Extranet

When you love your ERP, you share it!

Office workers are often the only ones to benefit from new business management software. Not with Kafinea.

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Employee portal

Equip your employees in the field

Give your employees and contractors the chance to stay connected from their smartphone.

Time and attendance, access to mission orders, sending of documents and expense reports all at your fingertips. Your staff will be more than happy to switch ERP systems.

Supplier portal

Reassure your suppliers

Give your suppliers extranet access so that they can submit their invoices and track your payments. This method, coupled with the arrival of dematerialized invoices and Kafinea's automation systems, will enable you to process your outstanding suppliers quickly and efficiently.

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Customer portal

Open the doors to your company

Give your customers a personal, configurable space where they can stay close to your company.

The Kafinea customer portal is a place for your customers to discuss any questions or problems they may have. They can also consult their quotes and invoices, as well as frequently asked questions (FAQ) and submit documents.

FAQ

Answer questions proactively

Generate a list of questions/answers for your employees, suppliers or customers, accessible directly from their extranet. Reduce the volume of questions received and increase the satisfaction of your extranet users.

Extranet automation

  • 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-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.

  • Web forms

    Import data received from a contact form and use it in Kafinea.

  • 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.

  • 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.

  • 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 extranet functionalities

  • Applications

    Open jobs or tasks and allow users to make themselves available.

  • Customizable fields

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

  • Advanced access rights per user

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

  • 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.

  • Reports and charts

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

Basic extranet functionalities

  • Personal calendar

    Add one-off or recurring activities and tasks to your Kafinea calendar and keep control of your schedule.

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