Accounting built for your business, not your bookkeeper's workflow.
General ledger, invoicing, reconciliation and reporting, connected to your sales and cash flow.
Orders come in via CRM. Invoices go out manually. Bank feeds trickle in. By the time books are reconciled, you're weeks behind. Ambivo Books integrates with your entire business so your financial picture is always current.
Customer journey
See how Books fits into the way your team works, from the first step to the result.
From invoice to reconciled books
Accounting that reads live sales and payment data, the moment it happens.
Customer on file
The same customer record from CRM, used by everyone.
Invoice issued
Built from closed deals or ERP orders. Line items match what was sold.
Payment received
Incoming payments match open invoices and update AR in real time.
Bank feed imported
Transactions arrive daily. AI suggests the matches before you touch a line.
Reconciled
Bank lines tie to invoices, bills, and journal entries with a full audit trail.
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Reports ready
Trial balance and P&L show today's position, and the cash flow statement exports on demand.
The challenge
Sound familiar?
The problem
- Sales data in CRM, financial data in accounting, synced by hand
- Bank reconciliation is tedious and error-prone
- Financial reports are always stale, waiting for month-end close
- Subscription invoices never reach the ledger
How Ambivo Books solves it
- ✓Double-entry ledger, with new invoices from CRM posting to receivables automatically
- ✓Bank feeds are matched on amount, date and description
- ✓Real-time trial balance and P&L, with cash flow available as an export
- ✓Subscription invoices post to your ledger when they are raised
Features
Books that stay current
Chart of accounts & GL
Double-entry bookkeeping on a real general ledger, with your own chart of accounts, account hierarchies and cost center allocation.
Invoicing & accounts receivable
Invoices from CRM orders auto-post to GL. Recurring templates, payment terms, and collection workflows built in.
Bank reconciliation
Bank feeds arrive automatically, matched on amount, date and description. One-click reconciliation for matched items, with the rest left unmatched for review.
Financial reporting
A live trial balance, income statement and balance sheet, by period, cost center or budget against actual. Cash flow is available as an export.
Multi-currency & FX
Invoice in one currency, collect in another. Automatic FX conversion, with realized gain or loss posted when a payment is assigned to an invoice.
Revenue recognition
Recurring subscription billing through Stripe, with each invoice posted to your ledger.
Why Ambivo Books
Built different, by design
Built for integrated business
Sales, cash and accounting are one system. Enter it once and it is everywhere.
Reconciliation in minutes
AI suggests the bank matches, and you reconcile in one click.
Audit-ready always
A locked evidence trail, a ledger detail export and a trial balance, ready before the auditor arrives.
QuickBooks migration
Import GL, customers, vendors and accounts from QuickBooks with a guided import.
How it works
Three steps to get started
Connect
Bring invoices, bills, payments and bank feeds into one ledger.
Reconcile
Run the matcher over a whole statement, then review anything it could not match.
Report
Generate financial statements and close books with confidence.
Use Cases
Where Ambivo Books shines
SaaS & subscriptions
Revenue recognition, churn analysis, and MRR/ARR reporting without bolt-on tools or spreadsheet workarounds.
Product-based revenue
Revenue by site, COGS tracking and multi-currency invoicing, all in one place.
Professional services
Project billing, unbilled revenue tracking, and time & materials revenue recognition in one system.
Ambivo Ecosystem
Part of something bigger
Orders from ERP automatically create invoices and AR. CRM customer records sync to your books. Commissions become vendor bills, and those bills post to your ledger automatically.
Ready to get started with Ambivo Books?
Free plan available. No credit card required.