Genesis Case Study: 4 Staff, 45 Clients

Amanda Horsman built an accounting department in 2020. Five years on, four staff carry about 45 South African clients. Then July arrived, and nobody felt it.
August 13, 2026

70,000 line items

Posted with Tofu in the past three months

Headquarters. Building 1, Bergzicht Office Park, Rooibok Street, Allen's Nek, Roodepoort, in the Johannesburg metro, Gauteng, South Africa.

Founded. 2006

Leadership. A partner-led chartered accountancy firm. The accounting department is led by Amanda Horsman.

Size. Four staff in the accounting department. Six user seats on Tofu. Genesis is a SAICA training office and runs a separate audit and assurance department.

Clients. About 45 full-time accounting clients, all South African, according to Amanda Horsman. Small and mid-sized businesses across restaurants, medical practices and manufacturing, including importers trading with China and France.

Software stack. Xero for the ledger and bank reconciliation. Tofu for document extraction and coding, with client documents arriving by WhatsApp, email and Xero.

Services. Bookkeeping, VAT, income tax compliance and returns, and monthly cloud accounting. Audit, independent review and assurance sit in a separate department. Financial planning and estate services are also offered.

"It's the extraction, and the way that it remembers what it's supposed to be doing with everything. Somebody actually remembers what you tell it to do."

Amanda Horsman
Head of Accounting, Genesis Chartered Accountants
,
Genesis Chartered Accountants

"Somebody actually remembers what you tell it to do"

Amanda Horsman, on the customs invoice her team no longer opens: "It goes to the right place. Tax treatment is right."

It learned South African Customs VAT

745 suppliers now carry handling rules the system holds on its own, including the customs and freight invoices that arrive in the same envelope.

20 client files. Then all of them.

Four staff, about 45 clients, and no plans to hire. "What's the point of having it if you're not going to use it? Plus, it works."

She started an accounting department in 2020.

On purpose.

"Which was a fantastic year to try and do anything new," Amanda Horsman says, and leaves the rest to you.

Fifteen years in one building

Amanda came to Genesis Chartered Accountants as a trainee.

In South Africa, the road to qualification runs through articles: years of supervised work inside a registered training office. Genesis is one of those offices. She did her articles there.

Articles last five years. She stayed fifteen.

Somewhere in year ten, the partners came to her with a question. They wanted to open an accounting department. Would she build it?

She said yes. Then the world shut.

The clients most firms leave alone

Genesis works out of Bergzicht Office Park in Roodepoort, on the west side of Johannesburg. It is a SAICA training office, where trainees serve their articles. Audit belongs to another department, down the corridor.

Amanda's department does the rest. Bookkeeping. Payroll. VAT. Tax returns.

Ask how far the service goes and the answer is one word: "Everything."

Her clients are South African SMEs. Restaurants. Doctors. Manufacturers. Importers. Not one of them is the kind of logo a firm puts on a wall, and all of them need the work done right.

Four staff. About 45 full-time accounting clients.

Do that division and you have her month. We'll come back to it.

The invoice that breaks the rules

One of her clients imports.

South African imports come with Customs VAT. It is a separate line, a separate tax, and it has to be booked its own way. The company that clears the customs also moves the freight. So the invoices arrive together, at least two of them, and each one carries something different from the last.

Get it wrong and the VAT return is wrong.

Then there are the long ones. Some invoices run ten pages. Line after line after line.

Every bookkeeper knows the shortcut for those. Take the ten pages, take the total, book the whole thing to one account. It balances. It also tells the owner almost nothing true about the business.

Amanda did not want the shortcut. She wanted the lines.

That preference is the whole story, and for a long time it had a price.

The client who came with a mess

One of those importers arrived from another firm.

"It wasn't very accurate before that, and we all were aware of it," she says.

A manufacturer, buying raw materials from overseas, with the freight folded into the same invoice as the goods. Under the old treatment it all landed in one heap. The reports built on that heap told the owner very little.

