Accounting

What if your accountant did something other than counting?

An accountant’s expertise is often limited by the repetitive and time-consuming tasks they must perform. Not with Kafinea.

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Automated accounting

Automate repetitive tasks

Focus on your core business by automating accounting with the accounting management feature. Kafinea takes care of automatically posting accounting entries for you.

Our powerful accounting strategy system allows you to fine-tune the automatic generation of your accounting for an optimal analysis of your company’s situation.

Automatic bank synchronization

Keep an eye on your bank accounts

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

With Kafinea’s bank synchronization feature, you can connect to a multitude of French and foreign banks to easily view and manage your financial operations.

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SMART bank reconciliation

Manage your incoming payments in just a few clicks

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

The software detects incoming payments to your bank account and suggests automatically settling 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 collection and directly optimize the customer experience by integrating SEPA direct debit into subscriptions. Recurring invoices awaiting collection automatically generate a SEPA direct debit.

Automation at the service of accounting

  • AI Assistant for Text Fields

    Automatically summarize, expand, rephrase, or correct your textual content to gain precision and fluidity.

  • AI Prompt

    Use AI in Kafinea workflows to understand a situation and automate actions.

  • AI-powered advanced search

    Benefit from intelligent search that goes beyond semantics, understands the meaning of your queries, and provides relevant results.

  • AI-Powered Automations

    Integrate AI prompts into your workflows to automate calculations, analyses, and decision-making based on your ERP data.

  • Autonomous AI Agents

    Entrust complex missions to intelligent agents who break down tasks, execute them in the necessary order, and continuously adapt their actions.

  • Customizable workflows

    Create your workflows to automate record creation, field updates, email sending, and much more.

  • Interactive AI Chatbot

    Ask questions about the data you have access to and receive instant answers, in text, tabular, or graphical format.

  • MCP Server for External AI

    Connect external artificial intelligence to Kafinea to enhance your automated processes and expand your capabilities.

  • Payment matching

    Simplify your invoicing tracking by letting the assistant guide you in matching incoming payments to 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

    Configure periodic email delivery of a report in table or chart format.

  • Webhooks

    Send data to other platforms regarding an event that has just occurred.

Advanced accounting features

  • Advanced per-user access rights

    Choose which actions are allowed or which information is visible for each user, down to the field level.

  • Comments with Attachments

    Share information and documents between collaborators via the Comments block in Kafinea records.

  • Customizable fields

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

  • Dependent Picklists

    Establish a relationship between two picklists, enabling the choices in one to dynamically adjust based on the selection in the other.

  • Dynamic and Customizable Email Templates

    Easily create your own dynamic email templates using shortcodes.

  • Dynamic and customizable PDF templates

    Design as many dynamic PDF templates as desired using shortcodes.

  • Filtering records by tag

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

  • Relational tabs

    Switch from one record to another related record in one click via relational tabs.

  • Reports and Charts

    Visualize real-time key information from your chosen module via tabular and graphical reports.

Basic accounting features

  • CSV Data Import

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

  • Custom naming sequences

    Set the prefixes and suffixes for your document names and their incrementing.

  • Customer and Supplier Accounting Accounts

    Simplify your accounting by linking your customers and suppliers to their corresponding accounting account.

  • Customizable blocks

    Organize your records into accordion blocks to group your fields.

  • Customizable dashboards

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

  • Dynamic Widgets

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

  • Export Data to PDF Format

    Export the data of your choice to PDF format.

  • Filtered views

    Create data lists with filtered views that you require on a regular basis.

  • Illustration Images

    Illustrate your listings with an image for easier identification within your interfaces.

  • Manual Payment Entry

    Manually enter a payment received in person, such as by check or cash.

  • Multi-currency management

    Do business with your international customers—Kafinea supports multiple currencies.

  • Record duplication

    Duplicate a record in one click.

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