Product Features

Complete accounting—with financial truth built in.

Run the books, control operations, preserve evidence, and continuously test financial integrity from a first organization to complex entities and accounting practices.

Work the way you think

One workspace for action and understanding.

Home answers what needs to happen next. Snapshot shows what is happening across the business. Both keep complete accounting and continuous verification within reach.

Workflow Home

Start invoices, bills, reconciliation, close, reports, and review work from a task-first command center.

Financial Snapshot

Keep Books Health, cash, AR, AP, P&L, expenses, cash flow, aging, and review status visible.

Your workspace

Move, resize, show, or hide Snapshot modules and organize navigation around your own role.

Favorites & quick actions

Pin frequent workflows so everyday accounting work starts without hunting through menus.

Workspace preferences are personal to each user; financial records and organization controls remain shared according to access permissions.

Current prelaunch platform

Explore the platform by the work you need to do.

Core is complete accounting. Autonomous adds automation and Financial Truth. Advanced adds complex operations. Firm and Enterprise then branch for practice management or custom-contract scale. External services still require configured providers.

Home & Snapshot workspace

  • Workflow-oriented Home for starting common sales, purchasing, banking, accounting, reporting, and Financial Truth work
  • Financial Snapshot for Books Health, cash, reconciliation, receivables, payables, profit and loss, expenses, cash flow, aging, close, and review visibility
  • Per-user module arrangement, navigation organization, favorites, and quick actions so each person can keep their own priorities up front

Accounting & banking

  • Double-entry ledger, periods, close, reopen, and controlled corrections
  • Bank, card, and cash accounts with imports, matching, rules, reconciliation, and provider-backed live links from Core
  • Opening balances, cash/accrual views, base-currency settings, accountant access, and immutable audit history

Transaction-level/books multicurrency is Planned / Not yet available; FX or consolidation helpers are not multicurrency books.

Sales & payables

  • Estimates, invoices, recurring billing, payments, credits, AR aging, and control reconciliation
  • Vendors, bills, expenses, credits, payments, POs, receiving, AP aging, items, products and services, W-9 and 1099 readiness

People, payroll & mileage

  • Core employee directory, manual payroll import, W-2 readiness, vehicles, manual trips, CSV import, classifications, business purpose, and effective-date IRS rates
  • Autonomous connected-payroll monitoring where configured, plus smart mileage suggestions, repeated-route rules, destination suggestions, and prioritized review
  • Advanced employee costing, mileage submissions, approvals, reimbursement policy, separate company rates, fleet administration, and actual-expense support

Connected payroll and live external data require compatible providers. Native/mobile automatic mileage and background GPS are Planned / Not yet available and require a future native app. Manual trips and CSV import are current; suggestions do not capture trips automatically.

Workspace, onboarding & sales forms

  • Core guided onboarding, organization branding, professional sales-form templates, and a manual visual designer
  • Core customizable sidebar, Home, Snapshot, favorites, profiles, presence, and invitations
  • Autonomous adds AI-assisted sales-form design without changing the underlying approval controls

Customer and vendor portals are Planned / Not yet available; customer/vendor records and invitations are not portal workflows.

Documents & evidence

  • Private manual upload, evidence links, requests, history, and retention controls
  • Autonomous Intake Inbox, classification, matching, extraction, confidence, duplicate checks, review, and provenance
Learn more

Financial Truth Engine

  • Deterministic checks with AI optional
  • Books Health, confidence, evidence coverage, root-cause analysis, and month-end readiness
  • Weekly, nightly, and event-driven integrity checks where configured
  • Policy-controlled action, Historical Restore, and immutable Intelligence history
Explore Financial Truth

Projects & job economics

  • Projects, time, billable expense, profitability, budgets, and revisions
  • Job costing, labor allocation, forecast, and operational reporting where supported
  • Optional industry depth is explained on each industry page
Learn more

Inventory

  • Warehouses, immutable stock movement, weighted-average/FIFO/specific costing
  • Receiving, three-way match, counts, adjustments, transfers, lots/serials, assemblies, landed cost, job materials, COGS, and control reconciliation

KontoCore does not claim MRP.

Fixed assets

  • Asset register, categories, capitalization, components, book and tax schedules
  • Depreciation, impairments, partial/full disposals, gain/loss, transfers, migration, subledger controls, and equipment links

Tax operations

  • Reviewed effective-dated tax rules, freshness, historical snapshots, jurisdiction/rate logic, and filing worksheets
  • 1099 and W-9 readiness, backup withholding, tax-year exports, payroll/W-2 validation, and SSA specification readiness

No tax advice or native payroll tax calculation. Live feeds, e-file, and delivery require providers.

Reporting

  • P&L, Balance Sheet, Trial Balance, GL, indirect Cash Flow, cash basis, and comparisons
  • AR/AP, banking, inventory, fixed assets, tax, projects, operations, custom reports, drill-down, exports, and control totals

Advanced operations & governance

  • Advanced inventory, fixed assets, revenue recognition, projects, dimensions, custom fields, analytics, multi-entity operations, and consolidation
  • Custom roles, granular permissions, approvals, scoped API keys, signed webhooks, bulk actions, and deeper operating controls

Consolidation and any FX helpers do not enable transaction-level multicurrency books, which remain Planned / Not yet available.

Firm practice

  • Accepted client engagements, separate client books, staff assignments, client directory, and health/workload dashboard
  • Close workflows, workpaper packs, tie-outs, signoff, evidence and reconciliation queues, cleanup, capacity, and offboarding

Firm is the multi-client accounting-practice branch after Advanced; Enterprise does not automatically include these tools.

Enterprise contract overlay

  • Advanced plus custom user capacity, higher scale, SAML SSO, SCIM provisioning, and advanced access reviews
  • Contract-scoped retention, security, approvals, segregation of duties, integrations, migration, throughput, onboarding, support, and service levels

Enterprise is quote-based and intended for operating-company or custom-contract requirements, not Firm practice management.

Migration, security & integrations

  • Mirror → Verify → Audit → Restore with control-total proof
  • MFA, least privilege, private documents, audit history, period locks, backups, and recovery controls
  • Standalone-first with CSV/XLSX portability and provider connections where configured
Learn more
See full plan-by-plan capability matrix

KontoCore Personal

Household finances have their own experience.

Explore the implemented prelaunch product for household cash flow, spreadsheets, documents, Personal Financial Truth, derived net worth, retirement, and read-only WealthKraft investment visibility through the separate Personal Wealth plan—not the business plan matrix.

Explore Personal

Standalone from day one

Put continuous financial integrity to work.