Comarch Optima, connected to the rest of your company.
Comarch Optima holds a piece of your business; the manual work lives in the gaps around it. We build the automations that close those gaps, against your existing account, with a person signing off on anything that matters.
What Comarch Optima is
Comarch ERP Optima is one of the standard accounting and business programs in Polish small and mid-sized companies, and the daily tool of many accounting offices. Depending on the modules bought, it holds invoices and warehouse documents, the ledgers and VAT registers, cash and bank records, and HR and payroll. It is a Windows program working on its own database.
What an automation reads and writes there
- Sales and purchase invoices
- Contractor cards
- Ledger and VAT register entries
- Cash and bank records with payment due dates
- Employee files and payroll data
Work that gets built around Comarch Optima
Client documents ready for posting
Clients of an accounting office send invoices by mail and as phone photos. The documents are read, assigned to the right client and month, and prepared as a file Optima can import. The accountant checks the batch before it is posted, and clients who have not sent everything are reminded ahead of the deadline.
Built as: Document intake for accounting firmsReminders for overdue invoices
A list of unpaid invoices past their due date is taken from Optima on a schedule. Each debtor gets a reminder in wording you approved, firmer with every step, and a payment recorded in Optima stops the sequence. Once a week you receive a list of who owes what. Setup is $490, care $79 per month.
Built as: Soft collectionsNew hire file for payroll
A signed offer starts the process. The new employee is asked for the personal questionnaire and the remaining documents, the answers are checked for gaps, and the data is prepared for entry into the HR and payroll module. The payroll specialist approves the record; accounts and training are tracked on the same checklist.
Built as: Employee onboarding
Before you automate against it
Optima is usually installed on your own computer or server, with the database beside it; Comarch also offers a hosted version. An automation cannot simply sign in from outside: data leaves and enters through scheduled exports and imports, or through access that your administrator sets up on that machine.
The controls
- How we connect Through Comarch Optima's own interfaces - API where it exists, structured exports and the mailbox where it does not. Nothing installed inside your Comarch Optima account behind your back.
- What usually gets built Data leaving Comarch Optima into invoices, CRM records and reports; data arriving into Comarch Optima from orders, forms and mail - the retyping in both directions is the work that disappears.
- The controls A written spec, a full run record, an approval queue for consequential steps, and a signed proof afterwards. The same four controls every OAKMONT automation runs with.
Common questions
- Can Comarch Optima be automated if it runs on our own server?Yes, but the route is different from a cloud service. The program and its database are inside your network, so the automation works on files that Optima exports and imports, or through access your administrator opens on purpose. Which of the two applies is agreed in writing before any work starts.
- Does an automation post documents in Optima by itself?Not without a person. Documents are read and prepared as an import, with the contractor, amounts, VAT rates and dates filled in. The accountant looks through the batch and decides what goes into the registers. The posting itself remains a decision of the person responsible for the company's books.
- Can OAKMONT automate Comarch Optima?Yes - Comarch Optima is on the creator's systems list, and automations are built against your existing account through its own interfaces. Describe the workflow and a person replies with a fixed quote.
- What does a Comarch Optima automation cost?Catalogue prices start at $490 for a single delivered workflow, with care from $79/month. The fixed price for your case is confirmed by a person in writing before any work starts.
- Is our Comarch Optima data safe?Every automation runs with a written spec and a full run record, consequential steps wait for human approval, and for work that must never leave your building there is the Private AI Box - the whole stack on your own hardware.
The full catalogue, with prices and the ROI dial: browse the automations