1 of 20

Cut Costs, Improve Efficiency, and Boost Profits.

All-in-one SaaS built specifically for consulting firms, law firms, and digital agencies, enabling you to manage operations with a strong financial focus.�It simplifies daily management, aligning every activity to a real-time, multi-level P&L view, giving you instant financial insights to drive efficiency and profitability.

Giving you more freedom to focus on your organization's development.

DC 01 - Document publique

2 of 20

Challenging Economic Climate

Navigating Today's Market

Geopolitical tensions, AI disruption, and spending cuts are compressing demand and eroding profits.

Business bankruptcies rising in 2024

Allianz Trade forecasts +4% insolvencies in 2025, +6% in 2026

+23%

Global increase in business insolvencies

DC 01 - Document publique

3 of 20

Tackling Challenges

Securing Sustainability in Uncertain Times

Success requires strategic management, actionable insights, and real-time visibility, yet today's market presents key challenges:

Fragmented Information

  • Data scattered across systems
  • Disconnected dashboards
  • Labor-intensive reporting
  • Limited transparency

Operational Impact

  • Organizational inefficiency
  • Team burnout

Unmanaged Uncertainties

  • Hidden business vulnerabilities
  • Poor resource allocation
  • Recurring bottlenecks
  • Budget overruns

Financial Impact

  • Missed revenue opportunities
  • Declining profit margins

DC 01 - Document publique

4 of 20

Mastering Operations

KPilot in a few words

KPilot is an integrated platform designed to give managers complete control over the execution of projects/deliverables, their risks and related actions, operational performance, billing status, and profitability of each project/deliverable, business unit, and the entire organization—all from a financial perspective.

Day to day Management

Instant visibility into your projects, costs, margins, and resources with no disruptions, smooth adoption, and immediate benefits

Integrated Platform

360° Vision with Out-of-the-Box Integration for complete project oversight

Strategic Leadership

The manager focuses on their role as an informed strategist with a global, consolidated, and real-time view, enabling them to better guide their organization toward solid and sustainable growth

DC 01 - Document publique

5 of 20

AUTRES

Pipedrive, Trello, Mail,

Drive, HubSpot, ...

COLLABORATION

DEVOPS

FINANCE

SOURCES DONNÉES

SÉCURITÉ

In Symbiosis with Your Digital Ecosystem

KPilot seamlessly integrates with your existing infrastructure

Out-of-the-box integrations, robust APIs, and adaptability to your IT infrastructure

No disruptions, smooth adoption, and immediate benefits

DC 01 - Document publique

6 of 20

KPilot Cockpits

360° Control

With KPilot, you no longer endure your deliverables, you steer them with surgical precision

Delivery

Project planning, risk and cost tracking, resource management, and productivity improvement for each mission/deliverable

Human Resources

Continuous performance tracking, talent detection, HR needs anticipation, and fostering a positive work environment

Analytics

Detailed budget management, cost center analysis, and better allocation of expenses

Sales

CRM functionalities to manage customer interactions and sales processes effectively

Finances

Supplier Management and control over costs, with P&L visibility by deliverable, business unit, and overall

DC 01 - Document publique

7 of 20

Our Customer Journey

From Discovery to Complete Mastery

1

Discovery

  • Referral Kpilot
  • Introduction & Needs Analysis
  • Tailored Demo

2

Setup and Configuration

  • Implementation
  • Customized Configuration
  • Technological Integration
  • Testing and Validation

Customized and integration of setup KPilot modules based on your operational needs

3

Training, Engagement, and Adoption

  • Dedicated Training Sessions
  • Support for Adoption
  • User Engagement
  • Adoption Tracking

Personalized training and engagement strategies, along with collecting feedback from users

4

Success and Reference

  • Evaluations
  • Continuous Improvement
  • Sharing Success

Ongoing monitoring of KPIs and performance indicators to measure the gains achieved with KPilot

DC 01 - Document publique

8 of 20

KPilot around the World

Global Presence, Local Proximity

KPilot is proud to have strategically located team around the world, ensuring optimal proximity to our clients and enhanced responsiveness to meet their specific needs

1

Local Presence

On-the-ground teams for a better understanding of regional markets

2

Multilingual Support

Assistance in multiple languages to meet the diverse needs of our clients

3

Global Expertise

A blend of international vision and local expertise for tailored solutions

4

Accessibility

Our team is available across various time zones for continuous support

DC 01 - Document publique

9 of 20

Competition and positioning

Competitive landscape analysis of professional services automation solutions:

Financial Strength Competitors

  • SAP S/4HANA Cloud: Strong financial integration; deeply integrated financial management with extensive P&L reporting. Compared to Kpilot: More complex but highly capable.
  • Oracle NetSuite PSA: Strong financial features; built-in comprehensive financials, budgeting, and detailed P&L.

