CassKai Tutorials: get hands-on, step by step

Quick start: your company in 5 minutes

Welcome aboard. No jargon, no accounting PhD required: we show you exactly where to click to invoice, track your cash and keep your books — whether you're in Paris, Abidjan, Dakar or Algiers. Each tutorial takes a few minutes, and everything is already included in your 30-day free trial, no credit card needed.

In five minutes your company is created, your accounting standard is set and your chart of accounts is already loaded — you can start working right away.

1. Create your account (email + password) and launch the onboarding wizard: it guides you question by question, so you can't go wrong.
2. Enter your company: name, country, legal form, currency. CassKai automatically adapts VAT, date formats and local obligations.
3. Choose your accounting standard: PCG (France), SYSCOHADA (17 OHADA countries), IFRS (international) or SCF (Algeria). We preload the right chart of accounts instantly.
4. Activate the modules you need (Invoicing, Banking, HR, AI…) — you can add or remove them at any time.
5. Click "Sample data" if you'd like to explore with mock invoices and entries before entering your real data.

Multi-standard accounting: keep your books without switching tools

One platform for French PCG, OHADA SYSCOHADA, IFRS and Algerian SCF: your entries, financial statements and legal exports are generated on their own, compliant with your chosen standard.

1. Enter your journal entries by hand, import a CSV/Excel file, or let the Invoicing and Banking modules generate them automatically.
2. Use rapid "keyboard" entry to post a series of entries fast: debit/credit balance and the journal are computed on the fly.
3. Reconcile your third-party accounts (customers, suppliers) manually or automatically to tell settled invoices from open balances.
4. Generate your statements in one click: Balance Sheet, Income Statement, TAFIRE, Cash Flow — always current, always in the right standard.
5. Export the FEC (France), DSF (OHADA), aged trial balance or general ledger whenever your accountant or the tax office asks.

Invoicing & quotes: invoice clean, get paid faster

Build clear quotes and invoices, convert a quote into an invoice in one click, and get ready for e-invoicing (France, UEMOA, Algeria) with peace of mind.

1. Create a quote line by line (description, quantity, price, per-line VAT): the net / VAT / gross summary is computed in real time.
2. Pull products from your item catalog to move faster and avoid typos.
3. Preview the PDF, send it, then convert the accepted quote into an invoice in a single click — no re-typing anything.
4. Track each invoice's status (sent, paid, overdue) and trigger automatic, personalized reminders.
5. Turn on e-invoicing for your country (PPF/Factur-X in France, FNE/MECeF/SECeF in the UEMOA zone, Jibayatic in Algeria) when you're ready.

Cash & Cash Feed: know where you stand every morning

Your real-time cash feed, your 13-week forecast, your runway and your DSO / working-capital indicators — to decide on facts, not on gut feeling.

1. Open the Cash Feed: it aggregates your balance, receivables to collect and payables due, sorted by due date.
2. Check the 13-week cash forecast, with DSO mode (which factors in your real payment delays) and a cash-shortfall alert.
3. Track your key metrics: DSO (days sales outstanding), DPO, working capital, runway — explained simply, no scary formulas.
4. Spot late-paying customers with the risk score and the aging analysis by bucket (0-30d, 31-60d…).
5. Fire off invoice reminders in one click to shorten your DSO and free up cash.

Banking & AI reconciliation: finish reconciliation in minutes, not hours

Import your statements, let the AI suggest the right category from your ledger, and auto-reconcile up to 80% of your transactions.

1. Add your bank accounts and import statements (CSV, OFX, QIF, MT940) — or connect your bank via aggregation for France and the EU.
2. Let the engine auto-reconcile the obvious transactions (up to 80% thanks to confidence scoring).
3. For the rest, the AI suggests the right account from your accounting history — multi-standard and at no extra cost — and you confirm in one click.
4. Bulk-reject suggestions that need fixing and tweak your rules so the AI learns from your choices.
5. Check the gap between statement balance and book balance: the balance is anchored, so no more "the balance keeps moving".

HR & Payroll: manage your teams across 15 countries

Employees, leave, expense claims and payslips for France, 7 OHADA countries, Algeria and 6 English-speaking countries — with local rates kept up to date.

1. Create employee records (contract, pay, documents) and keep everything in one clean file.
2. Track leave, absences and time clocking right inside the HR module.
3. Scan your expense claims: OCR reads the receipt and pre-fills the amount for you.
4. Generate payslips by country (Fillon relief 2026 in France, OHADA income-tax scales, etc.) — always review the legal detail before sending.
5. Post payroll automatically: entries land in the right journal, in your accounting standard.

AI Copilot: ask your questions, save time

An assistant fluent in accounting and cash, wired to your real data: it analyzes, suggests and drafts, but never decides for you.

1. Open the AI Copilot from any screen and ask in plain language ("Analyze my cash", "How do I reduce my working capital?").
2. Request a statement compliant with your standard: SYSCOHADA Balance Sheet, PCG Income Statement, IFRS statement — the AI draws on the right expertise for the context.
3. Get your AI alerts every morning (7:30) on the cash points to watch, with nothing to launch.
4. Let the AI categorize your transactions and suggest accounts — you always keep the final approval.
5. Use its analysis as decision support: the numbers stay yours, and tax choices are confirmed with your advisor.