For accountants
For accountants and firms
One account for your whole portfolio: every client with their tax IDs, your team with roles, and notices from all your companies on one screen.
For accountants
Your whole client portfolio, in one account
EasyKonta was built alongside accountants and firms in Costa Rica. Run every client with their tax IDs, your team and their notices without switching systems.
A portfolio by client
Individuals, companies and groups of companies, each with its own color. «My accounting» stays private, separate from the firm's.
A team with roles
Invite accountants and admins: they get every shared client, and each change lands in an activity log nobody can delete.
Notices from every client
Documents about to expire, tacit acceptances, invoices issued without an entry and what each client invoiced today, on one screen.
Clients who pitch in
A client sees their business overview read-only, can just invoice, or answer your bank questions from their phone with a photo or PDF. Reminders go out on their own.
A bank inbox that learns
Rules propose the account, the contact and the D-270 flag. Classify the same way three times and EasyKonta offers to create the rule.
Groups of companies
An invoice between companies in a group shows up on its own at the other one, and the consolidation eliminates what they owe and sell each other.
Bank inbox
The bank inbox, step by step
Every statement line comes in once and gets resolved once.
Upload the statement
Excel, CSV, an online-banking PDF or pasted text. EasyKonta recognizes the bank and the account, checks the balances and flags what was already there.
Confirm the suggestions
Every line arrives with a suggestion: a record in the books, an open invoice, a rule or what you chose before. High-confidence lines confirm in bulk.
Ask what only the client knows
Flag the line and your client answers from their phone with a photo or PDF. Reminders go out at 3 and 7 days.
Post and reconcile
Post in bulk, and the month's reconciliation is built from what you resolved: four checks and a PDF ready to sign.
Everyone with the right role
- Owner
- Runs the taxpayer: Hacienda credentials, signing key, year-end close and who else gets in.
- Accountant
- Runs the books: records, issues, reconciles, responds to Hacienda and closes the month.
- Biller
- Only invoices: issues documents and keeps customers and products. Doesn't see the books.
- Viewer
- Reads the books without changing anything, and without seeing payroll.
- Client
- Sees their business overview read-only and answers the accountant's bank questions, from their phone, with a photo or PDF.
Trust
Security built for financial data
What protects your information is built into the system, not written in a promise.
Encrypted credentials
Your Hacienda login, PIN and signing key are stored encrypted with AES-256-GCM.
Logs nobody can erase
Who invited someone, changed a permission or touched the signing key is recorded, and the database itself blocks edits and deletes.
Permissions per person
Each person sees and edits only the modules you choose. Credentials, the signing key, year-end close and users always stay with the owner.
Verified signatures
Every XML you receive is verified, including a revocation check with the Central Bank for digital signatures.
AI with clear limits
Kontia gets your data with tax IDs, emails and phone numbers masked, and never does anything irreversible on its own.
Every company isolated
Each company's data is kept apart from the others, and automated tests check it on every change.
Nothing gets lost
A company invoicing in production is never deleted, only archived, with its XML and its books.
Straight to Hacienda
E-invoicing v4.4 with our own XAdES signature and no middleman between your company and Hacienda.
Get your books in order.
Create a free account, or message us and let's talk about your business.