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Bookkeeping & customers

Leave Excel behind: customers, cash and bank on one screen.

Who owes you what, and what you owe, is clear at every moment. Customer risk cards, statement sharing, cheque and note tracking and multi-company management — AI-powered bookkeeping.

Kivi — customer risk card
Star Trading Ltd.MEDIUM RISK
₺186.400
open balance
₺42.000
overdue
9 days
avg. delay
Sales invoice #1847₺28.980
Collection — transfer−₺50.000
Cheque — due 21.07₺64.500
Share statement Send reminder

A financial picture of your business

Customer statement

The customer card brings the receivable or payable balance, risk position and the full transaction history together. Filter recent transactions with ready ranges such as today, this week or this month, and view, copy or share the document PDF from any line.

✓Ready date filters: today, yesterday, this week, this month, last month
✓Document number, description, exchange rate and amount per line
✓Take statements and reports in multiple currencies, including TRY, USD, EUR and gold

Balance

Choose a currency and the balance breakdown becomes a chart, so you see the debit-to-credit ratio at a glance. The right panel opens open orders, cheques held in the till and balances layer by layer.

✓Debit and credit chart by currency
✓Open orders, cheques and balances in one list
✓Last invoice, last payment and last collection cards
✓Download the screen as an image and share it with the customer

Cheques & notes

Manage cheques and notes on a single card: drawer details, due date, serial number, bank, amount and currency on the same screen. Customer and AML tags keep the risk position visible.

✓A maturity calendar with reminders as dates approach
✓Merchant/holder, warehouse and cheque tags
✓The cheque image is archived in the photos tab
✓The transactions tab tracks the cheque’s whole journey

Cash accounts

Every transaction per branch collects in one list. Filter bank, cash and cheque movements separately, and combine customer, account, date and amount filters.

✓All / bank / cash / cheque quick filters
✓Customer, account and date filters work together
✓Transaction types such as transfer, card and bank are separated
✓With KiviBANK, transactions land automatically and export to Excel
✦ With Kivi AI
Let data entry happen by itself

Photograph receipts and invoices and let document capture record them; let smart actions create vouchers from bank transactions. Manual entry drops to a minimum.

Document capture → Smart actions →
Process
XWith Excel
Kiviile
Customer balance
✕ You open the file and check the formula; if two people type at once the balance goes wrong.
→
✓ The balance updates instantly with every invoice, collection and cheque movement.
Statement sharing
✕ You prepare the statement by hand and attach it to an e-mail.
→
✓ One tap from the customer card sends it as a PDF or image over WhatsApp or e-mail.
Cheque & note maturity
✕ Due dates live in a separate list and tracking stays in your head.
→
✓ The maturity calendar and upcoming-date reminders run automatically.
Bank transactions
✕ You download the statement and copy it line by line.
→
✓ With KiviBANK, transactions from 25+ banks land automatically and match the customer.
Reporting
✕ A new pivot and a new sheet for every report.
→
✓ 15+ ready reports export to Excel in one click.
Month-end close: days with Excel → the same day with Kivi

Discover AI-powered bookkeeping

No installation, no commitment — try it today.

Try it for free! See pricing