Find your way around RisitiSync

RisitiSync keeps your receipts, income, expenses and KRA records in one place, and shows you what’s matched, what’s missing, and what needs your attention before tax time.

Choosing a plan

Every signup starts with choosing Individual or Business — there’s no separate free tier. Both plans start with a 7-day free trial, no card or M-Pesa payment needed upfront. If you’d rather not wait out the trial, “Pay now and skip the trial” on the pricing page starts your subscription immediately instead.

Signing up

Use Continue with Google for the fastest signup, or fill in your name, KRA PIN, email and a password. If you sign up by email, RisitiSync sends a confirmation link — click it to activate your account.

Signing in

Go to Sign In and use your email and password, or Continue with Google if that’s how you signed up. Forgotten your password? “Forgot your password?” on the sign-in screen emails you a reset link.

Click Add Receipt from anywhere in the app (it’s always in the header, and in the bottom navigation on mobile). You can take a photo, upload an image, or upload a PDF invoice — the original file is always stored exactly as you sent it.

Take Photo

A guided in-app camera walks you through capturing the top of the receipt — the business name, KRA PIN, date and control unit serial. For a long receipt, don’t shrink it to fit the frame: use Add Bottom of Receipt afterward to capture the totals and VAT separately instead of folding it. You can also skip straight to a full, unread photo of the whole receipt just for your records — nothing is extracted from that one.

Upload Image or Upload PDF

Choose an existing photo or scan, or a PDF eTIMS/ETR invoice. RisitiSync reads the first page of a PDF for extraction; the whole file is still kept as the stored original.

What gets read automatically

RisitiSync looks for the business name, seller KRA PIN, invoice/eTIMS reference, control unit serial, transaction date, taxable amount and VAT. Every field it finds carries a confidence percentage next to it — nothing is guessed silently. A blank field means it wasn’t found; check and fill in anything that looks wrong or missing before saving. If nothing at all is read, you can retry the read, enter every field by hand, or upload a different file.

Duplicate invoices

If the invoice number you’re saving already exists in RisitiSync, you’ll get a warning before saving. You can save it anyway — both records are flagged Duplicate in Reconciliation for you to review — or cancel and check the existing one first.

Not every business cost comes with a KRA-compliant receipt. Payroll, PAYE, NSSF, SHIF, the Affordable Housing Levy, bank charges, rent, licences and similar costs are recorded as Non-VAT Expenses instead, from the Receipts screen’s second tab.

These never enter the Reconciliation queue — KRA holds no matching eTIMS record for them, so there’s nothing to reconcile against. They still count in your Reports and your tax position.

A single, searchable list of every income and expense record together — receipts, non-VAT expenses and KRA income in one place. Filter by date, type or status, search by name or invoice number, and export the filtered view straight from this screen.

Reconciliation lines up what you’ve recorded (receipts and income) against what KRA actually holds (your latest eTIMS/iTax import) and shows you where they agree, where one side is missing something, and what needs a decision.

Statuses

Overriding a status

You can change any record’s status by hand when you’ve checked it yourself — every override keeps who changed it, when, and what it was before, so nothing is silently rewritten. Add a note to a record to leave yourself or a colleague context on a decision. Open Preview Receipt on any row to see the original image or file without leaving the queue.

Your sales side of the KRA import, one row per invoice. Edit a record to correct the client name, PIN, invoice number, date or taxable amount without touching the underlying KRA import — RisitiSync keeps your edit separate from what KRA sent, and you can revert to the original at any time.

Withholding tax per invoice

WHT isn’t one fixed rate — it depends on the nature of the payment. Set a rate category (professional fees, rent, contractual work, commission, dividends, interest, royalties) or a custom percentage on each invoice; anything left unset uses your default rate from Settings.

Paid status

Mark each invoice Paid or Awaiting Payment to track collections alongside reconciliation.

See your expected withholding credits against what you’ve actually recorded, and upload the WHT certificate for each invoice as you receive it. The Default Rate shown here is what applies to any invoice that doesn’t have its own category or custom rate set — change it any time from Settings.

An estimate of what you owe based on your recorded income and expenses at your corporate tax rate (30% by default) — a planning number, not an official KRA liability. Adjust the rate here if yours differs.

Filtered exports of your records as CSV, Excel or PDF — income, expenses with a receipt, and spending with no supporting document, ready to hand to your accountant or keep for your own records.

Upload your eTIMS/iTax purchases or sales extract as a CSV, or the zip KRA gives you with both files inside — RisitiSync tells them apart by their column headers and imports each one, with a mapping reference on the same screen so you know exactly what each column becomes.

Re-uploading the same file doesn’t create duplicates: records already in RisitiSync (matched by invoice number and date) are skipped automatically, and you’re told how many were new versus already there.

An optional add-on (turn it on from Settings) that surfaces spending patterns and category breakdowns across your recorded expenses.

Update your name, KRA PIN and email, and set your default corporate tax rate and withholding tax rate.

Auto-tagging and Analytics are optional add-ons you can turn on or off at any time. Reset Local Data clears reconciliation overrides, notes, income edits and WHT certificates if you want a clean slate — your actual receipts, KRA records and expenses are never touched by it.

Individual is for working independently and billing a few clients; Business adds spending analysis, automatic categories and document package downloads on top. Both are billed monthly in Kenya Shillings and can be cancelled any time before renewal.

Paying with M-Pesa

RisitiSync uses M-Pesa STK Push — you’ll get a PIN prompt on your phone, and access continues as soon as the payment clears. There’s no stored card or auto-billing: renewing each month is always an explicit prompt you approve, never a silent charge.

When your trial or subscription lapses

If a trial runs out or a month isn’t renewed, your account locks to a simple “pay to continue” screen — nothing is deleted, and everything is exactly as you left it the moment you pay again.

Your documents are stored for your account alone, encrypted in transit and at rest, and never sold, shared or used to train anything — see the Privacy Policy for the full detail.

Change your password from Settings, or use “Forgot your password?” on the sign-in screen if you’re locked out. If you signed up with Google, there’s no RisitiSync password to manage — sign-in security is handled by your Google account.

Check the FAQs for quick answers, or reach us directly at hi@risitisync.com or +254 748 637 080, Monday to Friday, 9am–5pm.