KiteLedger AI SaaS - Complete Business ERP Platform

KiteLedger AI SaaS is a modern all-in-one ERP, accounting, CRM, HRM,
payroll, inventory, POS, tax, reporting, document management and
AI-powered business management platform built with Laravel, React,
Inertia, Ant Design and Tailwind CSS. It is designed for SMEs, trading
companies, retail businesses, service businesses, accounting firms, HR
teams and growing organizations that want to manage their full business
operation from one centralized system.

Accounting and Finance Module

• Chart of accounts management
• Account ledger and account balance tracking
• Journal vouchers and journal voucher lines
• Cash transfers and cash transfer lines
• Bank accounts and bank ledger
• Bank reconciliation
• Forex adjustment preview and posting
• Cheque register management
• Cheque printing and cheque format configuration
• Customer payments
• Supplier payments
• Expenses management
• Debit notes and credit notes
• Loan accounts, loan top-ups, loan charges and loan paybacks
• Fiscal year management and period control
• Approval, posting, voiding and transaction status workflows

Sales and Invoicing Module

• Quotation management
• Sales order management
• Proforma invoices
• Customer invoices
• Invoice approval and posting workflow
• Invoice payment tracking
• Sales returns
• Credit notes
• Customer transaction history
• Bulk sales operations
• Invoice export and document printing support

Purchase and Expense Module

• Purchase order management
• Purchase bill management
• Supplier payment tracking
• Purchase approval and posting workflow
• Purchase returns through debit notes
• Expense recording
• Bulk purchase and expense operations
• Vendor and supplier transaction tracking

Inventory and Warehouse Module

• Product management
• Product categories
• Product units
• Product variants and variant groups
• Warehouse management
• Warehouse item tracking
• Warehouse transfers
• Inventory adjustments
• Stock approval and voiding workflow
• Negative stock and fractional quantity settings
• Product search and variant generation

Manufacturing and Production Module

• Bill of material management
• Production cost terms
• Production orders
• Production journals
• Material and by-product tracking
• Production approval and posting workflow
• Production cost allocation

POS Module

• POS dashboard
• POS terminal management
• POS product search
• POS shift opening and closing
• POS sales
• Hold, complete, cancel and void POS sales
• POS payments
• POS returns
• POS cash movements
• Refundable item tracking

CRM Module

• CRM dashboard
• Lead management
• Lead conversion
• Deal pipeline management
• Deal stages
• Deal movement and stage history
• Deal forecast
• Stuck deal tracking
• Customer account management
• Customer timeline
• CRM contact roles
• CRM activities and activity inbox
• Activity completion, rescheduling and overdue escalation
• CRM communications
• Email synchronization
• Source ROI analytics
• Quotation prefill from CRM deals

CRM Campaign and Marketing Module

• CRM campaign management
• Email campaign messages
• SMS campaign messages
• Campaign summary and statistics
• Campaign duplication
• Email and SMS preview
• Send test email and SMS
• Send now and scheduled campaign delivery
• Campaign recipient management
• Contact group recipient import
• Campaign attachments
• Campaign send logs
• Retry failed campaign logs
• CRM sequences

Contacts and Customer Management Module

• Contact management
• Contact groups
• Customer and supplier records
• Contact transaction history
• Send email to contact
• Send SMS to contact
• Credit terms management

HRM Module

• Employee management
• Employee profiles
• Departments
• Designations
• Employment statuses
• Designation history
• Salary history
• Education records
• Attendance records
• Leave types
• Leave policies
• Leave requests and leave applications
• Weekly holidays
• Public holidays
• Shifts
• Awards and award history
• Employee documents
• Onboarding checklists

Payroll Module

• Payroll dashboard
• Payroll period management
• Payroll run generation
• Payroll preview
• Payroll approval, processing and payment workflow
• Payroll locking, reopening, voiding and reversing
• Payslip generation
• Payslip lines
• Payslip PDF support
• Salary components
• Salary structures
• Employee additions
• Employee deductions
• Employee reimbursements
• Benefit rules
• Tax slabs
• Attendance summaries
• Payroll payments
• Payroll accounting and journal voucher generation
• Payroll summary reports

