Platform modules

One platform. Thirty-plus capabilities.

Every module below runs in production today, refined across real deployments and shown here with anonymised, demo-ready data. Start with the handful that matter most — switch on the rest as you grow. All modules sit on top of your existing ERP.

Command & Intelligence Sales & Revenue Procurement & Supply Inventory & Logistics Finance & Cash Risk & Compliance People & Assets Customer & Field AI Assistants Platform & Integrations
🔒 Demo mode: all names, figures and records on this site are anonymised samples. Your deployment runs on your own private data.
01

Command & Intelligence

The cockpit layer — the screens a CEO, CFO or GM opens first. Live KPIs, AI-ranked priorities and forward-looking projections.

Executive Overview

One screen with everything that matters — from login to first decision in under 60 seconds.

  • Live financial & operational KPIs
  • 90-day payments calendar
  • Drill-down to any module

AI Priority Center AI

The platform ranks what needs attention today — risks, gaps and opportunities — so nothing important slips.

  • Ranked action queue
  • Critical-path alerts
  • One-click jump to the source

Forecasting & What-If

Revenue, collections and margin projected on the real trend, with editable scenarios.

  • Trend-based projections
  • Editable what-if levers
  • Realised vs. forecast tracking

Market Benchmarking

Position the business against peers using public financial data — growth, margin, DSO, DPO.

  • Competitor scorecards
  • Market-share view
  • Ranked by KPI

Commodities & FX

Track the raw materials and currencies that move your cost base — copper, aluminium, FX rates.

  • Near-real-time prices
  • FX pairs & history
  • Cost-exposure context
02

Sales & Revenue

Everything from rep performance to AI-assisted quoting, cross-sell and a branded B2B ordering portal.

Sales Performance

Actual vs. target by agent, client and product, with live Pareto and pipeline probability.

  • Realised vs. target per rep
  • Top-client Pareto, live
  • Offer pipeline & win odds

AI Quotation & Pricing AI

Turn an RFQ into a priced, available quote in seconds — matched to your catalogue.

  • RFQ → catalogue match
  • Price & availability built in
  • One-click offer generation

Cross-sell Engine AI

Spots what each client buys — and what they should also be buying — from portfolio patterns.

  • Next-best-product per account
  • Complementary item discovery
  • +8–15% on existing accounts

Marketing & Campaigns

Plan, approve and measure promotions with budget caps and incremental-sales tracking.

  • Lifecycle & approval flow
  • Targeting by segment/product
  • Baseline vs. incremental lift

Loyalty & Rewards

Points, tiers and a rewards catalogue tied to real purchasing behaviour.

  • Points conversion & tiers
  • Rewards catalogue
  • Ambassador incentives

B2B Commerce Portal

A branded customer portal for quick orders, bulk paste, saved lists and reordering.

  • Catalogue & quick order
  • Excel paste & saved lists
  • Account, invoices, delivery
03

Procurement & Supply

Hold suppliers to the price you negotiated, reorder at the right moment and track contract rebates automatically.

Supplier Performance

Current price vs. negotiated price per item and supplier — margin erosion visible instantly.

  • Negotiated vs. actual pricing
  • Real lead time per supplier
  • Delivery & quality scorecard

Smart Reorder AI

The platform proposes what to order, when and how much — based on real consumption and lead times.

  • Auto purchase proposals
  • ABC / fast-slow classification
  • Stock-out risk flags

Contracts & Rebates

Annual vendor targets and tiered bonuses tracked vs. actuals, net of credit notes.

  • Target vs. actual purchases
  • Gross & net rebate calc
  • Multi-year comparison
04

Inventory, Warehouse & Logistics

Stock accuracy down to the bin, warehouse productivity per operator and GPS-based fleet efficiency.

Inventory & Reconciliation

Reconcile warehouse stock against the ERP by location, with full traceability and drill-down.

  • Stock vs. ERP by location
  • Bin-level traceability
  • Dead-stock & years-in-stock

Warehouse Productivity

Lines and actions per hour per operator, with anomaly filtering for left-open sessions.

  • Operator efficiency KPIs
  • Receipt/pick/put rates
  • Period & date-range views

Logistics & Fleet

Live fleet status, unidentified stops, out-of-hours activity and real fuel consumption.

  • Routes & map per vehicle
  • Out-of-hours flagged auto
  • Fuel per driver / 100km
05

Finance & Cash

Live P&L, 90-day cash forecasting, receivables risk and OPEX control — the modules CFOs ask for first.

Finance, P&L & GL

Live P&L and balance sheet with automated reconciliation and GL drill-down.

  • P&L waterfall vs. budget
  • GL drill-down & closing
  • Margin by segment/product

Cash Flow Forecast

90 days of projected cash with editable what-if scenarios — gaps detected before they hit.

  • 90-day liquidity horizon
  • What-if scenario levers
  • DSO / DPO from real data

Receivables & Collections

Who owes you, for how long and how exposed you are — with auto-calculated provisions.

