Konik System

Management finance in Konik CRMMargins, costs and cash flow on one screen. Calculated the moment you look._

Konik Fin pulls financial data from invoices, sales and HR into live reports. You see staff costs, product and service profitability, margins, cash flow, and your plan and budget. Market maps show where you sell and to whom.

Stage 01 · Chaos01 / 03
02 · Problem · Diagnosis

You only learn how the business did from last month's summary.

Invoices sit in one program, sales in the CRM, staff costs in a spreadsheet. To see a margin, someone has to combine them by hand. We start with four questions that we also ask in the Diagnosis.

What you see

The management report arrives a few days after month end. Each department calculates margin a little differently.

How it feels

You decide on prices and hiring by gut feeling. You don't know which product or client really makes money.

How it should be

Management sees margins, costs and cash flow at any moment, calculated from the same data the team works with.

[ 4 Diagnosis questions ]
  1. SituationWhere do the figures for your management report come from today, and who puts it together?
  2. ProblemHow many days after month end do you know what the margin was?
  3. ImpactWhat happens when a loss-making product or client only shows up after a quarter?
  4. NeedWhat would change if margins, staff costs and cash flow were visible in the CRM as they happen?
The job you hire the system to do
When I want to know how the business is doing, but the figures are spread across programs and spreadsheets, I want to have margins, costs and cash flow in one place, up to date, so that I can decide on prices, hiring and budget from data rather than a month-old summary.

You are not buying accounting software. Your in-house accountant or accounting firm keeps the books. You are buying a view of company finances for the people who make decisions.

01 · Chaos02 · Integration
Stage 02 · Integration02 / 03
03 · How it works · Flow

From invoice to management report. At every step you know who does it.

This is how Konik Fin works. The system gathers data from other modules and calculates the reports. Plans, budgets and decisions belong to people.

  1. Invoices from Konik Tax

    System

    Sales and purchase invoices reach Fin from Konik Tax. Nobody retypes them.

  2. Staff costs from Konik HR

    System

    Salaries and working time from Konik HR show what the team and its work cost.

  3. Sales from Konik CRM

    System

    Clients, industries and regions come from Konik CRM, from the same records your sales team uses.

  4. Plan and budget

    Human

    Management or finance enters the plan and budget. Fin compares them with actual results.

  5. Live reports

    System

    The system calculates margins, product and service profitability and cash flow when you open the report.

  6. Management decision

    Human

    Management reviews the results and decides on prices, costs and budget.

Konik Fin shows the numbers. People decide on prices, budget and hiring.

04 · Modules

What Konik Fin does.

Fin runs in Konik CRM, on data from Konik Tax, Konik HR and sales.

M·01

Staff costs

Salaries and working time from Konik HR in a single cost summary.

source · Konik Fin module description

M·02

Product and service profitability

Which products and services make money and which only take up time.

source · Konik Fin module description

M·03

Margins

Margin per product, service and client, calculated from invoices and costs.

source · Konik Fin module description

M·04

Cash flow

Income and spending over time, so you can see your cash position ahead.

source · Konik Fin module description

M·05

Plan and budget

A plan for the period and a budget, compared with actual results as you go.

source · Konik Fin module description

M·06

Market maps

Sales by region, industry and client, on a map and in tables.

source · Konik Fin module description

M·07

Management reports

A live summary of company finances, with an export for your accounting firm.

source · Konik Fin module description

05 · Rules · System limits

The rules Konik Fin works by.

The numbers should come from one place and reach only the people who need them.

Z·01

Access for named people

Financial data is visible only to the people your company gives access to.

source · Konik Fin module description

Z·02

One source of data

Fin calculates from the invoices, HR data and sales already in the system. Nobody copies figures into a spreadsheet.

source · Konik Fin module description

Z·03

The system shows the numbers, people decide

Fin does not change prices or budgets. It shows results to the people who decide.

source · Konik Fin module description

Z·04

Debt collection and inventory live in Konik Tax

Fin handles reports and analysis. Konik Tax handles invoices, receivables, debt collection and inventory.

source · Konik Fin module description

02 · Integration03 · Awakening
06 · Proof · Case studies

We publish case studies with data and client consent.

Konik Fin case studies will appear here once a client agrees to publication, with the period and the source of every figure.

07 · Pricing · Net

Prices are in the Stable. Scope is set in the Diagnosis.

Prices for all Konik System products, net and gross, are listed in the Stable. In the Diagnosis we look at where your figures come from today and which reports management needs, then you get the scope in writing.

  • The scope of your Konik Fin implementation is set out after the Diagnosis, in the Implementation Card.
  • Your financial data and reports belong to you.
Offer for businesses (B2B). Prices in the Stable are shown net and gross (23% VAT). The price list is for information only and is not an offer within the meaning of Article 66 § 1 of the Polish Civil Code. The contract is binding.source · Konik System Stable

All systems and the Complete system on one page, with prices from, in EUR.

08 · FAQ · Final objections

Questions people ask before they decide.

With a Konik System Diagnosis: a conversation, a review of your processes and systems, classification of your AI systems under the EU AI Act and a report with recommendations. The report says which financial reports management should get and where Fin will take the data from.

09 · Diagnosis · One decision

Let's start with a Diagnosis.

Leave your details. We will call you back within one working day and set a date for the Diagnosis: a conversation, a review of your processes and systems, and a written report.

What do you want to see first?

Prefer to call? +48 502 417 719 · WhatsApp · sales@koniksystem.com

Book a Konik System Diagnosis