Name: KaisEVO
Author: Kais Software

Customer Engagement

Help Desk

Web and Video Conferencing

Customer Support

Virtual Reality

Development

Student Management

Education

Business Intelligence (BI)

Collaboration

Embedded Business Intelligence (BI)

Internal Communications

Enterprise

Accounting

Anti-Money Laundering (AML)

CTRM

Expense Management

Tax Compliance

Travel Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

On-Demand Payment

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Virtualization

Cloud Storage

Data Deduplication

Fraud Detection

Integration Platform as a Service (iPaaS)

Internet of Things (IoT)

Interoperability

M2M Application Development

Managed Print

Managed Private Cloud

Migration

Network Access Control (NAC)

Network Performance Monitoring

Penetration Testing

Relational Database Management Systems

SSL Certificate

Sensitive Data Discovery

Tower Servers

Virtual Private Network (VPN)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Data Cleansing

Digital Experience Platforms (DXP)

Email Marketing

Marketing Automation

Marketing OS

Online Reputation Management

Product Management

Search Marketing Intelligence

Social Media Management

Social Media Publishing

Survey & Forms Building

Web Analytics

Marketing

AI Meeting Assistants

Email Signature

Project Management

Professional Services

Customer Relationship Management (CRM)

Headless eCommerce

Sales Engagement

Sales

Certificate Lifecycle Management

Data Loss Prevention

Security

Catering

Church Management

Construction Accounting

Geographic Information

Intelligent Document Processing

Multiple Listing Service (MLS)

Vertical-Specific

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Namely

KaisEVO is a software solution designed to streamline and optimize various aspects of a company's operations. According to the vendor, it caters to small to large-sized businesses across industries such as manufacturing and production, wholesale and distribution, retail and e-commerce, professional services, and healthcare and pharmaceuticals.

## Key Features

**Intelligent Invoice Entry**: According to the vendor, KaisEVO utilizes artificial intelligence (AI) to automatically import and process purchase invoices from various formats such as PDF, Excel, XML, and EDI. It includes features for automatic invoice accounting and matching of purchase orders, as well as preparation for submission with the SII system.

**Asset and Maintenance Management**: The software provides comprehensive control and management of equipment, machinery, and facilities, according to the vendor. It offers features for detailed asset administration and tracking, planning and monitoring of preventive and corrective maintenance tasks, as well as resource management for maintenance activities.

**Accounting and Financial Management**: KaisEVO allows users to manually enter journal entries and create customizable templates, as stated by the vendor. It supports verification and adjustments of entries with multiple currencies, offers easy localization and search of entries, and provides automated bank reconciliation with graphical visualization.

**Sales, CRM, and Logistics Management**: According to the vendor, the software enables efficient order entry and automatic generation of delivery notes. It includes features for managing sales agents and commissions, setting up price lists and special conditions for customers, and tracking individual items by batch or serial number. Additionally, it offers warehouse management, stock queries, and batch stock status.

**Production Management and Planning**: According to the vendor, KaisEVO allows users to define production methods, phases, sub-phases, machinery, tools, and components. It calculates material requirements and generates purchase orders accordingly. Manual or automatic creation of production orders is possible, with real-time stock control, material consumption tracking, and statistical analysis of productivity and economic evaluations.

**Business Intelligence**: The software enables the consolidation of data from multiple sources for strategic analysis, as stated by the vendor. It transforms information into visual objects through interactive dashboards, offers real-time statistical analysis and graphical presentations, and allows for personalized reports and data configuration. Users can also share information and enhance collaboration.

Microsoft Dynamics 365 is a CRM providing sales, marketing, and service functionality. It is offered as SaaS and on-premise. Dynamics 365 is part of the larger Dynamics suite of business intelligence and ERP products.

Microsoft Dynamics 365

Basic

CANIAS ERP

KaisEVO

Enterprise Resource Planning (ERP) helps to integrate and manage an organization's core business processes. It is a software system acting as a central nervous system, connecting functions like finance, human resources, supply chain, and manufacturing into a single, unified platform. ERP systems provide a single source of truth, automating workflows and offering real-time data to improve efficiency and decision-making across the enterprise. Compare ERP tools based on verified user reviews and find the best fit for your business needs.

Enterprise Resource Planning (ERP)

Kais Software

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

Accounts payable

This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

Accounts receivable

This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

Global Financial Support

Account using multiple ledgers, multiple currencies, and multiple entities

Primary and Secondary Ledgers

Record and report across multiple currencies and accounting standards with primary and secondary ledgers

Journals and Reconciliations

Automate and synchronize ledgers and processes

Configurable Accounting

Configure accounting rules and segments for each chart of accounts

Standardized Processes

Centralize financial management to facilitate standardized financial processes

Subledger and Financial Process

Revenue management solution including capabilities for subledgers and financial processes

Billing Management

Access role-based billing work area, perform discrete and recurring billing

Cash and Asset Management

Manage liquidity and cash requirements, asset transfers, disposals, reclassifications, and financial adjustments

Travel & Expense Management

Enter expenses from mobile devices, integrate credit card and travel booking, configure policy enforcement

Budgetary Control & Encumbrance Accounting

Control spending at any budget level or time interval

Period Close

Sustain fast close with integrated subledgers, intuitive dashboards, embedded collaboration

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

Inventory tracking

The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.

Automatic reordering

The software can be set up to automatically reorder a good when it falls below a certain threshold.

Location management

The software can track multiple goods across multiple locations.

Order Management

The ability to process orders, and track them from quote to cash.

Pricing

Users can set up complex and unique pricing requirements.

Order entry

Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.

Credit card processing

The software facilitates credit card processing.

Cost of goods sold

The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.

Order Orchestration

Define and execute order fulfillment processes for products as well as services on the same order.

Payroll Management

Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.

Pay calculation

Pay calculation provides for computation of employee pay with state and federal deductions.

Benefit plan administration

Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.

Direct deposit files

Direct deposit is the ability to electronically transfer pay to an employee’s personal bank account.

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Dashboards

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

Standard reports

The software offers pre-built reports with metrics standard to the category.

Custom reports

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Plug-ins

A number of third-party plug-ins are available to expand the core functionality of the software.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Multi-factor authentication

User-level audit trail

Grants Management

Grants management solution for higher education, public sector, or non-profits with capabilities for managing financial awards for program and project funding

Award Lifecycle Management

Manage the life of program funding awards from initial funding to close-out

Project Financial Management

Project financial management solution including capabilities for project budgeting, cost control, billing and contract management.

Budgeting and Forecasting

Establish project budgets and forecast future project financials

Project Costing

Standardize, track, and control costs at all project phases

Cost Capture

Capture costs including those for procurement, financials or time and labor, including from external systems

KaisEVO

Overview

What is KaisEVO?