Audits & KPIs

Get into the cockpit and get your business off the ground!

It's hard to consolidate data for an audit when it's scattered across several systems. Not with Kafinea.

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Dashboards & widgets

Keep the information that matters at your fingertips

Create as many dashboards as you like and add highly customizable, self-explanatory widgets. Find all the information and shortcuts you need on your home screen.

Real-time accounting audit

Stay in control of your finances

Thanks to our audit tools, don't wait for the balance sheet to come out before measuring your profitability, and steer your business with complete control over your performance. Your data is constantly put to the test with in-depth audits.

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Reports & charts

Let your figures do the talking

Quickly and easily create reports for marketing, sales, activity tracking and much more. These reports can take the form of tables or graphs, making your data intelligible and usable for decision-making.

Process automation

Save time, save money

Schedule the production and e-mailing of informative reports and graphs on the KPIs of your choice. Use your time wisely: instead of aggregating data, make decisions.

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

Audit 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.

  • 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 auditing features

  • 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 audit functions

  • Campaign budget

    Establish a campaign budget, including projected sales, expected ROI and other KPIs.

  • Export data in PDF format

    Export the data of your choice in PDF format.

  • Customizable dashboards

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

Related pages

Unleash your company's potential now.

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