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Accounting Flow Wizard

Unsure where to begin with your books? Our AI-powered wizard gathers key details about your operations and produces a tailored accounting blueprint - complete with recommended accounts, workflows, and guidance specific to you.

Try It Free
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AI-Powered Recommendations

Respond to a handful of prompts about your company and let our AI evaluate what you need. Receive a fully formed accounting plan within moments - not cookie-cutter templates, but targeted suggestions matched to your industry, scale, and day-to-day activities.

✨ 10 Free AI Plans/Month 📊 Custom Account Lists 📅 Task Schedules

How It Works

Configuring your accounting system should not demand specialized training. Our wizard walks you through everything in three straightforward stages.

1

Describe Your Operations

Complete 10 brief prompts covering your industry, whether you bill clients, manage supplier payments, maintain stock, and more.

2

AI Evaluates Your Requirements

Our AI processes your responses and assembles a customized accounting framework with precise, actionable recommendations.

3

Review & Implement

Examine each suggestion, adopt recommended accounts instantly, and begin working with the features that align with your needs.

What You Get

The wizard goes beyond general advice - it actively prepares your books so they are structured correctly from the start.

📊 Custom Account List

Recommended accounts matched to your industry with correctly numbered entries. Add the entire set with a single action.

📋 Workflow Guidance

Should you use invoicing? Bill tracking? Which accounting method suits you best - cash or accrual? Receive clear direction with reasoning behind every suggestion.

Feature Recommendations

Discover which Kantivo capabilities matter most for your operations, ranked by how closely they match your workflow.

📅 Accounting Rhythm

A structured task calendar - daily, weekly, monthly, and annual - built around the demands of your particular business.

🛒 Products & Services

Pre-configured product and service entries based on your offerings - prepared for immediate use in invoicing.

💡 Pro Tips

Sector-specific pointers drawn from seasoned accounting professionals, helping you sidestep frequent pitfalls.

Or Use a Template

Prefer to skip the AI route? Select from 10 ready-made templates designed for popular business categories. Get started immediately with standard accounts and practical advice.

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Freelancer

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Retail Store

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Restaurant

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Construction

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Property Mgmt

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Medical

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E-Commerce

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Creative Agency

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Nonprofit

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Law Firm

💡 Save Your Plan

Every personalized plan is preserved automatically. Return whenever you like to revisit suggestions, adopt accounts you initially passed on, or generate a fresh plan as your business grows and changes.

Common Questions

How many AI plans can I generate?

Every account comes with 10 complimentary AI-generated plans each month. Templates have no usage cap. The majority of businesses only need a single wizard session.

What if I don't like the recommendations?

That is perfectly fine - every recommendation is optional. Keep the accounts that make sense, leave out those that don't. You are always free to rerun the wizard with updated inputs or switch to a template.

Do I need accounting experience?

Absolutely not. The wizard was built with business owners in mind, not trained accountants. All questions use plain language, and each suggestion comes with a clear explanation of its purpose.

Can I run the wizard for multiple companies?

Yes. Every company gets its own dedicated plan. This is ideal for entrepreneurs running several businesses or accounting professionals who oversee multiple client portfolios.

Build Your Books on a Solid Foundation

Eliminate the guesswork. Let AI craft a tailored accounting plan designed around your business.

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