Fixing it by hand meant typing every line, every month, forever.

So the department carried it. Nobody had a better answer.

Meanwhile, AI was new ground at Genesis. It had only started to trickle in.

April, Johannesburg

Then the team went to a roadshow.

Tofu was there. Azusa, from our side, was on the stand. Amanda's team came home with the name.

"I was quite excited, because it sounded really cool."

They joined in May.

Two months of teaching

Everyone warned her.

"Everyone warned me, look, it's going to take a while to start reaping the benefits."

They were right, and the reason is dull. Some documents come every week. Some come once a month. Anything that learns from what it sees can only learn as fast as the paper arrives.

So Amanda taught. And somewhere in those weeks, her language changed.

"It was just the training Tofu. It was just to get him to understand." She catches herself. "Talking about Tofu like it's a person."

Him. Not it.

Was the software hard on her staff? "No. There were some little niggles at the beginning, but the help tool is very good."

Four of her people hold Tofu certification.

Then July came.

Chat with Amanda Horsman and Saman

The month that went quiet

Amanda did not tell us first. She told her team.

"We were talking about it the other day, and I said to them: it feels like we're not quite as stressed as we usually are this time."

This time. Every accounting team knows which time she means. It arrives whether you are ready or not.

It arrived. It did not land the way it used to.

And the customs invoice, the one with the rules inside the rules?

"Once it sees that Customs VAT thing, it knows exactly what to do with it. I don't have to go and fix it. It goes to the right place. Tax treatment is right."

"Somebody actually remembers what you tell it to do."

The logic, for the skeptics

Genesis opened its account on 3 May 2026. Here is what our records hold since then.

Nineteen client files live, out of about 45. Then 2,327 documents in, across 4,391 pages. The longest single document ran 41 pages.

Out of those documents: 3,394 bills and invoices, and 72,629 line items. Not totals. Lines. Plus 2,372 bank transactions.

Four hundred and twenty-one of those invoices were split apart by AI from documents that held more than one, which is exactly what happens when the customs invoice and the freight invoice travel in the same envelope. Line items mentioning customs now run to 1,858.

Seven hundred and forty-five suppliers have handling rules the system holds on its own, across 17 client files. That is the memory Amanda likes, counted.

And here is the number that matches her July. Between June and July, the share of documents needing no human correction at all rose by a third. It held there through August.

June was the low point, because the team was adding client files and teaching each one from nothing. That is the cost of the lesson. July is the lesson paying.

What her clients noticed

Documents reach Genesis four ways: uploaded in Tofu, by email, from Xero, and by WhatsApp.

WhatsApp has carried 455 of them.

"The WhatsApp is amazing, and our clients love it." The day her team learned how it worked, they did not wait. They put a client on it that afternoon.

Her clients pay their own suppliers. Genesis sends the list. Reconciliation runs in Xero, weekly for a few clients, monthly for most, and it runs better now, because what feeds it is clean.

Invoices arrive in Chinese, French, and Afrikaans. The translations hold.

Nineteen files. Then all of them.

Genesis wants more clients. Amanda sells. The partners sell.

What she does not plan to do is hire for it.

"Tofu is a big part of that. We would be able to carry on with the four that we've got at the moment."

Every new client goes on. "We're going to put all of them onto Tofu. I mean, what's the point of having it if you're not going to use it?"

Then, after a beat: "Plus, it works."

The recommendation she gives without being asked

We asked what she would tell another firm. She had already been telling them.

"We've been pitching it to everyone. Everyone we talk to. We're like: you need to use Tofu."

Four staff. Forty-five clients. A department she built in the worst year anyone can remember for building anything.

She still has the same four people.

July just stopped costing her the same.

Genesis Chartered Accountants is one of 5,000+ companies across 50 countries using Tofu, including 7 of the Top 10 Global Networks.

Start Saving Hours Each Week With AI Bookkeeping

Discover how Tofu automates bookkeeping workflows from invoice to ledger. Schedule your demo today.