Panel Księgowy - Mind Map¶

🏢 Panel Księgowy¶

Accounting SaaS Platform for Polish Market¶

📊 Core Architecture¶

Multi-tenant (Team-based)
Virtual tenant isolation
BaseTeamModel for all business data
Team switching support
Tech Stack
Django 5.2 + Python 3.12
PostgreSQL (main database)
Redis (cache + Celery broker)
Celery (background jobs)
HTMX + Alpine.js (frontend)
TailwindCSS + DaisyUI (UI)
Vite (JS bundler)

👥 Authentication & Users¶

django-allauth
Email activation (48h expiry)
Password reset
Social auth (planned)
CustomUser model
Multiple teams per user
UserProfile (extended data)
Team Management
Roles: Admin, Member
Invitations system
Member management

📦 Business Modules (11 Production + 2 In Dev)¶

🎯 CRM Module (10,400+ LOC) ⭐ v1.5¶

Client Management
Full CRUD
NIP/REGON/KRS validation
Status tracking (potential, active, inactive, blocked)
Payment status
CRBR status
Business type categorization
Client Portal 🔥
Multi-company access
CompanyAccess model
Access levels (owner, accountant, view)
Token-based invitations (7-day)
Portal views (dashboard, invoices, documents)
Verification Services 🆕
CRBR status check (Centralna Ewidencja Beneficjentów)
VAT Whitelist check (API MF)
VAT EU check (VIES)
Redis caching (24h TTL)
Daily auto-verification
AI-Powered Features 🤖
AI Auto-Reply (GPT-4)
AI Task Creation (from emails)
AI Summarize (2-3 sentences)
Smart Reply Suggestions (3 variants)
Automation Integration 🔥
8 CRM event types
8 AI/CRM action types
Visual Builder (React Flow)
Email-CRM Auto-Linking 🆕
Auto-detect client emails
Verified badges
Bulk re-linking (Celery)
Client Dashboard 🆕
Verification status bar
6 stats cards
Recent tasks/emails
Timeline (15 events)
Quick actions
Relations
ClientContact (multiple per client)
ClientNote (internal comments)
Contract (umowy)
Control (kontrole skarbowe)
Document (file management)
ClientTimeline (full audit trail)

🏭 Contractors Module (9,500+ LOC) 🆕¶

Contractor Management
Full CRUD
NIP/REGON/KRS validation
Risk level tracking (LOW→CRITICAL)
Status tracking
Groups/Segmentation
Tags (JSON)
API Integrations (5 services)
VATWhitelistService (Biała lista VAT)
REGONService (GUS auto-fill)
KSeFService (Krajowy System e-Faktur)
ContractorSyncService (Saldeo/Scanye/OCR)
CreditRiskService (scoring 0-100)
VAT Whitelist Integration
Auto-verification (daily 6:00)
Status tracking
Bank accounts verification
Email notifications on removal
Credit Risk Management
Auto-scoring (5 factors)
Payment history (40%)
Overdue amounts (30%)
VAT whitelist (15%)
Cooperation duration (10%)
Company size (5%)
Relations
ContractorContact (multiple)
ContractorBankAccount (multiple)
ContractorDocument (expiry tracking)
ContractorVerification (audit trail)
ContractorGroup (segmentation)
ContractorActivity (18 types)

💰 Invoicing Module (6,000+ LOC)¶

Invoice Management
Full CRUD
Auto-numbering (customizable schemes)
Status workflow (draft→issued→paid→overdue)
PDF generation
Email sending
Bulk operations
CSV export
Invoice Components
InvoiceItem (line items)
VAT rates per item
Multi-currency support
Exchange rates
Contractor Management
Company vs Individual
NIP/VAT ID validation
Multi-country support
Individual payment terms
Bank accounts per contractor
Configuration
BankAccount (multiple per team)
VATRate (configurable)
PaymentTerm (days until due)
NumberingScheme (patterns: {year}, {month}, {number})
Integration
Cash module (payment tracking)
CRM (clients as contractors)
Master Data (Bank FK)

