Accounting

What if your accountant did more than count?

An accountant's expertise is often hampered by the repetitive, time-consuming tasks he or she 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 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, you can connect to a multitude of French and foreign 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 automatically balances the invoice that appears to correspond to 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.

Automated accounting

  • Autonomous AI agents

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

  • REST API

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

  • AI assistant on text fields

    Have your textual content automatically synthesized, lengthened, reformulated or corrected for greater precision and fluidity.

  • AI-powered automation

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

  • Interactive AI chatbot

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

  • Reminder notifications

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

  • AI Prompt

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

  • Scheduled reports

    Set up the periodic emailing of a tabular or graphical report.

  • Payment reconciliation

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

  • Advanced AI search

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

  • MCP server for external AI

    Connect external artificial intelligences to Kafinea to enrich your automated processes and extend your capabilities.

  • Webhooks

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

  • Customizable workflows

    Create your workflows to automate the creation of a record, the update of a field, the sending of an email, and much more.

Advanced accounting functions

  • Customizable fields

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

  • Comments with attachments

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

  • Advanced access rights per user

    Choose which actions are feasible or which information is visible to each user, down to the individual field.

  • Filtering records by tag

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

  • 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 you want using shortcodes.

  • Relational tabs

    Switch from one record to another related record with a single click using relational tabs.

  • Dependent picklists

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

  • Reports and charts

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

Basic accounting functions

  • Customizable blocks

    Organize your records into accordion blocks to group your fields.

  • Customer and supplier accounts

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

  • Record duplication

    Duplicate a record with a single click.

  • Export data in PDF format

    Export the data of your choice in PDF format.

  • Multi-currency management

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

  • Illustrative images

    Illustrate your recordings with an image to make them easier to identify.

  • Importing data in CSV format

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

  • Manual payment entry

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

  • Customized naming sequences

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

  • Customizable dashboards

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

  • Filtered views

    Create the data lists with filtered views you need on a regular basis.

  • Dynamic widgets

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

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