What is PesaMail
Pesamail is an android mobile app that
Converts your M-PESA transaction text messages into an Excel Spreadsheet of rows of data consisting of the columns,
- Date, Time, Ref, Status, Amount, Balance, Source Number and Source Name
Automatically E-Mail this file, to your prescribed e-mail address
- Every Hour
- Every Day at midnight
- Every Month at midnight of the last date of the month
Allows users to Query the SMS transactions using a date and time range and
Send to a predefined e-mail address for better analysis i.e. Reconcile, Print, Sort, Filter, Group, Aggregate, Slice, Dice e.t.c. using
- Desktop computer software e.g. MS Excel
- Cloud based solutions e.g. Google Docs.
ConvertM-Pesa text messages on your mobile device into an Excel based Spread Sheet with logical columns for easy analysis e.g. Date, Time, Ref, Status, Amount, Balance, Source Number, Source Name
ViewThe Spreadsheet on the device or send to a predefined e-mail address for easier viewing and printing using desktop computer software e.g. MS Excel or using cloud based solutions e.g. Google Docs.
QueryTransactions using a date and time range and preview the resulting excel file on the device or send to yourself as an E-Mail attachment for easier analysis including, graphing, sorting, printing, aggregating, grouping etc.
InstallOn a remote phone, and receive automated Excel file report of M-Pesa transactions on an hourly, daily and monthly schedule.
QueryYour SMS Transactions to quickly get record or records of M-Pesa transactions occurring within a specified time period.
AutomaticallySend you E-Mail, on an hourly, daily and monthly schedule of your M-PESA transactions text messages using a pre configured e-mail address on the device.
ManageYour income and expenses by generating easy to analyse Excel based report of your transactions if you make all your transactions using m-pesa including, payments and receipts bank withdrawals, deposits etc.
BackupYour mobile money SMS transactions on to the gmail hence transactions can be retrieved even if the phone gets lost or the SMS messages are deleted.
ExcelWork with the excel file on a desktop computer or on the device and enjoy the power of using a Spreadsheet based file to analyze your SMS transactions
Excel File Benefits
- Easy filtering of fields for analysis
- Formatting of text messages e.g. you can add color, lines, boxes etc
- Import into another application
- Printing of transactions/reports
- Sorting based on a field
- Add aggregate functions e.g. Sum, total, average, count
- Quickly Search for a specific record
- Acts as a backup of the SMS inbox, so that the transactions are available for Querying, viewing, printing even if deleted from the Phone inbox.
- Generate Graphs using Excel for easy analysis of your M-Pesa Transactions
- Query SMS Transactions to quickly get a record or records of M-Pesa transactions occurring within a specified time period of interest.
- Work with the excel file on a desktop computer or on the device and enjoy the power of using a Spreadsheet based file to analyze your SMS transactions.
- The Excel spreadsheet for contacts that can be used to send marketing SMS alerts.
- Easy to print, reconcile
- Easy to extract data for a longer time period by querying on the device.
- Automatic Backup of SMS transactions as this is sent to your e-mail address
- Easier conversion of Excel to other data formats e.g. CSV, MS Access, etc.
- This can be imported and integrated into other applications e.g. Accounting Systems
Who can use PesaMail.
|1. Merchants who have Lipa na M-Pesa Tills||
Install on the phone that has the M-PESA TILL.
Monitor remotely the Lipa na M-Pesa payments by getting Excel based statement of all M-PESA Transactions, hourly, daily and monthly.
Backup of SMS transactions even if the user deletes from the phone.
This will help in easy reconciliation of m-pesa payments received.
They can auto filter the excel report generated by PesaMail to know how much has been received from a particular entity within a time period of interest.
Data can be used as basis of data to import to other systems.
2. M-Pesa users
More and more people are using M-Pesa to make their transactions. Some of them who are heavy M-Pesa users would like to analyse their M-Pesa transactions.
Install on android phone.
Those people who use m-pesa to make lots of m-pesa transactions including receiving, withdrawals, payments etc.
They can auto filter the excel report generated by PesaMail to know how much has been paid or received from a particular entity within a time period of interest.
They can easily reconcile their m-pesa transactions.
Big Lipa na M-Pesa (Quality) Merchants
The following so called quality merchants are the potential business who will find this application usefull. They normally received alot of payments on lipa na na M-Pesa and hence would have problems reconcilling the same
Some challenges they face using Lipa na M-Pesa
Phone MemoryMost phones cannot hold many messages and sometimes messages are deleted to create space on phone and hence one cannot be able to access historical records
Deleted MessagesSometimes the users delete the messages on purpose and one has to visit Safaricom to get a printout of the Transactions
No BackupNo backup of transactions on the phone and hence if the phone gets lost or is stolen, then access to payment records would be near impossible.
CumbersomeIts cumbersome to scroll through messages on the phone to get payment details of a particular transaction
Time ConsumingGetting and tabulation of the text messages too manual, tedious and time consuming and error prone
Unavailable Period ReportsExtraction of report for a time period has to be done manually. Extraction of report for a long period e.g.3 months nearly impossible.
No PrintoutNot possible to get a printout of all the transactions easily
Unavailable Period ReportsNot possible to get a printout of all the transactions easily. Extraction of report for a long period e.g.3 months nearly impossible.
No GroupingNot able to group transactions and subtotal transactions easily
How to use PesaMail
- Insert the Lipa Na M-Pesa Sim Card/Till onto and an android based phone
- Download PesaMail application from Google Playstore onto the same phone.
- Setup E-Mail address to be used by the device to send you Automatic E-mail of transactions.
- Setup the reports you want to be getting, by default it sends you hourly, daily and monthly reports.
- Ensure the mobile device has data bundles all the time