💵 Cash Module (4,000+ LOC)¶

Cash Register Management
Multiple registers per team
Multi-currency (PLN, EUR, USD)
Initial balance
Current balance calculation
Cash Operations (KP/KW)
KP (Kasa Przyjmie) - receipts
KW (Kasa Wyda) - payments
Auto-generated numbers
Customizable numbering
Categories (income/expense)
Contractor linking
Cancellation with tracking
Invoice Payment Tracking
Link operations to invoices
Payment types (cash, transfer, card)
Partial payments
Payment validation
History per invoice
Reports
DailyCashReport
- Opening/closing balance
- Income/expense totals
- Difference tracking
- Report locking
MonthlyCashClosure
- Month-end closing
- Balance summary
- PDF reports
- Locks editing
Integration
Invoicing (payment tracking)
Contractors (linking)

✅ Tasks Module (5,500+ LOC) ⭐ BEST UX/UI¶

Task Management
Full CRUD
Categories (configurable)
Statuses (todo, in_progress, blocked, done, cancelled)
Priorities (urgent, high, medium, low)
Due dates with overdue detection
Estimated hours
Completion tracking
Archiving
Team Assignment 🆕
Assign to UserGroup (team)
Lider assigns to member
assigned_by tracking
Team member validation
Assignment notifications
Real-Time Updates 🆕
TaskStatusUpdate model
Progress tracking (0-100%)
Status messages
Blocking reasons
HTMX quick update
Activity History 🆕
TaskActivity model
Auto-logging (signals)
16 activity types
Full audit trail
Team Dashboards 🆕
"Zadania Mojego Zespołu" (lider view)
"Delegated Tasks Dashboard" (director view)
Workload visibility (per user/team)
Health indicators
Capacity bars (color-coded)
Task Relationships
Parent-child (subtasks)
Task dependencies (depends_on)
Workflow blocking
can_start property
Recurring Tasks 🆕
RecurringTaskTemplate model
Auto-generate monthly (Celery)
Placeholder rendering ({month}, {year}, {client})
Client filters (JSON-based)
Integration with Declarations
Duplicate prevention
Automation 🆕
Auto-Sync Timer → Task status
40% reduction in manual work
Auto-logging activities
Celery cron jobs
Relations
TaskCategory (with colors & icons)
TaskComment (history + edit tracking)
TaskAttachment (file management)
TeamTaskSettings (notifications)
Client Integration
Link to CRM clients
Client-specific tasks
Filter by client
UX/UI Excellence ⭐
Alert system (overdue, urgent)
Stats cards (4-column responsive)
Quick actions panel
Fancy cards (task_card_fancy.html)
Advanced filters (search + status + priority)
Empty states with CTAs
Dark mode support
Smooth animations
Component-based architecture

⏱️ TimeTracker Module (3,000+ LOC)¶

Time Entry Management
Manual entry creation
Timer-based (start/stop)
Entry editing/deletion
Entry status workflow
Approval system
Timer
Start/stop
Active timer tracking
Context (client, task, project)
Auto-duration calculation
Entry Types
Billable
Non-billable
Internal
Support
Training
Other
Entry Status
Draft
Submitted
Approved
Rejected
Billed
Staff Positions
Position CRUD
Position hierarchy
Default rates per position
Billing Rates
Multiple rate types
Rates per position
Rates per client
Rates per service
Hourly, daily, fixed
Currency support
Approval Workflow
Submit for approval
Approve/reject entries
Approval history
Bulk approval
Reports
Time by user
Time by client
Time by project
Billable vs non-billable
Revenue calculation
Integration
CRM client linking
Task linking
Invoice generation (planned)

📋 Declarations Module (3,000+ LOC) - 60% Complete¶

Declaration Types
VAT-7
PIT-4R
ZUS
CIT-8
Others (configurable)
Declaration Management
Declaration templates
Client assignment
Status tracking (draft, submitted, confirmed, rejected)
Schedule management
UPO (Urzędowe Potwierdzenie Odbioru)
Comments & notes
Status change tracking
Planned Features
Electronic filing (ePUAP)
Automatic reminders
Deadline tracking
Models
DeclarationType
Declaration
DeclarationVersion
DeclarationSchedule
UPO
DeclarationComment
DeclarationStatusChange
DeclarationSettings

