Kanakku White-Label Accounting Retainer (5-7 days)
A delivery sprint to stand up a white-labeled Kanakku instance for a client, configure their invoicing and accounting workflows, and hand over a recurring billing service under your agency's brand. Time: 5-7 days.
By InnovaAI ResearchPublished
Kanakku White-Label Accounting Retainer (5-7 days)
A delivery sprint to stand up a white-labeled Kanakku instance for a client, configure their invoicing and accounting workflows, and hand over a recurring billing service under your agency's brand.
- Purchase the Kanakku CodeCanyon license ($69 one-time) or subscribe to Kanakku Cloud ($4.99/user/month) for the client account.
- Have a server ready for self-hosting (Docker and PostgreSQL) if choosing the CodeCanyon route.
- Obtain client's branding assets (logo, colors, invoice template preferences).
- Collect client's tax jurisdiction details and chart of accounts requirements.
- Set up payment gateway credentials (Stripe or Razorpay) with bring-your-own-keys.
- 1.Deploy Kanakku on your server using Docker and PostgreSQL, or provision a Kanakku Cloud account for the client.
- 2.Configure the white-label settings: upload client logo, set brand colors, and customize invoice templates.
- 3.Set up the chart of accounts and tax rules (GST or multi-country packs) based on client's jurisdiction.
- 1.Integrate Stripe or Razorpay payment gateway using client's API keys.
- 2.Enable multi-currency reporting and configure default currency settings.
- 3.Test invoice generation and payment collection with a sample transaction.
- 1.Import client's existing customer and vendor data into Kanakku.
- 2.Set up inventory items with FIFO/WACA valuation if the client manages stock.
- 3.Configure expense tracking categories and link bank accounts if applicable.
- 1.Train client staff on creating invoices, quotations, credit notes, and purchase orders.
- 2.Enable WhatsApp CRM for client communication and set up automated reminders.
- 3.Review AI-powered document extraction settings for scanning receipts and invoices.
- 1.Run a parallel billing cycle to verify accuracy of tax calculations and multi-currency conversions.
- 2.Create a custom report dashboard for the client to monitor receivables and cash flow.
- 3.Document all configurations and create a handover guide for the client's team.
- 1.Conduct a final QA session: test invoice delivery, payment gateway webhooks, and backup procedures.
- 2.Set up automatic backups and monitoring if self-hosted, or confirm cloud SLA.
- 3.Schedule a recurring monthly review call with the client to discuss accounting health.
- 1.Deliver the white-labeled Kanakku instance to the client with full admin access.
- 2.Provide training session recording and quick-reference cards.
- 3.Launch the recurring billing retainer and invoice the client for the setup fee.
If you charge $299/month per client for a Kanakku Starter Billing Setup, your direct tool cost is $4.99/user/month (Cloud) or a one-time $69 license (CodeCanyon). With 5 clients, your monthly tool cost is under $25, leaving a gross margin of over 90% on the retainer. Self-hosting amortizes the license cost to near zero after the first client, making each additional client nearly pure margin.
- White-labeled Kanakku instance with client branding and custom invoice templates.
- Configured chart of accounts and tax rules (GST or multi-country) for client's jurisdiction.
- Payment gateway integration (Stripe or Razorpay) with test transaction confirmation.
- Client training documentation and video walkthrough.
- Recurring billing retainer agreement and monthly review schedule.
Client's Kanakku instance is live under your brand, invoicing and payment collection work end-to-end, and the client has accepted the recurring retainer.