Plan ahead
Professional includes budgeting and forecasting to help compare your plans with your records.
From the first invoice to the next business decision, keep your records connected and your work moving.
Bring the customer, work, tax, and amount outstanding together. Keep sight of what you have billed and what is still owed.
02Record day-to-day spending and supplier bills, keep supporting receipts, and follow what is paid or still to pay. Your costs stay in the same books as your sales.
03Keep contact details, invoice history and outstanding customer balances close at hand. Review supplier bills and payments in the same workspace.
04Keep product quantities and costs connected to receiving, stock movements, and your accounting.
05See whether sales cover your costs, what your business owns and owes, and where its cash goes. Read actual income statement, balance sheet and cash flow examples.
06Ask Genie about your Kontab records or how to use the software, without leaving your workspace.
07Start a new chapter with the records and opening figures your business needs.
Import statements, review matches and explain reconciliation differences.
Professional includes budgeting and forecasting to help compare your plans with your records.
Professional includes assets and depreciation, business loans and audit log exports.
Saint Lucia payroll workflows are available on Professional. Country setup elsewhere does not imply payroll availability.
Explore six months of activity in an office-supply and services business: 48 invoices, everyday operating costs, stock and financial statements. Actual Kontab screens, with synthetic example records.
Go at your own pace. No signup required.
Choose your kind of business. See the everyday work Kontab can help you manage, and where to start.
Consultants · Freelancers · Trades & service businesses
Keep client work, money owed, and everyday spending in view. Start with the essentials, then add automation as repeat work grows.
Create estimates and invoices with the customer, tax, total, and amount due together.
Review outstanding invoices and record customer payments so you can follow each balance.
Record bills and expenses alongside your sales. Growth adds document capture and recurring invoices and bills.
Free Forever includes 1 owner, 10 invoices and 10 bills or expenses per month. Growth adds recurring work, Genie AI and a team of up to 3 users.
AI document capture is available on paid plans, with monthly allowances.Shops · Distributors · Importers & product businesses
Bring products, supplier purchases, and sales into the same accounting workspace, with the inventory tools to follow what moves.
Keep product and supplier records together with purchasing, receiving, and sales activity.
Follow stock movements and use landed costs to account for freight and other costs of bringing goods into your business.
Import bank transactions from CSV, reconcile them with your records, and review the results in your financial reports.
Growth includes advanced inventory, landed costs, bank reconciliation and CSV import, with up to 3 users and 1 GB of attachment storage.
Advanced inventory and landed costs require a paid plan. Bank imports use supported CSV files.Small employers · Growing teams · Businesses with an accountant
Give colleagues access to the work they handle, bring your accountant into the conversation, and add payroll, budgeting, and assets as your business grows.
Invite colleagues into your business and use role-based permissions to control what each person can see and do.
Professional includes Saint Lucia payroll workflows. Availability depends on your country configuration and rollout status.
Professional adds budgeting and forecasting, plus an asset register and depreciation tools.
Growth supports up to 3 users. Professional supports up to 10 and adds Saint Lucia payroll, budgeting, fixed assets, and expanded AI allowances.
Country-specific features depend on your business setup and plan.30 days of Professional features. No card needed.