KompliTax supports two ways to add transactions. The SMS paste method is fastest for M-Pesa users.
Method 1 — SMS Paste (Recommended)
- Go to Transactions → Add Transaction
- Click the "SMS Paste" tab
- Open your M-Pesa messages on your phone
- Copy the full confirmation SMS. Example: "SLK4H7T2RQ Confirmed. Ksh3,500.00 received from JOHN KAMAU 0722123456 on 15/3/26 at 2:34 PM. New M-PESA balance is Ksh12,450.00."
- Paste it into KompliTax
- The AI automatically extracts: amount, sender/receiver name, M-Pesa code, date, direction (income/expense)
- Review the extracted details and save
KompliTax recognizes all standard M-Pesa SMS formats including: received payments, sent payments, Paybill payments, Buy Goods (Till) payments, and bank transfers.
Method 2 — Manual Entry
- Go to Transactions → Add Transaction
- Select Income or Expense
- Enter: amount, who paid/received (name), date, M-Pesa code (optional), notes (optional)
- Save — the AI will suggest a category and VAT rate
- Confirm or change the suggestion
After Adding Transactions
Once saved, the AI categorizes each transaction (Sales Revenue, Utilities, Rent, Raw Materials, etc.) and suggests the appropriate VAT rate. You can confirm the AI's suggestion or change it. Once confirmed, you can generate eTIMS invoices for all categorized transactions with one click from the Invoices page.
Coming Soon: Automatic M-Pesa Import
We're working on automatic import from M-Pesa Paybill and Till numbers. Once connected, transactions will flow in automatically — no more pasting SMS messages. Sign up for early access from your dashboard.