A bot takes over work that comes back every month: it moves approved documents from SaldeoSMART to the accounting software without manual export, checks what is holding up the month-end close and leaves a report in the morning.
SaldeoSMART reads and organises documents. Part of the work still stays with the firm: moving documents into the accounting software, checking company by company what is still waiting, backups and reports. That part is taken over by bots we write ourselves. They work on data from SaldeoSMART, every day, without anyone watching over them.
At a set time it fetches approved documents from SaldeoSMART, imports them into Optima and posts them. In the morning the firm gets a report: how many documents went through and which companies need a look. Since July 2026 it has been working at one of our clients' accounting firms.
Pilot terms and requirements (in Polish) →Every day it checks all client companies and sends a morning list of documents waiting for coding, approval or sending to the accounting software. The month-end close card shows, for each company, what is ready and what is not.
It saves a copy of the documents on the firm's own drive. When the accounting software is connected to SaldeoSMART, it sends approved documents there by itself, without clicking through each company in turn.
From PLN 59 net a month, depending on the number of companies served.
Office Dashboard prices →VAT, PIT advance and ZUS amounts from returns locked in Optima go to SaldeoSMART with their payment deadlines. The client sees them in their portal, and SaldeoSMART sends the reminder.
The PDF of the document from SaldeoSMART attached to the entry in Optima. The accountant opens the scan straight from the register, without looking for it in the other program.
| Companies served | Net per month |
|---|---|
| up to 15 | PLN 59 |
| 16-50 | PLN 99 |
| 51-100 | PLN 149 |
| 101-200 | PLN 199 |
| 201-1,000 | PLN 249 |
| over 1,000 | individual quote |
Net prices, as of November 2026. Accounting firms that sign a SaldeoSMART implementation contract with us by 31.12.2026 get the Office Dashboard for 12 months from launch at no charge.
The posting bot and the other bots are priced in the quote, after a conversation about your firm.
When a task comes back every month and eats people's hours, and there is no ready bot for it, we write one around your process. Examples of tasks that suit a bot:
First we work out how much time the task takes today. If it comes to less than a few hours a month, we say the bot will not pay for itself, and we do not issue a quote.
A bot is as stable as the system it runs on. When the vendor changes the data layout, the solution has to be adjusted, and that is part of ongoing support rather than a failure. We say so in advance so that nobody is surprised at the first update.
Describe the task that comes back every month and eats up hours. We will work out how long it takes today and tell you whether a bot will pay for itself.
The same person handles your implementation and the support that follows. Prefer to call? 513 805 506Cookies on this site
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