Find guides, walkthroughs, and answers for every feature in Kantivo -- professional accounting software built for accountants.
Download, install, and configure your local Kantivo environment -- from database setup to your first company.
5 articlesGet a real-time snapshot of your finances and jump to common tasks using one-click shortcuts.
4 articlesBuild your account hierarchy, configure sub-accounts, and keep your ledger well-organized.
6 articlesEnter journal entries, issue checks, record deposits, and handle every transaction type in double-entry format.
8 articlesMaintain contact records, monitor outstanding balances, and organize all your business relationships.
5 articlesGenerate polished invoices, monitor payment status, dispatch reminders, and track accounts receivable.
8 articlesBill many customers in a single operation -- ideal for HOA dues, membership fees, and recurring group charges.
8 articlesDraft proposals, monitor client acceptance, and transform approved estimates into invoices instantly.
7 articlesLog incoming payments, hold funds in undeposited accounts, and batch them into bank deposits.
5 articlesProduce income statements, balance sheets, cash flow reports, and other financial analyses on demand.
10 articlesCompare your ledger against bank statements and resolve discrepancies to keep records precise.
4 articlesLog billable and non-billable hours, organize work by project, and convert time entries into invoices.
5 articlesWork with any payroll provider of your choice and bring journal entries into Kantivo with a single import.
9 articlesTransact in 15+ currencies, pull live exchange rates, and handle international billing from your desktop.
4 articlesSafeguard your local data with scheduled and on-demand backups, and restore whenever necessary.
3 articlesControl user accounts, assign role-based permissions, adjust company settings, and configure your system.
6 articlesOrganize recurring deadlines for tax filings, payroll runs, reconciliations, and other accounting milestones.
4 articlesConfigure hands-off automation for database backups, monthly report generation, and bank feed synchronization.
5 articlesPurpose-built features for accounting professionals who oversee multiple client companies from a single installation.
5 articlesQuick reference for the Tailscale VPN that powers remote client access: the three admin URLs, sharing, user invites, and the Windows tray icon fix.
7 articlesCross-company financials at a glance: combined trial balances, side-by-side P&L comparisons, and client summaries.
7 articlesTrack business loans with auto-generated amortization schedules. Record payments with automatic principal and interest GL splits.
7 articlesBill clients a percentage of an estimate as work progresses. Track cumulative billing, retainage holdbacks, and remaining balances.
6 articlesAutomated quality metrics for every client's books. Traffic-light indicators, sortable dashboards, and drill-down issue tags.
6 articlesRoute journal entries through a review workflow before posting. Configurable approval rules, comments, and full audit trail.
7 articlesAdd personalized data fields to invoices, estimates, bills, customers, vendors, and transactions. Eight field types with per-company control.
7 articlesMigrate your full QuickBooks history into Kantivo -- accounts, invoices, payments, bills, and transaction records.
6 articlesPull in transactions from CSV, Excel, and PDF files, or use live bank feeds with intelligent matching built in.
9 articlesUnderstand how Kantivo links to your bank through Teller without ever storing your login credentials.
4 articlesLet AI analyze your business and generate a tailored chart of accounts and workflow plan on your desktop.
8 articlesIntelligent period detection paired with user-controlled closing -- finalize your fiscal year with certainty.
6 articlesTrack contractor payments, generate 1099-NEC forms, configure TaxBandits, and file electronically with the IRS.
10 articlesSetup walkthrough for Windows -- get up and running in minutes
Configure your business profile and initialize your chart of accounts
Create balanced double-entry transactions in your local database
Walkthrough for building and sending customer invoices
Align your ledger entries with your bank statement
Produce a profit and loss report from your local data
If you cannot locate the answer you need, our support team is ready to help you directly.
support@kantivo.app