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Connected to your work

Your systems. A shared picture.

Keep the systems your business depends on. Bring the relevant records into Planerix with their source, access boundaries and data coverage intact.

LEG

KSeF

Authorized connection

Invoice metadata and available XML, with company permissions and environment configured.

LEG

Subiekt 123

Authorized connection

Invoice and counterparty data through InsERT API and company authorization.

LEG

Stripe

Connected source

Payment evidence and references for reconciliation, kept separate from bank transfers.

LEG

Bank statements

File import

Supported statement imports with coverage dates and reconciliation. Direct bank APIs need a separate agreement and setup.

LEG

Portal Dokumentów

Configured handoff

Send selected documents through an approved inbox. Delivery is not treated as accountant acceptance.

REST

iiko

Configured adapter

Restaurant source data with tenant, restaurant and location mappings.

REST

ChoiceQR

Configured adapter

Orders, reservations and supported provider data within an authorized connection.

REST

Meta / Instagram

Provider permissions

Supported social, campaign and conversation capabilities depend on granted provider permissions.

REST

Delivery marketplaces

Normalized CSV

Reporting for Glovo, Bolt Food, Pyszne.pl and Uber Eats. Live marketplace API ingestion is not enabled in this release.

Platform

Business databases

Scoped setup

Approved database adapters and mapped imports, with source identifiers, freshness and access boundaries.

A verified first connection

01

Authorize

Confirm the company, provider account and permissions. Credentials stay in the configured secure connection.

02

Map

Agree on entities, date ranges and source priorities. Record what is available and what is missing.

03

Verify

Check a first exchange against the source before relying on the resulting indicators or workflow.

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.

Book a walkthrough