A Complete Toolkit for Your Business

Every feature below ships inside Kantivo's desktop accounting software — installed on your machine, with enterprise-caliber capabilities at a price that respects your budget. Essential features in every plan, with powerful upgrades as you scale.

Core Accounting

GAAP-compliant double-entry bookkeeping that maintains your records in audit-ready condition at all times.

📒

GAAP & IFRS Double-Entry

Complete double-entry accounting built on GAAP standards. Each transaction is validated and balanced without manual intervention.

Learn more →
🌐

GAAP & IFRS Standards

Choose your reporting standard per company. Run US entities on GAAP and international entities on IFRS from one installation. 140+ countries supported.

Learn more →
📋

Chart of Accounts

A ready-to-use chart of accounts included out of the box, with full flexibility to tailor it to your organizational structure.

Learn more →
🏦

Bank Reconciliation

Pull in bank statements and align them with your records. Spot discrepancies early, before they escalate into larger issues.

Learn more →
📝

Journal Entries

Post adjustments, accruals, and multi-line transactions while maintaining a thorough audit trail of every change.

Learn more →
📅

Smart Year-End Close

Automated identification of open fiscal years paired with user-driven approval. Finalize your books with complete peace of mind.

Learn more →
🐘

PostgreSQL Powered

Built on the same enterprise database relied upon by NASA, Apple, Netflix, and Goldman Sachs. Institutional-grade dependability for your financial data.

Learn more →

Performance & Scale

Handles 5M+ transactions and 100+ concurrent users out of the box — scales to 500+ with a single config change. See the head-to-head comparison against QuickBooks, Xero, and FreshBooks.

Learn more →
🔗

Bank Feeds & Import

Link your bank account for live synchronization, or bring in data via CSV, Excel, and PDF. Intelligent matching handles categorization for you.

Learn more →
🧙‍♂️

Accounting Flow Wizard

An AI-driven onboarding experience that builds a tailored accounting blueprint with recommended accounts and practical guidance for your business.

Learn more →
🏦

Loan Manager & Amortization

Track every business loan with auto-generated amortization schedules. Record payments that automatically split between principal and interest in your general ledger.

Learn more →

Journal Entry Approval Workflow

Enforce internal controls with a configurable approval process. Journal entries move from draft to pending approval to posted, with full audit trail and role-based permissions.

Learn more →
KANTIVO CORE AI

7 AI Features, All Shipping Today

Powered by Claude from Anthropic

Seven distinct AI capabilities woven into every corner of the platform. No add-ons, no extra cost, no waiting list. Every feature below is live and included in all plans.

🏷️

Intelligent Transaction Categorization

Machine learning auto-categorizes imported bank transactions. Learns from your corrections and adapts to your unique business patterns over time.

SHIPPING Learn more →
💬

Conversational Financial Queries

Ask questions in everyday language. "How much did we spend on marketing?" "What was January revenue?" Instant, accurate answers from your own data.

SHIPPING Learn more →
📊

Smart Dashboard Analytics

AI-generated insight cards on your dashboard surface trends, anomalies, and opportunities. Actionable recommendations delivered the moment you log in.

SHIPPING Learn more →
🧙

Guided AI Setup

Intelligent setup wizard recommends a chart of accounts and configuration tailored to your industry. Professional accounting structure in minutes, not hours.

SHIPPING Learn more →
🔗

Precision Bank Matching

An eight-pass AI matching engine that auto-matches imported bank transactions with 95%+ accuracy. Works with Teller bank sync, CSV, QFX, QBO, and PDF statements.

SHIPPING Learn more →
📸

Document Intelligence

Photograph a receipt or invoice, and AI extracts vendor name, amounts, dates, and line items. Accounting entries are drafted automatically — just review and approve.

SHIPPING Learn more →
📋

Executive Report Summaries

One-click plain-English narratives for Income Statements, Balance Sheets, and Cash Flow reports. Export professional board-ready PDFs with AI-written analysis.

SHIPPING Learn more →
💬

Community Discord

Join our growing community of business owners and accounting professionals. Live changelog, feature voting, peer support, and direct access to the development team.

Join community →

Invoicing & Get Paid Faster

Produce polished invoices and collect payments on your terms.

📄

Invoice Center

Assemble professional invoices in moments. Monitor status, split into payment draws, dispatch follow-ups, and accelerate collections.

Learn more →
📑

Batch Invoicing

Invoice several customers simultaneously. Ideal for membership dues, association fees, and recurring group billings.

Learn more →
📋

Estimates & Quotes

Deliver polished estimates with optional payment schedules. Once accepted, transform into invoices with a single action. Ideal for contractors and milestone billing.

Learn more →
📊

Progress Invoicing

Bill clients a percentage of an estimate as work progresses. Track cumulative invoiced amounts, retainage holdbacks, and remaining balances — perfect for construction and project billing.

