Finance and accounting
25 released templates. Each passed a check on test data; it is switched on in the panel by the director, and a person decides on every proposal. Example results are illustrative: the names and companies in them are made up.
Payments and debts
The problem it removes: Invoices are paid late.
More detail
What it does: Who owes what, reminders, reconciliation against the bank statement.
What a person decides: Sending reminders.
For whom: Accountant, manager.
How to measure: Receivables; days overdue.
Cash gap forecast
The problem it removes: You find out money is short on the day a payment is due.
More detail
What it does: Forecasts incoming and outgoing payments for 4–8 weeks.
What a person decides: Actions.
For whom: Owner.
How to measure: Cash gaps spotted in advance.
Margin by service
The problem it removes: It's unclear what's losing money.
More detail
What it does: Margin by service, product, employee and branch.
What a person decides: Decisions.
For whom: Owner.
How to measure: Margin.
Example result: “Situation: per the quarter's export, whitening earns a 52% margin, orthodontics 8%, house calls minus 6% (travel and doctor time aren't priced in). Key point: house calls lose money, and orthodontics barely earns despite high volume. Options: 1) raise the house-call price 30% — some customers will leave; 2) house calls only in 2 nearby districts — less travel, but fewer orders. Recommendation: 2, and recalculate the orthodontics price. Today: check material costs for orthodontics.”
Budget vs. actual
The problem it removes: The budget was made and forgotten.
More detail
What it does: Plan vs. actual and reasons for variances.
What a person decides: Adjustments.
For whom: Manager.
How to measure: Budget variance.
Closing documents
The problem it removes: Completion certificates and e-invoices are a month-end rush.
More detail
What it does: Drafts completion certificates and e-invoices (ESF) from deals.
What a person decides: Signing.
For whom: Accountant.
How to measure: Month-end close time.
Expense reports
The problem it removes: Receipts get lost.
More detail
What it does: Turns a receipt photo into an expense report line.
What a person decides: Approval.
For whom: Staff member, accountant.
How to measure: Time spent on expense reports.
Kazakhstan tax calendar
The problem it removes: A missed tax filing deadline means a fine.
More detail
What it does: Deadlines, reminders and a document checklist.
What a person decides: Filing.
For whom: Accountant.
How to measure: Missed filing deadlines.
Example result: “Situation: per the tax calendar you attached, Form 200.00 for Q3 is due by November 15 and VAT payment by November 25. Key point: Form 200.00 is missing data for 2 employees hired in September. Options: 1) request the data from HR today — plenty of time; 2) file without it and submit an amended form later — risk of errors and extra work. Recommendation: 1. Today: send the request to HR and draft the form for the other employees.”
Invoice recognition
The problem it removes: Invoices are keyed in by hand.
More detail
What it does: Turns invoices and delivery notes into data.
What a person decides: Checking the fields.
For whom: Accountant.
How to measure: Time spent on data entry.
Payment calendar
The problem it removes: Supplier payments get forgotten.
More detail
What it does: A payment calendar and reminders.
What a person decides: Payment.
For whom: Accountant, manager.
How to measure: Overdue payments.
KPI bonuses
The problem it removes: Bonuses are calculated in Excel, with disputes.
More detail
What it does: Calculates from the data with a clear breakdown.
What a person decides: Approval.
For whom: Manager, staff member.
How to measure: Bonus disputes.
Business plan and financial model
The problem it removes: You need a business plan for a loan.
More detail
What it does: A business plan and model based on company data.
What a person decides: Submission.
For whom: Owner.
How to measure: Loan preparation time.
Owner report
The problem it removes: The partner summary takes a day to put together.
More detail
What it does: A monthly summary.
What a person decides: Sending.
For whom: Owner, partners.
How to measure: Time spent on the owner report.
Loans and leasing
The problem it removes: No time to compare bank terms.
More detail
What it does: A summary of terms from banks' public data.
What a person decides: The choice.
For whom: Owner.
How to measure: Interest overpaid on loans.
Unit cost
The problem it removes: Prices are set without accounting for costs.
More detail
What it does: Calculates the cost of a service or product.
What a person decides: The price.
