Muz KarabaevCEO/FounderKpi.com – Finnet Limited+971 52 781 6665muz@kpi.comwww.kpi.com

“I wanted to bring all our information together andmake it accessible via one portal which would help us inmaintaining employee’s project work schedules as wellas maintaining the book of accounts. Kpi.com does thejob.”

– VAIVAL Technologies, Pakistani Technology/Service Firm

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THE MISSION OF KPI.COM – SIMPLY MANAGE YOUR BUSINESS

Kpi.com is a simple, low-cost ‘All-In-One’ Cloud based Business application platform. Theintegrated suite of applications has been designed to remove the necessity of investingin on-site back office administration and control systems, thereby allowing firms toconcentrate on delivering their core, value adding services to their customers.Delivering the solution via the Cloud enables management and staff to shareinformation and manage their operations regardless of location, thereby increasing theirefficiency, responsiveness and competitiveness whilst minimizing their investment inoperational overhead.

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COMPANY SUMMARY AND STATUS

Kpi.com - Finnet Limited is a privately held London based company set up by Muzaffar Karabaev. Currently has an offshore operating base in Tashkent (Uzbekistan) – total headcount is 120+ people.

Group provides Software, Application and Data and Digital Media products and services to its customer base since 2005. Major customers include Mindshare Mena, DMGT (Daily Mail Group), Asset International, EzyMedia, etc.

In 2008, Finnet started building its first product - SaaS apps, and Launched in 2010 Workfortrack ERP beta product, which was later rebranded as kpi.com ERP, with the strap line – “Simply Manage Your Business” (Registered Trademark).

So far company has over 400 active clients (about 200+ companies using kpi.com, total user base exceeds over 5,000 to date) and has core service only clients in Publishing and Digital, and web and mobile software sectors.

Goal – To become affordable cloud based simple ERP and record keeping solution for SMEs in Emerging Economies, where affordability is an issue (ie. Expensive systems such as SAP, Microsfoft Dynamics, Salesforce, etc).24

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SYSTEM PLATFORM STRUCTURE

WHAT IS IN THE SIMPLE ERP PACKAGE?

In 2008, having realised the potential of SaaS and the Cloud, Finnet Limiteddecided to move away from a purely services model to invest in thedevelopment of a Cloud SaaS B2B product portfolio. Kpi.com's clouddelivered SaaS solution ensures that all elements of the business areconnected (live since late 2010 Commercially).

PROJECT MANAGEMENT

Kpi.com’s Projectmanagement helpsyou to control andmonitor your projectseasily. Gannt Chartsand Project Budgetsheets are part of it.

ACCOUNTING

Simple Invoicing, PO,SQ, Sales Orderworkflow, alongsidewith Ledger Books,Multi-Currency iscoming in Q2-2012.Expense Claimsystem is also part ofit.

CRM AND CASE

Lead, Opportunities,Contacts, Emails,client management isin place insidekpi.com. Take care ofclient issues with casemanagement.

HRMS

Attendance Tracking,Leave requests,everything you needto manage youremployees,Performance, Goaland Payroll can beutilized in theplatform.

CMS AND E-COMMERCE

We’ve included basicCMS and Storefrontengine inside kpi.comwith productcatalogues. Comingsoon: POS/Androidtools.

Reporting engineinside kpi.com, Excelplug in is also part ofthis. Data across thebusiness can becustomised,standardised andconsolidated throughthe tool.

REPORTING

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Email Marketing

Storefront

SYSTEM MAP

SYSTEM MAP

CUSTOMER MAP (Over 300 Companies, Over 7,000 Users Worldwide)

1,998North America

1,418UK

1,518 - Other parts of Europe

700Australasia

1,100Middle East

382 South America

200Africa

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671Asia

SELECTED CUSTOMER LIST

CATENATE GROUP

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ACCOUNTING FEATURES

QuotesOrdersInvoicesTimesheet invoiceRecurring invoiceBillable expense

Sales Inventory Expenses Purchases

Inventory & non inventory itemsBill of MaterialsFIFO Inventory costingMultiple warehouse

Expense ClaimsChecksBillable expense

Purchase OrdersPurchase Invoices

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Customers and Suppliers

Customer center

• To create new Customer account, Go to Customer Center, click

Add Customer button;

• If you click More button you may see Receive Payment, Add

Prepayment and Prepayments List;

Add New Customer

There are Account and Address information

Add New Customer

Enter all Currency and its method to requested box

Receive Payment

Receive Payment – you need to select customer, amount

and dates respectively. Below select sales invoice in

order to apply the payment

Prepayments

You can add prepayments received from your Customers

Prepayments List

There are List of Prepayments and you may Add or edit Prepayments

Supplier Center

There are Suppliers Informations with their name,

address, contacts and balance. You may Add Suppliers

and Pay Bill

Add Supplier Information

Add Supplier Information

Pay Bill

Add payment for several purchase invoices of the selected Supplier.

