise businesses operating across currencies, locations,…
Not every support request carries the same weight. A customer locked out of a critical system needs a faster response than one asking a general question about a feature they have not used yet. Customer support ticket prioritization is the practice of making that distinction deliberately, so your team spends its time where it matters most. Without a clear priority framework, support queues default to first-in, first-out. That sounds fair, but it means a low-stakes question submitted an hour ago gets worked before a critical issue submitted ten minutes ago. The result is slower resolution on the requests that most…