📧 Email-CRM Module (15,130+ LOC) - 95% Complete¶

Foundation (100%)
10 Django models
Dual account types (staff + client)
Smart Fallback System (SMTP → Transactional)
Signals (auto-linking, threading, AI queueing)
50+ endpoints
Services (SMTP, Smart, Transactional, Logger)
Celery tasks
Logging integration (AuditLog)
IMAP Sync (Week 3-4) ✅
IMAPSyncService (570 LOC)
Generic IMAP + Gmail + Outlook
Email parsing (headers, body, attachments)
Thread matching (3 methods)
Celery periodic task (every 5 min)
SMTP Send (Week 4) ✅
Compose/Reply/Forward views
SmartEmailSender integration
Thread preservation (In-Reply-To, References)
Send method detection
Save outbound to DB
Full Folder Management 🆕🔥
IMAPClient integration (70% code reduction)
EmailFolder model (hierarchical)
IMAPFolderService (full CRUD + move/copy)
OAuth2 (Gmail + Outlook 365)
Folder sidebar UI (drag & drop)
Bulk operations (mark read, move)
35+ tests (85% coverage)
4 Celery tasks (auto-sync)
UI Complete (Week 7-8) ✅
email_detail.html
thread_detail.html (WhatsApp-style)
compose.html
templates_list.html
template_form.html
sequences_list.html
analytics.html (ApexCharts)
Mobile responsive + dark mode
Sequences + Webhooks (Week 9) ✅
send_sequence_email() implementation
Template rendering with merge tags
TransactionalEmailService integration
SendGrid webhooks (delivered, bounce, spam, open, click)
Provider statistics
Reputation tracking
Testing (Week 10) ✅
27 unit tests
Model tests (validation)
Service tests (IMAP, Smart Sender, Transactional)
Integration tests with fixtures
Models
EmailAccount (dual types)
EmailMessage (with AI fields + folder + imap_uid)
EmailThread (intelligent grouping)
EmailFolder (hierarchical IMAP) 🆕
EmailAttachment
EmailTemplate (merge tags)
EmailSequence + Steps + Subscriptions
EmailAnnotation (team notes)
EmailTracking (opens/clicks)
TeamEmailSettings
Unique Features (18 total)
Dual account types (staff/client)
Smart Fallback System
Full IMAP Folder Management 🆕
Drag & Drop Folder Operations 🆕
OAuth2 Authentication (Gmail + Outlook) 🆕
AI intelligence (planned)
Email-to-Task/Lead (planned)
Thread intelligence
Team annotations
Priority scoring (planned)
Smart reply suggestions (planned)
Accounting context (planned)
CRM timeline integration
Sequence AI timing (planned)
Multi-language translate (planned)
Integration
CRM (ClientTimeline)
Tasks (email-to-task)
Transactional Email System

📤 Transactional Email System (10,000+ LOC) ✅¶

Production Ready (Week 1-2 Complete)
TransactionalEmailService
SendGrid API (full integration)
Mailtrap API (dev/testing)
Mailtrap SMTP (configured & working)
Console Backend (fallback)
Smart Fallback (auto-detect provider)
Multi-provider Support
SendGrid
Mailtrap
Mailgun
Postmark
AWS SES
Custom SMTP
Features
Custom branding (FROM Name per team)
Reply-To routing (smart detection)
Attachments (PDFs, images)
Metadata tracking (custom headers)
HTML + Text (both formats)
Polish characters (UTF-8)
System Emails (7/7 migrated)
Invoice emails
Payment reminders
Task assignments
Task deadline reminders
Team activation
Auth emails (password reset, verification)
Client invitations
Models
TransactionalEmailProvider (superadmin)
- Provider configuration
- SPF/DKIM/DMARC tracking
- Statistics tracking
- Health monitoring
- Reputation scoring
Management Commands
test_sendgrid
test_all_emails (4 scenarios)
Configuration
Mailtrap SMTP (.env)
docker-compose.override.yml
Working credentials
Integration
All system modules
django-allauth (custom adapter)
Invoicing, Tasks, Teams, CRM

💬 Chat Module (1,500+ LOC) ✅¶

AI Chat Sessions
Chat history
Multiple agent types
OpenAI integration
Message Types
HUMAN
AI
SYSTEM
Features
Chat naming
User-specific chats
Models
Chat (BaseModel)
ChatMessage (BaseModel)
ChatTypes (chat, agent)

💳 Subscriptions Module (2,000+ LOC) ✅¶

Stripe Integration
Subscription management
Subscription plans
Per-seat billing
Customer management
Billing details tracking
Webhook handling
Features
Feature gating
Subscription sync with Stripe
Active subscription detection
Subscription wrapping
Auto-sync
Billing event tracking
Models
SubscriptionModelBase (abstract)
Integration with djstripe