Payment will be applied to the selected purchase invoices and their

status will be paid.

Pay Bill

Add payment for several purchase invoices of the selected

Supplier. Payment will be applied to the selected purchase

invoices and their status will be paid.

Products/Services

Products

• To add a new product or service, you need to go to the Products/Services tab in

Accounting and click Add;

• Or, you can import your product/services list from .csv file

• If you need Stock Adjustment/Transfer, Build Assembly, add to Sales Quote and

Purchase Order Click More Button

Creating New Product

You may choose Inventory or Non inventory Items by

Product Type

Add Product Details

• Add Non-Inventory Item

Add Product Details• More options

Add Product Details• Right-hand panel

Product View

In Product view you may Edit product, stock Transfer

and Adjustments, Sales/Purchase Invoice with

Product Comments

More Button

More button shows you may direct to:

• Stock adjustments

• Stock Transfer

• Build Assembly

• Create Sales Quote

• Create Purchase Order

• Delete

Adjust Stock Quantity

There are new Stock quantity adjustment you should fulfill all requested box

Build Assembly

There are Build new Assembly window, you should

select Product with quantity and choose warehouse.

Chart of Accounts

Chart of Accounts is - a list of accounts that every transaction you

enter into kpi.com is ‘coded’ for management and reporting.

You can leave the Chart of Accounts as it was originally set up

when you passed getting started steps in kpi.com, or edit and

delete items from it, or add your own to suit your business.

Chart of Accounts page

Add Account

• For Create new

account click Add

Account Button

• Enter all

information that

asked and save

More

You may see and choose

only your assets,

liabilities, equity or other

accounts by clicking

More button

Action Bar

By clicking Action Bar you may see Account view, Edit Account and Account Transactions

respectively

Account Transactions

If you choose Account Transaction you will see detail about

account such as, Date, Description, Send/Receive

information

Bank Accounts

Bank account

• Go to Bank Accounts from left side menu

• You may add new Bank Account

Create new Bank Account

You should fulfill Account information

and address information respectively

Create Bank Account

Moreover, you may enter additional information and Financial information about bank account

Action Bar

• Edit

• View

• Spend/Receive

• Transfer/Import

• Transaction list

• Reconciliation reports

Spending and Receiving money

Bank Account Transaction

There are Bank Account

Transactions and Transfer money

pages

Print Receive/Spend Money

From Spend and Receive Money view form you can print PDF version.

Accounting Settings

Settings

Invoice Settings

Brands

Shipping Methods

Invoice Templates

SaasuIntegration

Financial Settings

Account Numbering

Terms

Discounts

Add - ons

Numbering Settings

Tax Rates

Price Levels

Product Categories

Measurements

Accounting Settings

Invoice settings

Invoice settings contain the information to be

displayed on your outgoing sales invoices, incoming

purchase invoices and in project based invoices.

Following slides will describe more detailer about

Invoice Settings

Invoice settings

In the first part, you may fulfill invoice

details such as Payment terms, Format,

Type, Converting and so on.

Payment Due Credit Terms – The amount of days selected here is needed

to identify automatically invoice due date on your invoices. Invoice due

date can be changed while creating your invoices if different invoice due

date is needed. Your client might use the bank details for payment

purposes, e.g. for sending bank wire payments

Automatic Number Sequencing – the unique number will be used to identify

all outgoing invoices of the company for credit tracking and bookkeeping

purposes

There are you may add some

instructions and terms for orders

and invoices

Your company Logo – choose the company logo file in .jpg, .jpeg, .gif, .png, .tiff

formats with maximum size of 235x58px. The logo you selected here will appear in

sales quotes, invoices, purchase orders, purchase invoices, and etc.

FINANCIAL SETTINGS

The financial settings are essential part of Accounting and

Finance section, because every bookkeeping entry or invoice

documents will reference it when needed

•Choose the base currency by which your company operates.

