A bank transaction arrives and its invoice creates itself.
Kivi smart actions analyse your bank account transactions and turn them into invoices or collection vouchers automatically, according to the rules you define. No more checking statements line by line or issuing documents by hand.
A flexible rule engine
Two kinds of rule, full control. Exclude the words or tax and ID numbers you choose, and run them only on selected bank accounts.
Words such as “invoice”, “sale”, “order”, “gold” or “labour” are detected in the description, and the invoicing or collection process starts immediately.
Regardless of the description, every transaction is analysed under the general rules you set and a document is created automatically.
How does it look in the app?
Rule definition on the left, the bank transactions the AI suggests on the right — from the mobile app.
Choose the keyword (“24 carat”), the product or service, the bank account and any tax or ID numbers to exclude.
Incoming transactions are analysed and matches are listed with a “Suggested” label.
An invoice plus voucher, or just a voucher, is created automatically and made ready for filing.
Documents created automatically
Bank transactions are turned into invoices and collection vouchers automatically, ready for filing.
A collection voucher is created without an invoice and matched to the transaction. If the customer has open invoices, the system closes them automatically.
What the system gives you
Customers are created automatically from ID and tax numbers.
Invoices, vouchers and collections complete without manual handling.
Invoices, vouchers and transactions are matched automatically and watched from one screen.
Robotic processing removes human error and stays fully compliant.
Invoice-to-voucher matching happens automatically, like an accounting assistant.
Recurring tasks, flexible scheduling and operational continuity.
Focus on your trade and let Kivi run the accounting
Smart actions are available on the SILVER plan and above.