Everything KasbPro can do

Your business at a glance: income, expenses, balance and profit for any period, with charts, alerts, entity counts and per-account balances. Every figure is scoped to your role.

• Period selector (all-time, month, quarter, YTD, last year, custom) drives the headline cards and category charts
• True pending-aware ledger balances for total balance and each account
• Recurring and Payable & Receivable tiles with overdue counts
• Top income/expense pie charts plus a 12-month income/expense/profit bar chart
• One-tap Quick Actions to add income, add expense or transfer funds

Your wallets and bank accounts in one place — cash drawers, bank, mobile wallets, and accounts tagged to an employee. Balances are computed live from your ledger, not a stored number that can drift.

• Add cash, bank and mobile-wallet accounts with an opening balance and currency
• See true, pending-aware balances calculated from income, expenses and transfers
• Tag an account to an employee ("Belongs to employee") for Advances & Claims
• Used everywhere money moves: income, expenses, transfers, payroll and advances

Income and expense categories that map to a coded chart of accounts behind the scenes, so every entry lands in the right place for reporting.

• Separate income and expense categories, each linked to a GL code
• Rename the built-in basics or add your own
• Picked when recording income, expenses and recurring schedules
• Drives the category breakdowns in your reports and dashboard

One tidy address book of the suppliers you buy from and the customers who pay you, ready to pick when you record a transaction.

• Two tabs: Suppliers (vendors) and Customers (payers)
• Store name (required), email, phone and address
• Search by name, email or phone; sort by name or date added
• Outstanding balances live on the Payable & Receivable page

Log every payment your business earns. Mark unpaid sales as receivables that stay out of your cash balance until settled. Pro users can scan an invoice to auto-fill the form.

• Required: amount, account, category, date, description
• Mark unpaid sales as receivables with an expected payment date
• Optional customer, Tax/VAT, branch and project tagging
• Pro: AI invoice/receipt scan pre-fills the entry for review
• Search, filter, sort and export history to CSV

Record every cost your business pays. Mark unpaid bills as payables with a due date, tag supplier/employee/branch/project and Tax/VAT, and scan receipts with AI on Pro.

• Required: amount, account, category, date, description
• Mark unpaid bills as payables (kept out of cash balance until paid)
• Tag supplier, employee, branch, project and Tax/VAT
• Pro: AI receipt/voucher scan auto-fills the form and attaches the image
• Search, filter, sort and export history to CSV

Move your own money between your own accounts — cash to bank, bank to wallet, branch to branch — without touching income or expense totals, so profit stays accurate.

• Required: amount, from account, to account, date, description
• From and To accounts must be different
• Never counts as income or expense — both balances update, profit unaffected
• Optional category, employee, branch and project tags
• Pro: scan a transfer slip to auto-fill fields

See who still owes you and what you still owe, built automatically from any income or expense marked “pending payment”. Settle an item with one click to post it as real money.

• Auto-built from pending income (A/R, code 1100) and pending expenses (A/P, code 2000)
• Summary cards for total and overdue receivables and payables
• Overdue badges with exact days late; search, date-range and status filters
• “Mark Paid” converts an item to real income/expense and updates cash
• Export the filtered list to CSV for chasing or planning payments

Give staff money up front and reconcile what they actually spend. An advance transfers real cash to the employee’s tagged account; an approved claim books real expenses; over-spend becomes a reimbursement you owe.

• Request, approve and transfer staff advances as real money
• Submit multi-line expense claims by category
• Approved claims post as real, categorized business expenses
• Over-spend becomes a payable you can settle from any account
• Live, pending-aware balance per tagged employee account

A safety net for big spending. If a team member records an amount above their limit, it waits here for you to approve before it touches your books — so nobody can quietly push through a large expense.

• Entries over a person’s limit are held automatically — nobody has to remember to flag them
• Held entries stay out of your real balances and reports until you approve them, so your numbers are never briefly wrong
• Approve to post it for real, or reject to remove it entirely
• The limit depends on the person’s role — an owner is never held up by their own rule
• Enforced in the database, not just the screen, so it can’t be bypassed

Create a real, line-itemized invoice for a sale — it posts to accounting, reduces stock for any products sold, and downloads as a modern, brand-colored PDF. Pay it in full, in part, or leave it as a receivable — and record more payments later until it settles.

• Pick a product to auto-fill price, or type a custom service line
• Three payment choices: paid in full now, a partial payment now with the rest due later, or fully unpaid
• Record additional payments any time from the invoice page — the remaining balance and status update automatically
• One (or more, for partial payments) income entry posted per invoice — Reports, Dashboard and Payable & Receivable pick it up automatically
• Any product line reduces stock on hand; over-selling warns but never blocks the sale
• WooCommerce: every paid order becomes a full, viewable invoice automatically

Record a purchase from a supplier — it posts one expense entry, increases stock for any products bought, and downloads as a themed PDF you can keep on file.

