Every Feature Your Business Needs

Professional accounting tools without the professional price tag. Core features in every plan, with advanced tools as you grow.

KANTIVO CORE AI — 8 CAPABILITIES BUILT IN

Kantivo Core AI

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Not just one trick -- eight distinct AI tools that automate tedious work and sharpen your financial visibility.

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Kantivo Core AI Assistant

Produce transactions, invoices, and bills using plain English commands. The assistant already knows your customers, vendors, and chart of accounts -- just tell it what you need and watch it happen.

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Smart Transaction Categorization

Bank imports are automatically sorted into the right accounts. The system observes your corrections and adapts its classification over time, reducing manual data entry to near zero.

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Financial Q&A Engine

Ask questions about your finances the same way you would ask a colleague. "How much did we spend on marketing last quarter?" gets an instant, data-backed answer without touching a report builder.

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Proactive Dashboard Intelligence

Your dashboard becomes a financial advisor. AI-generated insights highlight spending anomalies, revenue trends, and cash flow risks before you even think to look for them.

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Advanced Bank Import Matching

Handles the messiest bank data with ease. Fuzzy vendor recognition sees through abbreviations, composite deposit detection splits bundled payments, and description cleanup removes banking jargon automatically.

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Document Scanner with OCR

Snap a photo of any receipt or upload a vendor invoice PDF. The AI reads the document, extracts amounts, dates, and vendor details, then drafts the transaction for your approval.

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Report Analysis & Summaries

Stop staring at rows of numbers. AI writes executive-level summaries of your financial reports in clear language and generates presentation-ready PDF exports you can hand directly to stakeholders.

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Guided Setup with AI

Tell the AI your industry and business type during onboarding. It builds a tailored chart of accounts, suggests opening balances, and walks you through configuration so your books are structured correctly from day one.

Core Accounting

GAAP-compliant double-entry bookkeeping that keeps your books CPA-ready.

Get Paid Faster

Create professional invoices and accept payments your way.

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Invoice Center

Create professional invoices in seconds. Track status, send reminders, split into payment draws, and get paid faster.

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Batch Invoicing

Bill multiple customers at once. Perfect for dues, memberships, and recurring group charges.

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Estimates & Quotes

Send professional estimates with optional payment schedules. Convert to invoice in one click. Perfect for contractors and milestone billing.

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Revenue Recognition

Automate deferred revenue schedules and ASC 606/IFRS 15 compliance. Straight-line, milestone, and percentage-of-completion methods with zero spreadsheet work.

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Payment Processing

Accept credit cards via Stripe or PayPal. Or record checks, cash, ACH - however your customers pay.

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Multi-Currency

Invoice in 15+ currencies with automatic exchange rates. Go global without complexity.

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Recurring Billing

Set up subscription billing. Invoices generate and send automatically on schedule.

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Customer Portal

Give customers self-service access to view invoices, make payments, and download receipts.

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Invoice Branding

Personalize every invoice with your logo, brand colors, and choice of four professional templates. Your invoices, your identity.

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Checkout Links

Generate shareable payment links that work without invoices. Perfect for deposits, consultations, and quick collections via Stripe.

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Email Templates

Tailor your invoice emails, reminder notices, and payment receipts with custom branding, merge fields, and professional signatures.

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Track Time & Expenses

Capture every billable hour and business expense accurately.

Reports & Insights

Understand your business with real-time financial reports.

Business Management

Tools to manage customers, vendors, and multiple companies.

For Accountants & Bookkeepers

Professional tools to serve your clients efficiently.

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Kantivo Platform

Your Operations. Your Network. Your Revenue. One Platform.

Manage subscriptions, memberships, partner ecosystems, affiliate programs, and sales commissions from a single platform. Kantivo Platform integrates beautifully with the BizBooks Pro accounting app, giving you a complete business operations hub.

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Partner & Reseller Networks

Manage revenue share agreements, track partner performance, and automate payouts via Stripe Connect.

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White-Label Sales

Let partners sell under their own brand with customizable portals and branded experiences.

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Subscription & Membership

Track recurring revenue, manage member access, handle upgrades and cancellations automatically.

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Affiliate Program

Full-featured affiliate system with referral links, conversion tracking, and automatic commission payouts.

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Sales Rep Commissions

Track sales team performance, set up tiered commission structures, and never miss a payout.

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Accounting Integration

Every sale, commission, and payout automatically creates proper journal entries in your books.

A standalone product that integrates seamlessly with your BizBooks Pro accounting app.
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24+ Built-in Features
15+ Currencies
12 Year Price Lock
$299 Starting Annual Price

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