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Accounting process automation

We take one repetitive accounting process - contributions, invoices, recurring reports - and make it run on its own, from the audit to the rollout in your accounting software.

Security
Why it's safe
Deployed in your environment - accounting data never leaves your systems
A human approves every send - the automation only prepares
Integrates with the accounting software you already use
30 days of support after launch
You keep full ownership and control of your data.

Accounting process automation means handing the repetitive, manual work in an accounting firm over to software and AI - so your accountants spend their time on decisions, not on retyping numbers. We don't sell slide decks or “transformations”. We take one process that eats your hours every month - ZUS and PIT contributions, invoices, document flow - and make it run on its own. We measure the result in hours won back, not in promises.

What can you automate in accounting?

The best returns come from tasks that are repetitive, monthly and rule-based. In an accounting firm that means calculating and sending out contributions, processing invoices and handling document flow for many clients at once. The scale is real: according to the McKinsey Global Institute, about 60% of occupations include at least 30% of activities that could be automated with technology available today.

  • ZUS (social security) and PIT (income tax) contributions - monthly calculation of the amounts and sending them out to clients.
  • Invoice automation - extracting data from invoices and entering it into your system without retyping.
  • Document flow - sorting, describing and archiving instead of manual copy-paste.
  • Recurring statements and settlements prepared for your entire client base in a single run.
  • Repetitive client emails: deadlines, amounts, payment reminders.

What does an automation rollout look like in an accounting firm?

We start with an audit, not with a tool. First we find the process with the highest return - the one where automation gives back the most hours at the lowest risk. Only then do we build.

  1. Process audit - we map what actually eats time in your firm and pick the first process to automate.
  2. Design and integration - we build a workflow (usually in n8n) plugged into your accounting software.
  3. Rollout and verification - we launch on your data, and where accuracy matters the control stays with a human.
  4. Training and support - your team knows how to use it; we stay on for support after launch.

When automation is NOT worth it

If you run a process once a quarter, or it changes every month - automation won't pay off and we'll tell you so outright. We automate things that are repetitive and stable, not exceptions.

What results does accounting automation deliver? Proof, not claims

The TAX accounting firm was losing 25-30 hours a month manually calculating and sending out ZUS and PIT contributions for ~200 clients. After the rollout, 95% of that work happens automatically and the firm won back about 300 hours a year. Read the full case study →

~300h
won back over a year
95%
of the work automated
14 days
from kickoff to launch
~200
clients served every month

Finally, no more mind-numbing busywork around ZUS and PIT.

Biuro Rachunkowe TAX Roman Sokalski

Sources

  1. A future that works: Automation, employment, and productivity - McKinsey Global Institute
  2. Case study: automating ZUS and PIT contributions at the TAX accounting firm - RMF Solutions
FAQ

Frequently asked questions

How much does accounting process automation cost?

The starter package with one automated process begins at $1,000 and covers the audit, the integration and 30 days of support. We give an exact quote after the audit, because it depends on the number of steps and the systems we need to connect.

How long does the rollout take?

We usually roll out the first process in 2-3 weeks. Automating ZUS and PIT contributions for the TAX firm took 14 days, without interrupting day-to-day client work.

Does the automation integrate with our accounting software?

Yes. We build the workflow around the tools you already use. The automation pulls data from your accounting software instead of forcing you to migrate.

Is my accounting data safe?

We deploy in your environment, so the data never leaves your systems. We limit access to what's needed, and the sensitive steps stay with a human.

Will the automation replace my accountant?

No. The automation prepares the amounts and documents; the accountant reviews and sends them. That last 5% is oversight, not retyping - just like at the TAX firm, where the final step is sending the emails after a check.

Where should we start?

With one repetitive, high-return process - usually ZUS and PIT contributions or invoices. Our guide explains how to pick it: <a href="/blog/business-process-automation-where-to-start">business process automation - where to start</a>.

See also

Proof and know-how

Accounting firms
~300h
won back over a year
TAX

Hundreds of hours a year won back on ZUS and PIT contributions

View case study
Guides
June 11, 2026·6 min

Business process automation - where to start

Most companies don't lose money on automation because they picked the wrong tool. They lose because they started with the wrong process. Here's how to pick a first one that actually pays off.

Read
30 minutes, zero commitment

How many hours do ZUS, PIT and invoices cost you every month?

Book a free audit. We'll pinpoint the process with the highest return and give you a concrete quote - the starter package begins at $1,000.

Book a free audit+48 731 692 602