Compared to Kpilot: More robust, enterprise-focused, highly complex integration.

Mid-Range Solutions

  • Workday PSA: Moderate financial focus; requires integration with Workday Financials for detailed P&L.

Compared to Kpilot: Less streamlined financially.

Basic Financial Solutions

  • Kantata: Basic financial capabilities; limited native financial and P&L management; external integrations needed. Compared to Kpilot: Less financially integrated.
  • BigTime: Limited financial depth; project billing and tracking but minimal native P&L insights.

Compared to Kpilot: Less financially robust.

In summary, SAP S/4HANA Cloud and Oracle NetSuite offer the strongest financial and P&L capabilities but with higher complexity. Kpilot positions itself uniquely by combining user-friendly financial insights and P&L tracking tailored specifically for service-oriented businesses, balancing simplicity with financial depth.

DC 01 - Document publique

10 of 20

Product validation

Our validation journey demonstrates strong market traction across diverse professional service organizations

Validated Interest

Deloitte

Full sales process conducted through Q4 2024. Post-demo feedback confirmed KPilot addresses critical gaps in their project management workflow. Technical integration assessment scheduled for Q2 2025.

EY

Completed comprehensive sales pitch and product demo to their Professional Services division. They've confirmed interest in both using KPilot internally (potential 50,000 USD ARR) and establishing a reseller partnership to offer KPilot to their client network.

Moore

Completed sales process with their regional management team. They've validated KPilot's ability to solve their P&L tracking challenges and are preparing budget allocation for FY25.

Dentons

Early stage discussions with their MENA operations team. Initial needs assessment completed January 2024, demo scheduled for senior management in April.

Advanced Negotiations

AGB (Algerian Gulf Bank)

Advanced negotiations for 35,000 USD annual contract. Technical assessment completed in Q4 2023, procurement approval expected by March 2024.

Mazars

Final negotiation stage for a 30,000 USD pilot program. Contract review in progress with legal team, anticipated closing by end of Q2 2024.

Signed Contracts

MS Solution (Tunisian fintech)

First paying client with signed contract for 20,000 USD ARR in Q1 2024. Currently using KPilot Cockpit for financial analytics with 14 active users.

Satoripop

Signed Q1 2024. Implemented KPilot's delivery cockpit for measuring and analyzing productivity metrics within their operations and team performance.

DC 01 - Document publique

11 of 20

Product overview

DC 01 - Document publique

12 of 20

Delivery

Real-Time Operational Management

1

Project and Dependency Management

Orchestrate complex projects with interactive Gantt charts and automated critical path analysis to prevent costly delays and ensure on-time delivery.

2

Resource Planning

Optimize utilization across your global workforce with AI-powered resource allocation that matches skills to tasks while preventing burnout and reducing bench time.

3

Risk Management

Identify and mitigate project risks through proactive monitoring dashboards with financial impact analysis and automated notification systems.

4

Stakeholder Management

Maintain transparent communication with customizable client portals offering real-time access to deliverables, milestones, and KPIs for enhanced client satisfaction.

5

Procurement and Expenses Management

Control project costs with automated approval workflows, vendor performance tracking, and real-time budget variance alerts to prevent overruns.

6

Timesheet Management

Capture billable hours efficiently with mobile-friendly timesheets that integrate directly with invoicing and provide utilization analytics for improved profitability.

