What is SMARTduet?

Cooperation with an accounting office can be more efficient and intuitive thanks to modern technological solutions. SMARTduet is a functionality of SaldeoSMART that introduces automation and advanced features to the daily management of company finances.

In this article, you will learn how SMARTduet works, what benefits it offers, and how to use it.

SMARTduet is a functionality that allows you to independently manage functions through an internal billing unit – credits. With it, you can use advanced tools such as automatic invoice reading, bank integration, or sending invoices to the National e-Invoicing System (KSeF).

Additionally, you automatically gain the ability to issue sales invoices for free if your accounting office has not previously provided you with this option and if the package your office uses has access to the invoice module.

How does the credit system work?

Credits are an internal billing unit in SaldeoSMART that allows you to use additional functions. Each operation, such as reading an invoice or fetching transactions, consumes a certain number of credits. Here are some examples:

1 credit = 1 invoice page (automatic invoice reading)

10 credits/month = 1 bank account (bank integration)

1 credit = 3 download transactions (automatic transaction downloaded)

Credits can be purchased independently, providing greater flexibility in using the system.

Remember, you can always test SMARTduet for free before your first purchase. The trial version will allow you to test the system's additional features.

Functions available in SMARTduet

Functions available within credits

• Download transactions from the bank: 1 credit = 3 transactions
• Downoladed invoices from KSeF: 1 credit = 1 invoice (regardless of the number of pages)
• Reading data from documents: 1 credit = 1 page
• Bank connection: 10 credits = 1 account (for monthly connection with 1 account)
• Reading transactions from bank statements: 1 credit = 3 transactions

1. Automatic invoice reading (OCR)
   Allows for automatic reading of data from invoices. Just add a scanned invoice or a photo from your phone, and the system will independently process information such as invoice number, amount, and date.
   1 credit = 1 invoice page
2. Automatic bank connection
   SaldeoSMART integrates with your bank accounts, enabling real-time viewing of transactions and account balances.
   10 credits/month = 1 bank account
3. Automatic transaction downolad
   The system daily fetches payment information, eliminating the need to manually log in to the bank.
   1 credit = 3 fetched transactions
4. Automatic statement reading (OCR)
   If you use traditional bank statements in PDF format, the system can automatically read transactions.
   1 credit = 3 read transactions
5. Automatic payment verification
   Artificial intelligence (AI) reconciles bank transactions with documents, making it easier to control payments.
   0 credits = use without limits!
6. KSeF automation
   The system sends and downloaded invoices from the National e-Invoicing System (KSeF).
   1 credit = 1 fetched invoice
   0 credits = sending invoices

How to start using SMARTduet?

1. Log in to SaldeoSMART
   If your accounting office uses SaldeoSMART, ask for access to the SMARTduet functionality.
2. Buy credits
   Credits can be purchased directly in the system. Determine how many credits you need in a given month.
3. Use additional functions
   Use credits for automating invoices, bank integration, or sending invoices via KSeF.
4. Monitor credit usage
   The system continuously informs you about credit usage, allowing you to control costs.

With SMARTduet, you use it without any obligations. If you do not need additional functions in a given month, simply do not purchase credits.

Summary

SMARTduet introduces automation and modern technologies to collaboration with an accounting office. With it, you gain greater control over your company's finances, save time, and increase the efficiency of accounting processes.

If you want to learn more or start using SMARTduet, contact your accounting office or log in to the SaldeoSMART system and check if you have the SMARTduet icon available in the top bar: