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Pillar A — Financial Dashboard 360°

Financial dashboard for your company — every złoty in one view, in real time

8 Polish banks + Revolut + Wise + PayPal in a single dashboard. Built for the owner, not the accountant. AI categorises every transaction, CSV export keeps bookkeeping happy — you see cash flow before you even pick up the phone.

Start 14-day trial Book a demo (15 min)

12 financial channels in a single view

Connect via the official PSD2 API. Read-only access — we can never initiate a transfer. Data refreshes within 5 minutes of each transaction.

mBankFirma / mBiznes
INGMoje ING Firma
SantanderMini Firma
PKO BPiPKO biznes
PekaoPekaoBiznes24
BNP ParibasGOonline Biznes
MillenniumFirma
AliorBusinessPro
Revolut Businessall currencies
Wise Businessmulti-currency
PayPalbusiness
Upworkfreelance payouts

From zero to categorised cash flow in 3 steps

1

Connect banks via PSD2

Pick yours from 12 channels. You authorise read-only access inside your banking app — no logins, no passwords are ever stored inside Ingenios.

mBank Firma  ✓ connected
ING Moje Firma  ✓ connected
Revolut Business  ✓ connected
2

AI categorises your transactions

After two weeks, 85%+ of transactions are categorised automatically. Income / operating costs / payroll / ZUS + US / investments.

Allegro.pl → expense · purchasing
ZUS → expense · social / tax
FV 03/2026 Client X → income · sales
3

Export to your accountant

One-click CSV for systim / inFakt / wFirma / Fakturownia / Comarch Optima. Your accountant imports it — you never re-type a line.

March 2026 export
→ systim_marzec_2026.csv
247 transactions  ·  4.2 MB

Live dashboard vs. monthly accountant report

Owner questionExcel + monthly accountant reportIngenios Financial Dashboard
How much do I have across all accounts today?✕ sum it up manually✓ live, 5-minute refresh
What's my cash flow this week?✕ report comes on the 10th of next month✓ in real time
How much do I spend on ads each month?✕ have to ask the accountant✓ category filter · one click
Did the client pay FV 03/2026?✕ check 3 banks manually✓ automatic match with the invoice
How much is sitting in Revolut EUR?✕ separate login✓ same single view
30-day cash flow forecast?✕ not provided✓ AI based on your own patterns
Does the accountant get a clean file?✓ yes — but you see nothing✓ one-click CSV — everyone wins

Built for the owner who runs the business hands-on

"I had an Excel with 4 banks, an accountant reporting on the 10th of next month, and I still never knew how much I had. The dashboard tells me every morning, over coffee."

Marek, owner of 2 sp. z o.o. · services + trade · 14 employees

This is for you if:

  • You have 2+ business accounts across different banks (or Revolut Business on the side)
  • You operate in PLN + EUR / UAH / USD and want a single reporting currency
  • Your accountant closes the month on the 10th — but you need the number now
  • You run 2+ businesses (sp. z o.o. + JDG, or two companies) and want one consolidated view
  • You're tired of 48-hour turnaround on every question to your accountant

The Financial Dashboard ships inside the Biznes plan — PLN 399/month net

Plus full CRM, Inbox (email / Telegram / WebChat), Warehouse, Urząd Tracker, Documents and Calendar — all in one tenant. Up to 10 users. Annual billing: PLN 319/month.

14-day trial, no credit card required. The Start plan (PLN 199) also includes the dashboard, limited to 3 banks.

See full pricing →

Frequently asked questions

Does the Financial Dashboard replace my accountant?
No. The dashboard gives the OWNER a real-time view of company finances. Your accountant keeps doing the books in their own tool (systim, inFakt, wFirma, Fakturownia) — we simply export a clean CSV for them. We're not a competitor to accountants; we're a partner that takes "how much do I have across all my accounts?" questions off their inbox.
Which Polish banks are integrated?
mBank (Firma / mBiznes), ING (Moje ING Firma), Santander (Mini Firma), PKO BP (iPKO biznes), Pekao (PekaoBiznes24), BNP Paribas (GOonline Biznes), Millennium Firma, Alior (BusinessPro) — via the official PSD2 API. Plus Revolut Business, Wise Business, Upwork and business PayPal. Data refreshes within 5 minutes of each transaction.
Is my banking data secure?
Yes. Authorisation runs through the official PSD2 (Open Banking) API — Ingenios has read-only access. We cannot send a transfer or modify your banking data. EU hosting (Frankfurt), AES-256 at-rest and TLS 1.3 in-transit encryption, daily backups. Fully GDPR-compliant.
How does AI transaction categorisation work?
The system analyses the description, sender / recipient and amount of each transaction. After two weeks, 85%+ are categorised automatically (income / operating expense / payroll / ZUS + US / investment). Your manual corrections become rules — a category assigned once to a counterparty applies to every future transaction from them.
Can I run a multi-currency business?
Yes. We support PLN, EUR, USD, UAH and GBP. The dashboard shows a consolidated view in your chosen reporting currency (using NBP, ECB or Revolut rates), while individual transactions stay in their original currency. Useful for UA-PL businesses or exporters invoicing in EUR.
How much does the Financial Dashboard cost?
The dashboard is part of the Biznes plan (PLN 399/month net, or PLN 319 on annual billing). Included: 10 users, CRM, Unified Inbox, Warehouse, Urząd Tracker, Documents, Calendar. The Start plan (PLN 199) also includes the dashboard, limited to 3 banks.
Does the CSV export fit Polish bookkeeping?
Yes. Ready-made CSV templates for: systim, inFakt, wFirma, Fakturownia, Comarch Optima. Your accountant imports the file in one click — no manual re-entry. The format is aligned with Polish accounting firm practice.

See your company's cash flow tomorrow morning

14 days free. No credit card. Connecting your banks takes roughly 90 seconds.

Start 14-day trial Book a demo (15 min)
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