Finance & accounting
Close the month with your documents ready.
Less time chasing documents. A clearer view of outstanding payments and the work left before closing the month.
Discuss this workflowThe challenge
What slows the team down.
Invoices arrive by email, files and scans. Payment status and the accountant’s document checklist live in different places.
What Planerix brings together
LEG brings invoices, KSeF imports, payments and files for the accountant into one workspace. Your team can see missing documents and check payments that have not been matched.
What gets easier
Less time chasing documents. A clearer view of outstanding payments and the work left before closing the month.
How it works
The workflow, step by step.
Review matches and exceptions
Prepare the accounting handoff
Connected sources
Authorized KSeF data, Subiekt 123, uploaded documents, Stripe and supported bank-statement imports.
Setup and requirements
Connect your company to LEG and give your accountant access. Your accountant reviews the records and handles official filings.
Results to track
Make the improvement visible.
Time to collect a complete month
Unmatched payments
Overdue document requests
Choose the indicators that matter to your team, record where you start and compare progress over time.
What would you like to make easier?
Tell us what takes too much time today. We’ll show you the relevant tools and agree on a useful first step.