What if your accountant spent his time doing something else than counting?

An accountant’s expertise is often hampered by the repetitive, time-consuming tasks he has to perform. Not with Kafinea.

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Automatic accounting

Automate repetitive tasks

Concentrate on your core business by automating your accounting with the accounting management feature. Kafinea automatically takes care of your accounting entries.

Our powerful accounting strategy system enables you to fine-tune the automatic generation of your accounts for optimum analysis of your company’s financial situation.

Automatic bank synchronization

Keep an eye on your bank accounts

Benefit from a real-time workflow that imports your banking transactions automatically, and leverage these transactions by automating your accounting operations.

With Kafinea’s bank synchronization feature powered by Powens, you can connect to a multitude of international banks, enabling you to easily view and manage your financial transactions.

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INTELLIGENT bank reconciliation

Manage your incoming payments in just a few clicks

Checking your incoming payments and manually balancing your invoices is time-consuming. Kafinea has the solution!

The software detects incoming payments to your bank account and suggests you to balance the invoice that appears to match that payment: the speed of automation coupled with the security of human validation.

SEPA direct debit

Optimize your cash flow

Instantly improve collections and directly optimize the customer experience with the integration of SEPA direct debits into subscriptions. Recurring invoices awaiting direct debit automatically generate a SEPA direct debit.

Automation for accounting

  • Customizable workflows

    Create your own workflows to automate the creation of a form, the updating of a field, the sending of an email and much more.

  • Payment Reconciliation Wizard

    Simplify your invoicing follow-up by letting yourself be guided by the wizard that associates incoming payments with similar unpaid invoices.

  • Reminder notifications

    Customize your reminders (pop-up window, email or SMS) and their triggers.

  • REST API

    Synchronize data in real time between the platform of your choice and your Kafinea instance.

  • Scheduled reports

    Set up the periodic emailing of a spreadsheet or graphic report.

  • Webhooks

    Send data to other platforms about an event that has just taken place.

Advanced accounting features

  • Advanced access rights management

    Choose which actions are doable or which information is visible to a group of users, down to each field.

  • Comments and attachments

    Share information and documents with colleagues via the Comments block on Kafinea records.

  • Customizable fields

    Add your own input fields, picklists, date selectors, URLs, etc.

  • Dynamic email templates

    Create your own dynamic email templates easily using shortcodes.

  • Dynamic PDF templates

    Design as many dynamic PDF templates as you like using shortcodes.

  • Picklists dependency

    Create a relationship between two picklists so that the choices available in one dynamically adapt to the choice made in the other.

  • Relational tabs

    Switch from one record to another linked record with a single click via relational tabs.

  • Reports and charts

    View key information on the module of your choice in real time via spreadsheets and graphical reports.

  • Tag filtering

    Group different records together under the same tag to find them easily in one place, even if they belong to different modules.

Basic accounting features

  • Adding images to files

    Illustrate your Kafinea records with an image.

  • CSV import

    Import data via a CSV file by mapping columns in the original file to Kafinea fields.

  • Customizable blocks

    Divide your forms into accordion blocks to group your fields.

  • Customizable dashboards

    Create your own individual dashboards and easily find the information that matters to you.

  • Customizable file naming conventions

    Set prefixes and suffixes for your document names and their incrementation.

  • Dynamic widgets

    Create your own widgets on your dashboards and visualize your data more easily.

  • Filtered views

    Create data lists with filtered views you need on a regular basis and save time.

  • Link to corresponding ledger account

    Simplify your accounting by linking your customer and supplier files to their corresponding ledger accounts.

  • Manual payment entry

    Manually enter a payment received physically, by check or cash for example.

  • Multi-currency compatibility

    Do business with your customers abroad, Kafinea is compatible with multiple currencies.

  • PDF format export

    Export the data of your choice in PDF format.

  • Records duplication

    Duplicate any record in one click.

Related pages

Unleash your company’s potential now.

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