🏠 Dashboard Module (500+ LOC) ✅¶

Main Team Dashboard
Widget system
Statistics aggregation
Quick links
Recent activity
URL: /a/<team_slug>/

🛠️ Support Module ✅¶

Support Ticket System
Contact forms
Help requests

🗄️ Master Data & Registries¶

🏦 Master Data Registries (3,500+ LOC) 🆕¶

Bank Registry (156 banks)
Global bank master data
SWIFT/BIC codes + clearing codes
Bank addresses and contact info
Usage tracking
Cache strategy (Redis 24h TTL)
Auto-sync with KNF API (monthly)
Tax Office Registry (402 US)
All Polish tax offices
4-digit codes + full details
Addresses, phones, emails
Jurisdiction info
Quarterly updates
ZUS Office Registry (45 offices)
Social security offices
Office types (oddzial, inspektorat, biuro)
Contact information
Quarterly updates
Currency Management (TeamCurrency M2M)
Team selects active currencies
Only selected currencies in dropdowns
Default currency per team
PLN required (cannot deactivate)
Clean UI (no clutter)
NBP Integration UPGRADED 🔥
Auto-sync at 11:45-12:30 (not 13:00!)
Retry mechanism (10x every 5 min)
Availability checker (11:30-12:30)
Cache latest rates (Redis 24h)
History tracking (all rates saved)
100% success rate guarantee
Permission System
Superadmin: Full CRUD access
Teams: Read-only view + currency selection
Protection on delete (PROTECT FK)
Usage tracking prevents deletion
Models
Bank (BaseModel) - Global registry
TaxOffice (BaseModel) - Global registry
SocialSecurityOffice (BaseModel) - Global registry
TeamCurrency (BaseModel) - M2M: Team ↔ Currency
Services
BankRegistryService (10 methods + cache)
TaxOfficeService (8 methods + cache)
TeamCurrencyService (9 methods + cache)
Celery Tasks
update_currency_rates_from_nbp() (11:45 daily, retry 10x)
check_nbp_rates_availability() (11:30-12:30, every 5 min)
update_banks_monthly() (1st day, 02:00)
update_tax_offices_quarterly() (Q1/Q2/Q3/Q4, 03:00)
UI Components
Superadmin: Master data dashboard, lists, details, sync actions
Teams: Read-only lists, currency management, HTMX modals
Cache Strategy
Redis cache (24h TTL master data, 1h team currencies)
Automatic invalidation (signals)
Force refresh option
Cache keys pattern: master_data:{model}:{filter}
Integration
BankAccount → Bank FK (auto-fill SWIFT)
Client → TaxOffice FK (auto-fill address)
Client → ZUS Office FK
Invoice → Team currencies filter
All forms use autocomplete

📊 Invoice Master Data (1,200+ LOC) 🆕¶

Backend Complete (60%)
GTU Codes (13 codes - JPK_VAT)
- Global GTU codes dla polskiego JPK_VAT
- GTU_01 to GTU_13 (napoje alkoholowe, paliwa, elektronika)
- Read-only dla teamów
- M2M relation z InvoiceItem
- Cache strategy (Redis 24h TTL)
Unit of Measure (24 standard units)
- Global standards (szt, kg, m, l, godz, usł)
- Grouped by type (ilość, waga, długość, powierzchnia, objętość, czas)
- Read-only dla teamów
- Used in InvoiceItem (planned FK)
Team Custom Units
- Teams can add custom units (pacz., pal.)
- Visible only in that team
- Full CRUD for teams
- Hybrid system (global + team)
Models
GTUCode (BaseModel) - Global registry, 13 codes
UnitOfMeasure (BaseModel) - Global registry, 24 units
TeamUnitOfMeasure (BaseTeamModel) - Custom units per team
Services
GTUCodeService (cache + search)
UnitOfMeasureService (hybrid: global + team custom)
UI Pending (40%)
Team views (GTU list read-only, Units CRUD)
Templates (4-6 templates)
API endpoints (autocomplete)
InvoiceItem form update

👥 HR System (2,000+ LOC) 🆕¶

Staff Positions
Stanowiska pracowników (Junior→Senior→Lead→Dyrektor)
Hierarchy support
Default rates per position
Extended HR Profiles
PESEL (auto-extract birthdate)
Documents tracking
Addresses (full structure)
Pełnomocnik (authorized representative)
Polish Administrative Hierarchy
Województwa, Powiaty, Gminy, Miejscowości
~100k lokalizacji
Auto-fill from postal code
Features
Auto-fill from PESEL
Auto-fill from Postal Code
Document expiry tracking
Authorized representative checkbox

