BCR GROUP
How we work together

How BCR Group works — AI accounting in 5 steps.

From signing to steady-state — 30 days. Every step is clear, every decision is yours, every document lives in one place.

01

Onboarding in 48 hours

You sign the agreement online (e-signature). You get access to a dedicated Microsoft Teams and SharePoint. We migrate your documents from the previous firm — painlessly.

  • Agreement + DPA signed in 30 minutes
  • Microsoft 365 account auto-provisioned
  • SharePoint with 12 folders ready
  • AI learns your business rules in week 1
Your first month
  1. Day 0
    Signing the agreement
    Online, 30 minutes
  2. Day 1
    Auto-provisioning
    Team, SharePoint, Optima · < 60 sec
  3. Day 2
    Welcome call (60 min)
    We walk through everything, set preferences
  4. Days 3–7
    Document migration
    From previous firm · 12-month backfill
  5. Days 7–30
    AI training mode
    AI learns rules · accountant double-checks
02

Everything in one place

Invoices, contracts, bank statements, correspondence with authorities — all live in your BCR SharePoint. Access from phone or laptop, any time. AI automatically sorts incoming documents.

  • 12 folder categories — so nothing gets lost
  • KSeF invoices auto-filed to the right months
  • Bank statement OCR — drops in automatically
  • Retention per Polish Accounting Act (5+ years)
Your company — Documents/
  • ├──01_Invoices/← AI auto-sorts
  • ├──02_Bank_statements/
  • ├──03_Contracts/
  • ├──04_HR_and_payroll/
  • ├──05_Filings_and_JPK/
  • ├──06_Correspondence/
  • ├──07_Reports/
  • ├──08_Fixed_assets/
  • ├──09_VAT_register/
  • ├──10_Onboarding_and_rules/← accountant only
  • ├──11_Vehicles_and_leases/
  • └──12_Archive/
03

Ask in Teams, AI answers

'How much VAT do I owe?' 'Where's the contract with supplier X?' 'What's my margin this quarter?' — the AI assistant knows your data and answers in seconds with a source citation.

  • Simple questions: <60 seconds on average
  • KSeF invoice issuance: ~30 seconds
  • Complex cases → routed to accountant, 2h SLA
  • Every answer comes with a source citation
Microsoft Teams · Posts
JK
Issue invoice for ABC, PLN 5,000 net

14:22

FV/2026/06/00037
Net 5,000 + VAT 23% = PLN 6,150
NIP verified ✓
Send to KSeF?

14:22

JK
Confirm

14:22

✓ Sent to KSeF · ID 12345-abc
PDF in 01_Invoices/2026/06/

14:23 · 28 sec

04

You go back to your business. The rest happens by itself.

Your invoices and statements land where they should. Your declarations are ready on time — reviewed by a licensed accountant before going to the tax office. Your time goes where it's actually needed — to your business.

  • Your invoices in order — no emails, no uploads
  • Every declaration reviewed by an accountant before submission
  • Zero missed deadlines — guaranteed
  • Monthly strategic consulting included in your plan
What AI does
  • Invoice OCR
  • Categorisation
  • Bank reconciliation
  • Posting drafts
  • Anomaly detection
  • Filing drafts
  • Deadline alerts
What the accountant does
  • Reviews AI work
  • Tax decisions
  • Sends filings
  • Handles complex cases
  • Strategic advice
  • Talks to authorities
  • Monthly calls
05

Monthly review with a real accountant

Once a month — a short call in PL/RU/EN/DE. We'll show what happened, what's worth optimising, what to watch out for. Dedicated point of contact, one person, always replies.

  • Slot booked automatically — you pick what fits
  • 30–45 min, video or in person (Gdańsk / Lublin)
  • Your language — PL, RU, EN or DE at no extra cost
  • Monthly report sent 3 days before the call
BCR calendar — July
  • 15Jul
    Monthly review — June
    Katarzyna P. · 30 min · video PL
    Confirmed
  • 22Jul
    Tax consultation (leasing)
    Roman K. · 15 min · video
    Confirmed
  • 15Aug
    Monthly review — July
    Katarzyna P. · 30 min · recurring
    Planned
HONESTLY

What we don't promise

Full transparency. Three things AI will never do for you.

AI doesn't replace your accountant

Every tax decision is verified by a licensed human. AI prepares, the accountant decides, the authority receives verified data.

AI doesn't see anyone else's data

Per-client isolation at M365, SharePoint, Optima and AI namespace level. GDPR compliant, EU AI Act ready, audit-logged access. Quarterly penetration testing.

We're not an app

We don't replace self-service accounting apps (inFakt, wFirma). We're an accounting firm where AI handles the routine so neither you nor we have to.

Ready to start in 48 hours?

A 15-minute call. We'll show concretely how it'll work for you. No commitment.

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