Managing work, reports and budgets

Recurring tasks, reports on the work done, and a budget set against the costs already in the system.

Tasks, reports and the budget

Tasks: a list with priorities and recurring tasks, in an accounting firm usually set up as the monthly close routine. Reports: what was done, by whom and how much of it there was. Budget: a plan set against the costs already in the system, so nothing has to be retyped.

When everything starts in the first month, the team usually masters neither the documents nor the tasks. That is why we switch this part on second, a few months after the documents.

The tasks screen in SaldeoSMART — A task in SaldeoSMART (Polish interface). In an accounting firm it is most often set as a recurring monthly task. SaldeoSMART material

What is in which plan

In the plans for accounting firms

Feature	Asystent księgowego (Accountant's Assistant)	Specjalista biura (Office Specialist)	Ekspert biura (Office Expert)
Reports · features for the accounting firm
reports by your own dimensions	✓	✓	✓
report of settlements with counterparties	✓	✓	✓
purchase reports by counterparty	✓	✓	✓
purchase reports by category	✓	✓	✓
Budgeting · features for the accounting firm
cost budget	×	×	✓
Task management · features for the accounting firm
creating your own tasks for the firm's staff	×	✓	✓
talking to clients (sending questions and tasks)	×	✓	✓
linking tasks to documents	×	✓	✓
recurring tasks	×	✓	✓
time logging and a working time report	×	×	✓
change history on tasks	×	×	✓
Reports · features for the client
budgeting	×	×	✓
report of settlements with counterparties	✓	✓	✓
purchase reports by counterparty and by category	✓	✓	✓
reports by your own dimensions	✓	✓	✓

In the plans for companies

Feature	Asystent e-faktur (e-Invoice Assistant)	Asystent firmy (Company Assistant)	Specjalista firmy (Company Specialist)	Ekspert firmy (Company Expert)
Task management
creating your own tasks	×	×	✓	✓
linking tasks to documents	×	×	✓	✓
recurring tasks	×	×	✓	✓
time logging and a working time report	×	×	×	✓
Reports
report of settlements with counterparties	×	×	✓	✓
purchase reports by counterparty and by category	×	×	✓	✓
reports by your own dimensions	×	×	✓	✓
Budgeting
cost budgets	×	×	✓	✓

Source: SaldeoSMART price list, October 2026 (the same one our calculator uses).

The close calendar and reports made to order

We set up recurring tasks around your close calendar, report permissions, the budget structure and the dimensions it is calculated by. If you need a summary the system does not have, we add it as a bot that sends the report at an agreed time.

Related

See tasks and budgets live

We usually switch this part on second, after the documents. We will show you in the demo how it works in practice.

The demo is run by the person who will later implement the system. Prefer to call? 513 805 506

Book a demo or work out the cost of a plan →