Kantivo runs on your machine, which people assume means manual everything. It doesn't. Your bank activity arrives on its own, clients pay invoices by card, contractor filings go out electronically — and the accounting records themselves never get handed to anyone.
Try Kantivo FreeAll of the following are already in the product. No separate purchase, no premium connector tier — open Settings, authorize the connection, and it starts working.
Attach your operating account, savings and business cards, then let the day's transactions show up without you fetching them. Kantivo proposes the categorization so review replaces data entry.
Books kept in Canada get the same automatic feed as American ones. RBC, TD, Scotiabank, BMO, CIBC, National Bank, Desjardins and Tangerine are all reachable, mixed freely with US accounts on one screen. Kantivo checks currency when you map a feed, so a chequing account in CAD can't quietly start filling a US-dollar ledger account.
Attach a pay-now option to any invoice. When the money arrives, Kantivo splits it correctly — revenue recognized, processing fee booked as an expense, receivable cleared.
Distinct from the pay-now button on your invoices, which books itself. This one captures the rest of what flows through your Stripe account — site checkout, recurring plans, a shop built on Stripe — and the deposits that settle it. Charges hold in clearing, each deposit empties it with Stripe's fee expensed precisely from its own balance records, and refunds unwind the sale. Payments Kantivo charged on its own invoices are recognised and skipped, so nothing is booked twice. Included from version 2.0.299 — sign in to Stripe from Settings and it starts. Setup →
Issued bills land in receivables with legal fees, recovered costs and tax held apart, and each client payment retires the receivable as Clio records it. Clients are reconciled against your customer list before posting, and matters map to Kantivo matters, so profit by matter is just a filtered report. Money applied from client trust is intentionally routed to the Trust screen instead, where the client ledger and the notice your bar requires are generated together. Read-only in Clio; included from Kantivo Accounting Desk 2.0.305 onward. How to connect →
Some clients simply prefer it. Offer PayPal alongside cards and the resulting bookkeeping is handled identically, with fees separated from income.
Kantivo already knows what you paid each contractor. It assembles the 1099s from that data and transmits them through our e-filing partner, so January stops involving a second piece of software.
Accounts, contacts, staff records and years of transaction history come across from QuickBooks Desktop or Online. You see and approve the field mapping before anything is committed.
Prefer not to link an account, or your institution isn't covered? Hand Kantivo the CSV, spreadsheet or PDF. It reads the document and turns the lines into actual entries.
Keep processing payroll through Gusto, ADP or whoever you use today. Import the register afterward and gross wages, withholdings and employer taxes land in the correct accounts.
Each sale written up as a real bookkeeping entry, with goods, delivery and tax kept apart. Refunds — whole or partial — treated the same way, and settlements matched back so the single deposit hitting your bank reconciles against the orders that produced it.
Each closed ticket becomes a full journal entry: merchandise, tax, gratuities and service charges to separate accounts. Card takings sit in a clearing account until the Square deposit clears it, with the processing cost expensed to the cent from Square's own payout breakdown. Cash rung through the till goes to cash on hand, since Square will never deposit it. Mixed card-and-cash tickets, refunds to either, and deposits that net negative are all covered. Included from version 2.0.290 — sign in to Square from Settings and it starts. Setup →
Your billing lands in the ledger attached to the job it belongs to, so a per-job Profit & Loss stops being a spreadsheet exercise — revenue from Jobber, materials from the bills you keyed here, under the job number the crew quotes on the radio. Money taken on a card sits in a holding account until Jobber's settlement clears it out; cheques and cash land in the bank straight away, since nothing is coming later to settle them. Reading only, in one direction: nothing Kantivo does can alter a record inside Jobber. Available from version 2.0.301 onward. Setup walkthrough →
REST endpoints for customers, vendors, invoices, bills, items and journal entries behind scoped API keys, plus signed outbound notifications for the events other systems need to hear about. This is the box larger organisations and public-sector buyers tick on the procurement form. Read the reference →
Half a dozen instant triggers (invoice raised, invoice settled, payment in, new customer, new vendor, new bill) and actions to add customers, vendors, invoices and bills from anywhere in Zapier's catalogue. Your ledger sits on your own machine, so triggers and actions happen while Kantivo is open — actions queue and confirm rather than vanish. Usable today by invitation while the public Zapier listing is pending; inside Zapier the app is listed under our BizBooks Pro name. Connection steps →
Bill overseas clients in their own currency across fifteen supported options, with the rate pulled for the date of the transaction and your home-currency reporting reconciled behind the scenes.
