← All features
Data and integrations
Your HR, ledger and master data, checked before it counts. 22 features.
- Company setup
- A guided start for a blank company: planning calendar, reporting currency, workforce load and first plan.
- Nine-step setup with skip and resume
- A setup bar with progress, skip where allowed and a completion summary.
- Workforce file import
- Upload a CSV, map columns, review every row and commit all or nothing.
- Downloadable templates
- Every file upload offers a sample file with the columns needed and an example row.
- Import validation
- Exact matching to your own configuration, real calendar dates, duplicate worker IDs blocked, and errors separated from warnings.
- Formula and macro safety
- Spreadsheet binaries are rejected and formula-like cells are stored as text.
- Actuals refresh
- Load a newer workforce file and review changed fields, new hires and missing workers before committing.
- New-hire matching
- Match each new worker to a planned position or confirm an off-plan hire.
- Leaver decisions
- Each person missing from a file is confirmed as a leaver or kept.
- Several dates in one HR file
- Load several as-at dates at once, oldest first, each as its own snapshot.
- Currency differs decision
- People paid in a currency other than their legal entity's are kept or converted.
- Remembered column matching
- Kivos reads a 100-row sample, suggests matches and remembers them for the next file.
- Ledger actuals
- Load closed months from the ledger with control totals, and reopen a month if needed.
- Ledger closing review
- Totals by legal entity, grouping, filters and Excel download before closing a month.
- Full load history
- Every load with file name, checksum, row count, who and when.
- Monthly maintenance
- One table showing master data, HR data, ledger actuals and FX rates for each month.
- Master data
- Org units, job families, locations, legal entities and cost centres, with reporting and approval trees.
- Master data by file with preview
- A new file shows what is added, renamed, moved and closed, and lists orphaned positions.
- On-screen master data editing
- Deliberately turned on, with an effective month and typed confirmation for each change.
- HR system connectors
- Connect an HRIS such as Workday, match fields, test and schedule refreshes, all reviewed before entering Kivos.
- Master data system connectors
- Refresh lists from a master data system such as TIBCO EBX.
- Read-only connectors
- Kivos never writes back to source systems.
Bring your plan. We'll bring Kivos.
A walkthrough built around your structure: your entities, your currencies and your approval rules.
Become a design partner
We are working closely with a small number of finance teams to shape what comes next. Partners get early access and a direct line to the people building it.
Ask about design partnership