Project and Task Management Module

• Project management
• Project financial summary
• Milestone management
• Task priorities
• Task statuses
• Task management
• Assigned tasks
• Project teams
• Project team members

Tax Module

• Tax dashboard summary
• Tax settings
• Advanced tax mode
• Tax systems
• Tax jurisdictions
• Tax registrations
• Product tax categories
• Tax classes
• Tax rates
• Tax rules
• Tax exemptions
• Country-based tax options

Reports and Business Intelligence Module

• Report registry
• Business reports by category
• Report export
• Accounting reports
• Sales reports
• Purchase reports
• Payroll reports
• Cash flow, receivables and payables reporting
• AI report summarization
• Soft query reporting endpoint

AI and Document Intelligence Module

• AI settings
• AI provider connection testing
• AI report summaries
• AI-powered uploaded document scanning
• Document extraction
• Entity matching
• Create missing linked records from documents
• Document proposal generation
• Proposal review and conversion workflow

Document Management Module

• Document uploads
• Document preview
• Document archive
• Document extraction review
• Document proposal management
• Document conversion workflow

Online Payment Module

• Online payment settings
• Payment gateway settings
• Payment provider credential testing
• Public invoice payment links
• Customer invoice payment without login
• Payment creation and verification
• Payment webhook handling
• Webhook logs
• Online payment tracking
• Refund processing

Email and SMS Module

• Email configuration
• Email templates
• Email sending
• SMTP connection testing
• SMS configuration
• SMS templates
• SMS preview
• SMS phone validation
• Send test SMS
• SMS logs
• Retry failed SMS logs

User, Role and Access Control Module

• User management
• Role management
• Permission management
• Role permission assignment
• Access control
• Authenticated and verified user routes

Branch, Settings and Configuration Module

• Branch management
• Branch context switching
• Application settings
• General settings
• App branding settings
• Storage settings
• Settings dashboard
• Master data management
• Alert types
• Announcements
• Reporting tags
• Custom fields
• Custom templates
• Printing templates
• Document numbering

Technical Features

• Built with Laravel, React, Inertia, Ant Design and Tailwind CSS
• Modern SaaS-ready architecture
• Role and permission based access control
• Branch-based business context
• Bulk create, update and delete operations
• Approval, posting and voiding workflows
• Search, filter, pagination and export support
• PDF, print and document template support
• Multi-language ready interface
• Configurable numbering, templates, taxes, payments, email and SMS settings
• Responsive modern dashboard UI

KiteLedger AI SaaS is suitable for businesses that need a complete
Laravel React ERP system with accounting, invoicing, inventory, CRM,
HRM, payroll, POS, tax, reports, online payments, document management
and AI-powered business insights in one platform.

Demo Link : https://kiteledger-v1.shasandhakal.com.np

Email:[email protected]

Password:Password123!

Core Platform Features

• Modern all-in-one ERP SaaS platform for business management
• Built with Laravel, React, Inertia, Ant Design and Tailwind CSS
• Clean, responsive and modern dashboard interface
• Branch-based business context and branch switching
• Role and permission based access control
• Bulk create, update, delete, approve, void and export actions
• Configurable document numbering system
• Custom fields, custom templates and printing templates
• Global search support
• Multi-language ready interface
• Report export and business intelligence support

Accounting & Finance

• Chart of accounts
• Account ledger and account balance tracking
• Journal vouchers and journal voucher lines
• Cash transfers and cash transfer lines
• Bank accounts and bank ledger
• Bank reconciliation
• Forex adjustment preview and posting
• Cheque register and cheque printing
• Customer payments and supplier payments
• Expenses, debit notes and credit notes
• Loan accounts, loan top-ups, charges and paybacks
• Fiscal years and accounting period control

Sales, Purchase & Invoicing

• Quotations
• Sales orders
• Proforma invoices
• Customer invoices
• Sales returns and credit notes
• Purchase orders
• Purchase bills
• Supplier payments
• Purchase returns through debit notes
• Invoice approval, posting and voiding workflow
• Customer and supplier transaction tracking

Inventory, Warehouse & Production

• Product management
• Product categories and units
• Product variants and variant generation
• Warehouse management
• Warehouse item tracking
• Warehouse transfers
• Inventory adjustments
• Bill of material management
• Production cost terms
• Production orders
• Production journals
• Negative stock and fractional quantity settings

