Bank statements
The bank connects directly. Nobody downloads or forwards PDFs at the end of the month.
Online pre-accounting for Romania
Close the month without chasing documents.
Invoices from SPV, bank transactions over PSD2, and export to your accounting software — SAGA, WinMentor, SmartBill or Hamorsoft — without the document chase.
Connected to ANAF, the banks and four accounting programs
Current month
Brutăria Veche SRL
3 of 4 arrived without being asked for
3/4
Arrived on their own
- ANAF
e-Factura invoices
24 synced from SPV
- PSD2
Bank statement
Synced over PSD2
- OCR
Fuel receipts
3 extracted, waiting for review
Still has to be requested
- Request document
Cash register Z-report
Required monthly for your activity
Export unlocks once the list is complete
We track the legislation and request the documents. You confirm.
The month closes in its final days because until then you are chasing documents and checking what the law changed again. Those are exactly the two things we take over — the third, filing, stays with you.
2 of 3 steps no longer depend on you
Chasing the documents
Emails and WhatsApp messages to every client to gather what is missing. With no shared list you ask twice, and something is still left out.
Taken over: the requests go out on their own, you confirm
Keeping up with the law
It changes often, and every change has to be read, turned into consequences for each client, and passed on.
Taken over: watched automatically, with the affected clients listed
Preparing the returns
Each return has its own list of inputs, and they arrive across the month. With all of them present and checkable, what remains is checking and filing.
Prepared by us: the inputs are complete; checking and filing stay with you
Next month
Two of the three steps stop depending on you. What remains is the accounting itself — and your client count is no longer capped by how much chasing fits into a month.
And the client does none of it
Downloading from e-Factura
Invoices arrive from SPV on their own. The client never opens the ANAF portal to look for them.
The things usually forgotten
Cash registers, card terminals and HR paperwork are requested on time, not discovered missing at the end.
End-of-month uncertainty
A confirmation list shows exactly what is still missing before the month closes.
A clear flow, from document to export
Four steps. Data arrives on its own, you check once, then it leaves for your software.
Collect
AutomaticClients see a monthly list tailored to their activity and upload exactly the documents they need.
- e-Factura invoices from SPV
- Bank transactions (PSD2)
- Photos of receipts and documents
- Z reports from cash registers
- Timesheets, medical leave, contract amendments
Synchronize and extract
Automatice-Factura invoices, bank transactions, and uploaded documents enter one workflow.
- Data extraction
- Ledger account from rule
- Bank matching
- Duplicate detection
Review
You decideAI prepares the data, while the pre-accountant validates it against the original document.
- Split-screen review
- Correct and approve
Export to your accounting software
AutomaticOnce approved, the data is packaged for SAGA, WinMentor, SmartBill or Hamorsoft.
- Export to accounting software
- Declarations as tasks
Arrives automatically
State
ANAF e-FacturaSPV
The ANAF portal, on the client’s certificate
Banks (PSD2)
Romania's banks
PSD2 connection, read-only, with the client's consent
From the client
WhatsAppPortal
From a phone or the portal, at any time
Aperta Sync
Validation, coding and bank matching
Leaves structured
Accounting software
- SAGA
- WinMentor
- SmartBill
- Hamorsoft
Invoices between clients on the network
When supplier and buyer are both with us, the invoice appears for the buyer the moment it is issued, and the official ANAF copy completes it without creating a duplicate.
The screens where the work happens
Five screens, each running exactly the work it does. Nothing is sped up, and nothing is frozen on a flattering frame.
1 / 3Inside the client's workspace
Document validation
The original document on the left, extracted data on the right. The pre-accountant corrects in the form and approves; the ledger account comes from the learned rule.
- 1The document enters the queue and is read
- 2The ledger account comes from the learned rule
- 3You approve, and the next document loads
app.aperta-sync.com/workspace/brutaria-veche/validate
Search⌘K
Document 3 of 3
MOARA SOMEȘUL SRL
38112904 · J12/1184/2017
Factură
MS 118
Cumpărător
BRUTĂRIA VECHE SRL
RO14882301
Data emiterii
09.07.2026
| Denumire | Cant. | Preț | Valoare |
|---|---|---|---|
| Făină tip 650 | 1.200 kg | 3,48 | 4.176,00 |
Total fără TVA4.176,00
TVA 0%0,00
TOTAL4.176,00 RON
2 / 3Inside the client's workspace
Bank reconciliation
Bank transaction on the left, extracted data on the right. The confidence score and match type (including 1:N) are visible before approval, and the ledger account comes from the learned rule.
- 1The engine proposes documents for each transaction
- 2Every proposal says why it matched
- 3The transfer covering four invoices waits for your confirmation
app.aperta-sync.com/workspace/brutaria-veche/reconciliation
Search⌘K
Reconciliation
All matchedBank transactions
Documents to connect
4Invoices proposed for the selected transaction.
- 1:NFactură achiziție88%
DED 88214
DEDEMAN SRL · 27.06.2026
2.410,00 RON
Același furnizor, în termenul de plată. Suma singură nu acoperă transferul.
- 1:NFactură achiziție85%
DED 88377
DEDEMAN SRL · 29.06.2026
1.980,00 RON
Același furnizor. Împreună cu DED 88214 se apropie de suma transferului.
- 1:NFactură achiziție79%
DED 88401
DEDEMAN SRL · 01.07.2026
1.620,00 RON
Emisă cu două zile înainte de transfer, neachitată la data plății.