🤖 Automation System (2,360+ LOC) 🆕¶

Universal Automation Engine
Visual Builder (React Flow)
Workflow creation (drag & drop)
Node-based UI
8 CRM event types
8 AI/CRM action types
Zero code duplication
Integration
CRM Module (8 events + 8 actions)
Tasks Module (planned)
Email-CRM (planned)
Invoicing (planned)

🔧 Infrastructure & DevOps¶

Development Environment¶

Docker Compose setup
PostgreSQL database
Redis cache & Celery broker
Vite for frontend build
Hot reload (Django + Vite)
Makefile commands
make init - First-time setup
make start - Run in foreground
make start-bg - Run in background
make stop - Stop services
make ssh - SSH into web container
make shell - Python/Django shell
make dbshell - PostgreSQL shell
make migrations - Create migrations
make migrate - Apply migrations
make test - Run tests
make ruff - Format + lint
make npm-install - Install npm packages
make npm-dev - Vite dev server
make npm-build - Production build
make translations - Update translations

Code Quality¶

Ruff (formatting + linting)
Type hints (partial)
isort (import sorting)
Pre-commit hooks (optional)

Testing¶

pytest configuration
Factory Boy fixtures
Test coverage tracking
E2E tests (Playwright - planned)

CI/CD¶

GitHub Actions (planned)
Automated testing (planned)
Deployment pipeline (planned)

🔌 Third-Party Integrations¶

Email Services¶

SendGrid (primary, transactional)
IMAP sync (Email-CRM)
SMTP fallback
Mailtrap (dev/testing)

Polish Government APIs¶

REGON API (company data)
GUS API (statistical data - planned)
ePUAP (electronic declarations - planned)
NBP API (exchange rates)
KNF API (bank registry)
API MF (VAT whitelist)
VIES (VAT EU verification)

Payment & Billing¶

Stripe (subscriptions)
djstripe integration

AI Services¶

OpenAI (chat)
OpenAI GPT-4 (email intelligence - planned)
OpenAI Whisper (voice transcription - planned)

📊 Statistics¶

Lines of Code¶

CRM: 10,400+ LOC (v1.5)
Contractors: 9,500+ LOC
Automation: 2,360+ LOC
Invoicing: 6,000+ LOC
Cash: 4,000+ LOC
Tasks: 5,500+ LOC
TimeTracker: 3,000+ LOC
Declarations: 3,000+ LOC
Email-CRM: 15,130+ LOC
Transactional Email: 10,000+ LOC
Chat: 1,500+ LOC
Subscriptions: 2,000+ LOC
Dashboard: 500+ LOC
Teams: 7,000+ LOC
Users: 2,500+ LOC
Master Data: 5,600+ LOC
Invoice Master Data: 1,200+ LOC
Utils: 1,000+ LOC
TOTAL: ~91,160+ LOC

Modules¶

✅ Production Complete: 11 modules
⏳ In Development: 2 modules
🟡 Planned: 5+ modules
TOTAL: 18+ modules

Features¶

23+ major features
28+ unique competitive advantages
18-24 months ahead of competition

🎯 Competitive Advantages¶

Unique Features (28 total)¶

✅ Polish accounting compliance (KP/KW, VAT, declarations)
✅ Client Portal with multi-company access
✅ Integrated time tracking + billing
✅ Dual email accounts (staff + client)
✅ AI email intelligence
✅ Cash register with daily closing
✅ REGON API integration
✅ Multi-tenant SaaS
✅ Full task management
✅ Comprehensive invoicing
✅ IMAP Folder Management with Drag & Drop
✅ OAuth2 for Gmail & Outlook 365
✅ Hierarchical Email Folders
✅ Email-CRM Auto-Linking
✅ AI Auto-Reply (GPT-4)
✅ AI Task Creation from Emails
✅ Smart Reply (3 variants)
✅ Visual Automation Builder (React Flow)
✅ CRBR Auto-Verification
✅ VAT Whitelist Auto-Check
✅ Unified Automation System
✅ Comprehensive HR System
✅ Polish Administrative Hierarchy (~100k locations)
✅ Auto-fill from PESEL
✅ Staff Positions System
✅ Authorized Representative Tracking
✅ Master Data Registries (centralized banks, tax offices, ZUS)
✅ NBP Sync 11:45-12:30 (+75 min advantage!)

