This is the feature everything else starts from: a document comes in as an image or a file, and leaves as a full set of data ready to post.
SaldeoSMART reads a document from a PDF, a scan, a photo taken on a phone, an e-mail or from KSeF, Poland's National e-Invoicing System, and pulls the data out of it: the counterparty, the number, dates, amounts, VAT rates and, with the right configuration, line items and barcodes too. On that basis artificial intelligence suggests a category, dimensions and a document type.
A person is left with what needs a decision: checking the suggestion, correcting the exception, approving it. No retyping.
In an accounting firm documents arrive from clients in batches: through the portal, by e-mail, from the mobile app. Once they are captured, the accountant sees a list of items ready to check instead of a pile of scans. The more documents from the same supplier, the fewer corrections, because the system learns the pattern.
In a company it is usually cost invoices: they come in from e-mail and from KSeF, they code themselves, and the person who knows what the spend was for gets them for approval with the category and dimension already on them.
The table comes straight from the vendor's price list, the same one our calculator uses. As of August 2026.
| Feature | Asystent księgowego (Accountant's Assistant) | Specjalista biura (Office Specialist) | Ekspert biura (Office Expert) |
|---|---|---|---|
| Purchase invoices · features for the accounting firm | |||
| adding purchase invoices, by the firm and by the client | ✓ | ✓ | ✓ |
| attachments to invoices | ✓ | ✓ | ✓ |
| categories and dimensions on purchase invoices, set by the firm | ✓ | ✓ | ✓ |
| dimensions on purchase invoices, set by the client | ✓ | ✓ | ✓ |
| coding and categorising purchase invoices, done by the client | × | × | ✓ |
| AI setting of parameters, dimensions and type on invoices from KSeF | 1 credit = 1 invoice | 1 credit = 1 invoice | 1 credit = 1 invoice |
| invoice preview inside the accounting software | ✓ | ✓ | ✓ |
| OCR and document capture · features for the accounting firm | |||
| OCR of invoices (VAT, proforma, foreign currency, foreign issuers) | 1 credit = 1 page | 1 credit = 1 page | 1 credit = 1 page |
| OCR of line items on invoices | paid separately | paid separately | paid separately |
| OCR of barcodes | paid separately | paid separately | paid separately |
| OCR of bank statements | 1 credit = 3 transactions read | 1 credit = 3 transactions read | 1 credit = 3 transactions read |
| Feature | Asystent e-faktur (e-Invoice Assistant) | Asystent firmy (Company Assistant) | Specjalista firmy (Company Specialist) | Ekspert firmy (Company Expert) |
|---|---|---|---|---|
| Purchase invoices | ||||
| adding purchase invoices to the system | up to 20 docs / month | ✓ | ✓ | ✓ |
| attachments to invoices | × | × | ✓ | ✓ |
| categories and dimensions on purchase invoices | × | × | ✓ | ✓ |
| AI setting of parameters, dimensions and type on invoices from KSeF | × | × | 1 credit = 1 invoice | 1 credit = 1 invoice |
| invoice preview inside the accounting software | × | × | ✓ | ✓ |
| OCR and document capture | ||||
| OCR of invoices (VAT, proforma, foreign currency, foreign issuers) | up to 5 credits/month | up to 20 credits/month | 1 credit = 1 page | 1 credit = 1 page |
| OCR of line items on invoices | × | × | paid separately | paid separately |
| reading barcodes | × | × | paid separately | paid separately |
| OCR of bank statements | × | × | 1 credit = 3 transactions downloaded | 1 credit = 3 transactions downloaded |
Capture is very good. It isn't magic. A document the system sees for the first time (an unusual layout, a poor scan, a foreign supplier with a template of its own) needs a correction. After a few of the same kind, the corrections stop. We have been setting this up for clients since 2015, so most odd layouts are ones we have met before.
The second thing: capture quality starts at the scanner. A crooked photo taken in a hurry costs more time than it saves. It's one of those small matters we sort out with the team during implementation.
Categories and dimensions to fit your chart of accounts, rules for the AI, counterparty recognition, coding schemes, and which documents should go through the AI at all and which straight to a scheme. That last decision has the biggest effect on the monthly credit bill.
The easiest way to judge this is on a document of your own. Send us a few of your invoices or book a demo, and we'll show you what the system makes of them before you buy anything.
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