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 articlesProvincial tax codes for all of Canada, with every tax booked to its own agency payable account.
8 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 articlesA one-click readout of how quickly Kantivo runs your reports and how much you've recorded - timed live on your own data.
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 articlesWhat Kantivo links to, how each link works, and why your records stay on your own hardware.
14 articlesUnderstand how Kantivo links to your bank through Stripe 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