Audits & KPIs

Take control of the cockpit and take your business to new heights!

Consolidating your data for an audit is difficult when it’s scattered across multiple systems. Not with Kafinea.

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Dashboards & Widgets

Keep the information that matters at your fingertips

Create as many dashboards as you wish and add highly customizable and explicit widgets. Find all the information and shortcuts you need on your home screen.

Real-Time Financial Audit

Stay in control of your finances

With our audit tools, don’t wait for the balance sheet to measure your profitability and manage your business with complete control over your performance. Your data is constantly tested with in-depth audits.

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Reports & Charts

Make your numbers speak

Quickly and easily design reports focused on marketing, sales, activity tracking, and much more. These reports can take the form of tables or charts and make your data intelligible and actionable for decision-making.

Process Automation

Save time, save money

Schedule the creation and email delivery of insightful reports and charts on the KPIs of your choice. Use your time wisely: instead of aggregating data, make decisions.

Anticipate risky situations and reduce your costs with Kafinea, your personal auditor working 24/7.

Automation in the Service of Auditing

  • 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.

  • 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.

Advanced Audit Features

  • Advanced per-user access rights

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

  • Customizable fields

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

  • 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.

  • Reports and Charts

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

Basic Audit Features

  • Campaign Budget

    Establish a campaign budget along with projected revenue, expected ROI, and other KPIs.

  • Customizable dashboards

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

  • Export Data to PDF Format

    Export the data of your choice to PDF format.

Related Pages

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