• Pick a product to auto-fill cost, or type a custom service line
• “Paid now” for a cash purchase, or uncheck it to record a payable with a due date
• One expense entry posted per bill — the same entry as the Expenses page
• Any product line increases stock on hand — the normal way to record new stock arriving
• Same brand-colored PDF and letterhead as Sales Invoices

Track what you stock, what it’s worth, and what’s running low — with a free engine that forecasts item-wise demand from your real order history, flags dead stock, and produces an automated replenishment plan telling you what to reorder, how much, and from which supplier.

• Products with SKU, unit, cost/sale price, opening stock and a reorder level
• Every purchase, sale, return and adjustment logs a stock movement — the time series the forecast learns from
• Item-wise demand & sales forecasting: 6 months of actual units + a forward forecast per product
• Automated Replenishment page: recommended order quantity, urgency, estimated cost and days-to-stockout, grouped by preferred supplier — updates itself as sales come in
• AI Inventory Advisor (Pro) turns the numbers into a plain-English action plan
• Manual or fully synced from WooCommerce — orders draw down stock automatically

Leads move to deals, deals move through a configurable Kanban pipeline, quotations turn into real invoices once a deal is won, and a daily AI-ready summary tells you who to contact today — all built on the same customers/contacts you already use elsewhere. A Stage 4 feature: Standard mode switches it on for you, and you can toggle it on or off any time in Settings › Features — including while staying in Simple mode.

• Leads with status (new → contacted → qualified); one click converts a lead to a deal, auto-creating (or matching) the contact and carrying over any open tasks
• Deals move through your own pipeline stages — list or drag-and-drop Kanban view; reassign the linked contact, and assign a deal to one or more employees, any time
• Quotations: price products/services from Inventory at any price and discount — never posts to accounting or stock until accepted
• Once a deal is Won, turn its accepted quotation (or a fresh line-up) into a real Sales Invoice — paid in full, partially, or left unpaid
• Tasks (calls, emails, meetings, follow-ups) linked to a lead or deal, with due dates and an assignee
• Automatic follow-up rules: flags leads gone quiet or deals with no activity, one open task per rule — never duplicated
• Free daily summary + priority “who to contact today” list; Pro adds an AI-written coaching briefing
• WordPress “HR” role sync pushes a staff profile into Employees by email — never auto-creates a login

A simple to-do list that lives with your books. Jot down what needs doing, give it a due date, tick it off. Other parts of the app can drop tasks in here for you too — like “chase this unpaid invoice”.

• Add a task in one line — title, due date, priority
• See what’s overdue, what’s due today, and what’s done
• An unpaid invoice can create a “chase payment” task that links straight back to it
• CRM follow-ups appear here too, so you have one list to work from
• Always available — this one is never switched off

A workspace per job, client or site. Drag tasks across a board to show progress, and see the money side of that job — what came in, what went out and what’s left — without building a spreadsheet.

• Drag-and-drop board: To Do → In Progress → Blocked → In Review → Done
• Money tab shows income, expenses and profit for that project alone
• Assign a team so everyone knows who’s on it
• Files attached to the project’s tasks gather in one place
• Duplicate a finished project to reuse it as a template for the next one

Group people together — “Kitchen”, “Sales floor”, “Site A” — so you can hand work to a whole team at once instead of naming everyone individually every time.

• Create a team and add as many people as you like
• Assign a task to the team rather than one person
• Add or remove members any time — nothing they’ve already done is affected

Run a proper payroll for your team — gross pay, itemized deductions and a real net pay, posted to accounting as one expense per employee and available as a modern payslip PDF.

• A new run auto-includes every active, salaried employee — editable before saving
• Fully generic deduction line items — name and amount anything you need
• “Suggest advance” pre-fills a deduction from the employee’s real outstanding advance balance
• Marking a run paid posts exactly one expense entry per employee (net pay) and locks the run
• Themed payslip PDF using the same brand color as Sales Invoices and Purchase Bills

Automate salaries, rent, subscriptions, recurring income and account transfers with reusable schedules. Due payments appear as pending entries you review and approve before they post — nothing changes your balances until you approve.

• Build schedules in three modes: Expense, Income or Transfer
• Weekly, monthly or yearly frequency with a next-run date
• Run scheduled tasks to create pending entries without moving money
• Review, edit, approve (single or bulk) or reject with a reason
• Pause, resume, edit or delete schedules; history with CSV export

Your company team roster. Add staff with contact details, position and manager; invite them to create a login tied to your company; set or reset passwords; link them to payroll; and enable, disable or delete records.

