Subscriptions

Customer relations are like a fine wine: they get better with time.

Information on customers and their subscriptions is often scattered across several systems or databases, leading to inconsistencies, errors and delays in payment. Not with Kafinea.

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Centralized information

Make late payments a thing of the past

Combine the Accounts Receivable, Service Contracts, Accounting and Invoicing modules, and become an expert in subscriptions. All products and services provided on a recurring basis can be integrated into Kafinea:

  • Software as a Service (SaaS)
  • Telecommunications
  • Transport and mobility
  • Fitness & wellness services
  • Maintenance
  • Security
  • Training
  • And much more!

Simplified subscriptions and renewals

Simplify subscriptions and renewals

Create connected forms and integrate them into your website or customer extranet. As soon as you send a form and receive payment, the subscription is created in your instance.

Keep track of your customers' subscription start, end and renewal dates. Avoid the inconvenience of service interruptions. Thanks to Kafinea workflows, notify them when the end of their subscription is approaching, and give them the option of renewing in one click from the notification email.

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Invoicing & payment management

Set up recurring invoicing

Automatically invoice customers who order the same items or products on a recurring basis. Set your invoicing amount, interval and payment method, and forget about it! Your invoice is then sent automatically, filed and integrated like your other invoices in your accounting system.

Connect your business bank account to your Kafinea instance and link incoming payments to issued invoices with a single click.

SEPA direct debits

Optimize your order-to-cash cycle

Improve the payment process and your customer experience by integrating SEPA direct debits on your customers' subscriptions.

Recurring invoices awaiting direct debit are automatically processed by Kafinea to trigger a direct debit. Neither you nor your customers have to do a thing. Real business.

Automation for subscriptions

  • 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.

  • Customizable price lists

    Create and apply specific pricing schedules for your customers and suppliers to save time on transactions.

  • 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.

  • Electronic Signature

    Send your documents for electronic signature via YouSign directly from Kafinea and trigger actions as soon as the signature is received.

  • Type of invoicing by project task

    Choose flat-rate or time-based invoicing for each project task, and make it easy to automate your invoicing.

  • 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 subscription management features

  • 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.

  • Consumption-based Invoicing

    Trigger a periodic invoice based on consumption data retrieved via API or entered manually.

  • Differential Invoicing

    Simplify your project invoicing follow-up with our invoicing progress assistant.

  • Recurring Invoicing

    Bill your subscriptions automatically and on a recurring basis according to the frequency of your choice.

  • 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 subscription management functions

  • Customizable blocks

    Organize your records into accordion blocks to group your fields.

  • Record duplication

    Duplicate a record with a single click.

  • 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.

  • Automatic entry of customer information

    Import all your customer's information (postal address, SIRET number, email, etc.) into your documents simply by selecting it.

  • 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.

  • Tracking of recordings

    Get notified when a record you are tracking is updated following an action by one of your colleagues or an automation.

  • 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.

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