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Guide

How to keep records for your duka — without the counter book

Most Kenyan shops run on memory and a tattered counter book. The result is the same story every month: cash passes through the till but nobody can say what the business actually made, which lines sell, or who still owes. Here is a simpler way to keep your books — and know your numbers — on the phone in your pocket.

Open the free AI CFO app →

The counter book has one fatal flaw: it is written at the end of a long day, from memory, when you are tired. Sales get missed, credit is forgotten, and costs — the stock you bought, the rent, the transport — are almost never written down at all. So the book records some of the money in and none of the money out, which is exactly why it can never tell you whether you are making a profit. The fix is not a bigger book; it is recording each transaction the moment it happens, in a form that adds up by itself.

That is what the AI CFO app does. You record a sale by saying or typing a short line the way you already speak — "sold salt 1kg 30", "3 sodas 150", "restocked sugar 50kg 4500", "paid rent 25000". It works out whether it was a sale, a purchase or an expense, keeps the book, and learns your prices so tomorrow is faster. If a supplier hands you a receipt, snap a photo and it reads the items for you. There is nothing to set up, no POS machine to buy, and no monthly fee.

Once your sales and costs are both in, the dashboard answers the questions an owner actually asks: Am I making money this week? What is my best seller? What should I restock? Who owes me, and how much? Where is my cash going? Because it only ever uses the numbers you recorded — it never guesses — the figures are honest. Credit sales are treated as money owed to you rather than cash, so "sales" never lies, and the debtors list means no customer's balance is ever lost.

If you already take payments on M-Pesa, you do not have to type your history in by hand — upload your M-Pesa statement (PDF or CSV) and it folds every transaction into the same dashboard. When you are ready to grow — a Hustler Fund top-up, a SACCO loan, a proper business plan or an invoice for a big customer — you export your book as a CSV and you have real records to show, not a guess. Your data stays on your device the whole time.

Frequently asked questions

How do I keep daily records for my shop (duka)?

Record each sale as it happens instead of writing it in a counter book at night. With the LeadAfrik AI CFO app you say or type a short line — 'sold salt 1kg 30', '3 sodas 150', 'restocked sugar 50kg 4500', 'paid rent 25000' — and it keeps the book for you. You can also snap a photo of a supplier receipt or restock invoice and it reads the line items automatically. The app learns your usual prices, so after a few days recording a sale takes about three seconds. Everything is saved on your own phone.

What is the best way to know if my business is making a profit?

You need two things recorded: your sales (money in) and your costs (stock you buy, rent, transport, airtime, licences). Many dukas track sales but not costs, so they confuse cash in the till with profit. Once both are in, the dashboard shows money in versus money out over any period and what is actually left. It never estimates — it only uses the numbers you have recorded — so the profit figure is honest. A simple rule: if your cash and stock together are growing month on month after you have paid yourself and your bills, you are profitable.

How do I keep track of customers who buy on credit?

Record the credit sale as 'credit salt 30 to Jane', and when Jane pays record 'Jane paid 30'. The app keeps a running debtors list — who owes you and how much — so a debt is never forgotten and you never chase the wrong amount. Credit given is counted as money owed to you, not as cash, so it does not inflate your sales figure. When you want to remind a customer, the app can draft a polite WhatsApp message with the balance already filled in.

Do I need an accountant or a fancy till system?

No. The whole point is that a shopkeeper can keep proper books alone, on the phone already in their pocket, in the language they already use ('sold', 'bought', 'paid', 'credit'). There is no POS hardware to buy, no monthly software fee, and no accountant needed for day-to-day records. If you later want to file taxes or apply for a loan, you can export your book as a CSV file and hand it to an accountant or attach it to a Hustler Fund or bank application.

Is there a free bookkeeping app for small businesses in Kenya?

Yes — LeadAfrik AI CFO is free to use. Your records are saved privately on your device; nothing is uploaded unless you choose to sign in and sync your book across your phones, which is also free right now. You can export to CSV or download a full backup at any time, so your data is always yours to keep.

Can it read my M-Pesa or bank business statement?

Yes. If you take payments on M-Pesa (Buy Goods, Pochi or a Paybill) you can upload your M-Pesa statement — PDF or CSV — and it pulls out every transaction and adds it to the same dashboard as your typed entries. Bank and SACCO statements work too. Standard M-Pesa formats are read privately inside your browser; unusual statements are read by AI and then discarded.

Free app

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Private · works on any phone · your data stays on your device