Subscriptions

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Information Centralization

  • Software as a Service (SaaS)
  • Telecommunications
  • Transportation and Mobility
  • Fitness & Wellness Services
  • Maintenance
  • Security
  • Training
  • Much more!

Simplified Subscriptions and Renewals

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Invoicing & Payment Management

SEPA Direct Debits

Automation for Subscriptions

  • AI Assistant for Text Fields

    Automatically summarize, expand, rephrase, or correct your textual content to gain precision and fluidity.

  • 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.

  • Billing type per project task

    Choose flat-rate or time-based billing for each project task and simplify your invoicing automation.

  • Customizable price lists

    Create and apply specific price lists for your customers and suppliers to save time during your transactions.

  • Customizable workflows

    Create your workflows to automate record creation, field updates, email sending, and much more.

  • Electronic signature

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

  • 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.

  • Webhooks

    Send data to other platforms regarding an event that has just occurred.

Advanced Subscription Management Features

  • Advanced per-user access rights

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

  • Comments with Attachments

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

  • Customizable fields

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

  • Dependent Picklists

    Establish a relationship between two picklists, enabling the choices in one to dynamically adjust based on the selection in the other.

  • Differential Invoicing

    Streamline your project invoicing tracking with our progress invoicing assistant.

  • 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.

  • Filtering records by tag

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

  • Recurring Invoicing

    Invoice your subscriptions automatically and recurrently according to the frequency of your choice.

  • Relational tabs

    Switch from one record to another related record in one click via relational tabs.

  • Reports and Charts

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

  • Usage-based Invoicing

    Trigger a recurring invoice based on usage retrieved via API or entered manually.

Basic Subscription Management Features

  • Auto-fill Client Information

    Simply import all client information (postal address, SIRET number, email, etc.) into your documents by selecting the client.

  • CSV Data Import

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

  • Custom naming sequences

    Set the prefixes and suffixes for your document names and their incrementing.

  • Customizable blocks

    Organize your records into accordion blocks to group your fields.

  • 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.

  • Illustration Images

    Illustrate your listings with an image for easier identification within your interfaces.

  • Manual Payment Entry

    Manually enter a payment received in person, such as by check or cash.

  • Record duplication

    Duplicate a record in one click.

  • Record Tracking

    Be notified of updates to a record you follow, resulting from an action by a colleague or an automation.

Unleash your business potential now.