eFinio
Invoicing and client billing for accounting firms: a whole month of invoices in one action, submission to KSeF and payments matched from the bank statement.
- Context
- A product for accounting firms. A SaaS web app, piloted in a working accounting office.
- Services
- Web appsAPI integrations
Problem
With dozens of clients, an accounting firm gathers amounts from spreadsheets every month, issues invoices one by one, sends them to KSeF and by email, then ticks off transfers by hand. Overdue payments surface too late.
What we built
- A catalogue of the firm's services, assigned to each client once. A whole month of invoices is generated from it in one action.
- Submission to KSeF, Poland's national e-invoicing system, with the KSeF number and receipt (UPO) returned to the invoice.
- PDFs emailed to clients once KSeF accepts the invoice.
- MT940 bank statement import that matches transfers to invoices automatically, with an overdue list and ready-made reminders.
Result
The app is live at efinio.pl and in a pilot with its first accounting firm.