Smarter Decisions. Better Performance.
KPIOptiva unifies inventory, sales, invoicing, cash flow and KPIs into one live command centre — so retailers, restaurants, wholesalers, pharmacies and manufacturers can act on what's happening today, not what happened last quarter.
One system of record for the whole operation
Every number that matters, on one screen
Revenue, margin, stock health and staff productivity update the moment a transaction lands. Build KPI boards per role, per branch, per brand — no spreadsheet exports, no waiting for month-end.
- 60+ prebuilt KPIs
- Custom targets & alert thresholds
- Branch and brand comparisons
Stop stockouts before they cost you a sale
Track batches, expiry dates, serials and multi-warehouse transfers with live reorder points. KPIOptiva forecasts demand from your own sales history and flags what to buy this week.
- Batch & expiry tracking
- Auto reorder suggestions
- Barcode counts on mobile
Quote, invoice and get paid without leaving the platform
Issue compliant invoices, apply price lists per customer, and chase receivables automatically. Every sale writes straight through to stock and the general ledger.
- Recurring & partial invoicing
- Automated payment reminders
- POS and e-commerce sync
Know your runway to the day
P&L, balance sheet, and 13-week cash flow forecasts generated from live operations. Drill from a single line item all the way down to the receipt behind it.
- 13-week cash forecast
- Multi-currency consolidation
- Audit-ready drill-downs
Run several businesses from one login
Group your entities, standardise the chart of accounts, and give each person exactly the access they need. Owners see the portfolio; staff see only their branch.
- Unlimited entities
- Granular role permissions
- Full audit trail
Results our customers report in the first 90 days
Aggregated from 3,400+ businesses running daily operations on KPIOptiva across retail, hospitality, wholesale and manufacturing.
processed through KPIOptiva last year
average improvement in the first two quarters
per month, per finance team on reporting
fewer out-of-stock incidents after 90 days
Live in a week, not a quarter
No six-month implementation, no consultants on retainer. KPIOptiva is designed so an owner-operator can be running on real numbers within days.
Connect your data
Import products, customers and opening balances from spreadsheets, your POS or your accounting file. Our onboarding team maps everything in a single session.
Configure your KPIs
Pick from 60+ prebuilt metrics or define your own targets, alert thresholds and role-based dashboards for each branch or business unit.
Run on live numbers
Your team works from one live source of truth — reorder alerts, invoices, margin by SKU and cash forecasts, updating as the day happens.
Operators who stopped guessing
We were reconciling four spreadsheets every Monday just to know what we had on the shelf. KPIOptiva replaced all of it — and caught $180k of slow-moving stock in the first month.
Straightforward plans that scale with the business
Every plan includes a 14-day free trial, unlimited transactions and no setup fee. Annual billing saves two months.
Starter
For single-location shops, cafés and service businesses finding their footing.
- 1 business, 1 location
- Up to 3 users
- Inventory & stock control
- Sales, invoicing & receipts
- 12 core KPI dashboards
- Email support
Growth
For multi-branch retailers, restaurants groups, pharmacies and wholesalers.
- Up to 3 businesses, 10 locations
- Up to 25 users with role access
- Demand forecasting & auto reorder
- 13-week cash flow forecasting
- Custom KPIs, targets & alerts
- POS, e-commerce & accounting sync
- Priority support with 4h SLA
Enterprise
For distributors, manufacturers and groups consolidating many entities.
- Unlimited businesses & locations
- Unlimited users, SSO & SCIM
- Multi-currency consolidation
- Dedicated success manager
- Custom integrations & API access
- Onboarding & data migration included