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    Automate your documents workflow

Automate your document and invoice workflow

Fast and secure invoice workflow without email chaos – your documents always under control.

We implement an electronic document management system based on Comarch BPM or SaldeoSMART. We combine OCR, workflow automation and integration with financial and accounting systems so that documents circulate quickly according to defined approval paths – without email chains, lost invoices or manual data entry.

97% of our clients rated us positively

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10+ tys.

Companies served

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Digital document workflow tailored to your company’s processes

The BPM (Business Process Management) system enables document digitalisation, storage in a single repository and processing through defined approval paths. This gives your company greater control over documents, speeds up processes and reduces errors.

As part of the service, we:

  • analyse your current document flow and identify bottlenecks,

  • design new approval paths and permission structures,

  • implement Comarch BPM or SaldeoSMART with AI-based OCR,

  • integrate the system with your financial and accounting software (e.g. Comarch ERP Optima) and other data sources,

  • train your team and provide post-implementation support.

Which documents are worth including in the electronic workflow?

  • purchase and sales invoices,

  • expense claims and business trip requests,

  • contracts and annexes,

  • orders and warehouse documents,

  • HR requests (leave, overtime, employee applications),

  • internal documents (RFQs, investment approvals, etc.).

We select the right document workflow tool for your systems

Depending on the systems you use and the processes you want to automate, we implement:

Comarch BPM

An electronic document workflow solution integrated with Comarch ERP (Optima, XL). It enables document registration, description, distribution and approval in accordance with company procedures, with full integration with OCR and accounting modules.

SaldeoSMART

An OCR-based platform for modern document workflow. It allows fast reading of invoice data and other documents, their approval and distribution between employees, as well as export to accounting systems. Suitable for companies cooperating with accounting offices.

What benefits will you gain by improving your document workflow?

Below are the key results our clients see after implementing an electronic document management system.

Time savings thanks to OCR

The system automatically reads data from invoices and other documents (OCR), eliminates manual entry and accelerates document registration by up to several dozen percent.

Fewer errors and greater control

Approval paths and registration history reduce mistakes, prevent lost or “missing” invoices and allow you to check who currently handles a document and at what stage.

Faster document flow between departments and accounting

Documents are automatically routed to the right people and, after approval, can be immediately available in the accounting system. With ERP integration, invoices can be posted faster and settlements updated in real time.

Transparent workflow tailored to your company

We design workflows individually – invoice approval differs from contract approval or HR requests. BPM supports finance, sales, HR and administration.

Better cost and budget control

Electronic document workflow enables cost analysis by contractor, cost centre or project. Documents are registered earlier, giving management an up-to-date view of liabilities and budget usage.

Remote and mobile access

Electronic workflow allows invoices and requests to be approved outside the office – via browser or application. Particularly important for distributed teams and hybrid work.

Process automation and higher productivity

The system handles repetitive tasks: routing, registration, deadline monitoring. Employees can focus on analysis and decision-making instead of administrative tasks.

Secure storage and fast search

Documents are stored in an organised repository with access rights, change history and logs. Searching by number, contractor or amount takes seconds instead of browsing paper archives.

What does the implementation process look like?

We base the process on a proven framework, adapting the details to your company’s specific needs.

Meeting and needs analysis

We discuss your company’s processes: what documents occur, who approves them, where delays or errors appear. We determine the workflow scope and how documents enter the system (scan, email, ERP integration).

Workflow design and configuration

Based on the findings, we configure workflows in Comarch BPM or SaldeoSMART – define document types, approval paths, responsible persons, permissions and notifications.

Testing and adjustments

We test workflows on real documents, check compliance with business processes and, if necessary, introduce additional stages (e.g. substantive verification, budget control).

User training

We train your team in detail on system usage, best practices and common mistakes. We show how to approve documents, search for them and submit change requests.

Go-live and support

After launch, we remain at your disposal – answering questions, helping in non-standard situations and adjusting workflows as your company evolves.

Technology tailored to your company’s needs with the support of a business analytics expert

Marek Borowiak

Director of Technology

An expert in business analytics, specialising in data management, digital transformation and optimisation of operational processes.

He works with advanced tools such as SQL, UiPath (process automation), Power BI, PowerApps and Comarch systems.

He combines education from the European Business School with practical experience as a Process Optimisation Specialist and IT Manager, bridging business thinking and technological expertise.