Learn more →
📄

Customer Statements

Generate professional account statements with aging analysis. Three statement formats, batch generation, and print-ready PDF export.

Learn more →
💳

Payment Processing

Process credit card transactions through Stripe or PayPal. Also handle checks, cash, and ACH - adapting to however your customers prefer to pay.

Learn more →
🌍

Multi-Currency

Bill in over 15 currencies with exchange rates that update automatically. Expand internationally without added complexity.

Learn more →
🔄

Recurring Billing

Configure subscription-based billing cycles. Invoices are created and dispatched automatically according to your defined schedule.

Learn more →
🖥️

Customer Portal

Provide customers with a self-service hub where they can review invoices, submit payments, and retrieve receipts on their own.

Learn more →
NEW
🎨

Invoice Branding

Upload your logo, set brand colors, and choose from four professional templates. Control exactly how every invoice looks.

Learn more →
NEW
📄

Invoice Templates & Custom Fields

Build multiple templates per business — each with custom fields like Booking # or PO Number, its own logo/colors/font, and a drag-and-drop layout editor for positioning every field exactly where you want.

Learn more →
NEW
📦

Items & Bundles

Seven item types instead of two. Sub-items in three levels. Bundle items that expand into multiple invoice lines on one click. Percentage discounts and surcharges. Subtotal dividers. Everything QuickBooks Desktop users miss.

Learn more →
NEW
🔗

Checkout Links

Create shareable payment links without an invoice. Collect deposits, consultation fees, or one-time payments instantly via Stripe.

Learn more →
NEW
✉️

Email Templates

Customize invoice emails, payment reminders, and receipts with your branding, merge variables, and a professional signature.

Learn more →
💸

PayFlow — AP Request & Approval

Built-in payment request, approval, and processing workflows. Replace Bill.com and expensive AP automation with one seamless flow from request to payment.

Learn more →
💳

Virtual Terminal

Charge a customer's credit card from inside the desktop accounting software — Stripe-powered, PCI-compliant, with automatic invoice application and merchant-fee posting.

Learn more →

Track Time & Expenses

Record every billable hour and operational cost with precision.

NEW
📅

ServiceHub

Schedule appointments, assign service calls, generate invoices automatically, and accept payment. Full booking and dispatch functionality included.

Learn more →
⏱️

Time Tracking

Capture billable hours using integrated timers. Transform logged time into invoices with a single action.

Learn more →
🧾

Bills & Expenses

Log expenses and vendor bills. Maintain a clear picture of your payables and outstanding obligations.

Learn more →
📦

Inventory Management

Monitor stock quantities, establish reorder thresholds, and handle product costing without manual calculations.

Learn more →
NEW
🔨

Inventory Assemblies (BOM)

Real manufacturing for small businesses. Define a Bill of Materials, click Build, and BizBooks consumes components, adds finished assemblies, rolls cost up, and posts the journal entry. Live shortage detection refuses bad builds.

Learn more →
🔁

Memorized Transactions

Store frequently used transactions as reusable templates. Rent, utilities, subscriptions - recorded in a single step.

Learn more →
📋

Scheduled Tasks

Stay ahead of critical deadlines. Automated reminders for tax filings, payroll processing, reconciliation periods, and beyond.

Learn more →
⚙️

Automated Jobs

Configure once and let it run. Scheduled company backups, periodic report creation, and automatic bank feed synchronization.

Learn more →
NEW
🚗

Mileage Tracking

Log business trips, calculate IRS mileage deductions automatically, and convert miles to expense entries with one click.

Learn more →

Reports, Compliance & Insights

Gain clear understanding of your financial position through up-to-the-minute reporting and audit-ready compliance.

📊

Financial Reports

Income Statement, Balance Sheet, Cash Flow, Trial Balance - every report your accountant or CPA requires, ready on demand.

Learn more →
📈

Real-Time Dashboard

Assess your financial health in seconds. Revenue trends, expense totals, unpaid invoices, and current cash position - all in one view.

Learn more →
🔧

Custom Reports

Construct your own reports around the KPIs that drive your business decisions. Export in Excel or PDF format.

Learn more →
📊

Consolidated Reports + Eliminations

Multi-entity GAAP-compliant consolidation. Auto-pair intercompany invoices and bills, generate balanced elimination journal entries, and produce three-column rolled-up | eliminations | consolidated statements.

Learn more →
NEW v2.0
🎁

Nonprofit Edition (FASB ASC 958)

Purpose-built for 501(c)(3) charities. Donor-restricted fund tracking, functional expense allocation (Program / M&G / Fundraising), and the four required nonprofit statements — Statement of Activities, Functional Expenses, Financial Position, and Schedule of Net Assets.

