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wFirma, connected to the rest of your company.

wFirma 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 wFirma is

wFirma is a Polish online accounting service. Small companies and sole traders use it to issue invoices, keep their tax records, run a simple warehouse and handle payroll, either on their own or with a bookkeeper working in the same account. Sales, costs and what is owed to the tax office are all kept in one place.

What an automation reads and writes there

  • Sales invoices and proformas
  • Expense documents
  • Contractors
  • Payments and settlement status
  • Goods and warehouse documents

Work that gets built around wFirma

  1. Cost invoices out of the mailbox

    Supplier invoices arrive as attachments in the company mailbox, mixed with everything else. Each message is sorted, the invoices are read and prepared as expense entries for wFirma with supplier, amounts and dates filled in. You or your bookkeeper approve the entries. Other mail is answered or queued. Setup is $490, care $79 per month.

    Built as: Inbox triage
  2. Payment reminders for unpaid invoices

    Invoices in wFirma that pass their due date without a recorded payment start a reminder sequence. The first note is polite and the later ones firmer, all in text you approved beforehand. A payment marked in wFirma ends the sequence, and every week you get a list of who owes what.

  3. Weekly numbers for the owner

    Over the weekend the week's invoices, the costs entered and the unpaid receivables are collected from wFirma, with the bank balance and site analytics beside them. They are written into one page: what was sold, what is still owed to you, what the week cost. It is ready for you on Monday morning.

Before you automate against it

wFirma is a cloud service with an API, and access is set up for your own account. Check first who does the books: if a bookkeeper closes each month in the same account, an automation should add drafts and read data, and never alter documents in a period that is already settled.

The controls

  1. How we connect Through wFirma's own interfaces - API where it exists, structured exports and the mailbox where it does not. Nothing installed inside your wFirma account behind your back.
  2. What usually gets built Data leaving wFirma into invoices, CRM records and reports; data arriving into wFirma from orders, forms and mail - the retyping in both directions is the work that disappears.
  3. 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

  1. Does wFirma have an API for automation?Yes. wFirma provides an API through which invoices, expenses, contractors and payments can be read and created on your account. An automation built by OAKMONT uses access you set up yourself and works on your existing data. It is built for your workflow; it is not a ready-made plugin that you switch on.
  2. Can supplier invoices be entered into wFirma automatically?They can be read and prepared automatically. The invoice is taken from the mailbox, the supplier, amounts, VAT and dates are extracted, and an expense entry is drafted. How a cost is treated for tax is a bookkeeping decision, so the entry waits for you or your bookkeeper to approve it before it counts.
  3. Can OAKMONT automate wFirma?Yes - wFirma 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.
  4. What does a wFirma 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.
  5. Is our wFirma 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