Accounting firms · 30–300 clients
The same team handles noticeably more clients — because the work nobody wanted to do disappears.
Bilantio takes over chasing documents, retyping invoices and reconciling the bank. What stays on the accountant’s desk is what needs their judgement. Below: the anatomy of one month for one client.
Workload calculator
Run it on your own numbers.
We do not quote percentages we cannot prove. Enter your figures and see what the assumed saving produces.
Hours recovered per month
108 h
Out of 540 hours those companies take today.
Additional companies that would fit
+12
With the same team and the same average hours.
What the system takes over
Task by task, concretely.
KSeF pull, OCR and draft entry
Invoices come down from KSeF on their own, OCR reads the lines, and the system proposes an account and VAT rate for approval.
Archive and full-text search
Every client document in one place, searchable by counterparty, amount and line content.
Collecting documents from the client
Automatic reminders, a list of missing items and the channel the client actually uses — email or WhatsApp.
The client asks the system, not you
Instead of an email asking how much VAT they owe, the client asks in their own panel and gets an answer pointing at the document.
Bank reconciliation
Matched payments post automatically. Only what the system could not match lands on your desk.
JPK, VAT and ZUS deadlines per client
A compliance calendar broken down by client, flagging who is still missing data for the filing.
Team and permissions
Who sees what, and who approves.
Firm practice, not theory: client assignment, a list of today’s tasks, two pairs of eyes on a filing, and a trail in the history.
Roles and access scope
The assistant sees documents, the accountant posts them, the chief accountant approves. The client sees only themselves.
Client assignment
Every company has an owner and a backup. A holiday does not stop the flow of documents.
Task list and approval
Today’s tasks broken down by client, with an approval step before a filing goes out.
Audit trail
Who changed a document, when and exactly what. History available for inspection.
Moving from your current software
We are not asking you to switch off your current system mid-month.
We start with a few clients and one period in parallel. If you see no difference afterwards, nothing moves further.
01
Export and data review
We take the export from your current software and check the chart of accounts, counterparties and open items. We say plainly what will move across without loss.
us · 2–5 working days
02
Three clients to start
We run Bilantio for three companies of different profiles. No portfolio-wide migration and no change to how the firm works.
together · first week
03
One period in parallel
The same month kept in both systems. At the end we compare registers, JPK and hours spent.
your team · one period
04
Decision and portfolio move
If the numbers agree, we move the remaining clients in batches. If not, we stop with no commitments.
your call
How we work together
You pay per company, not per seat.
Net. Unlimited users inside the firm. New modules arrive at the same price.
Billing with the firm
ReadyOne invoice a month for the firm. You do not chase clients for system access.
Your client does not pay twice
ReadyA company served by your firm has access as part of your plan.
Panel in your brand
Coming soonYour logo, colour and domain in the client panel. We are designing it now — tell us how far it should go.
Contract and notice
ReadyMonthly billing, notice at the end of a period, and an export of all data when you leave.
Pilot programme
We have no references yet, and we are not going to invent any.
Bilantio is entering the market. We are looking for a few firms to run one full period with us and say plainly what does not work. In return: influence over the module order and a pilot price.
- Pilot price for the whole test period
- Influence over which modules get built first
- Direct line to the product team, no support desk
- Data migration handled on our side
Put your firm forward
We reply within two working days. No queue and no salesperson in between.
We will show it on your documents, with your team.
Forty minutes, two clients from your own portfolio, no slide deck. We will also tell you what is not there yet.