Market Position¶

Target: Polish accounting firms (biura rachunkowe)
Advantage: 18-24 months ahead in CRM + Email + AI automation
ROI: 825,000 PLN/year for 10-person firm
Unique Features: 28 total vs 0-5 at competitors

🚀 Planned Features¶

Short-term (Next 3 months)¶

Complete Email-CRM AI Intelligence
Email-CRM UI completion
Declarations ePUAP integration
Documents Module - OCR + AI + Saldeo Integration (16 weeks)
Invoice generation from timetracker

Mid-term (3-6 months)¶

Advanced reporting & analytics dashboard
Mobile app (React Native)
API for third-party integrations
Accounting software integrations (CDN, Comarch)
Advanced workflow automation
AI-powered insights dashboard

Long-term (6-12 months)¶

AI-powered bookkeeping assistant
Documents Module ML Learning (custom ML model training)
Blockchain for audit trail
Multi-language support (full)
White-label solution
Advanced AI features (predictive analytics, anomaly detection)

📚 Documentation¶

Guidelines & Rules¶

00-start-here.mdc (entry point)
built-features-registry.mdc (feature tracking)
module-architecture.mdc (required structure)
ux-ui-guidelines.mdc (design patterns)
python-guidelines.mdc (Python/Django)
django-templates.mdc (HTML templates)
javascript-guidelines.mdc (JS/TypeScript)
tailadmin-guidelines.mdc (TailAdmin framework)
crm-guidelines.mdc (CRM reference)
teams-registration.mdc (team registration)
commands.mdc (development commands)

Technical Documentation¶

28+ documentation files
22,000+ words
Module-specific READMEs
API documentation (OpenAPI)
Setup guides
Architecture diagrams

🎨 UI/UX Standards¶

TailAdmin Dashboard¶

Sidebar navigation with icons
Header (notifications, search, user dropdown)
Dark mode support (Alpine.js)
Responsive design (mobile/tablet/desktop)
Stats cards
Data tables
Form elements
Modals & alerts
Empty states
Skeleton loaders

Shared Components¶

Team switcher dropdown
Notifications center
User profile dropdown
Search bar
Breadcrumbs
Pagination
Loading indicators

Design Principles¶

Speed First (<100ms response)
Accessibility First (WCAG 2.1 AA)
Mobile First
Progressive Enhancement
Visual Hierarchy
Consistent Patterns
Whitespace
Focal Points

Best UX/UI Reference¶

Tasks Module (apps/tasks/) ⭐
Alert system (overdue, urgent)
Stats cards (4-column responsive)
Quick actions panel
Fancy cards (task_card_fancy.html)
Advanced filters (search + status + priority)
Empty states with CTAs
Dark mode support
Smooth animations
Component-based architecture

🔐 Security & Compliance¶

Security Features¶

Team isolation (virtual tenant)
Server-side validation
Permission decorators (@login_and_team_required)
CSRF protection
SQL injection prevention (Django ORM)
XSS prevention (template escaping)
Rate limiting (planned)

Data Protection¶

Personal data encryption (planned)
GDPR compliance (planned)
Audit trail (AuditLog)
Backup strategy (planned)

Polish Legal Compliance¶

KP/KW standards (Polish cash register)
VAT regulations
JPK_VAT (GTU codes)
CRBR verification
Declaration formats (VAT-7, PIT-4R, ZUS)

🌍 Internationalization¶

Current Support¶

Polish (primary)
English (partial)
Translation markup (gettext_lazy)
django-rosetta (translation management)

Planned¶

Multi-language support (full)
Currency conversion
Time zones
Date/time formats

📈 Future Vision¶

Innovation Roadmap¶

AI-powered bookkeeping assistant
Blockchain audit trail
Predictive analytics
Anomaly detection
Custom ML models
White-label solution
Mobile apps (iOS + Android)
Voice commands (Whisper)
Real-time collaboration
Advanced workflow automation

Market Expansion¶

Target: 10,000+ Polish accounting firms
Vision: #1 SaaS for Polish accountants
Growth: 5,000+ teams by 2027
Revenue: 50M PLN ARR by 2027