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Global Wakili

Questions and answers

The questions firms ask us most often before they decide.

How does Global Wakili handle trust accounting?

Each client has a trust sub-account. The platform reconciles the bank statement, the trust ledger and the client ledgers against each other, blocks any payment that would overdraw a client, and keeps an audit record of every trust transaction.

The platform provides the controls and records. Your firm and its auditors remain responsible for how the accounts are operated.

How does the KRA eTIMS integration work?

When an invoice is marked as paid, Global Wakili submits it to KRA eTIMS, retrieves the control number and QR code, stamps them on the invoice PDF and posts the journal entry. Your KRA PIN and device credentials are set up once during implementation.

Can clients pay by M-PESA?

Yes. Clients receive an M-PESA STK Push prompt on their phone, from the client portal or by SMS. When they confirm, the receipt is recorded, the journal entry is posted and the invoice balance is updated.

How is client data protected?

Each firm's data is isolated from every other firm's at the data layer. Data is encrypted at rest (AES-256-GCM) and in transit (TLS 1.3), access is controlled by role, and critical actions are recorded in a tamper-evident audit chain.

The AI features redact sensitive fields before any external call, and client data is not used to train AI models.

Can we bring our existing data across?

Yes. Matters, clients, time entries, trust balances and documents can be migrated. We support Excel and CSV imports and can migrate from other systems through their APIs where available. Balances are checked with you before the firm goes live.

How long does implementation take?

It depends on the size of the firm, how much data is being migrated and which integrations are needed. We agree a plan and timeline with you before work starts.

How much does Global Wakili cost?

Basic is KES 15,000 a month for up to 10 users and Professional is KES 35,000 a month for up to 50 users. Enterprise is priced for each firm. Prices exclude VAT, annual billing saves 15%, and implementation and training are billed separately.

Another question? Email wakili@globalsitesltd.com.

See Global Wakili with your own questions

Book a live walk-through with our team. Bring the questions your partners and accountants actually ask.

Or call +254 (0)724 178 878

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