His passion for automation and innovation drives the continuous search for solutions that help companies operate more efficiently and make better strategic decisions.

We communicate in the following languages:

Polish

English

Ukrainian

Russian

Insurance policy – PLN 1,000,000

The interests and security of our clients are our priority, which is why we are covered by a PZU insurance policy up to PLN 1,000,000.

Companies served

10+ k

Satisfied clients

97%

Qualified specialists

100+

Reviews

Meet our clients and read their opinions about working with us

TaxCoach provides us with constant care and supervision in the form of outsourcing the Chief Accountant and supports the audit process conducted by the auditor.

During over two years of cooperation, TaxCoach employees have always demonstrated kindness, the ability to work flexibly and completed assigned tasks on time.

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Tomasz Framski

Consdata

When choosing an accounting firm, we were looking for a company with competent staff who would efficiently handle our accounting and handle the mandatory stock exchange reports.

In addition to basic services, TaxCoach accounting office offers tax advisors and a financial director, so we know our finances and taxes are in good hands.

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GIANLUCA LORENZO ACQUASANTA RASSUMOWSKI

Codeaddict S.A.

Thanks to the commitment of Mr. Miłosz Baranowski and his team, we managed to organize our accounting and introduce reporting, which enabled better financial management of our company.

We greatly value accessibility and communication skills – if we have any questions, we always have someone to call and we know that our doubts will be clarified.

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Krzysztof Burdalski

Drogowe Centrum Produkcyjno-Handlowe „BIG" Sp. z o.o.

Communication is very efficient, and thanks to our professional and experienced staff, all formalities are completed efficiently and on time. TaxCoach handles our income tax, VAT, and VAT OSS calculations, and also handles HR and payroll for our employees.

This year, the TaxCoach accounting firm implemented a new chart of accounts in our books. This chart was prepared by our management for cost budgeting purposes and adapted to the specific nature of our business. Thanks to the rapid implementation of this expanded chart of accounts, we have better control over our company's financial plan and can easily obtain not only essential tax information but also valuable management information.

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Games Lab

We've been using TaxCoach's accounting and HR services for almost three years now, and we've been very satisfied throughout our relationship.

The accounting, HR, and payroll services provided are of a very high standard, both in terms of content and organization. TaxCoach ensures the professionalism of its staff, and all deadlines are met.

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Grzegorz Sikorski

STEP RM Sp. z o.o.

What we value most is ongoing contact with our dedicated accountant and working together to find the best solutions for us.

From the very beginning, we felt surrounded by professional care. We no longer worry about missing important payment deadlines, which significantly improves the ease of running our business.

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Dawid Wójcik

SZTUKA BETONU

We have been working with TaxCoach for almost two years now and we are very satisfied – primarily because their service takes into account the realities of running a business, and not just adapts to accounting regulations.

We feel that there is a company on the other side, and not an extension of the tax office :)

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Szymon Więczek

Grupa WeDo Sp. z o.o.

We are very pleased with the services provided by TaxCoach.

Thanks to their modern solutions, everything runs smoothly. They offer a wide range of services, which allowed us to choose the perfect option for us. We feel secure thanks to the possibility of consulting with a tax advisor and their experienced staff. We know our finances are in good hands.

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Dentopolis s.c.

TaxCoach is a highly experienced company with a strong work ethic, as well as a modern and flexible company, ready to adapt to the client's needs.

Thanks to its extensive offer, it is able to propose individual solutions for its clients.

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Raion Automatyka

What I value most about working with TaxCoach is the full substantive support and immediate assistance in every matter related to running a business.

TaxCoach are ambassadors of professionalism and reliability, I heartily recommend them to all entrepreneurs.

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Beata Zapała

A.C.E. Produkcja Elektroniki Użytkowej Sp. z o.o.

We have been using TaxCoach services for accounting, HR and payroll since 2021.

We are very pleased with our collaboration. We especially appreciate the constant contact with our dedicated accountant and the seamless electronic document flow. The client panel is particularly helpful, allowing us access to all documents and monitoring work progress.

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Frumbo Sp. z o.o.

Tools we support

Bank integrations

Integration with payment channels

E-Commerce integrations

Bolt/Uber/FreeNow integrations

FAQ

Does electronic document workflow make sense in a small or medium-sized company?

Does the system support remote work and distributed teams?

Can I modify workflows myself after implementation?

What happens if I change my accounting or ERP system?

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