Accounting services Outsourcing

Outsourcing selected accounting
and finance processes

We take over selected accounting and finance processes — from invoices, payments and reconciliations to reporting and document workflows. The scope is tailored to the client’s organisation, permissions and systems, without the need to build a full in-house department.

Which processes can we take over?

We can take over one defined process or a set of connected activities. The scope is agreed around the client’s operating model, systems, division of responsibilities, access rights and transaction limits.

Banking and payments
Payment preparation, execution of agreed payment categories, transaction control and bank-account reconciliation.
Invoices and KSeF
Invoice entry and review, document checks and organisation of the KSeF workflow.
Reporting
GUS and INTRASTAT returns, financial statements and tailored reports and analyses.
Document workflows
Organisation of document transfer and control of completeness, deadlines and status.

01 Scope

Banking operations and payments.

  • Daily review and reconciliation of bank transactions.
  • Reconciliation of balances with counterparties and monitoring of outstanding items.
  • Preparation of transfers and payment batches for the client to approve and submit.
  • Execution of agreed payment categories, such as payroll and tax liabilities, within granted permissions and limits.
  • Use of the client’s banking platform within the agreed scope and reporting on completed activities.
Banking operations and payments.

Invoices and KSeF

  • Entering and checking invoices.
  • Formal and substantive review of documentation.
  • Review of documents relevant to withholding tax (WHT).
  • Support with KSeF operation, workflow design and user training.
  • Posting transactions under the client’s individual accounting schemes and chart of accounts.

Statutory and management reporting

  • Preparation of reports for Statistics Poland (GUS).
  • Preparation of INTRASTAT declarations.
  • Preparation of financial statements within the agreed scope.
  • Tailored periodic reports and analyses.

02 Process

How do we start working together?

Before taking over a process, we define its workflow, responsibilities and control points. This gives both the client and the inPL team a clear view of what we perform, who approves each activity and how delivery is reported.

  1. 01

    Process review

    We examine the current workflow, systems, transaction volumes, data flows and recurring issues.

  2. 02

    Scope, permissions and limits

    We agree responsibilities, access rights, transaction limits, approval rules and deadlines.

  3. 03

    Workflow and reporting setup

    We define document transfer, payment handling, communication and activity reporting.

  4. 04

    Handover and ongoing control

    Once launched, we monitor timeliness, completeness and compliance with the agreed procedure.

How do we start working together?

03 Documents

Document workflow outsourcing.

We organise and monitor the ongoing flow of invoices, agreements and other accounting records. Responsibilities, deadlines and document-transfer channels are agreed at the outset.

We check documentation for completeness and status and notify the client of missing items that require attention. This helps reduce delays, documentation gaps and the administrative workload placed on the client’s own team.

Document workflow outsourcing.

04 Related services

Process outsourcing often connects
with accounting and BPO.

05 Contact

Let’s discuss which processes
we can take over.

During the first consultation, we discuss the current workflow, transaction volumes, systems used, team workload and the expected division of responsibilities. We then prepare a proposed scope, implementation timetable and fee estimate — with no commitment.

Book a consultation +48 512 895 895