Manage your customers and automate your accounting processes

Simplify your day-to-day work with an integrated platform specially designed for accounting professionals.

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Calendar

Manage your diary with ease

Integrated Calendar

Organize and schedule all your appointments directly in Konta.ai with a user-friendly interface.

Real-time synchronization

Synchronize Konta.ai with your calendar so that all your meetings and tasks are always up to date.

Booking Portal

Offer your customers an online booking portal so they can easily book appointments based on your availability.

Shared availabilities

Share your availability with your customers to make it easier to book appointments online.

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Benefits

Share team inboxes

Whether you have a team of 2 or 200, our shared team inboxes keep everyone on the same page and in the loop. Leverage automation to move forward quickly, while still offering customers a helpful, human experience.
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All your needs under one roof

Konta is designed to simplify customer management, automate processes and improve the efficiency of your accounting team.

Mobile App

Access customer information, call and text your customers directly from your cell phone.

Task Automation

Automate appointment reminders, invoice sending and payment tracking to reduce manual tasks and save valuable time.

CRM Advanced

Manage your customers and their files in one place. Track interactions, notes and documents for personalized, efficient customer service.

Integrations

Connect your favorite tools like QuickBooks, Facebook and other software for seamless management of your financial operations.

Reporting and Analytics

Generate detailed reports on the financial performance of your customers and your practice. Use advanced analytics to make informed decisions and optimize your services.

Centralized communication

Send emails, text messages and manage calls directly from the platform. Keep track of all communications for optimal follow-up.

Benefits

Benefits for your practice

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Time saving

Reduce time spent on administrative tasks thanks to automation, and concentrate on high value-added activities.

Improving Customer Relations

Deliver exceptional customer service thanks to centralized management and an intuitive customer portal.

Increased efficiency

Integrate your favorite tools and benefit from an all-in-one platform for smooth, efficient management.

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Contact Organization

Create detailed customer files with specific information for each customer, facilitating personalized management.

Automated tracking

Set automatic reminders for appointments and tax deadlines, ensuring accurate and timely follow-up.

Emails and SMS

Send information campaigns and reminders via email and SMS to maintain constant, effective communication with your customers.

Monitoring Deadlines

Keep an eye on all your customers' tax and financial deadlines to avoid oversights and delays.

Automatic Reminders

Send automatic reminders for upcoming deadlines, ensuring that nothing is missed.

Team project follow-up

Supervise the tasks assigned to each team member and their progress to guarantee quality and meet deadlines.

Accounting Resources on Demand

During busy periods, you can quickly find additional accounting professionals to strengthen your team.

Online Incorporations

Facilitate the creation of companies for your customers through partner lawyers, with incorporations finalized within a few working days.

Access to New Customer Requests

Access requests from new customers looking for accounting services and easily connect with them to grow your customer base.

Integrations

Easily integrate Konta.ai with QuickBooks for simplified management of financial information, and with Stripe to facilitate payments.

Assigning tasks

Assign tasks to team members with specific reminders and deadlines to ensure completion.

Dedicated Support

Our support team is available to help you solve any problem. Benefit from personalized assistance to maximize the efficiency of your practice.
Integrations

Get more value from your tools

Connect your tools, connect your teams. With over 1,000 applications already available in our directory, your team's favorite tools are just a click away.
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"Thanks to Konta, we've been able to automate many tasks and focus on our customers. The ease with which we can manage our customers is a major asset for our firm."

Suzanne
Officium.app

Frequently asked questions

Got questions? Discover frequently asked questions

How do I start my free trial?

Register on our site by providing your basic information, and start exploring all the features of Konta.ai free for 14 days.

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What are the main advantages of Konta.ai for accountants?

Konta.ai automates repetitive tasks, improves deadline and customer management, and optimizes team collaboration thanks to a centralized, intuitive platform.

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How does customer support work?

We offer dedicated customer support accessible by email, telephone and via our online support portal. Higher-level users benefit from priority support and personalized assistance.

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What types of automatic reminders can I set up with Konta.ai?

You can set reminders for appointments, tax and financial deadlines, project follow-ups and any other recurring tasks to help you stay organized and avoid delays.

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Is Konta.ai compatible with my current tools?

Yes, Konta.ai integrates easily with popular tools like QuickBooks and Stripe. Other integrations are also available to facilitate financial management.

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What is Konta.ai's data security policy?

Konta.ai uses advanced encryption technologies to guarantee the security and confidentiality of all customer data. We also respect local and international regulations to ensure compliance.

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Can I add more users to my current plan?

Yes, you can add additional users within the limits of your subscription plan. For larger needs, the Enterprise Cabinet plan offers an unlimited number of users.

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Be notified when available

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