Web-based accounting platforms hold your entire general ledger on their infrastructure — not as a feature, but because their integrations cannot function otherwise. Kantivo inverts that relationship, and the consequences show up on the day something goes wrong.
Your installation reaches out when it wants data. There is no inbound door for anything to come through.
Bank sign-ins and card details are handled entirely within the provider's own secure process.
Dates, amounts and descriptions come back and go straight into the database sitting on your drive.
Entries, statements and client records stay put. No vendor is holding a copy of your financial history.
Cloud vendors get breached, restructure their pricing, and retire plans customers were relying on. Every one of those events is a decision made about your records by somebody else. Keeping the ledger local and the connections deliberate means you get the automation without giving up the leverage.
These connectors are code-complete and proven against real sales and billing data. What stands between you and them is the review queue of the marketplace each installs from. When a listing clears, the card in Settings goes live with the next update you install. What each one does:
Our WordPress plugin hands every order to Kantivo as it is paid and every refund as it is granted. WooCommerce holds no money itself, so you decide per gateway where takings go: Stripe or PayPal into a clearing account their own deposit later empties, cash on delivery straight into the bank. Line-item refunds hand back tax precisely; lump-sum partial refunds are parked for your decision instead of being invented.
Identical triggers and actions packaged for Make's visual scenario builder. A single API key from Company Settings authorises it, and that key's read or write scope is the ceiling on what any scenario can do.
We could pad this page by listing these as though they were finished. Instead: none of the below is available today. They are what we are building toward, sequenced by customer demand — which is precisely why there is a request form underneath.
Field costs, variations and progress claims linked to the job, so profitability by project reflects site reality rather than an estimate.
Completed deals generating the agent split, referral payments and brokerage entries by themselves, rather than a manual write-up per closing.
Gifts landing with their donor restrictions preserved, keeping restricted versus unrestricted funds properly separated for your statements.
Our build order comes from these submissions, not from a whiteboard. Naming the tool you rely on is the single most effective way to get it prioritized — and every response is read by a person, not filed into a void.
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Not from us — everything listed as live is covered by your Kantivo subscription at one annual rate. Stripe and PayPal do charge their own processing percentages on money you collect through them, which goes to them directly; we take nothing on top.
Because the request travels outward, not inward. Kantivo asks for your recent activity and receives it; nothing external initiates contact with your machine. Your banking credentials are entered on your bank's own secure screen and are never visible to us.
No. Ledger entries, reports, invoices and client records remain in the local database on your computer. Connections are a one-way street inward: outside data comes in, your accounting records do not go out.
Download your statement and import it — CSV, Excel or PDF all work, and PDFs are genuinely parsed into transactions rather than stored as an attachment. A good number of our customers stay on this method by choice.
Yes, today. It is not in Zapier's public directory yet, so instead of searching for us you open our app with an invitation link and connect it with an API key from Company Settings — the steps are here. Six triggers, four actions and a lookup to read back what an action created, all working. One thing to expect: inside Zapier the app carries our BizBooks Pro name. Make is finished and sitting in its own review queue.
Yes — chart of accounts, customers, suppliers, employees and historical transactions from both Desktop and Online editions. Kantivo proposes the mapping for every field and waits for your approval before writing anything.
Free trial, no card required. Most people have a bank account connected inside ten minutes.
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