Accounting built for your business, not your bookkeeper's workflow.
General ledger, invoicing, reconciliation, and reporting — integrated with 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 first step to the outcome that matters.
From invoice to reconciled books
Accounting that reads from live sales and payment data — not spreadsheets someone updates on Fridays.
Customer on file
The same customer record from CRM — no duplicate vendor or buyer master data.
Invoice issued
Generated from closed deals or Commerce orders — line items match what was sold.
Payment received
Incoming payments match open invoices and update AR in real time.
Bank feed imported
Transactions flow in daily — AI suggests matches before you touch a line.
Reconciled
Bank lines tie to invoices, bills, and journal entries with a full audit trail.
- 6
Reports ready
Trial balance, P&L, and cash flow reflect what actually happened — not last month's export.
The challenge
Sound familiar?
The problem
- Sales data in CRM, financial data in accounting — manual sync or duplicate entry
- Bank reconciliation is tedious and error-prone
- Financial reports are always stale, waiting for month-end close
- Subscription revenue isn't recognized correctly
How Ambivo Books solves it
- ✓Double-entry GL with invoices from CRM auto-posting to AR
- ✓Bank feeds reconcile with ML-assisted matching logic
- ✓Real-time trial balance, P&L, and cash flow reports
- ✓Native ASC 606 revenue recognition for subscriptions
Features
Books that stay current
Chart of accounts & GL
Double-entry bookkeeping with a real GL structure — customizable chart, 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
Auto-pull bank feeds with ML-assisted matching. One-click reconciliation for matched items and exception flagging.
Financial reporting
Real-time trial balance, income statement, balance sheet, and cash flow — by period, cost center, or budget vs. actual.
Multi-currency & FX
Invoice in one currency, collect in another. Automatic FX conversion, unrealized gain/loss tracking, and period-end revaluation.
Revenue recognition
Native ASC 606 support for subscriptions and recurring billing — deferred revenue, cohort reporting, and churn impact.
Why Ambivo Books
Built different, by design
Built for integrated business
Sales, cash, and accounting are one system — no reconciliation, no re-keying between tools.
Reconciliation in minutes
AI-assisted bank matching and one-click reconciliation — not manual cell-by-cell matching.
Audit-ready always
Immutable evidence trail, GL detail export, and trial balance — no scrambling before the auditor arrives.
QuickBooks migration
Import GL, customers, vendors, and accounts from QuickBooks in one click.
How it works
Three steps to get started
Connect
Sync CRM orders, bank feeds, and vendor data into one ledger.
Reconcile
Match transactions automatically and resolve exceptions fast.
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 product and channel, COGS tracking, and multi-currency FX handling — without a separate accounting stack.
Professional services
Project billing, unbilled revenue tracking, and time & materials revenue recognition in one system.
Ambivo Ecosystem
Part of something bigger
Orders from Commerce automatically create invoices and AR. CRM customer records sync to your books. Commission accruals and asset depreciation post to GL without manual entry.
Ready to get started with Ambivo Books?
Free plan available. No credit card required.