More than a tax number
Company details, contacts and conversation history. Pick up where you left off with each customer.
CounterpartiesKSeF and CRM in one place.
Invoices, customer relationships and teamwork. Choose the area you want to organize.
CRM. From contact to next step.
Know who you are talking to, where a sale stands and what needs doing. Right alongside your KSeF invoices.
Know what is in progress
Record opportunities, update stages and assign the people responsible.
Sales opportunitiesEveryone knows what is next
Set the next step, the person and the deadline. Mark a task done and move on.
TasksSee how the modules connect.
Each module has a job. Together they help you run your business, from customer contact to invoicing.
Issue, receive, and hand off KSeF invoices without switching tools
- Outgoing invoices
- Incoming invoices
- Document import
Talk to your KSeFGPT assistant like you would with an accountant
- Natural language queries
- On-demand reports
- Semantic search
How much did we spend on fuel this month?
Ask in your own words.
Connect invoices, integrations, and team responsibilities in one workflow
- New incoming invoice
- Invoice issued
- Daily report
- Event
A new invoice was received from KSeF
- Recipients
Accounting group in the organization
- Action
Send an email and a Slack message
Financial dashboards and tax reports at the click of a button
- Real-time dashboards
- VAT and ledger reports
- Contractor analysis
See where money comes from. And where it goes.
One organization, shared work in CRM and KSeF
- Groups that match company work
- Team colors
- Precise permissions
- Create a group
Add an accounting, operations, or audit team and mark it with a color so the scope of responsibility is easy to recognize.
- Assign users
Invite people to the organization and add them to the right groups instead of granting every permission manually.
- Set permissions
Decide whether the group can use AI Assistant chat, invoices, CRM, analytics, integrations, or the organization activity history.
- Access changes immediately
After a group update, the new permissions apply to all its members without extra administration.
