📍 Store:
📅 Period:
💵
—
Total Sales
🚚
—
Purchases
📉
—
Expenses
⏰
KSh 0.00
Invoice Due
📈
—
Net Profit
↩️
—
Sale Returns
↪️
—
Purchase Returns
💸
—
Purchase Due
📦
—
Active Products
👥
—
Customers
⚠️
—
Overdue Invoices
balance unpaid >7d
📅
—
Expiring Stock (30d)
batches near expiry
💰
—
Pending Advances
salary advances
🔴
—
Low Stock Items
at or below reorder
⚠ Attention Needed
Checking for issues...
💰 Gross Profit & Margin
—
Calculating margins...
💳 Cash & Payment Reconciliation
—
Reconciling payments...
📦 Inventory Health
—
Loading inventory status...
📈 Forecasting & Anomaly Detection
Analyzing trends...
📊 Sales by Store
Loading...
🏆 Top Products
⏰ Recent Sales
⚠ Low Stock Alert
📅 Today's Appointments
📦 Products
🏷 Categories
🔄 Reorder
📅 Expiry
Loading...
👥
🛒 Cart 0
Tap products to add
SubtotalKSh 0.00
Discount (KSh)
TaxKSh 0.00
TOTALKSh 0.00
💵 Cash
📱 M-Pesa
💳 Card
📋 Credit
🏠 Bank
📄 Cheque
Paid: KSh 0.00
Change: KSh 0.00
to
Loading...
💵 Collect Payment
×
↩ Sale Returns
↪ Purchase Returns
to
🚚 Purchase Orders
🏢 Suppliers
💵 Payments
to
to
Select date range and click Load
📉 Expenses
📔 Journal
📈 P&L
💰 COA
📈 Balance Sheet
📉 Income Statement
to
to
⚙ Config
📱 STK Push
📋 Transactions
📱 M-Pesa Daraja Setup
✓ Active
Send STK Push
No M-Pesa transactions yet
👥 Customers
🤝 Contacts
💳 Credit / Ledger
🏪 Stores
🔄 Transfers
📦 Products
📋 History
🏦
KSh 0.00
Opening Float
💵
KSh 0.00
Cash Sales
📱
KSh 0.00
M-Pesa Sales
📈
KSh 0.00
Expenses Out
💵
KSh 0.00
Cash In (Movements)
💸
KSh 0.00
Cash Out (Drops)
🧾
KSh 0.00
Pay Out (Petty)
📊 Reports
📊 Profit / Loss
🛒 Sales Report
📦 Items Sold
📉 Expense Report
💵 Sale Payments
⏳ Aging Report
🚚 Purchase Payments
🏷 Product Purchase
🔥 Trending Products
📈 Purchase & Sale
📤 Stock Report
⚖ Stock Adjustments
👥 Customer Groups
🤝 Sup. & Customer
🧾 Tax / VAT Report
📊 Sales Charts
📦 Inventory Charts
💰 Commission
🏦 Register Report
🧑 Sales Rep
🌫 Sales Heatmap
🚨 Anomalies
📅 Cash Flow
📈 Balance Sheet
📉 Income Statement
📊 Trial Balance
Profit / Loss Report
Revenue vs expenses
to
👤 Employees
💰 Payroll
💵 Advances
📅 Leave
Select a payroll period above
📅 Today
📋 All
📊 Overview
👥 Members
📋 History
🏅 Tiers
⭐
0
Total Points
🎯
0
Members
🏅
0
Redeemed
💰
KSh 0
Points Value
🏅 Tier Distribution
Loyalty Tiers Configuration
| Tier | Min Points | Discount % | Members |
|---|---|---|---|
| 🥆 Bronze | 0+ | 1% | - |
| 🥇 Silver | 500+ | 2% | - |
| 🏅 Gold | 2,000+ | 5% | - |
| 💎 Platinum | 5,000+ | 10% | - |
✨
AI Assistant
Business Intelligence & Insights
Ready
✨ AI Assistant
📊 Business Insights
🔎 Data Query
📦 Inventory AI
⚙ Runs
📊 Usage
⚙ Settings
📈
Sales TodayKES 0Loading...
📦
Low Stock Items0Needs attention
🧾
Overdue BalancesKES 00 customers
🔔
System Alerts0View all alerts
✨ AI Business Assistant
Your intelligent partner for better decisions.
Loading agents...
👋 Good day!
Today's snapshot:
Sales: KES 0
Low stock: 0
Out of stock: 0
Good afternoon! I'm your AI Business Assistant. I can help you analyse sales, monitor inventory, track customers, generate reports and much more. Try the quick buttons below or type your question.
📎 Scan Purchase Invoice — click here or drag a photo to extract supplier, items, and costs automatically
AI can make mistakes. Verify important information before posting journals, changing stock, approving payroll, or sending messages.
💡 Business Insights
Tap the tab to load insights, or press the button below.
🔎 Data Queries
Enter a question above
📦 Inventory AI
Click the button above to get recommendations
💻 AI Agents
Each agent is a specialized AI persona with its own instructions, personality, and access to specific tools. Click one to customize.
Loading agents...
📊 AI Usage & Costs
Loading usage data...
