Early Access

Loan Accounting,
Automated.

For CPA and bookkeeping firms managing client debt.

Amorta.io eliminates the spreadsheets behind your loan accounting. Built specifically for CPA and bookkeeping firms, Amorta automates amortization schedules, short- and long-term liability classification, and month-end journal entries — so your team can close faster with complete accuracy. No more manual recalculations, no more errors, no more wasted time. Just clean, consistent, audit-ready numbers across every client.

For Accountants

Built for firms that manage client debt

Whether you're closing books for one small business or fifty, Amorta handles the loan-accounting parts your spreadsheets can't.

🏛️

CPA Firms

Handle loan accounting across your entire book of business — amortization, ST/LT splits, and JEs ready for any review.

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Bookkeeping Firms

Stop rebuilding amortization schedules in Excel every month. Clean entries flow straight to QuickBooks, Xero, or any GL.

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Fractional CFOs

Give your clients the debt visibility they've been asking for — without adding hours to your own close process.

Features

Everything you need, nothing you don't

Purpose-built for loan accounting. Every feature solves a spreadsheet headache.

Amortization Schedules

Auto-generated for every loan. Fixed, variable, interest-only, SBA, balloon — all supported. Editable when reality doesn't match the contract.

ST / LT Classification

Always accurate as of any reporting date. No more toggling between current and long-term portions by hand.

Month-End Journal Entries

One click generates JEs for principal, interest, accrued interest, and reclassification. Export to CSV or straight into your GL.

Rate History Tracking

SOFR, Prime, custom indexes — track every rate change with effective dates. The schedule recalculates automatically.

Multi-Client Portfolio

One login, every client's loans. Role-based access lets you assign staff to specific engagements.

Audit-Ready

Every change logged — who, what, when. MFA required for destructive actions. Workpapers your auditors will actually enjoy.

How It Works

From spreadsheet chaos to audit-ready in three steps

Onboard your first client in under 30 minutes. See your first automated month-end by week's end.

1

Add Your Clients & Their Loans

Input loan terms — principal, rate, start date, frequency. Works for term loans, SBA, equipment financing, lines of credit, and mortgages. Upload the loan agreement PDF if you want it attached for reference.

2

Amorta Calculates Everything

Schedules generate instantly. ST/LT splits recalculate as your reporting date changes. Variable-rate loans track index history. Every month, Amorta tells you exactly what the JE should be.

3

Export to Your GL

One click exports amortization schedules, journal entries, interest accruals, and audit workpapers. Drop them into QuickBooks, Xero, or any GL. Close faster. Close cleaner.

See it in Action

A 2-minute walkthrough

Watch how Amorta handles a real client portfolio — from loan entry to month-end journal entries.

Let's Talk

Book a 30-minute demo

Show us your current loan-accounting process. We'll show you where Amorta fits — no pressure, no pitch deck.

Amorta.io

Loan accounting software for accounting firms. Built by accountants, for accountants.

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