KSeF · Integrations · Document workflows

IT support for
accounting and document workflows

We connect sales, invoicing and accounting systems, support the technical operation of KSeF and automate the flow of invoices and documents. The scope is tailored to the tools and processes used by the company.

IT support for accounting and document workflows

01 KSeF

KSeF in your company's systems.

We help prepare the tools used by the company to issue and receive invoices through KSeF. We review the existing process, configure the agreed solution and support access management, integration and pre-launch testing.

Order the service +48 512 895 895

Current environment review

We examine the sales, invoicing or accounting system in use and the way data and documents flow between tools.

Access and permissions

We help configure the appropriate authentication method and organise user roles and permissions.

KSeF integration

We connect supported tools to KSeF directly or through available data-exchange mechanisms.

Testing and launch

We verify invoice submission, receipt and status handling and support the launch of the agreed solution.

02 Integrations

Data moving between
sales, invoicing and accounting.

We connect supported systems and structure data exchange to reduce manual re-entry and repeated tasks. The available integration method is confirmed after reviewing the tools in use and the interfaces they provide.

Online stores and sales systems

Transfer of sales, customer, payment and issued-document data.

Invoicing and accounting systems

Exchange of invoices and the data required for correct entry in the accounting system.

Data import, export and mapping

Alignment of available formats and assignment of fields between supported systems.

Statuses and error control

Monitoring the data exchange and identifying documents that require review or reprocessing.

03 Document workflows

Documents available in the right
place and at the right stage.

We configure the electronic flow of invoices and other documents between the company, approvers and accounting. The solution is adapted to the organisation of work and the systems being used.

Document intake

Structuring how invoices and other documents are submitted to a shared environment.

Description and classification

Adding the information needed to allocate a document to the right company, project, cost or responsible person.

Document approval

Defining the approval sequence and the people responsible for each stage of the workflow.

Status and access

Checking where a document is in the workflow and whether it has moved to the next stage.

04 Access and data

Basic access control
within the supported environment.

We help organise access to the systems and documents covered by the engagement. The scope is matched to the tools used, the number of users and the company's way of working.

Users and roles

Organising accounts and access scopes according to each person's responsibilities.

Document permissions

Restricting access to invoices, data and system functions to designated users.

Authentication methods

Support with configuring supported login methods, certificates and other required access safeguards.

Basic backup review

Checking how backups are created and stored within the scope of the supported solution.

05 Implementation

From tool review to solution launch.

  • 01

    Environment review

    We identify the systems in use, workflows, data scope and the expected outcome.

  • 02

    Scope definition

    We determine the feasible technical option, responsibilities, available integrations and order of work.

  • 03

    Configuration and testing

    We prepare the agreed solution and test data exchange, user access and document handling.

  • 04

    Launch and support

    We assist with launch, provide instructions and deliver support within the scope agreed for the tools in use.

06 Broader IT projects

Do you need a solution beyond ongoing support?

Projects involving the development or extension of bespoke solutions are delivered under our broader IT services offering.

Websites and online portals

Design and development of websites, portals and web-based tools.

CRM systems

Solutions supporting customer management, sales and communication.

Process automation

Connecting tools and reducing repetitive manual work.

Bespoke systems

Solutions designed around specific business processes and requirements.

07 Contact

Let's discuss KSeF,
integrations and document workflows.

During the first consultation, we establish which systems the company uses, what data needs to be exchanged and what outcome the planned solution should deliver.

Book a consultation +48 512 895 895