Documents with context
Company records, invoices, agreements and reports in a structured library, with previews and links to the related records.
Planerix LEG
Your company. Your accountant. One clear picture.
Keep documents, outstanding invoices, deadlines and conversations together. Give clients and accountants a shared place to get the month done.
Built around your day
Documents. Payments. Peace of mind.
- Company owner
- Assigned accountant
- Accounting firm owner
Inside Planerix LEG
The details that make
the everyday work easier.
Know what is outstanding
Separate purchases and sales, payable and receivable balances, overdue items and payments that still need matching.
A shared month-end
See what is missing, prepare report packages and track document handoff separately from payment status.
An assistant with sources
Ask questions in a dedicated chat, search accessible documents and return to the source behind an answer.
A calendar that follows the work
Configured document deadlines, bank-statement reminders, published tax obligations and tasks linked to the company.
A workspace for every role
Clients manage their company. Accountants work with assigned clients. Firm owners manage the wider portfolio and permissions.
A connected workflow
Collect
Upload a PDF, choose a file or scan a document on iPhone.
Reconcile
Connect documents to payments and review missing or conflicting evidence.
Close the month
Prepare the report package and track what has reached the accounting firm.
Connected to your systems
Keep the source.
Connect the work.
KSeF, Subiekt 123, Stripe and approved source databases; bank-statement imports and Portal Dokumentów handoff. Each connection requires company authorization and setup.
Explore integration coverageOn the web. Alongside you on iPhone.
Web workspace available. iOS access is arranged during onboarding; public App Store availability is not yet confirmed.
Meet the mobile appsCompany ownerAssigned accountantAccounting firm owner
Make it your workspace
Start with the part of your
business that needs clarity.
We’ll walk through the relevant product, your current systems and a practical first rollout.