POS

• POS dashboard
• POS terminal management
• POS product search
• POS shift opening and closing
• POS sales
• Hold, complete, cancel and void POS sales
• POS payments
• POS returns
• POS cash movements

CRM & Marketing

• CRM dashboard
• Lead management and lead conversion
• Deal pipelines and deal stages
• Deal forecast and stuck deal tracking
• Customer accounts and customer timeline
• CRM activities and activity inbox
• CRM communications
• Email synchronization
• Campaign management
• Email campaigns and SMS campaigns
• Campaign scheduling, send logs and retry failed logs
• CRM sequences
• Source ROI analytics

HRM, Payroll, Projects & Tasks

• Employee management
• Employee profiles and employee documents
• Departments and designations
• Attendance records
• Leave types, leave policies and leave applications
• Weekly holidays and public holidays
• Salary structures and salary components
• Payroll runs, payroll preview and payroll processing
• Payslip generation and payslip PDF support
• Payroll additions, deductions, reimbursements and tax slabs
• Payroll accounting and journal voucher generation
• Project management, milestones, tasks and assigned tasks

Tax, Reports, AI & Documents

• Tax dashboard
• Tax settings and advanced tax mode
• Tax systems, jurisdictions, registrations, classes, rates, rules and exemptions
• Report registry and report export
• Accounting, sales, purchase, payroll and business reports
• AI report summaries
• AI settings and AI provider connection testing
• Document upload and document preview
• AI document scanning and extraction
• Entity matching and document proposal conversion workflow

Payments, Email, SMS & Settings

• Online payment settings
• Payment gateway settings
• Public invoice payment links
• Payment webhook handling
• Online payment tracking and refund processing
• Email configuration and email templates
• SMS configuration, SMS templates and SMS logs
• Application settings and general settings
• Branch management
• Master data management
• Announcements, alert types and reporting tags

Requirements

• PHP 8.3 or higher
• Composer 2 or higher
• Node.js and NPM
• MySQL 8 or higher, MariaDB, or SQLite for development
• Apache or Nginx web server
• Laravel supported hosting environment
• PHP extensions: BCMath, Ctype, cURL, DOM, Fileinfo, JSON, Mbstring, OpenSSL, PDO, Tokenizer, XML and ZIP
• Writable storage and bootstrap/cache directories
• Valid database credentials
• SMTP credentials for email sending, if email features are used
• SMS provider credentials, if SMS features are used
• Payment gateway credentials, if online payment features are used
• AI provider API credentials, if AI features are used

Installation Instructions

1. Upload the project files to your server.
2. Point your domain or subdomain to the public directory.
3. Create a new database from your hosting control panel.
4. Copy the .env.example file and rename it to .env.
5. Update the .env file with your app URL, database credentials, mail settings and other required configuration.
6. Run composer install to install PHP dependencies.
7. Run php artisan key:generate to generate the application key.
8. Run php artisan migrate --seed to create database tables and seed required data.
9. Run npm install to install frontend dependencies.
10. Run npm run build to compile production assets.
11. Make sure the storage and bootstrap/cache directories are writable.
12. Run php artisan storage:link if public file storage is required.
13. Configure queue worker or cron jobs if your hosting setup requires background processing.
14. Login to the admin panel and configure company settings, branches, fiscal year, document numbering, email, SMS, payment gateways and AI settings.

Post Installation Setup

• Set application name, logo, favicon and branding from app settings.
• Create or update branches according to your business structure.
• Create fiscal year and mark the active fiscal year.
• Configure chart of accounts and accounting defaults.
• Configure document numbering for invoices, vouchers, payments and other transactions.
• Create users, roles and permissions.
• Configure tax settings based on your country or business requirement.
• Configure email, SMS, online payment and AI settings if needed.
• Add products, warehouses, customers, suppliers and employees before starting transactions.

Important Notes

•  
• AI, SMS and online payment features require third-party provider credentials.
• Some server environments may require manual queue, storage and permission configuration.
• Always take a database backup before updating or modifying the application.
• For production use, enable HTTPS and configure proper server security settings.