• Searchable, sortable roster with role badges and active/disabled status
• Invite staff via a company-locked link (WhatsApp or email)
• Create logins and manage passwords for team members
• Link employees to recurring payroll
• Set a “reports to” manager to build your org hierarchy

Who turned up, who’s off, and how much holiday everyone has left. Mark a day’s attendance in a couple of taps, approve leave requests, and let it feed payroll automatically so you’re not paying from memory.

• Daily sheet: mark Present, Half day, Leave, Absent or Holiday for the whole team
• Monthly view totals each person’s present, leave and worked days — and exports to CSV
• Set up your own leave types (Annual, Sick, Unpaid…) with days per year
• Staff request leave, you approve or decline — weekends and holidays are skipped in the day count automatically
• Approving leave fills in the attendance sheet for you, and the balance updates instantly
• Attendance can drive payroll, so a month with unpaid leave prorates the pay correctly

The staff side of HR. Your team clock in and out on their phone, then check their own attendance calendar, leave balance and payslips — without asking you for anything.

• One tap to clock in, one to clock out — the buttons then lock for the rest of the day
• “My Attendance” shows a personal calendar with present, leave and weekend days
• “My Leave” shows the balance left, files a request and can withdraw it while it’s still pending
• “My Payslips” lists paid payslips with a PDF to download
• Everyone only ever sees their own record

The approval inbox for people who signed up using your Company ID. Instead of joining automatically, each person waits here until you approve them — approval links their login and grants the Employee role.

• Owner-approval gate for everyone who signs up with your Company ID
• Approve to link the login and grant the Employee role instantly
• Decline to reject with no data or account changes
• Each request shows name, email, optional note and date
• Scoped to your company; requests stay pending until you act

Decide who on your team can do what. Set each person’s app-wide role, then scope managers and staff to the specific branches or projects they work in. Access is enforced in-app and at the database.

• App-wide roles: Accountant, Manager, Employee, Viewer (Owner is implicit)
• Branch/project scoping: managers see their area, members see only their own entries
• Plain-English role legend plus a full who-can-do-what guide
• Change roles and assignments in a couple of clicks
• Enforced in-app and via database row-level security

Model your company structure: set up branches and projects you can tag transactions to, and draw a simple org chart showing who reports to whom.

• Three tabs: Org Chart, Branches and Projects
• Add, rename, search, sort and delete branches and projects
• Build a live org chart with a per-person “Reports to” dropdown
• Tag income/expenses to branches and projects for segment reports
• Owner sits at the top; loops and self-reporting are blocked

A full suite of accountant-ready statements built automatically from your day-to-day entries — P&L, Balance Sheet, Cash Flow, Trial Balance and more — for any date range. Switch P&L between cash and accrual and export branded PDF or CSV.

• 15 report views incl. P&L, Balance Sheet, Cash Flow and Trial Balance
• Any date range with quick presets (month, quarter, YTD, last year)
• Cash vs accrual toggle on Profit & Loss
• Branch and Project P&L to compare what actually makes money
• Budget vs Actual editor; branded, signature-ready PDF/CSV exports

The accountant’s view of the same numbers. The General Ledger lists every movement through a single account with a running balance; the Trial Balance proves the whole set of books adds up. You don’t need these day to day — they’re what your accountant will ask for.

• Pick any account and see every entry that touched it, in date order with a running balance
• Each line points back to the invoice, bill, expense or transfer that created it
• Trial Balance totals every account’s debits and credits and shows they match
• Built automatically from your normal entries — there is nothing extra to fill in
• Handy for handing over to a CA, or checking where an odd number came from

Compiles your books into one clean, accountant-ready draft pack — statements, supporting schedules, a review checklist and optional AI notes — that you download as PDF or Word. Clearly marked draft and unaudited.

• One-click pack: Balance Sheet, P&L, Cash Flow and Trial Balance
• Notes & schedules: AR/AP aging, tax/VAT, payroll, receivables, payables, sales by customer
• Built-in review checklist flags overdue, negative cash and out-of-balance books
• Optional AI notes and a “fix before your accountant” list
• Export to branded PDF or editable Word, with signature blocks

Chat with an AI assistant that has already read your live books. Ask plain-English questions and get answers grounded in your own figures — it cites your chart-of-accounts codes and never invents numbers.

