A live bookkeeping quality score for every client on your roster. Kantivo monitors six core indicators automatically and surfaces the clients who need your attention right now.
Try It FreeRunning a bookkeeping or accounting practice means juggling many clients, each in a different state of organization. One has spotless records. Another is weeks behind on bank reconciliations. A third has a pile of unpaid invoices nobody has chased. The only way to stay on top of everything is to open every client file individually and investigate — which simply doesn't scale past a handful of accounts.
Kantivo's Client Health Scores remove the guesswork. The system continuously evaluates each client's books across six quality indicators and rolls them into a single health score that displays right on the client list. You instantly see which clients are current, which need a nudge, and which are headed for trouble — without opening a single client file until you're ready to act.
Kantivo evaluates six bookkeeping quality signals for each client in the background. No manual setup — the data comes straight from each client's live books.
A red, yellow, or green badge appears next to each client's name. Green means current. Yellow flags minor issues. Red signals immediate attention required.
Your client list ranks by health score with the most troubled accounts pinned to the top by default. The work that needs you most appears first, every time.
Tap any score to expand into the underlying issue tags — clear labels for which of the six metrics is failing and exactly what needs fixing.
Kantivo measures the most meaningful quality signals, drawn directly from each client's accounting records with zero setup on your part.
Color-coded badges convey each client's books quality instantly — no scores to interpret, no thresholds to memorize.
Your accountant client list is sortable by health score, so the clients needing the most help always appear at the top instead of buried in the middle of a long list.
Expanding a client's health score reveals labeled tags for each problem area — a precise breakdown of what's wrong and where to find it inside that client's books.
Client Health Scores are part of Kantivo's Accountant Tools — a dedicated section built for CPAs, bookkeepers, and accounting professionals working across multiple client companies. The whole workflow is tuned for speed: scan the ranked list, identify the critical accounts, expand to see the specific issues, and jump straight into the affected area to resolve them.
Clients aren't disrupted by any of this. The system runs purely on the accountant side. Your clients keep working in their books exactly as they normally do, while you get a monitoring layer on top that keeps you informed without any extra effort.
Most bookkeeping issues get discovered late — at month-end close, at tax time, or when a client calls asking why a report looks wrong. By then, fixing the problem means backtracking through weeks or months of data. Client Health Scores break that pattern. When a client's books start to slip, the score drops and the color shifts to yellow or red. You spot it early, reach out, and help the client course-correct before the backlog grows. That proactive cadence is the hallmark of a well-run practice — and the kind of value that earns referrals.
Kantivo evaluates six bookkeeping quality indicators for each client: bank reconciliation freshness, volume of uncategorized transactions, overdue invoice count, unmatched receipts, days since last activity in the books, and open bills awaiting review. The combination of failing indicators sets the color rating. A single minor issue typically shows yellow; multiple or critical issues trigger red.
Yes. Health scores are recalculated against live data in each client's company. The moment a bank reconciliation finishes, a batch of transactions gets categorized, or an overdue invoice is paid, the relevant metric updates and the score and color reflect the change without any manual refresh.
No. Health scores and issue tags are only visible to you in the Accountant Tools section of Kantivo. Your clients log in to their own company and continue to see their accounting data exactly as before. The health monitoring layer is an internal tool for your practice — not something visible to the business owner.
Yes. Each issue tag in the drill-down panel links to the corresponding area of that client's records. Clicking an "Overdue Invoices" tag opens that client's invoice list filtered to overdue items. Clicking "Uncategorized Transactions" opens the register pre-filtered to items awaiting categorization. You go straight to the problem with no manual navigation.
Client Health Scores are part of the Accountant Tools feature set bundled with the professional-tier plans for accounting practitioners managing multiple clients. See the pricing page for full plan details, or download Kantivo and explore every Accountant Tools feature free during your 30-day trial.
Try Kantivo free for 30 days. Add your client companies and watch the health scores compute automatically — zero configuration required.