Finance · Accounting & Finance
Finance that updates itself as the business runs
Because invoices, payments, expenses and purchases already live in KztOne, your income statement, cash position and budgets are built from real transactions rather than month-end data entry.
- Included in
- Starter and above
- Status
- Available now
- Module
- Finance
- Trial
- Included in the 7-day trial
Income and expenses from live records
Every paid invoice is income; every approved expense or supplier bill is a cost. KztOne categorises them, applies tax, and keeps an append-only record so corrections are new entries rather than silent edits.
- Income by product, customer, branch and channel
- Expense categories with receipts attached
- Payments and refunds as a ledger, never overwritten
Cash flow and budgets you can act on
See money in and money out by week and month, with expected receipts from open invoices and expected payments from approved purchases. Set budgets per category and get an alert when spending approaches the limit.
- Cash flow view with expected inflows and outflows
- Budgets per category or department with overspend alerts
- Cash-flow forecasting with AI (Business and above)
Reports for you and your accountant
Profit and loss, receivables ageing, payables, expense breakdowns and tax summaries are available on demand and can be scheduled by email. Export everything to Excel or CSV for your accountant.
- Profit and loss, ageing and tax reports
- Scheduled report delivery (Business and above)
- Export to Excel, CSV and PDF
What you get
- No double entry
- Sales and purchases become finance records automatically.
- Early warnings
- Budget and cash alerts arrive before problems become serious.
- Audit-ready
- Every financial figure traces back to a transaction.
Questions
- Does KztOne replace my accountant?
- No. It gives you and your accountant clean, categorised transactions and standard reports. Full double-entry bookkeeping and statutory filing remain with your accounting professional, and KztOne exports everything they need.
- Can I connect my bank?
- Verified payments from Paystack are recorded automatically. Bank feeds are planned for a later release; until then, payments can be imported from your bank statement CSV and reconciled against invoices.
- Is multi-currency supported?
- Transactions in different currencies are recorded with their currency on Business and above, with reporting in your base currency.
- Which KztOne plan includes accounting & finance?
- Accounting & Finance is included in the Starter plan and above. Every new workspace gets a 7-day trial of the full platform, so you can try it before choosing a plan.
Related
Invoicing
Create branded invoices and quotations, send them by email or WhatsApp, get paid online via Paystack or Stripe, and let reminders chase late payers.
Expense Management
Record expenses with receipts, route them to the right approver, track budgets and see where money goes. AI reads receipts on Business plans. Free to start.
Payment Management
Track every payment and refund against invoices and orders. Verified Paystack events, manual bank transfers and automatic reconciliation. Starter and above.
Tax Management
Apply VAT and other taxes automatically on invoices and orders, keep inclusive or exclusive pricing straight, and produce tax summaries for filing.
See it with your own data
Create a workspace, import your records and try every feature free for 7 days.