Provide accounting advisory with automated inventory
Empower your accounting with real-time inventory visibility, ensuring optimal stock levels, accurate financial records, and streamlined production planning.
Accessible inventory management for clients, clear financial insights for accountants
Katana supports growing businesses by giving accountants and end users real-time visibility into inventory, sales, and costs, removing the need for error-prone spreadsheets. It strengthens client relationships by providing a reliable, centralized source of truth that simplifies processes and boosts operational efficiency.
Informed decision-making with an integrated solution
Access comprehensive data on sales, production, and inventory in one place. Katana equips accountants and end-users with the insights needed to make informed decisions that drive business success.
Katana + QuickBooks Online for accurate financial data
Sync Katana with QuickBooks Online to streamline financial data management and improve overall business insights. This integration ensures accurate, up-to-date financial records, enabling you to provide more strategic advisory services.
- Automatically sync sales, costs, and inventory data
- Bill of materials and production cost tracking
- Accurate, perpetual inventory updates
- Sync sales orders to invoices
- Sync purchase orders to bills
Differentiate as a service provider
Your clients need a unified system to manage all aspects of their business. As Intuit’s strategic partner for QBO, Katana offers a range of benefits that add real, measurable value, enabling you to strengthen client relationships.
Scale without disruptions
As businesses grow, Katana scales with them, eliminating the need for platform changes. It streamlines workflows and minimizes manual effort, ensuring operations remain efficient and reliable throughout their growth journey.
- Connect with additional tools as your clients’ needs evolve
- Automate workflows to reduce manual inputs and minimize errors
- Automate resource allocation and job scheduling based on real-time data
Want to become a Katana Partner?
Book a call with a partner manager to learn more about our program, the technical aspects of it, and the value it delivers to you and your clients.
Katana Partners
Join our growing network of partners
Expand your service portfolio and increase your revenue by becoming a verified Katana Partner. We’re looking for agencies, manufacturing specialists, and accounting professionals ready to offer their clients a powerful inventory management solution while earning commissions.
Katana features
Empower your clients with features to grow
Your clients need the right tools to do their job. Here are some of the features Katana offers that help them thrive in their field.
Real-time inventory
Real-time product visibility at all your locations helps you achieve improved delivery tracking, seamless operations, and efficient order fulfillment.
Production management
If you’re away from the shop floor and need to change production plans, you can prioritize production orders, and Katana will reallocate resources automatically.
Purchase management
Get ahead of demand by seamlessly generating purchase orders based on precise material requirements and finely tuned reorder points.
Cloud accounting
Katana Insights and real-time inventory valuations help you track your costs, and you can take your bookkeeping to the next level with accounting integrations.
Sales order management
Centralize and monitor your sales data from every channel. Seamlessly integrate with ecommerce platforms for comprehensive order management.
Warehouse management
The Warehouse app helps you improve picking and packing to optimize the fulfillment process, simplify tasks, and achieve better data accuracy when inventory planning.
Planning and forecasting
Manage your stock levels with insights that help you predict customer demand and avoid delays with tools that automate the process.
Cloud migration
Guide your clients from outdated desktop solutions and ineffective spreadsheets to flexible, powerful cloud inventory software.
Influence product development
As a partner, you can participate in shaping Katana’s features and priorities to better meet your clients’ needs.
Earn commissions
As a verified partner, you can earn commissions or offer special pricing to your clients.
Streamlined inventory and financial data
Become a Katana Partner and simplify the life of you and your clients