DC 01 - Document publique

13 of 20

Human Resources

Performance Tracking, Anticipating HR Needs

1

Employee Account Management

Comprehensive management of employee profiles and accounts

2

Business Units Management

Effective organization and administration of company divisions

3

Role, Grade and Assignments Management

Structured oversight of positions, hierarchies and responsibilities

4

Skills Matrix Management

Strategic tracking and development of employee competencies

5

Evaluation Management

Systematic assessment of performance and potential

6

Training Management

Coordinated development of employee capabilities and knowledge

DC 01 - Document publique

14 of 20

Finance

Strategic Financial Visibility and Control

1

Purchase Request Management

Streamlined approval workflows with real-time budget impact visibility

2

Expense Planning and Allocation

Project-based financial forecasting with automated resource distribution

3

Supplier Management

Consolidated vendor relationships with integrated payment tracking

4

Cost Analysis

Granular P&L reporting with customizable KPIs for service-oriented businesses

DC 01 - Document publique

15 of 20

Analytics

Transforming Data into Strategic Insights

1

Budget Management

Real-time tracking of financial allocations with variance analysis and forecast modeling

2

Direct Cost Management

Project-specific expense tracking with automated attribution and P&L impact visualization

3

Indirect Cost Management

Overhead monitoring with intelligent distribution algorithms across business units

4

Cost Allocation

Customizable distribution frameworks with multi-dimensional reporting for service-oriented businesses

DC 01 - Document publique

16 of 20

Setup

Configuration & Fine Security Management

1

User Management

Centralized control of user accounts with advanced permission settings and access history tracking

2

Role and Privilege Management

Granular definition of access rights with customizable security profiles for different organizational levels

3

Workflow Configuration

Flexible process automation with conditional approvals and intelligent routing capabilities

4

Integration Configuration

Seamless connectivity with third-party systems through robust API management and data synchronization

5

Monitoring

Real-time system performance tracking with automated alerts and comprehensive audit logging

DC 01 - Document publique

17 of 20

AI Agents

KPilot's AI agents transform how executives work by automating routine tasks while providing real-time intelligence. Each agent is tailored to specific C-level responsibilities, integrating seamlessly with your existing workflows.

CEO Agent

Delivers instant P&L overviews, resource optimization alerts, and project status updates through simple voice commands. "Show me this quarter's profitability by business unit" gets you immediate insights without navigating interfaces.

CFO Agent

Monitors financial metrics in real-time, flags cost anomalies, and generates customized reports. Simply ask "What's our current burn rate?" or "Compare project costs to budget" for instant financial clarity.

Sales Agent

The Sales Agent provides personalized recommendations to increase revenue and improve customer satisfaction. Additionally, the agent can automate tasks like lead scoring, follow-ups, and pipeline management to streamline the sales process and boost efficiency.

HR Agent

Provides instant employee performance insights, real-time staffing analytics, and proactive talent management recommendations through intuitive voice commands. Simply say, "Give me the employee retention rate for this quarter," and receive immediate answers without browsing reports.

These AI agents eliminate blind spots in your operation, helping you anticipate needs and optimize resources—transforming uncertainty into confident decision-making, just as KPilot does for your entire business.

DC 01 - Document publique

18 of 20

Out of the box integrations

KPilot seamlessly integrates with your existing infrastructure

Collaboration

  • SharePoint
  • Excel
  • Active Directoy
  • Jira
  • ++

DevOps & Timesheet

  • ATLASSIAN
  • Azure DevOps
  • Excel
  • Quickbooks Timesheet
  • ++

Finance

  • QuickBooks
  • Power BI
  • Sage
  • Netsuite
  • ++

Out-of-the-box integrations, robust APIs, and adaptability to your software ecosystem ensure no disruptions, smooth adoption, and immediate benefits

DC 01 - Document publique

19 of 20

'The Core of the Engine'

Allocation of Overheads to Support Departments and Business Units

Support departments and business units receive allocated overheads based on number of employees and labor costs.

Overheads + Support Function Costs Allocated to Business Units

Support function costs are combined with overheads and allocated to business units.

Allocation of 'Charged' Costs from Support Departments to Business Units

Final allocation of charged costs from support departments to business units.

This process forms the core engine of cost allocation across the organization.

DC 01 - Document publique

20 of 20

Thank you !

Phone Number

+ 33 7 88 91 37 18�+216 99 929 516

SocialMedia

@kpilot

Email Address

skander@kpilot.io

DC 01 - Document publique