Define exactly who has access to what. Five predefined permission levels ensure every team member sees only what they need -- nothing more, nothing less.
Try It FreeDifferent responsibilities demand different levels of access. A data-entry clerk has no reason to modify system configuration, and an outside advisor has no business editing transactions. Kantivo makes it simple to assign each person the precise level of authority they require.
Because roles are assigned per company, a single user can operate under different permission levels across different entities -- ideal for professional accountants managing multiple client books from one installation.
Unrestricted control over every aspect of the system. Designed for the business owner or lead administrator.
Operational oversight with transaction approval rights. Full accounting capabilities without access to system-level configuration.
Complete accounting capabilities without administrative privileges. Tailored for an external CPA or in-house accounting professional.
Focused on daily transaction entry and standard reports. Certain actions may require sign-off from a Manager or Admin.
Observation-only access. Review financial data without the ability to modify records.
One user account, multiple permission levels -- each scoped to a specific company:
Every create, edit, and approval action is stamped with the responsible user. Full traceability gives you accountability at every level.
Role-based access is available on Enterprise plans. Every feature is unlocked during your free 30-day trial.