What software do we build for accounting offices?
- a client portal for uploading invoices and other documents
- a document register and workflow split by client and period
- invoice coding and preliminary posting entries
- pulling invoices from KSeF for many entities
- reminders about missing documents and deadlines
- data export or integration with the accounting software
- reports on what came in, what awaits coding and what has been posted
How can an accounting office improve collecting documents from clients?
Instead of emails, photos and binders, the client uploads documents in one place, or the office pulls them from KSeF. The system assigns each document to a client and a period, checks completeness and shows what is still missing. The accountant works from one document queue instead of several mailboxes.
How do you connect the system with accounting software and KSeF?
Coded documents can go to the accounting software the office uses, for example from the InsERT family, Comarch ERP Optima, Symfonia or enova365, through that program’s integration mechanisms or an import file. The system can pull invoices from KSeF for many clients, within the permissions granted to the office. The way of integration is confirmed after analysis.
Off-the-shelf software for an accounting office or a custom system?
Ready-made programs and platforms for accounting offices cover typical needs and are usually worth starting with. A custom system makes sense when the office has its own way of working that an off-the-shelf tool does not reflect, wants to join several programs into one workflow, or wants to give clients its own portal.
How much does software for an accounting office cost?
We quote software for accounting offices individually. The cost depends on the number of modules, the number of clients and users, how far the integration with the accounting software and KSeF goes, and the client portal. We start with a free conversation. For larger projects we first prepare a price range and an analysis plan.
Frequently asked questions
Is the data of an accounting office’s clients safe?
Before getting access to personal data, we sign a data processing agreement, and where possible we work on test or anonymised data. Permissions in the system are set so that each client and employee sees only their own documents.
Can the system run on the accounting office’s own server?
Yes. It can run in the cloud or on the office’s server. The choice depends on the security requirements and on who is to administer it.
Where can I order a program for an accounting office?
From KCD Studio, a software house in Warsaw. The conversation and quote are free.