AI team
Five agents, one approval queue
The AI team is the core of Zaksio, not an add-on. The agents monitor deadlines and prepare postings, returns and payroll runs, and you approve.
Principles
How the team works
AI proposes, a human approves
Every action goes to the approval queue with a rationale and a trail. You set autonomy (suggestion, or automatic up to a confidence threshold) separately for each type of action, and the default is the most cautious.
AI does not calculate amounts
Amounts, VAT, contributions, taxes, depreciation and rounding are calculated by deterministic rules: tested code with a legal basis. The language model classifies, proposes and explains, but does not work out an amount "off the top of its head".
Evidence for advisory recommendations
An advisory recommendation must cite company data or official legal sources and goes to an expert first. The customer does not see the recommendation until the expert approves it.
Document content is data
Invoices, emails and files may contain manipulation attempts. The agent never executes instructions found in documents, and we check tool permissions in the same way as for a user.
Areas
The AI team in every module
Anna
Taxes and returns
Monitors deadlines from the obligations calendar, prepares JPK, VAT-UE, OSS and PIT and CIT drafts, and checks counterparties in VIES and on the VAT white list.
Anna
Currencies, WDT and OSS
For foreign-currency invoices it proposes the NBP rate, and for intra-EU supplies, exports and foreign services it suggests the VAT scenario and return fields.
Marek
Sales, wholesale and debt collection
Issues invoices, monitors receivables, trade credit limits and price lists, and proposes settlement of cash-on-delivery payments from couriers.
Piotr
Orders and warehouse
Monitors reservations, warehouse allocation, picking and packing of orders from marketplaces and shops, and proposes MM stock transfers.
The whole team
Shipping and cash registers
Orders awaiting a decision, when the courier or print selection rules indicate nothing, go to your queue instead of being guessed.
Kasia
HR, ZUS and PIT
Prepares payroll runs, sick leave, leave, PPK and ZUS and PIT files ready for filing, and keeps track of deadlines in a calendar with reminders.
Agents
Who is responsible for what
Anna · Chief Accountant
Accounting, purchases, VAT, white list, fixed assets
Tasks
- FA(3) purchase invoice import and rule-based account assignment
- Matching of payments and expenses from statements
- VAT and JPK_V7M/V7K draft with XSD validation
- VAT white list, MPP reminder, foreign-currency invoices
- VAT scenarios: WDT, export, reverse charge; VIES
- JPK_FA/MAG/KR_PD, VAT-UE, OSS and PIT and CIT drafts to download
- Fixed assets: proposed depreciation calculation
Additionally: It prepares files ready to submit (JPK, VAT-UE, OSS, PIT and CIT drafts) and reminds you of deadlines from the obligations calendar.
Kasia · Chief HR Officer
HR and payroll
Tasks
- Employee records (PESEL encrypted)
- Employment contracts, contracts of mandate and contracts for specific work
- Monthly payroll with posting and payment
- Absences, leave and overtime; sick pay calculated in payroll
- e-ZLA (report import), PPK, ZUS and PIT files, HR documents
Additionally: It prepares ZUS and PIT files ready to submit and tracks HR deadlines in a calendar with reminders.
Marek · Sales and debt collection
Sales, debt collection, recurring invoices
Tasks
- Sales invoices with gap-free numbering and credit notes
- Receivables and payment reminders after approval
- Payment demands only through an expert
- Recurring invoices: issue proposal on the cycle day
- Cash-on-delivery settlement from the courier: proposed match with the bank receipt (for approval)
- Foreign-currency invoices and VAT scenarios (WDT, export), with domestic credit notes
Additionally: In wholesale it watches price lists, customer groups and trade credit limits, and for cash-on-delivery shipments it proposes settlement of the receipt.
Piotr · Warehouse Manager
Warehouse
Tasks
- Multiple warehouses and locations
- PZ, WZ, MM, RW, PW and INW documents
- Weighted average valuation and FIFO, FEFO
- Goods receipt from a purchase invoice, to the grosz
- Goods issue for a sales invoice with cost of goods sold
- Orders from channels: reservations, warehouse allocation, picking and packing
- Proposed MM stock transfers between warehouses when a channel's pool drops below the threshold
Additionally: Orders from Allegro, Amazon, Erli, Empik, Zalando, Temu, AliExpress, WooCommerce, Shopify and PrestaShop go into a single warehouse workflow.
CEO · Morning briefing
Morning review and liquidity
Tasks
- Gathers everything that needs your attention in one view
- Cash flow forecast and deadline alerts
Additionally: The overview covers deadlines, decisions and alerts from the modules enabled in your company.
Boundaries
What the AI team does not do
- Does not file returns with the tax office: it prepares JPK_V7 and other files ready for filing
- Does not approve payroll runs, send invoices to KSeF or send payment demands without a human
- Does not send invoices to production KSeF (the integration works in the test environment)
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