TeamAssistant Workflow: document and process flow
The end of paper document circulation
TeamAssistant takes over the flow of invoices, documents and internal processes, from arrival through approval to posting. It pulls invoices from KSeF, routes them to the right people and makes sure nothing gets stuck. Your team stops re-keying and searching, while you see every document live.
Paper document circulation costs time and loses control
An invoice moves from desk to desk, an approval waits for a signature, and nobody knows whose desk it is sitting on right now. Manual re-keying, searching for documents and chasing deadlines eats up hours, and with KSeF there is also the compliance requirement that paper simply cannot handle.
Documents get lost in the flow
An invoice or request stalls on someone’s desk, with no trace of where it is or who has to decide.
Manual re-keying and posting
Invoice data has to be entered and posted by hand, repetitively and prone to error.
KSeF requirements and deadlines
KSeF compliance, budget, approval deadlines. Paper circulation keeps track of none of them for you.
What TeamAssistant does
This is not yet another program to operate. TAS takes over the whole flow, from the moment a document arrives to the moment it is posted, and keeps track of it for you at every step.
Pulls invoices from KSeF
It automatically fetches invoices from the KSeF mailbox and feeds them into the flow, with no manual import.
Routes documents to the right people
It recognises the document type and passes it to decision makers along the agreed flow, so approval moves on its own.
Runs multi-step approvals
Substantive review, approval and electronic signature: the whole decision chain in one place.
Codes and posts
It suggests the accounting codes and syncs posted documents with your financial and accounting system.
Keeps track of budget and compliance
It blocks spending without cover and checks compliance with procurement rules, before a document moves on.
Shows every document live
At any moment you can see where a document is, who has it and whether the approval deadline is slipping.
Three flows, one system
TAS covers the processes that circulate separately on paper in every organisation, and ties them into one clear flow.
Invoice flow
Fetching from KSeF, grouping by tax ID, verification, approval and posting, with a sync to the financial system.
E-registry
Many inbound channels in one place, coding and registers, tracking and control of every piece of correspondence.
Purchasing flow
Purchase requests, multi-step approval, blocking funds without cover and compliance with procurement rules.
Proven in practice
Penta Hospitals: document flow in a hospital
At Penta Hospitals, TAS replaced the paper, manual invoice flow with an electronic process tied to KSeF and the hospital’s InfoMedica system. Not from a slide deck, but from the real work of the finance department in a healthcare facility.
Invoices straight from KSeF
The system pulls invoices from the KSeF mailbox and feeds them straight into the flow, with no manual import.
Integration with InfoMedica
Posted documents sync with the hospital system, so the data lives in one place, with no drift.
Shorter document flow
The electronic process removes the bottlenecks of paper, so approval no longer waits for a document to travel.
Full visibility and KSeF compliance
Every document visible live, fewer manual entry errors, a flow that is compliant with KSeF requirements.
Where we deploy TeamAssistant
TAS proves itself everywhere a lot of documents circulate and compliance matters. The leading segment is healthcare, meaning the facilities where a data error and a stuck document cost the most.
- Healthcare facilities and hospitals
- Finance and accounting
- Administration and the public sector
- Manufacturing and logistics
See TAS on your own documents
Book a call and we will show you where in your document flow TeamAssistant gives your team the most time back and closes KSeF compliance. No commitment.