PL EN
Book a call
FOR ACCOUNTING FIRMS

Automation for accounting firms

Accounting CORE is InnovAItives' automation service for accounting firms: it connects invoices, documents and client data with the software you already use. Less clicking, a faster month-end close — with no extra app to manage.

Accounting CORE automation mock-ups: recurring invoices, client onboarding, reports, posting review, data comparison and the voice assistant
Accounting CORE diagram: invoices, documents and clients flow through Accounting CORE into spreadsheets, software and KSeF
FIG. 01 — Accounting CORE: your data and your systems.
ACCOUNTING CORE

One core between your data and your firm's systems

Invoices, documents and client data go into Accounting CORE, and from there — sorted, annotated and checked — into spreadsheets, accounting software and KSeF (Poland's National e-Invoicing System).

  • We connect to your software We build integrations on the official APIs of popular accounting software and look after the security of your data.
  • We take away the tedious work Recurring invoices, adding clients, organising documents, email automation — it all runs by itself, with no endless retyping.
  • Fits your processes We tailor every automation to how your firm really works. No rigid templates.
  • We support, not replace We do not compete with your accounting software. We help it work better with the other tools in your firm.
AUTOMATIONS

Examples of automation in an accounting firm

Every firm works a little differently, so we start with the process that takes the most time in yours. Automations marked as live already run in accounting firms; we build the others to fit a particular firm. Not every automation needs AI: Accounting CORE uses it where it helps, and you decide what to put in place.

The firm’s client sheet and a VAT invoice draft created automatically in wFirmaLive

Recurring invoices

Repeat invoices prepare themselves in wFirma. We identify the customer by their tax ID (NIP), and the draft waits for your approval.

wFirma
The client register and the steps done automatically: a Drive folder, a wFirma customer record, a welcome email and a task for the account managerLive

Client onboarding

A new client's data, documents and access credentials, collected in one process — no emails back and forth.

Firm process
A posting review sheet where the automation flags only the exceptions, such as a possible duplicate invoice

Posting verification

The automation checks postings where Symfonia and SaldeoSMART meet and flags items that need verification. The accountant reviews the exceptions, not everything.

Symfonia · SaldeoSMART
An email to a client with the monthly report attached: revenue, costs, result and receivables

Reports for clients

Data from the accounting software becomes a report, such as revenue, costs and receivables. The automation emails it to the client with a short summary.

Reports · email
A comparison sheet for SaldeoSMART and Symfonia with the discrepancies flagged

Moving and comparing data

Data moves between programs with no retyping. The automation compares both sources and points out discrepancies to check.

Between programs
A new purchase invoice and the AI analysis: a new bank account number, an amount three times the usual, no duplicate found, the invoice put on hold for checking

Spotting unusual invoices

AI compares an invoice with the supplier's history and catches what stands out: an unusual amount, a different bank account, a likely duplicate.

AI
A client’s question about documents and an AI draft reply based on the sheet

Replies to simple emails

A language model drafts replies to clients’ routine questions, such as deadlines or missing documents. The accountant checks them before they go out.

AI · email
A phone call with the AI assistant and the request logged in a sheet

AI voice assistant

Answers the firm's phone, handles simple questions, notes down requests and passes them to the right person.

AI · phone
WE WORK WITH
  • wFirma
  • Symfonia
  • SaldeoSMART
  • InsERT
  • KSeF
  • Google Sheets
  • Excel

We are an InsERT partner.

NATIONAL E-INVOICING SYSTEM

KSeF in your accounting firm

In 2026, your clients' invoices began arriving through KSeF. Accounting CORE connects KSeF with the software your firm already uses.

KSeF becomes part of the same flow as spreadsheets, documents and client data — with no extra app to manage.

KSeF deadlines and changes

KSeF obligations come in stages, and some dates are still changing. We keep the current deadlines, the penalty-free period and the rules for corrections in one place: our KSeF page.

KSeF at a glance

The official source: ksef.podatki.gov.pl

INSERT PARTNER

We are an InsERT Partner

We sell InsERT nexo PRO licences, implement the software and connect it to automation and KSeF.

  • InsERT nexo PRO licences for companies and accounting firms.
  • Implementation and configuration, set up for the way your company or firm works.
  • Integration of nexo PRO with automation: Accounting CORE, KSeF and the other systems you use.
Ask about a licence
InsERT nexo PROLicences · implementation · integration

InsERT’s current offer is shown once you accept marketing cookies.

Automation between the tools you already use. Your team is not handed yet another screen to keep an eye on.

IMPLEMENTATION

How we implement Accounting CORE

No risk to day-to-day work: nothing goes into the books until the automation's results match.

  1. 01

    Tool audit

    A short questionnaire before the call. We come to the first meeting with a map of your software and possible integrations.

  2. 02

    Process map

    We map out your month-end close: steps, bottlenecks and data flow. You can see where the time goes.

  3. 03

    Automation plan

    We plan every connection and data flow. You approve the diagram before we build anything.

  4. 04

    Running in parallel

    Automations run alongside the manual work. Nothing goes into the books until the results match. This step is optional and depends on the project.

  5. 05

    Test on a live month-end close

    A full month-end close cycle under real conditions, monitored by us. We fix errors before they reach the books.

  6. 06

    Training and support

    Short videos and instructions for your team, alerts in your email or messaging app, and our support after implementation. We also run AI training for accounting teams.

BOOK A WORKSHOP

Automation workshop for accounting firms

Pick a time in the calendar. We will go through the software and the month-end close in your firm and show what can be automated. You will get a confirmation by email.

Cal.com booking calendar

Open the calendar in a new tab
CONTACT

Let's talk about the month-end close at your firm.

Tell us which software you use. We will come to the call with an initial integration map.

We will reply to the email address you provide.

InnovAItives sp. z o.o. is the data controller. Details, including how to withdraw consent: privacy policy.

This form is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.