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Training and starter materials

Start with the knowledge base materials, and we will arrange training for your team or accounting firm individually during onboarding.

To get started

Knowledge base materials

The order in which we recommend getting started with Zaksio.

1
First steps: account, company details and business profile
How to create a Zaksio account, fill in the company details needed for invoices and JPK, and choose the business profile that controls which modules are visible.
2
Team inbox: how to approve AI proposals and set autonomy
How the approval queue works: the Approve and Reject buttons, who can approve what, how to set automatic mode and when the morning email arrives.
3
How to connect KSeF and fetch purchase invoices
Configuring the KSeF token in Zaksio, verifying the connection and fetching purchase invoices. The integration runs on the Ministry of Finance test environment.
4
Importing a bank statement (MT940 and CSV) and matching payments
How to add an account, import an MT940 or CSV file, and how the system detects duplicates and matches incoming payments and expenses to invoices.
5
Sales invoice: from draft to sending to KSeF
How to prepare and issue a sales invoice, send it to KSeF (test environment), download the PDF or send it by email, and how the payment status is set.
6
HR and payroll: employees, contracts and the monthly payroll run
How to add an employee and a contract, prepare a payroll run using 2026 parameters, handle absences and approve the run. Calculations require HR review.

You can start with one company and a few invoices.