Your finances, handled, so you can grow.
Software plus an expert team, up to full-service bookkeeping: books done, bills paid, taxes filed. You just run the business.
Accounting · Payments · AP/AR · CRM · FP&A · Close, one shared dimensional ledger.
One platform. Every client. Real leverage.
Your clients’ books stay separate at the database. Your firm’s view of them does not.
The firm command center
Close status, exceptions and workload across the whole roster on one board: who is blocked, what is waiting, which client needs a call. No status meeting to find out where March stands.
- Whole-roster close visibility
- Exception queues across clients
- Workload by staff member
Isolation you can put in writing
Each client’s books are isolated at the database. Row-level security makes a cross-client query structurally impossible rather than merely against policy, and staff access is scoped per client and per capability.
- Database-enforced tenant isolation
- Per-client, per-capability staff access
- An immutable audit trail on every action
Kate, times your whole roster
Coding, reconciliations, accruals and close tasks drafted across every client’s books. The leverage of another staff accountant on every engagement, with your people reviewing and approving.
- Drafts across every client ledger
- Your staff approve, nothing posts alone
- Voice or chat, scoped to the client at hand
The full platform, per client
Every client gets the depth their business needs, from multi-entity to revenue recognition to inventory, without you re-buying a bill-pay tool, a close tool and a planning tool for each engagement.
- Every module available on every client
- Turn on only what each client needs
- Client portal and document requests included
The margin math
Two economics compound in your favor, and only one of them is about your own bill.
Their best feature is our checkbox.
Each tool you rent does one job. Caytava does all of them, on one shared ledger.
| QuickBooksaccounting | Bill.combill pay | Rampcards & spend | Stripepayments | HubSpotCRM | Anaplanplanning | Caytava | |
|---|---|---|---|---|---|---|---|
| Accounting & continuous close | ✓ | — | — | — | — | — | ✓ |
| AP & bill pay | — | ✓ | — | — | — | — | ✓ |
| AR & invoicing | ✓ | — | — | — | — | — | ✓ |
| Card acceptance & pay links | — | — | — | ✓ | — | — | ✓ |
| Spend & expense control | — | — | ✓ | — | — | — | ✓ |
| CRM & pipeline | — | — | — | — | ✓ | — | ✓no seats |
| FP&A & forecasting | — | — | — | — | — | ✓ | ✓ |
| AI you can talk to | — | — | — | — | — | — | ✓free |
| One shared ledger under it all | — | — | — | — | — | — | ✓ |
Checks reflect each product’s headline category. Rent them all and you still stitch the answers together, Caytava is the whole column, on one bill.
Most of what you pay for, you'd stop paying for.
Every module you switch on turns off a bill somewhere else, and the work that used to move numbers between those tools stops existing too.
- One predictable bill. Four plans by your size, add-ons only if you need the depth, and never a per-seat fee.
- Money moves cheaper both ways. We beat what you are charged to accept card payments by a full point, and pay you 1% back on what you spend on Caytava cards. A point on the way in, a point on the way out, ACH at $1.99, and every settlement books itself.
- Hours back, not just dollars. Coding, matching, chasing and closing are the work Kate does first.
- Month to month, no lock-in. No implementation fee, no annual contract, your data exportable any time.
*Illustrative, based on typical published list pricing for mid-market tiers across each category, before payment-processing spreads and the hours spent reconciling between apps.
One ledger, from deal to cash to close.
Pipeline drives forecast, payments settle into the books, and the close never stops, all on one multi-entity, multi-currency ledger.
Accounting & close
A real multi-entity, multi-currency GL with consolidation at write time and a close that runs continuously.
ExplorePayments Live
Card and bank acceptance on any invoice at a rate we guarantee to beat, and vendor payments priced per payment, not as a spread.
ExploreAP & bill pay
Contracts to bills to payment runs, 3-way match, vendor portal, W-9/1099, approvals with real separation of duties.
ExploreAR & invoicing
Invoices, sales orders, collections, credit notes, and ASC 606 recognition posting to the same entries.
ExploreCRM & deal-to-cash
Pipeline, quotes, and won-deals wired straight to invoicing and the ledger. Commissions included.
ExploreFP&A & planning
Budgets, driver forecasts, scenarios, and cash planning that reconcile to actuals automatically.
ExploreHR & people
Core HR, time tracking and time off, included from the Launch plan. Native payroll lands in 2027.
ExploreAsk Kate, AI
Talk to your books by chat or live voice. Kate drafts, your team approves, deterministic code writes.
ExploreContracts, documents & more
Contract lifecycle management, a platform-wide document vault with AI intake, equity, sales-tax reporting, included.
You don’t click through this software. You talk to it.
Kate Live is a voice line into your entire back office. Ask a question mid-drive, hear the real number. Tell her to draft the invoice, approve it from your desk.
Grounded, not guessing. Every figure Kate speaks comes from a live query against your actual ledger, never model arithmetic, never a hallucinated number. And nothing she drafts posts until a human taps Approve.
Four plans. One bill you can predict.
Plans follow what your finance operation actually has to do, not how many people log in. Unlimited users on every one of them, plus Kate, the vault, and your accountant's login.
- Ledger, bank feeds, reconciliations
- AI coding, you approve
- Invoices, quotes, pay-by-link
- Fixed assets and depreciation
- Receipts captured and matched
- Everything in Solo
- CRM and pipeline
- Core HR, time and attendance
- Budgets, close checklist, recs
- Automated reminders and retries
- Everything in Launch
- Approvals and segregation of duties
- Sales orders, fulfillment, returns
- Projects and departments on every entry
- Subledger tie-outs and exception engine
- Sandbox company, priority support
- Everything in Growth
- Auditor workspace, evidence packs
- Access certification and SoD monitoring
- Custom balancing dimensions
- Quorum approvals and break-glass
- Uptime SLA, named contact, guided migration
How a firm buys it
Your clients sit on the plans above. Your firm does not buy them one at a time.
Switch on more when you need it
One flat price each, on top of any plan. None of them charge you per entity, per currency, or per user.
And the things that genuinely cost per use
Money movement and filings are priced at what they cost us to move, with nothing hidden in a spread.
Every plan already includes unlimited users, Google or Microsoft sign-in, role-based access control, your accountant’s login, Ask Kate, the document vault, the full audit trail, and free data migration. See every plan and add-on or price it against your current stack.
Built for the people who sign the books.
Capability-based access. Maker-checker approvals. Database-level tenant isolation. An immutable audit trail.
Let's get your finances handled.
Tell us where your books stand today. We'll set you up and grow with you.
Let’s begin