Each feature on its own: what it does, what it looks like in daily work, how many credits it uses and which plans include it. No brochure slogans, just the vendor's price list.
SaldeoSMART is software that reads documents, codes them with the help of artificial intelligence, walks them through approvals and sends them to your accounting software. Below you will find each of those separately, with how it looks in an accounting firm and in a company, how many credits it uses and which plans include it.
The “what's in which plan” tables come straight from the vendor's price list and from the same source as our calculator, so they won't drift apart from reality.
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 worksA portal and mobile app for the firm's client, document delivery, questions and missing items without the e-mail ping-pong.
See how it worksRecurring tasks and priorities, reports on the work done, a budget set against real costs.
See how it worksHR documents, cash reports and employee advances settled without separate spreadsheets.
See how it worksScreenshots and tables show what the system can do. They don't show how it behaves on your documents, and that is usually the question that decides. So a live demo is our normal first step, well before any decision to buy. You can ask about anything on it, including what SaldeoSMART won't do.
What a demo and training look like →
The software has to be set up for one particular way of working: companies, registers, accounting schemes, permissions, rules for the AI and the link to your accounting software. That part is ours.
The quickest way to judge it is on a live system, with your own documents. Book a demo. We will show exactly the features that matter to you and tell you what not to expect from them.
The person who runs the demo is the one who later does the implementation and stays with you for ongoing support. Prefer to call? 513 805 506