Tag every entry by Class, Location, a custom dimension you define (Project, Booking, Sales Region — anything your business tracks), or a Sales Rep. Filter every standard report and the custom report builder by any combination. One ledger, infinite reporting angles.
Try It FreeMost accounting software stops at Class and Location. Kantivo gives you those plus a generic Custom Dimensions system where you name and define your own tags — and a separate first-class Sales Rep entity that prints on invoices and filters reports the way real businesses need.
The result is reporting that maps to your business structure, not a rigid two-dimensional grid. A property management company tracks Rep + Property. A construction shop tracks Job + Phase + Crew. A restaurant group tracks Class (Food/Bar/Catering) + Location (each store) + Sales Rep (server). Kantivo handles all of it from the same ledger.
In Settings → Tracking Dimensions, turn on Class and Location (built-in) and add your own custom dimensions like Project or Booking. Mark any as required if every entry must have one.
Every invoice, bill, estimate, and journal entry shows a dropdown for every enabled dimension. Pick values at the header level and inherit to lines, or override line-by-line.
Income Statement, Balance Sheet, AR Aging, Cash Flow, and the Custom Report Builder all support filtering by any combination of dimensions plus Sales Rep.
The two industry-standard dimensions every accountant already knows. Class for functional groupings (departments, service lines), Location for physical or geographic divisions (branches, territories).
Need to track Project, Booking, Job Site, Property, or anything else your business cares about? Define your own tagging dimensions and they show up everywhere Class and Location do — entry forms, reports, the custom report builder.
Track who sold each invoice or estimate. Sales Reps live in their own list with name, initials, type, email, and a default commission percentage — ready for the commission-tracking features coming later.
The whole point of tagging is reporting. Kantivo applies your dimension filters to every transaction-driven report so you can answer "show me April P&L for Project Atlas only, sold by Sarah" in three clicks.
Mark any dimension required and Kantivo refuses to save a transaction that doesn't include a value for it. This is invaluable for shops where every single entry needs a Project tag or a Job code — instead of cleaning up missing tags at month-end, you simply can't create the gap in the first place.
Dimensions on an estimate carry through to the invoice when you convert it. Dimensions on a bill carry through to the payment. Dimensions on a recurring transaction template apply to every instance. You set the tag once and it follows the data through every downstream step.
Whether you run a restaurant group with three locations, a consultancy tracking margins per client engagement, a property management firm tracking each unit, or a contractor splitting residential from commercial work — Kantivo's tagging system handles all of it. You name the dimensions, you decide how to use them, and the reports follow your structure rather than forcing a rigid chart-of-accounts hierarchy.
Class and Location are the two built-in dimensions every business gets. Custom Dimensions are extras you define yourself (Project, Booking, Sales Region — anything). All three behave the same way at the data layer: each entry can carry one value per dimension, and every report can filter by any of them. The naming is just convention.
Up to 5 enabled custom dimensions per company at any one time. You can disable an unused dimension and enable a different one without losing data. The cap exists so entry forms stay readable — eight dropdowns per invoice is too many.
Yes. Each dimension has a Required toggle. When on, Kantivo rejects any invoice, bill, estimate, or journal entry save that doesn't include a value for that dimension. Useful for shops that must allocate every entry to a project, job, or cost center.
Sales Reps are first-class entities with their own properties: name, initials, type (Employee / Contractor / Partner), email, and default commission percentage. They print on the customer-facing invoice and are ready for commission-tracking features that ship in upcoming versions. Tracking the rep as a custom dimension would work for filtering, but you'd lose the per-rep metadata and the dedicated commission workflow.
Yes. Estimate-to-invoice conversion copies every tag — Class, Location, every custom dimension value, and the Sales Rep — to the new invoice, both at the header level and on each line item. No re-keying.
Income Statement, Balance Sheet, Trial Balance, General Ledger, AR Aging, AP Aging, Cash Flow, Sales by Customer, and the Custom Report Builder. The Custom Report Builder auto-discovers every active dimension, so any new dimension you create shows up as a filter option the moment you save it.
No. Tags are metadata. The unfiltered Income Statement and Balance Sheet are computed exactly the same way regardless of tagging. Filters drive segmented views without altering the underlying numbers.
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