Learn more →
📊

ASC 606 / IFRS 15 Revenue Recognition

Full five-step model: multi-obligation contracts, SSP-based price allocation, contract modifications, variable consideration with constraint, invoice ↔ contract binding, and the four disclosure reports auditors expect.

Learn more →
🏷️

Tracking Dimensions & Sales Reps

Tag entries by Class, Location, custom dimensions you define (Project, Booking, Sales Region), or Sales Rep. Filter every standard report and the custom builder by any combination. Five tagging dimensions, one ledger.

Learn more →
NEW
💾

Memorized Reports & Date Presets

Save any report exactly the way you want it — filters, accounts, dates, dimensions — and re-run with one click. 14 date presets like "Last Month" or "YTD" resolve fresh each run so the period is always right.

Learn more →
NEW
🔁

Auto-Accruals & SaaS Metrics

Automate prepaid expense amortization, deferred revenue recognition, and accrued entries. Track MRR, ARR, burn rate, and runway.

Learn more →

Business Management

Centralized tools for overseeing customers, vendors, and multi-entity operations.

For Accountants & Bookkeepers

Specialized capabilities designed to help you manage client engagements with speed and accuracy.

👨‍💼

Accountant Tools

Connect to client books remotely using invitation codes. Includes adjusting entries, working trial balance, and year-end close capabilities.

Learn more →
📥

QuickBooks Import

Transition from QuickBooks with minimal friction. Bring over your chart of accounts, customer list, vendor records, and transaction history.

Learn more →
💾

Backup & Security

Generate backups whenever needed. Roll back to any saved state. Your financial data is safeguarded and always recoverable.

Learn more →

Pro-Grade Interface

An elegantly designed Chart of Accounts offering three distinct views that make daily work genuinely enjoyable. Includes inline editing, report drilldown, and dark mode.

Learn more →
🎨

Modern UI Design

A genuinely beautiful desktop accounting interface — clean typography, generous spacing, and a layout that makes accounting feel less like a chore than QuickBooks or Xero ever did.

Learn more →
💬

Professional Community

Connect with fellow business owners, accountants, and bookkeepers. Membership is free with your trial and never expires.

Learn more →
📋

1099 Center & E-Filing

Track contractor payments, generate 1099-NEC forms, and e-file to the IRS through TaxBandits integration.

Learn more →
NEW
🏛️

Tax Center & 1-Click Tax Package

Generate a complete, CPA-ready financial package with one click. Readiness checks, Schedule C mapping, and branded PDF exports.

Learn more →
🩺

Client Health Scores

Instantly assess each client's books quality with automated health metrics. Red, yellow, and green indicators highlight reconciliation gaps, uncategorized transactions, and overdue items.

Learn more →
NEW
📋

Accounting Audit Log

Complete audit trail recording every change to your books. Track who changed what, when, and why for compliance and peace of mind.

Learn more →
NEW
💰

Client Retainers

Collect retainer deposits, track balances, and apply charges. Built for law firms, consultants, and professional service businesses.

Learn more →
NOW AVAILABLE

Kantivo Platform

Your Operations. Your Network. Your Revenue. One Platform.

Manage subscriptions, memberships, partner ecosystems, affiliate programs, and sales commissions from a single platform. Kantivo Platform integrates beautifully with the Kantivo accounting app, giving you a complete business operations hub.

🤝

Partner & Reseller Networks

Administer revenue-sharing arrangements, monitor partner metrics, and process automated payouts through Stripe Connect.

🏷️

White-Label Sales

Enable partners to market under their own identity with configurable portals and fully branded customer experiences.

🔄

Subscription & Membership

Monitor recurring revenue streams, govern member access levels, and process upgrades or cancellations with zero manual effort.

📣

Affiliate Program

A robust affiliate engine with unique referral links, end-to-end conversion tracking, and automated commission disbursements.

👥

Sales Rep Commissions

Evaluate sales team output, configure tiered commission models, and ensure every earned payout is processed on time.

📊

Accounting Integration

Each sale, commission, and disbursement generates accurate journal entries in your ledger without any manual posting.

A standalone product that integrates seamlessly with your Kantivo accounting app.
Explore Kantivo Platform
24+ Built-in Features
15+ Currencies
12 Year Price Lock
$299 Starting Annual Price
🪔

Your Wish is Our Command

Finish this sentence:

"I wish my accounting software would just click here..."

We read every response. Your wish might show up in the next update!

💬

Join the Kantivo Community on Discord

Watch features ship in real-time through our live changelog. Vote on what gets built next. Get help from fellow users and the dev team directly.

Join Discord Server

Free to join — no subscription required

Ready to Get Started with Kantivo?

Launch your free 30-day trial. No credit card needed. Every feature unlocked from day one.

Start Free Trial See Pricing