  • 4-band aging traffic light
  • Provision auto-calculated
  • Agent feedback & escalation

OPEX & Budget Control

Operating expenses by category against budget, with deviations surfaced early.

  • OPEX vs. budget by category
  • Cost-allocation matrix
  • Anomaly detection
06

Risk, Legal & Compliance

Score customer risk automatically, track litigation end-to-end and keep data & invoicing compliant.

Risk & Company Intelligence

A 0–100 risk score per client, with exposure alerts and links between companies and people.

  • 0–100 risk score per client
  • Shareholding & connections
  • Threshold breach alerts

Legal & Litigation

Case tracking from notification to enforcement, auto-created from overdue receivables.

  • Case stages & history log
  • Auto-create from aging
  • Document & court tracking

Compliance Shield

Guardrails for data protection and e-invoicing, with an audit trail across the platform.

  • GDPR-aligned data handling
  • E-invoicing readiness
  • Per-request access journal
07

People & Assets

Workforce analytics, KPI-driven bonuses, attendance and a complete fixed-asset register with custody.

HR & Workforce Analytics

Headcount, turnover, tenure and role KPIs — connected to operational data so people show up in the numbers.

  • Turnover by department
  • Open roles & time to fill
  • Compensation bands

Payroll Bonuses & Incentives

A configurable bonus engine per role and KPI, with accelerators, simulation and snapshots.

  • Rules engine per role/KPI
  • What-if bonus simulation
  • Period snapshots & recalc

Attendance & Time

Monthly attendance grid, absence codes, remote-work flags and export-ready timesheets.

  • Presence & hours grid
  • Leave & remote-work flags
  • Timesheet export

Fixed Assets & Custody

A complete asset register with allocation, multi-year depreciation and transfer records.

  • Value, location & status
  • Depreciation schedule
  • Custody handover records
08

Sites, Projects & Field

For companies that win tenders and deliver on the ground — full construction-site management, subcontractors, CRM and AI-assisted field reports. See the Sites module in the live demo →

Site Management (Construction Sites)

End-to-end management of construction / installation sites — the link between a won tender and the cash collected. Tendering → project → on-site execution → works certificates → procurement.

  • Site portfolio & budget vs cost
  • Milestones & critical-path tracking
  • Works certificates & council billing

Subcontractors

Manage subcontractors per site — scope, contracts, certified work and on-time reliability scoring.

  • Contracts & certified value
  • On-time & quality scoring
  • Per-site allocation

AI Site Risk & Field Reports AI

Predicts penalty & margin risk per site, plus daily photo-based reports with image recognition and discrepancy detection.

  • Penalty / delay risk per site
  • Photo progress & safety flags
  • Discrepancy detection

CRM, Inbox & Activities

Synced email, customer context and field-visit tracking in one place.

  • Email sync & threading
  • Visit / call / meeting log
  • Client context KPIs

Projects & Milestones

Project lifecycle and milestone tracking for delivery teams, with execution status and alerts.

  • Milestones & execution
  • Resource & location view
  • Critical-path alerts
09

AI Assistants & Automation

The digital co-workers: a conversational copilot, order intake from documents, and unattended reporting.

AI Copilot AI

Ask questions in plain language and get answers grounded in your own data and catalogue.

  • Conversational over your data
  • Draft offers & replies
  • Saved prompt library

Order Intake & OCR AI

Turn handwritten or printed orders into structured lines, matched to your SKUs.

  • Handwriting & print OCR
  • Auto SKU matching
  • Confidence scoring

Automated Reporting

Scheduled, gated report distribution by email — empty-report suppression built in.

  • Scheduled email delivery
  • Per-recipient targeting
  • Failure & status tracking

One-Click Excel Export

Export any table to a branded Excel file — or email it to colleagues in one click.

  • Branded, typed exports
  • Email-to-colleague
  • On every table, everywhere
10

Platform & Integrations

The foundations: connectors to any ERP, role-based access, security monitoring and admin configuration.

Any-ERP Connectors

Connect to your ERP, WMS, SQL or spreadsheets — with incremental sync and validation.

  • ERP / WMS / SQL / Excel
  • Incremental, validated sync
  • Audit trail & retries

Roles, Access & Security

Role-based access control, SSO and a per-request access journal with abuse detection.

  • RBAC & SSO sign-in
  • Access journal (who/what/when)
  • Brute-force / scraping alerts

Admin & Configuration

Self-serve setup of users, indicators, alerts, calendars and provisioning coefficients.

  • Users, roles & permissions
  • Indicators, alerts, calendar
  • Health checks & logs

Start where it hurts most

You don't switch on everything at once.

We begin with the three or four modules that move the needle for you, then expand. Book a demo and we'll map the right starting set for your business.

contact@cibinno.ro +40 720 300 356 Book a demo