See the true state of every client's books at a glance. Kantivo auto-calculates a health score for each client and flags exactly which issues need attention — before your client asks.
Try It FreeManaging a roster of clients means constantly context-switching between companies, each with its own state of organization. Some clients reconcile monthly. Others have uncategorized transactions stacking up for weeks. A few have overdue invoices nobody has followed up on. Without a unified view, spotting which client needs urgent attention requires opening every company one by one.
Kantivo's Client Health Scores solve this by automatically calculating a books quality score for each client on your Accountant Tools dashboard. Six key metrics are evaluated continuously: bank reconciliation status, uncategorized transactions, overdue invoices, unfiled receipts, days since last activity, and open bills awaiting review. The result is a single score that tells you, at a glance, which clients are in good shape and which ones need a conversation today.
Kantivo evaluates six health metrics per client automatically. No manual scoring, no spreadsheets — the system runs the analysis in the background.
Each client displays a Red, Yellow, or Green indicator on your client list. Critical issues show Red. Minor concerns show Yellow. Clean books show Green.
The client list sorts worst-first by default so the clients who need the most attention are always at the top. No more hunting for problems.
Click any client's health score to see the specific issue tags driving it — exactly which metrics failed and why, so you know what to fix immediately.
Every client is evaluated across six dimensions of books quality, calculated automatically from live accounting data.
A simple Red / Yellow / Green system makes client status readable in under a second without interpreting numbers or percentages.
Your Accountant Tools client list is sortable by health score so you can immediately see who needs work without scrolling through a long roster.
Click any client's health score to expand the specific issues contributing to it. Each problem is labeled as a tag so you know exactly what to address.
Client Health Scores live inside Kantivo's Accountant Tools — the section of the app designed specifically for accounting professionals who manage multiple client companies. Everything is designed around the reality of a busy practice: you need to triage quickly, communicate clearly with clients about what is wrong, and work efficiently without opening each company and clicking around to diagnose the state of the books.
The health score system is non-intrusive for clients. It runs entirely on the accountant's side of the dashboard. Clients see their own books as normal. Accountants see the aggregated health view that makes practice management significantly more efficient.
Without a health monitoring system, most accountants discover client problems reactively — during tax prep, during a year-end review, or when the client calls with a question and you open their books to find months of uncategorized transactions. Client Health Scores flip this dynamic. When a client's books start drifting, the score drops and the indicator turns yellow or red. You see it happen and can reach out proactively, before the mess compounds. That is the kind of service that builds long-term client relationships and referrals.
Kantivo evaluates six metrics for each client: bank reconciliation currency, uncategorized transaction count, number of overdue invoices, unfiled receipts, days since last activity, and open bills awaiting review. Each metric contributes to the overall score. The combination of active issues determines whether the client shows as Green, Yellow, or Red.
Health scores recalculate automatically based on live data in each client's company. When a transaction is categorized, an invoice is paid, or a reconciliation is completed, the relevant metric updates and the score reflects the change. There is no manual refresh required.
No. Client Health Scores are visible only to the accountant in the Accountant Tools section of the dashboard. Clients access their own books through their standard login and see their accounting data as normal. The health view is an internal practice management tool for the accountant's benefit.
Yes. Each issue tag in the drill-down view is linked to the relevant section of that client's books. If the tag says "Uncategorized Transactions," clicking it navigates you into that client's transaction list filtered to show uncategorized items. This eliminates the need to manually locate the problem once you know it exists.
Client Health Scores are part of Kantivo's Accountant Tools feature set, which is available on plans that include multi-client accountant functionality. Check the pricing page for plan details or start a free trial to explore all Accountant Tools features during your trial period.
Start your free 30-day trial. Connect your first client company and see their health score calculated automatically within minutes.