ifirma, connected to the rest of your company.
ifirma 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 ifirma is
ifirma is a Polish online service for invoicing and small-business accounting. Sole traders and small companies either keep their own books in it or hand them to the accounting office run by the same vendor, working in one account. Invoices, expenses, contractors and the monthly tax figures are kept there, so it is where a small firm sees what it has earned.
What an automation reads and writes there
- Domestic and foreign sales invoices
- Proforma invoices
- Expenses
- Contractors
- Payment status of invoices
Work that gets built around ifirma
From enquiry to invoice draft
A customer asks for a price by mail. A quote is drafted from your price list and waits for your approval before it is sent; a follow-up goes out three days later. When the customer accepts, the contractor and the items are prepared as an invoice in ifirma, and you are the one who issues it.
Built as: Quote deskNinety-day view of your cash
Invoices issued in ifirma, their due dates and your recorded expenses feed a rolling 90-day forecast. It takes into account how late each customer usually pays and marks the weeks in which a gap opens. A person checks the forecast before it is delivered. Setup is $490, care $79 per month.
Built as: Cash-flow guardInvoice requests answered from ifirma
Customers write asking for a copy of an invoice, a changed address on it or a confirmation of payment. Each message is matched to the contractor and the document in ifirma. Copies are sent back with the reply; anything that needs a correcting invoice is queued for you with the details set out.
Built as: Inbox triage
Before you automate against it
ifirma gives API access through keys that you generate in your account settings, and the keys are separate for different kinds of documents. Generate only the ones the automation needs. If the vendor's accounting office keeps your books, tell them which documents will be created automatically.
The controls
- How we connect Through ifirma's own interfaces - API where it exists, structured exports and the mailbox where it does not. Nothing installed inside your ifirma account behind your back.
- What usually gets built Data leaving ifirma into invoices, CRM records and reports; data arriving into ifirma 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 I connect ifirma to my shop or CRM?Yes. ifirma has an API, so an order in a shop or a won deal in a CRM can become an invoice draft with the customer and the items filled in. OAKMONT builds that connection for your account and your way of invoicing; it does not sell a packaged plugin for every shop.
- Is it safe to let an automation issue invoices in ifirma?An invoice is a tax document, so the sensible arrangement is that the automation prepares it and a person issues it. Repeating invoices with fixed amounts are the usual exception. Access is limited to the keys you generated, and you can generate a new key at any time, which cuts the old access off at once.
- Can OAKMONT automate ifirma?Yes - ifirma 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 ifirma 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 ifirma 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