For businesses
Finance and accounting that prepare themselves
An invoice arrives from KSeF or a scan, gets a proposed account assignment, is matched to a payment, and the VAT is ready for you to review. You approve.
Ledger
General ledger and control
Append-only ledger
Entries cannot be edited or deleted, corrections are made only by reversal, and the Dr = Cr balance is enforced in the database.
Accounting periods
Months are closed in sequence; reopening is done by the Owner and is recorded in the audit log.
Audit log
Who changed what and when, including actions by AI agents.
Purchases and bank
From invoice to payment
Purchase invoices
FA(3) import and download from KSeF, rule-based account assignment that learns your suppliers, posting after approval.
Foreign currencies
Purchase invoices with the invoice or NBP exchange rate, and payment settlement with exchange rate differences.
Bank statements
MT940 and CSV import, matching of receipts and expenses to invoices, race condition locks.
Scans and invoices from email
Document archive and AI-assisted invoice reading, always subject to approval.
VAT white list and MPP
Supplier bank account check for invoices of PLN 15,000 gross or more, and a split payment reminder.
Payables
A list of invoices to pay with an ageing breakdown and the supplier's bank account.
VAT and returns
VAT, JPK and returns
JPK_V7 has its own "VAT / JPK" screen, while the other files and drafts are created under "Returns and JPK". Zaksio prepares files ready to submit, and an accountant verifies the results of the tax rules.
JPK_V7M and V7K draft
A draft for the period from the sales and purchase registers, with notes for verification. The XML file is validated against the official schema, and you download it and submit it to the tax office.
Currencies, intra-EU supply, export and OSS
Foreign-currency invoices with the NBP exchange rate, VAT scenarios (intra-EU supply, export, foreign services, reverse charge) with VIES checks, plus OSS and IOSS.
JPK_FA, JPK_MAG and JPK_KR_PD
Files generated according to the official XSD schemas, with a draft, approval and download.
Draft PIT and CIT returns and letters
Advance calculator, draft PIT-36L, PIT-28, PIT-36 and CIT-8 returns, a calendar of obligations, and a generator of official letters with a PDF preview.
Assets and liquidity
Fixed assets, cash and liquidity
Fixed assets
Register and monthly straight-line depreciation; Anna proposes the calculation, including catching up on missed periods.
Cash flow forecast
End-of-week balance over a horizon of 4 to 26 weeks, calculated deterministically from payment due dates.
Cash receipts and cash payments
Cash documents with gap-free numbering, invoice settlement and negative balance control, a cash report, and document cancellation with a reversal date. Available in the app.
Manage smarter. Grow faster.
You can start with one company and a few invoices.
- Free, no card required
- Free Start plan with no time limit