⚙ AI Settings
Configure your AI provider and API keys. Select Auto to use whichever provider has a valid key (Anthropic preferred, Gemini fallback).
Leave a key field empty if you don't use that provider.
🤖 Anthropic Claude
Get one at console.anthropic.com (paid)
⚡ Google Gemini
Get one FREE at aistudio.google.com (no credit card)
🏢 Company
📱 M-Pesa
📱 SMS
📱💬 WhatsApp
✉️ Email
⭐ Loyalty
🔒 Roles
🔐 Password
Company Information
📱 M-Pesa Daraja API Configuration
📱 SMS Provider Configuration
SMS is used by the AI assistant for customer notifications, payment receipts, and outreach campaigns.
Choose your preferred SMS gateway below.
✉ Send Test SMS
📋 Recent SMS Activity
0 sent
0 delivered
0 failed
0 SMS units used
KES 0 est. cost
Click Refresh to load recent SMS activity
📱💬 WhatsApp Provider
Choose which provider to use for automated WhatsApp sending (used by AI tools and order confirmations).
📱 Twilio Configuration
Twilio sandbox lets you test instantly without Meta verification — recipients send "join <your-code>" to Twilio's sandbox number first. For production, you'll need a Twilio-approved WhatsApp sender.
Default
whatsapp:+14155238886 is Twilio's free sandbox. For production replace with your approved sender, e.g. whatsapp:+254....
💬 Send Test WhatsApp Message
⚠ Twilio sandbox limit: Recipient must first send
join <your-sandbox-word> to Twilio's sandbox number from their WhatsApp. Find your sandbox code at twilio.com/console/sms/whatsapp/sandbox.
📋 Recent WhatsApp Activity
0 total
0 sent
0 failed
0 pending
Click Refresh to load recent WhatsApp activity
📱 Quick Send via WhatsApp Web — FREE, no API needed
Generate a
wa.me click-to-chat link — opens WhatsApp Web (or your phone's WhatsApp) with the message pre-filled. Tap Send in WhatsApp to deliver. No Twilio, no API keys, no cost, no risk. Works with any phone, including Kenyan numbers.
💡 Setup Steps (only needed for AUTOMATIC sending)
💡 Tip: The Quick Send card above works WITHOUT any setup. Only configure Twilio or Authkey below if you need messages to send automatically (e.g., bulk order confirmations).
Twilio (USD billing, easy sandbox):
- Sign up at twilio.com/try-twilio — gets you ~$15 free credit
- Console → Account Info: copy your Account SID and Auth Token, paste above → Save
- Console → Messaging → Try it out → Send a WhatsApp message → activate sandbox: send the displayed code (e.g.
join hot-coffee) from your WhatsApp to+1 415 523 8886 - Click Test Connection above → should show your account status
Authkey.io (INR billing, requires templates):
- Sign up at authkey.io → complete WhatsApp Business onboarding (Meta verification needed)
- Get your authkey from console.authkey.io → My Account → Profile
- Create at least one template at authkey.io/dashboard/whatsapp-template-list (e.g. simple template with one variable:
Hello {{1}}, your message: {{2}}) - Wait for Meta to approve the template (usually a few hours)
- Copy the template ID (wid), paste it as the Default Template ID above
- Click Test Connection above → should return your authkey balance
✉️ Email SMTP Configuration
Email is used for invoices, receipts, customer statements, and AI-generated reports. Pick a provider below — choose Gmail for fastest setup, custom SMTP for branded sender, or SendGrid/SMTP2GO for high-volume reliable delivery.
Selecting a preset auto-fills the host and port — you only need to enter username, password, and from-email.
✉️ Send Test Email
📋 Recent Email Activity
0 sent
0 delivered
0 failed
0 pending
Click Refresh to load recent email activity
💡 Setup Tips by Provider
Gmail: requires an App Password (NOT your normal Gmail password). Enable 2-Factor Authentication first, then generate a 16-character app password named "JemcorexERP". Limit: 500 emails/day.
SendGrid: sign up at sendgrid.com → Settings → API Keys → create one. Username is literally "apikey", password is the SG API key. Free 100/day forever, requires sender verification (verify your "from" email address).
SMTP2GO: sign up at smtp2go.com → Sending → SMTP Users → create one. Free 1,000 emails/month forever. No credit card needed.
Zoho Mail: requires a custom domain (e.g. info@jemsmart.co.ke). Free for 5 users with limits. Sign up at zoho.com/mail after registering domain.
Office 365: requires Microsoft 365 Business subscription. Username is your O365 email, password may need to be an app password if 2FA enabled.
SendGrid: sign up at sendgrid.com → Settings → API Keys → create one. Username is literally "apikey", password is the SG API key. Free 100/day forever, requires sender verification (verify your "from" email address).
SMTP2GO: sign up at smtp2go.com → Sending → SMTP Users → create one. Free 1,000 emails/month forever. No credit card needed.
Zoho Mail: requires a custom domain (e.g. info@jemsmart.co.ke). Free for 5 users with limits. Sign up at zoho.com/mail after registering domain.
Office 365: requires Microsoft 365 Business subscription. Username is your O365 email, password may need to be an app password if 2FA enabled.
⭐ Loyalty Program Settings
Rewards Catalog
🔐 Change Password