Link your bank for real-time transaction feeds, or bring in statements from CSV, Excel, and PDF. Intelligent categorization handles the heavy lifting so you can focus on analysis.
Try It FreeLink your financial institutions directly to Kantivo. Transactions flow in on their own -- no file exports, no drag-and-drop, no repetitive steps. Press Sync and your latest activity is right there.
Want to work with downloaded files? Place your PDF bank statements right into Kantivo and let the AI-driven parser pull every transaction out for you.
Pick the approach that fits your institution and workflow, or combine all three for full coverage.
Link your accounts directly. Activity arrives automatically with one press.
Upload PDF statements and let AI extract every line item instantly.
Bring in CSV, Excel, QBO, OFX, or QFX files. Compatible with virtually every financial institution.
After import, each transaction passes through a multi-stage classification engine. The vast majority are sorted automatically; you only handle the outliers.
Bring in your data
Auto-classify
Handle outliers
Commit to ledger
Each transaction is evaluated through progressively deeper layers of confidence before reaching your review queue.
High-confidence assignments based on your established mapping rules. Approve them right away.
Identified through custom criteria you define -- description keywords, amounts, or vendor patterns.
AI-driven suggestions derived from historical transaction patterns. Easy to verify with one click.
Unfamiliar or one-off transactions that require your manual input for proper categorization.
Appears to overlap with an entry already on your ledger. Confirm or dismiss the match as needed.
Verified and approved. Queued for posting to your general ledger.
Train Kantivo to recognize your recurring transactions. Every rule fires automatically on future imports, eliminating repetitive manual sorting.
Bank Feeds: Over 5,000 US financial institutions are available, spanning major banks like Chase, Bank of America, Wells Fargo, Capital One, and the majority of regional credit unions.
Manual Import: Any institution that provides CSV, Excel, QBO, OFX, or QFX exports -- essentially all of them. QuickBooks Online exports are also accepted. PDF parsing covers most major US banks including Chase, Bank of America, Wells Fargo, Capital One, Citi, and others.
Kantivo cross-references date, amount, and description fields to ensure the same transaction is never imported a second time. The "Potential Duplicate" stage also flags entries that may overlap with records you entered by hand.
Absolutely. Credit card statements are processed identically to bank statements, letting you track card expenses and reconcile balances in the same workflow.
Simply reassign the category before you accept. You can also define a new rule at that point so future transactions with similar attributes are classified correctly from the start.
Bring your bank activity in within seconds. The matching engine takes care of the rest.