For whom: Manager.
How to measure: Services below the margin target.
Cash register discipline
The problem it removes: Cash discrepancies surface a week later, when no one can be held accountable.
More detail
What it does: Reconciles cashier shifts with sales and Kaspi, shows discrepancies and the cash collection schedule.
What a person decides: The conversation with the cashier.
For whom: Manager.
How to measure: Cash discrepancies.
Discount and promo code control
The problem it removes: Discounts go to “friends,” promo codes spread online.
More detail
What it does: Finds off-policy discounts, reused promo codes and sales below cost.
What a person decides: Measures.
For whom: Manager.
How to measure: Losses from discounts.
Investor materials
The problem it removes: You have nothing but words to show an investor.
More detail
What it does: Builds a pitch, key figures and answers to common investor questions from company data.
What a person decides: What to show.
For whom: Owner.
How to measure: Time to prepare for an investor meeting.
E-invoice (ESF) and waybill (SNT) drafts
The problem it removes: E-invoices and waybills are filled in by hand, and one wrong detail means a fine.
More detail
What it does: Prepares e-invoice and waybill data from a delivery note or deal export — the accountant checks and issues them.
What a person decides: Issuing the ESF and SNT.
For whom: Accountant.
How to measure: ESF errors; time to issue.
Reconciliation statement
The problem it removes: Debt disputes drag on for months because each side counts differently.
More detail
What it does: A reconciliation statement from exported payments and documents: where the numbers match and where they don’t.
What a person decides: Signing the statement.
For whom: Accountant.
How to measure: Discrepancies resolved.
Expense review
The problem it removes: Money leaks into subscriptions and small charges nobody notices.
More detail
What it does: Breaks down a statement by category: recurring charges, forgotten subscriptions, and what can be cut.
What a person decides: What to cancel or cut.
For whom: Manager.
How to measure: Unnecessary spending cut.
Payroll taxes (Kazakhstan)
The problem it removes: A payroll withholding mistake turns into a fine and a recalculation.
More detail
What it does: Drafts payroll withholdings and contributions using the rates in the accountant’s guide — the accountant checks it.
What a person decides: Accrual and payment.
For whom: Accountant.
How to measure: Withholding errors.
Pricing
The problem it removes: Prices get set “like the place next door,” and you break even without knowing it.
More detail
What it does: Prices a service based on cost, target markup, and competitor prices — from the numbers in the file.
What a person decides: The new price.
For whom: Manager.
How to measure: Service margins.
Will this purchase pay off?
The problem it removes: Big spending decisions get made on gut feeling.
More detail
What it does: Payback on a purchase — equipment, ads, or a new hire — from the numbers in the file.
What a person decides: The purchase.
For whom: Manager.
How to measure: Purchases that paid off.
Invoice bank details check
The problem it removes: Fraudsters swap the bank details on a supplier invoice, and the money is gone for good.
More detail
What it does: Compares bank details on a new invoice with the supplier’s known details and flags any change.
What a person decides: Payment.
For whom: Accountant.
How to measure: Bank detail swaps caught.
Example result: “Category: bank details changed — verify by phone. Why: invoice No. 212 from Alfa-Med LLP shows IBAN KZ00 000A 0000 0000 0001, but the supplier record has KZ00 000A 0000 0000 0007, and the email came from a new address. Next step: don’t pay; call the supplier at the number in the contract, not the one in the email.”
Government business support
The problem it removes: Cheap financing and grants pass you by — nobody knows the programs or everyone fears the paperwork.
More detail
What it does: Which support programs fit the company and what to prepare — based only on the program terms provided.
What a person decides: Submitting the application.
For whom: Manager.
How to measure: Support applications submitted.
Example result: “Situation: of the three programs in your file, one fits — an interest-rate subsidy on an equipment loan: the company has operated for 3 years in services. Key point: you need a certificate of no tax debt, and it’s not in the file. Options: 1) apply this month — we can make the November 30 deadline; 2) wait for a new program — no telling when. Recommendation: 1. Today: order the certificate.”
Basis: product documentation; the platform code. This page describes what exists in this build, not what is planned.