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All-in-one platform for Polish & Ukrainian businesses

One platform for CRM, finance, documents and government cases — for companies in Poland

360° financial dashboard (8 Polish banks + Revolut + Wise + Upwork), Unified Inbox, CRM, AI Documents and Urząd Tracker on one panel. From 199 PLN/month.

No credit card  •  EU-hosted (Frankfurt)  •  GDPR  •  Support in Polish & Ukrainian

Active Enterprise customer since April 2026

Multi-industry company (UA–PL): 2 businesses, 1 workspace

A Ukrainian-Polish entrepreneur runs two separate entities from a single Ingenios panel — no duplicate subscription, no data migration between systems. Full case study published once the customer signs off.

CRM Unified Inbox Financial Dashboard Documents
Hosted in the European Union
Frankfurt (DE) — your data never leaves the EEA.
GDPR compliant
TLS 1.3 + AES-256 encryption. DPA on request.
14 days free, no credit card
Data frozen for 30 days after expiry — zero automatic charges.

Sound familiar?

  • You don't know today's cash position — mBank, Santander, Revolut, Wise and Upwork scattered across 5 apps.
  • Pipedrive 250 PLN. Fakturownia 50 PLN. Zapier 100 PLN. And Excel leaks data…
  • Customers write on WhatsApp, Messenger and Instagram — and you miss all of it.
  • Government cases sit for months, and you lose clients.
  • Client documents scattered across Gmail, Dropbox and the accountant's laptop.

With Ingenios:

  • 360° financial dashboard: 8 Polish banks + Revolut + Wise + Upwork in real time.
  • AI-categorized transactions (revenue / cost / VAT / ZUS) + CSV export for your accountant.
  • Unified inbox: WhatsApp + Messenger + Instagram + email + Telegram.
  • Urząd Tracker — follow every case at every government office.
  • AI on documents: auto-classification, content search, data extraction.

Six modules, one platform

360° Financial Dashboard

8 Polish banks + Revolut + Wise + Upwork in real time. AI categorization of income and spending + CSV export for your accountant. Owner visibility, not a replacement for bookkeeping.

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Urząd Tracker

Case tracking for ZUS, US, KRS and Wydziały Komunikacji. Client notifications, history of official contacts. Unique on the Polish market.

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CRM

Leads, contacts, kanban, tags. Full sales pipeline.

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Unified Inbox

WhatsApp, Messenger, Instagram, email, Telegram in one panel.

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Documents + AI

Folders, Google Drive sync, AI search by content.

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Workflows + AI Soon

Automations, AI assistant — in development.

Soon

Для українського бізнесу в Польщі

Інтерфейс українською — не машинний переклад

Команда з носіями української будує UI від першого екрана. Revolut Business + Wise + польські банки в одному пульті. Перший Enterprise-клієнт — українсько-польський власник двох бізнесів у одному workspace.

4 мови UI Revolut + Wise нативно Український CSM 123 600+ UA-фірм у PL

Simple pricing

START

199 PLN

/ mo • up to 3 users

PRO

799 PLN

/ mo • up to 30 users

See full pricing →

Frequently asked questions

Does Ingenios replace my accountant?

No — and that's not our goal. Your accountant remains your partner and still runs full bookkeeping in their system (systim, wFirma, inFakt). Ingenios gives you owner-side visibility on company finances in real time, and with one click you export transactions to CSV that your accountant loads on their side. Zero duplication, zero conflict — just owner comfort.

Can I use Ingenios in Ukrainian?

Yes. Ingenios has a native Ukrainian interface — not machine translation, but UI built by a team with Ukrainian-speaking product designers. It's the only CRM for Ukrainians in Poland that simultaneously understands Polish invoices, Urząd Skarbowy and ZUS. More on the Ukrainian business in Poland page — or switch language in the header or go straight to /uk/.

How much does Ingenios cost for a 10-person company?

For a 10-person company the BIZNES plan costs 399 PLN net per month (319 PLN billed annually) — pricing is per workspace, not per user, which is the key difference from Firmao or Pipedrive. At this price you get CRM, Unified Inbox, Financial Dashboard, Warehouse and Urząd Tracker in a single tenant. If you need more than 10 users, a +10 seats add-on is 50 PLN/mo.

Are Polish banks integrated?

Yes. Ingenios connects 8 Polish banks (mBank, ING, Santander, PKO BP, Pekao, Alior, BNP Paribas, Millennium) plus Revolut Business, Wise Business, Upwork and PayPal — all in one financial dashboard in real time. Transactions are fetched via the official PSD2 API, and AI automatically categorizes income and spending.

How long does onboarding take?

Registration and first login take literally 2 minutes. Full deployment of the all-in-one CRM platform for a ~10-person company typically takes about a week: contact import, bank connections, Unified Inbox setup and document templates. 14-day trial, no credit card — the entire onboarding runs at zero cost.

Does Ingenios integrate with Fakturownia, iFirma or KSeF?

Ingenios generates a universal CSV export that any accountant can load — regardless of whether they work in Fakturownia, iFirma, wFirma or systim. KSeF is intentionally not on our roadmap: it's an accounting obligation, and KSeF handling stays with your accountant in their own tool.

Is my data safe? Where is it hosted?

All your company's data is hosted in the European Union (Frankfurt, Germany) — never outside the EEA. Ingenios is fully GDPR compliant, uses TLS 1.3 in transit and AES-256 at rest, and data isolation between customers is guaranteed by multi-tenant architecture. DPA (Data Processing Agreement) signed on request.

How does Ingenios differ from Firmao or Bitrix24?

Three key differences. First — the Financial Dashboard with 8 Polish banks + Revolut + Wise in real time (nobody in PL has this for SMB). Second — a native Ukrainian interface for the UA-PL diaspora, not translation. Third — per-workspace pricing, not per user, so adding someone to the team doesn't automatically grow your bill. In-depth comparisons: Ingenios vs Firmao · Ingenios vs Bitrix24.

Can I run multiple businesses under one account?

Yes — Ingenios is workspace-based, so you can run multiple companies under a single account and subscription, without duplicating payments. Our first Enterprise customer in production is a Ukrainian-Polish entrepreneur running 2 businesses in one workspace (CRM + Unified Inbox + Financial Dashboard for both entities).

What happens after the 14-day trial?

You don't enter a credit card at signup — the trial simply expires after 14 days with no charge. After expiration you can pick a plan (Start 199 / Biznes 399 / Professional 799 PLN) and keep working, or do nothing — your data is frozen for 30 days in "Reader" mode (view-only). No automatic charges, no dark patterns.

Start today. See the difference in 14 days.

Start free trial

No credit card • EU-hosted • GDPR • Support in Polish & Ukrainian

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