A clearer month. For both sides of the desk.

A shared workspace for accounting firms and their clients: documents, finances, deadlines and communication.

Visit Planerix Biuro

My role: Founder & Product Architect
Focus: Client & accountant workflows · Web · iOS
Project: Platform

01 / The context

The business
behind the build.

The challenge

Closing the month takes more than collecting invoices. Clients need to know what is missing, what is payable and what has reached the accountant. Firms need a clear view across their assigned clients.

The approach

Organize work around companies, projects, documents and accounting periods. Connect document status, financial reconciliation, deadlines and conversations so that each side can see what needs attention.

A workflow in practice

Make the next accounting action clear.

The client sees documents, payments and deadlines. The accountant works with the same company context and can follow what still needs attention.

Business ownerAccountantDocument-aware AI

01
Collect
Bring invoices, company records and statements into the right period.
02
Reconcile
Compare payment evidence with documents and surface the remaining gaps.
03
Clarify
Open the source, ask a question or follow up with the accountant.
04
Prepare
Review document readiness and the contents of the reporting package.

What this makes possibleDocuments, outstanding balances and the next task can be explored from the same company workspace.

Adapt the same pattern for professional services, document-heavy operations and client portals.

Build on this pattern

02 / Inside the system

Designed around the work.

Documents with context

Company records, invoices, bank statements and reports have distinct categories, previews and linked details.

Financial clarity

Separate sales and purchases, outstanding balances and payments that need reconciliation.

A shared monthly rhythm

A calendar, tasks and report packages support document readiness and communication with the accounting firm.

Document-aware assistance

An AI chat helps explore available records with references to the underlying sources.

03 / Product in focus

Explore the interface.

Open a screen to take a closer look.

Actual product interfaces, shown with demonstration data or existing public marketing content.

The connected ecosystem

The tools you know. A more connected business.

Bring familiar software into the way you run your business. Connections are set up around your workflows.

Subiekt 123

Invoices & counterparties

KSeF

Polish e-invoices

Tailored connections are scoped for your business before setup.

Discuss your software

Product names and logos belong to their respective owners.

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A clearer month. For both sides of the desk.