• Grounded in your live P&L, cash, receivables/payables, tax and payroll
• Bring your own encrypted key: OpenAI, Gemini, Claude or OpenRouter
• Plain-English answers that cite chart-of-accounts codes
• Starter prompts for financial health, top expenses and year-end readiness
• Guidance only — verify figures and confirm tax matters with a professional

Attach receipts, invoices, contracts and photos to your income, expenses and transfers. Files live in your company’s own Google Drive, auto-sorted and linked to the right transaction. Pro users also get automatic full-data JSON backups saved directly to their Drive.

• Attach JPG, PNG, GIF, PDF and Word files (max 10MB) to any transaction
• Stored in your own Google Drive — full ownership and portability
• Auto-sorted into income, expense and transfer Drive folders
• Image gallery with full-size preview and one-click download
• Pro/Enterprise feature; AI receipt scanning with an AI key

Move your books in and out of KasbPro anytime — manual export and import is always free. Download a complete CSV/JSON backup, or enable automatic monthly email backups. Pro users get full-data JSON backups synced directly to their Google Drive automatically.

• Export 10 sections to Excel individually or all in one workbook
• Bulk-import from a downloadable template — validated row by row (up to 5,000 rows)
• Full CSV/JSON backup, on demand; choose data sets and date range — free, no limit
• Backup includes a financial summary plus pending payables/receivables
• Automatic monthly email export, or weekly/monthly to Google Drive (Pro)

See your current plan, trial status and what each tier unlocks, and request an upgrade. Free is free forever; Pro is $49/year (billed yearly) with a 30-day free trial; Enterprise is a custom ERP build starting at a $1,000 one-time fee plus a small monthly maintenance fee, quoted per customer.

• Free $0 — full bookkeeping: income, expenses, transfers, accounts, reports, contacts
• Pro $49/year — adds document uploads, AI scanning, automatic Google Drive data backups, priority support
• 30-day Pro free trial — $0 today, card verified via Stripe; cancel anytime before it ends and pay nothing
• Enterprise — a custom ERP built for your workflow: from $1,000 one-time plus a small monthly maintenance fee
• Trial and renewal status shown with days remaining

Your profile and company control center: company details and branding, the Simple/Standard accounting mode, the Features switches that decide how much of the app you see, the coded chart of accounts, your AI provider key, and Google Drive connection.

• Edit your profile and your company’s details, logo and letterhead
• Choose your Accounting Mode — Simple keeps entry forms short and starts you with the essentials, Standard shows every detail field and switches all features on
• Features: a switch for each part of the app (Inventory, Invoicing, Team & Payroll, Recurring, CRM, Projects, Roles, Advanced Reports) — grouped by the stage a business usually needs them, and adjustable in either mode
• So you can stay in Simple mode and still turn on just CRM, or run Standard and switch Payroll off
• Turning a feature off only hides it — your data is kept and comes straight back
• Manage the coded chart of accounts
• Connect an AI provider key (encrypted) for AI scan & AI Accountant
• Connect Google Drive for document storage
• Design your printed documents: branding colours, letterhead, invoice template and reusable Terms & Conditions blocks

KasbPro includes a built-in MCP (Model Context Protocol) Server. Securely connect your live ERP data to AI assistants like ChatGPT, Claude, and Gemini to query financial summaries, recent transactions, inventory levels, and payables/receivables conversationally. Included free — you bring your own AI assistant.

• Dual Endpoints: Standalone Fast HTTP endpoint and Native Next.js API route
• Token-based authentication ensures only you and your AI assistant can read your data
• Read-only safety: the MCP tools can query data but cannot modify or delete it
• Integrated easily with Custom GPTs and native MCP clients (Claude Desktop, Gemini, Antigravity) via JSON schema or SSE.

One dedicated WordPress plugin (KasbPro Sync) pushes your store and site data into KasbPro — orders, products, customers and staff HR profiles — AND adds a powerful KasbPro Insights dashboard right inside WordPress that fuses your live WooCommerce data with KasbPro's forecasting, replenishment, cash/P&L, CRM and AI guidance. KasbPro itself never needs WordPress or WooCommerce to work.

• Generate an API key here, then paste it into the plugin's settings screen in WordPress — the same key powers both sync and the dashboard
• Paid WooCommerce orders become real Sales Invoices with line items, tax and stock applied
• Products and stock levels sync in and stay current as orders come through
• “Import past orders” backfills your full order history in one click (stock isn't re-applied for backfilled orders, only recorded for forecasting)
• New KasbPro → Dashboard in WordPress: WooCommerce revenue/best-sellers/low-stock fused with KasbPro demand forecasts, automated replenishment, cash & profit, receivables and one-click AI guidance
• A standalone “KasbPro HR” WordPress role pushes staff profiles into Employees by email — independent of WooCommerce, never auto-creates a login