•The end of financial year for your company to prepare yearly reports

for.

•You may add Tax ID Number and Name with its periods

•Enable / Disable Custom Tax Name in Reports

Account Numbering

Chart of Accounts has default numbering which can be

changed in the Account Type Number Settings

Numbering Settings

Product numbering and Fixed Asset

numbering can be found under

Numbering settings

Tax Rates

•Tax rates are needed in order to withdraw tax rates from the accounts and sales automatically when required.

•To add a new tax rate, you should open a form by clicking on the New Tax Rate button on the Tax Rates page:

Add New Tax Rates

•You should fulfill Tax Name and its components

Price Level

•Price levels are changes in price that can be activated by quantity

•To add a new price level, you should open a form by clicking on the New

Price Level button on the Price Levels page

Add/Edit Price Level

•You may change currency

and price level type;

•And also set the level will

decrease or increase;

•Select customers and Save;

Terms

Accounting payment terms are the payment

rules imposed by suppliers on their

customers. Payment terms are imposed to ensure that payments

are received by suppliers within a reasonable

period of time. Such as Net 10, Net 15 or Net 30

days

Discounts

•Frequently used discounts can be entered in to be recalled

quickly when writing sales invoice and quotes.

•To add new Discount click New Discount for editing click menu

bar

New Discount

Measurements

This is a section different types of measurement information can be

entered in to be used with Products and Services as well as in sales

invoice and quotes.

Product Categories

Category of Products can be entered in to create variations

of that product such as color and size. This feature is also to

be used in the products and services section. For creating

new Product Category you should click Add Category;

Add/Edit Category

Enter Name Description and Parent Category with Order respectively

Action Bar Menu

•Edit Category

•Category Products

•Custom Fields

•Delete

Brands

Brands are customized fields where brand information

entered in to be used when creating products and services.

You may Add new Brands and edit them

Shipping Methods

Shipping Methods list view displays all saved shipping

methods. This is where you can view and sort these options.

Add/Edit Shipping method

Invoice Templates

Add - Ons

Overall Settings

User Role Settings

Permission Management Settings

Sales QuoteSales Invoice

Sales Quote

A sales quote allows a prospective buyer to see what costs would be involved for the products or work

they would like to have done

Create Sales Quote

You should fill all boxes that asked and save & approve

Sales Invoice

A Sales invoice, is a commercial document issued by a seller to a buyer, relating to a sale transaction and indicating

the products, quantities, and agreed prices for products or services the seller had provided the buyer.

Create Sales Invoice

More

More button:

• Recurring Invoice

• Credit Note

• Receive Payment

• Add Prepayment

• Customer Project Balance

Add Prepayment

Enter a prepayment transaction for cash or other payments going out of or into a bank

account in advance of billing.

Add Credit Note

• A credit note is a commercial document issued by a seller to a buyer. The seller usually issues a credit note for the same or lower amount than the invoice, and then repays the money to the buyer or sets it off against a balance due from other transactions.

Receive Payment and Customer Project Balance

Purchase OrderPurchase Invoice

• A purchase order (PO) is a commercial document and first official offer issued by a buyer to a seller, indicating types, quantities, and agreed prices for products or services.

• A Purchase Invoice (PI) commercial document or bill presented to a buyer by a seller or service provider for payment within a stated time frame that indicates what has been purchased, in what amount and for what price.

Purchase Order

Go to Accounting section select

Purchase Order from left menu

Create new Purchase Order

• While creating new PO you should enter all information such as supplier, date and address with Item dates. Finally you approve and Save quote

Action Bar in Purchase Order

You may see in Action Bar Summary of the PO,

Copy to PO/Quote and Purchase Invoice

Purchase Invoice

In Accounting Section you may go to Purchase Invoice page in Menu

In Purchase Invoice page you may Add, Delete, Change Invoice dates

Expense Claims Add-on

Expense Claims

Expense Claim is money that an employee spends on things such as food and travel while they are doing their job, which their employer then pays back to them.

Create new Expense Claim

• Write all entries in necessary boxes and click Submit for Approval

Add-ons

There are four types: • Multiple warehouses• Serial number track• Landed costs• Double Tax

Fixed Assets

Fixed Assets

• In Accounting section you may go to Fixed Assets page

• You may Add Asset and Update Depreciation

Action Bar

In Action Bar you may:

• View

• Edit

• Delete

• Dispose

Add New Fixed Asset

Thank You!