What POS Software does for a financial consultant
A POS rings up each sale, takes M-Pesa and cash, prints a receipt and updates stock in one step. For a financial consultant, the value shows up exactly where the work is hardest.
Financial consultants track client projects, financial analysis, recommendations and implementation. Financial consultant margins come from consulting fees and retained earnings improvements.
Clients expect sound advice and measurable financial improvements. Veira handles that as part of the same sale, so compliance is not a separate evening job.
Financial Consultants run differently, and the software should too
A generic till misses the details that decide whether a financial consultant makes money. These are the ones that matter:
- 1
The daily reality
Client engagement and project tracking. POS Software built for a financial consultant turns that into a number you can act on, and you also sell in seconds on a phone, tablet or the free Veira terminal.
- 2
Where the margin leaks
Financial analysis and reporting. POS Software built for a financial consultant turns that into a number you can act on, and you also take Buy Goods, Paybill and Pochi la Biashara payments at the till.
- 3
What slows the counter
Recommendation implementation. POS Software built for a financial consultant turns that into a number you can act on, and you also keep selling offline and sync the moment the network returns.
- 4
What buyers expect
Outcome measurement. POS Software built for a financial consultant turns that into a number you can act on, and you also file a compliant eTIMS invoice on every sale automatically.
What to look for in POS Software for a financial consultant
- Offline mode that keeps the queue moving during outages. This matters for a financial consultant because of client engagement and project tracking.
- M-Pesa built in so payments reconcile themselves. This matters for a financial consultant because of financial analysis and reporting.
- eTIMS filing included, not a paid add on. This matters for a financial consultant because of recommendation implementation.
- Live reports you can open from your phone. This matters for a financial consultant because of outcome measurement.
A notebook and a basic till, or Veira
| Notebook or basic till | Veira | |
|---|---|---|
| Counting stock | By hand, rarely matches the shelf | Live by item, branch and value |
| M-Pesa at the counter | Checked on a separate phone | Matched to each sale automatically |
| eTIMS invoices | Typed in later, if at all | Filed on every sale, even offline |
| Knowing your numbers | A monthly guess | Live margin and takings on your phone |
A real financial consultant example
A Nairobi financial consultant with 30 active projects cannot track analyses, recommendations or client outcomes.
- Client engagement and project tracking.
- Financial analysis and reporting.
- Recommendation implementation.
- Sell in seconds on a phone, tablet or the free Veira terminal.
- Take Buy Goods, Paybill and Pochi la Biashara payments at the till.
- Keep selling offline and sync the moment the network returns.
Every sale on Veira files a compliant KRA eTIMS invoice, online or offline. Clients expect sound advice and measurable financial improvements.
A POS rings up each sale, takes M-Pesa and cash, prints a receipt and updates stock in one step. Here is what that looks like with Veira:
- Sell in seconds on a phone, tablet or the free Veira terminal
- Take Buy Goods, Paybill and Pochi la Biashara payments at the till
- Keep selling offline and sync the moment the network returns
- File a compliant eTIMS invoice on every sale automatically
Related questions
Frequently asked questions
Is POS Software hard to set up for a financial consultant?
Does it keep working offline?
Does it handle M-Pesa for a financial consultant?
Is it KRA eTIMS compliant?
How much does POS Software cost for a financial consultant in Kenya?
Can it run more than one financial consultant?
Based on KRA eTIMS regulations and interviews with 5,000+ Kenyan businesses
Whether you run one financial consultant or several across Kenya, Veira gives you point of sale that fits the trade instead of fighting it. Book a free demo and see it work with your own business financial planning.