[FEAT] Kebo for Pymes

[JuanOrtega10]

[FEATURE] Kebo for Business - Financial control for Pymes

Context

Current Kebo works well for personal finances, but SMEs need specific capabilities that aren't covered. This proposal outlines 3 core adjustments to enable business use.

3 Proposed Core Features

1. Adjust expense/income system for businesses

Current state: Kebo has transaction recording and budgets for individuals.

Necessary changes:

• Adapt categories for business context (Payroll, Vendors, Services, etc.)
• Add business fields: Vendor/Client, Tax ID (NIT), document type
• Support tax concepts: VAT, withholdings (Reteiva, Retefuente)
• Business dashboard: cash flow, accounts payable, expenses by category

Optional - DIAN invoice parser:

• Read XML files from electronic invoices
• Automatically extract: vendor, amounts, VAT, withholdings
• Create pre-filled transaction ready to approve

2. Bank statement import

Problem: Manual reconciliation consumes hours weekly.

Solution:

• Import statements from main Colombian banks:
  • Bancolombia (CSV, Excel)
  • Davivienda (CSV, Excel)
• Parser that automatically identifies transaction type
• Automatic categorization based on description
• Reconcile bank payments with registered invoices

3. Multi-user with roles

Problem: Owner needs to delegate accounting tasks without losing control.

Solution:

• 3 basic roles:
  • Admin: full access
  • Accountant: invoices and tax reports
  • Operator: only loads transactions
• Audit log: who did what and when
• Comments on transactions

[camilocbarrera]

Hey @JuanOrtega10 would you like to work on this? during Feb? we are planning web bassed version, so we can start with pymes! wdyt?

[JuanOrtega10]

Yes, I can take this on! For the web-based version, what should we prioritize first? Any must-have features?