An invoice from KSeF, Poland's National e-Invoicing System, arrives structured; one from a scan goes through OCR. Either way the same job is left over: someone has to code it, put the dimensions on it and walk it through approval. Artificial intelligence does that part now. It fills in the parameters, the dimensions and the document type by itself, and the workflow takes the document to the right person. We teach it your rules, and where the standard runs out we write our own additions and bots. You also get a named expert: one person who knows your implementation and answers the phone, instead of another ticket number.
Authorised partnerA purchase invoice, a contract and a receipt from a business trip all take the same route here.
An authorised SaldeoSMART partner since 2015, among the vendor's leading partners since 2017, with awards for sales and commendations for what we have contributed to the software
We connect it to the ERP or the accounting software you already use. Where the standard data exchange is not enough, we write our own additions and bots
Three people in an accounting firm have three different problems with documents. An implementation is done so that each of them gets an answer that fits, not one shared application for everybody.
The document arrives already coded: the supplier recognised, the amounts and the VAT register in place, the category and the dimension suggested. What is left is the check and the decision on how to post it. Bank statements download themselves, and a document sent in for the second time is flagged as a duplicate before it reaches posting.
You can see which client has handed over a complete set of documents and which has not, without ringing round. You hand out tasks in the system, deadlines look after themselves, and the time report shows where the month actually goes.
They upload an invoice with their phone, they see their own settlements and reminders about social insurance and tax. They stop ringing to ask how much there is to pay, and they stop turning up with a carrier bag of paperwork on the fifth of the month.
The same system, different roles. Here the point is that a document does not sit on anyone's desk, and that you can always tell who approved it.
An invoice from KSeF and a scan from an e-mail land in the same place and come out coded the same way: with a category, a dimension and an account. Two sources, one process.
You approve invoices from your phone, you see costs split by project and department, and you plan the budget in the system rather than in the next version of a spreadsheet.
Advances and out-of-pocket expenses settled without paper forms, personnel files in one place, reminders about medical checks and contracts that are running out.
We have written it up step by step, with the table of plans, on the page KSeF in SaldeoSMART. Here is the short version of what tends to catch people out.
Sending and receiving invoices through KSeF costs nothing extra in SaldeoSMART: the document lands in the account within the subscription. A credit is used only when artificial intelligence is to code the invoice: parameters, dimensions and type come to one credit per document. You decide which invoices need that, and the rules the AI recognises them by we set up together during the implementation.
That still leaves the certificates, the permissions and the process inside the team to configure. We take that on before the deadline starts to press.
Invoices from foreign suppliers, receipts from business trips, contracts, insurance policies, letters from the tax office. KSeF will not take them in, and they still have to reach the right person on time. We build the workflow around the way your team really works.
The same document sent in twice, once by e-mail and once as a scan, is flagged by the system as a duplicate before anyone posts it. It catches an invoice that reached the wrong company in the same way.
Access works in the other direction: permissions decide who sees a document at all, who approves it and who only takes note of it. A sensitive contract is not left in plain view of the whole office.
You can buy the licence anywhere. The difference shows a month later: either the system is working for you, or it sits switched on and nobody goes near it.
Companies, categories, registers, posting schemes, permissions and workflow. Set up once and properly, on your own documents, not on a demo.
Read moreComarch ERP Optima, enova365, Insert, Symfonia, Wapro, Raks, Ramzes and rarer ones. We write the integrations ourselves, so when the standard data exchange is not enough, the conversation does not end with a no.
Read moreOne person runs your implementation and stays with you afterwards on ongoing support. They know your companies, your posting schemes and why something was set up the way it was. You do not tell the story from the beginning with every ticket.
Read moreWe teach on your own documents, not on a demo. An implementation is finished when people work in the system by themselves and stop asking.
Read moreWe move an account over from another accounting firm or another partner, archive and permissions included. We make sure it does not fall in the week you close the month.
Read moreWe will work out how many credits you will really use at your volume of documents, and say which plan adds up. Including when that turns out to be a smaller one than the plan you asked about.
Read moreEvery feature on its own: what it does, how it looks in daily work, how many credits it uses and which plans include it, with a table taken straight from the vendor's price list.
An invoice from a scan, an e-mail or KSeF turns into a full set of data. The AI suggests the category, dimension and type.
See how it worksSending and receiving invoices within the subscription, at no extra charge. A credit is used only once the AI codes an invoice.
See how it worksAn approval route for invoices, contracts and letters, with reminders and a deadline you can see.
See how it worksIssuing and sending invoices, recurring documents, the whole set visible to the accounts at once.
See how it worksBank transactions matched to invoices, payments prepared, unpaid items visible without a search.
See how it worksDocuments together with the image of the original, searchable by content, counterparty and amount.
See how it worksOn 1 September SaldeoSMART launched a campaign about paper documents on the move. We show what we set up first: the document owner, the approval route, and one path for KSeF and a scan.
Sales invoices have gone out of manual handling, and the amount of work in the office has fallen far less than was promised. The reason is simple: KSeF does not cover most of the documents that pass through a firm. On top of that, the bill for credits can go up after April rather than down.
We do not ask anyone to change their accounting software for an implementation. SaldeoSMART is documented for more than 40 applications, and we know how an implementation differs on each of them.
Not seeing yours? Write and tell us what you post in, and we will come back with how the integration looks there.
The more you write about your process, the less we will have to ask afterwards. A person replies, not an autoresponder. Our team works with you in English; prices are in Polish złoty and the software interface is in Polish.
The data controller is the company whose NIP and KRS numbers we give in the footer. We process the data from this form only in order to answer your enquiry and, if you tick the second box, also in order to send you messages about KSeF and implementations. Giving your data is voluntary, but without an e-mail address we cannot reply. You can withdraw your consent at any time by writing to kontakt@forgante.pl. Withdrawal does not affect the lawfulness of the processing carried out before it. You have the right to access your data, to have it corrected or erased, to restrict its processing, to move it, and to lodge a complaint with the President of the Personal Data Protection Office (UODO).
The calculator counts in documents, not in credits, and shows the full feature comparison across all the plans. Implementation and ongoing support we quote after a conversation about your process.
