Audits & KPIs

Take control of 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.

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.

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.

Automation for audits & KPIs

Customizable workflows

Create your own workflows to automate the creation of a form, the updating of a field, the sending of an email and much more.
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

Set up the periodic emailing of a spreadsheet or graphic report.

Advanced audits & KPIs features

Advanced access rights management

Choose which actions are doable or which information is visible to a group of users, down to each field.
Customizable fields

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

Create your own dynamic email templates easily using shortcodes.
Dynamic PDF templates

Design as many dynamic PDF templates as you like using shortcodes.
Reports and charts

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

Basic audits & KPIs features

Customizable dashboards

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

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

Export the data of your choice in PDF format.