V
Vendly
Getting started

Getting started

Welcome to Vendly

What Vendly is, what it replaces, and the one module you should set up first.

Welcome to Vendly

What Vendly is, what it replaces, and the one module you should set up first.

Vendly is an all-in-one operations platform for Kenyan SMEs. Sales, invoicing, inventory, accounting, banking, payroll, CRM and reports — all in one place, all wired to the same Kenya statutory and tax rules.

What you replace by adopting Vendly

Today (typical)With Vendly
Excel spreadsheet for the customer listCRM with pipelines + lead-capture forms
Manual invoice in Word, printed at the shopeTIMS-compliant tax invoices, auto-numbered, public share link
M-Pesa Paybill SMS notifications, no reconciliationAuto-matched to invoices, monthly reconciliation in one screen
Bank statement printed, manually matched at month-endCSV upload + auto-match for 70-90% of lines
Payroll Excel sheet with NSSF / SHIF / PAYE formulasStatutory math built-in, auto-cap'd, P10/SHA/NSSF/AHL CSVs ready to upload
Quarterly visit to the accountant with a shoeboxTrial balance, P&L, Balance Sheet always-on

The single decision to make first

Pick ONE module to put live first — don't try to launch all at once. Walk that single workflow end-to-end (set up, daily use for a week, month-end reconciliation), then add the next module. This is the path that survives. Trying to launch eight modules simultaneously is the path that fails.

Which module first?

If you mostly…Start with
Issue invoices and chase paymentsInvoicing
Pay 5+ employeesPayroll
Sell physical products from a shopInventory + Invoicing
Run consulting / professional servicesInvoicing + CRM
Already do double-entry bookkeeping in QuickBooksAccounting first (chart of accounts + opening balances), then layer in everything else

Next steps

1

Set up your organization profile

Organization Settings
2

Read the getting-started article for the module you picked

Each module has its own first-run article — Payroll, Invoicing, Inventory, Accounting, Banking, CRM. Use the Help Center search to find the right one for you.

Browse Help Center

If you get stuck on any specific page, click the Help button in the page's header. It opens the matching article directly without navigating away.