- 1:NFactură achiziție71%
DED 88455
DEDEMAN SRL · 02.07.2026
730,00 RON
Completează exact diferența rămasă din transfer. Confirmă tu gruparea.
Decision
- Transaction
- -6.740,00 RON
- Selected documents
- 6.740,00 RON
- Difference
- 0,00 RON
Approved
3 / 3In the firm view
Portfolio
Every client in one queue, sorted by what needs attention: missing documents, items to review, months ready to export.
- 1Every client carries its own month state
- 2The states advance as the month closes
- 3The figures on top are derived from the table, not kept beside it
app.aperta-sync.com/accountant/portfolio
Search⌘K
Portfolio
Active clients
32
Finalized
10
Needs attention
0
Avg progress
100%
| Client / issue | Deadline | Status | |
|---|---|---|---|
Brutăria Veche SRL RO14882301 | 21 days | Ready | Open |
Auto Service Miron RO28841190 | 21 days | Ready | Open |
Verde Design SRL RO41120884 | 21 days | Ready | Open |
Transport Ilie SRL RO33907712 | 21 days | Ready | Open |
See at once which of your clients a change reaches
The assistant searches the legislation and answers with the article it cites. It can also query your real workspace data — documents, transactions, deadlines — in whichever language you ask.
Assistant
Searches the legislation and the workspace data
— for July’s : is from a supplier not registered for VAT, and is missing. How do I treat the invoice in the return, and what do we risk if we file without the Z report?
The invoice is reported, just not in the same section. The tax number on has no RO prefix, so the supplier was not registered for VAT on the issue date: the purchase belongs under transactions with unregistered persons, and deductible VAT is zero — there is nothing to deduct from an invoice that carries no tax.
The missing Z report is the more serious problem. is required for every working day, and without it the takings for 14 July are undocumented. The monthly total you declare will not match what the register shows, and the gap stays visible under an audit.
Recommendation: do not file until the Z report arrives. The request to the client for the missing day is already prepared, and the invoice is flagged so you can check the supplier’s status in the ANAF register as at 14.07.2026. Confirming the treatment stays with you — I only show what the text says and what is missing.
In the question, @ points at a client, # at a document and ! at a task. Click any of them, or a citation number, to see what is behind it.
Answers carry citations
Every claim comes with the act, the article it cites and an excerpt from the text, alongside the match score.
It can see your data
It can list the workspace documents, bank transactions, employees, POS registers and deadlines.
Replies in your language
Romanian, Hungarian or English, detected automatically from the question.
Only what you may see
Questions are scoped to the workspaces your account actually has access to.
Which accounting software do you use?
Pick your program and see exactly what you get on export.
- Available now
- In development
- Not offered by the program
| Capability | SAGAXML | SmartBillREST API | WinMentorTXT / XML / API | HamorSoftDBF / CSV |
|---|---|---|---|---|
| Invoices with line detailSupplier, number, dates, amounts and VAT, on every line | Available now | Available now | Available now | Available now |
| Ledger account on every lineThe coding learned from your approvals travels with the invoice | Available now | Not offered by the program | In development | In development |
| Matched receipts and paymentsApproved bank matches leave as settlement documents | Available now | In development | In development | In development |
| Suppliers and customersNew partners are created in the program, not by hand | In development | In development | In development | In development |
| Direct push over APINo file to download and import by hand | Not offered by the program | In development | In development | Not offered by the program |
| Unattended importScheduled or through a watched folder, at any hour | Not offered by the program | In development | In development | In development |
Anything marked "in development" is accepted by the program but not yet built on our side. The table is updated as each one ships.
A fitting experience for every role
Accounting firms
Coordinate the portfolio, team, and monthly workflow from one place.
- Urgent queue across the whole portfolio
- Granular roles and access, with cover during holidays
- Immutable audit log of approvals and deletions
- Cost control: hard cap or permitted overage
Pre-accountants
Review extracted data quickly while keeping the final decision in human hands.
- Split-screen validation with the original document beside it
- Firm-wide rule engine: vendor to ledger account
- An assistant that cites the article instead of inventing it
Clients
Send documents, invoices, and information their accountant needs without chaotic message threads.
- Monthly checklist generated automatically from activity
- Upload from phone or from desktop
- Several companies from a single account
- Reopen requests for documents that arrive late
What leaves the month, and what that is worth in hours
Firms rank legislative change first: completing, collecting and submitting the paperwork each change demands, for every client it reaches. It is also why working ahead is impossible. Below is what that comes to at your portfolio — move the sliders to your own reality.
What you stop doing
- Messages sent one at a time for every missing document
- Downloading invoices from SPV and statements from the bank
- Working out by hand which clients a legislative change reaches
- Typing in the data from every receipt and invoice
What stays with you
- The treatment decisions, on the documents that are flagged
- Confirming the matches the engine cannot close on its own
- Preparing and submitting the returns
An estimate for your portfolio
Clients20
1200
Documents / client / month40
5200
Legislative changes / year12
124
Every figure is hours per month across the whole portfolio, not per client.
Chasing missing documentsAutomatic requests
20 clients × 30 min
Today10h
With Aperta Sync3h
Saved+7h
Keying the documents inAI extraction
800 documents × 2 min
Today26.7h
With Aperta Sync5.3h
Saved+21.4h
Coding and preparing the exportLearned rule
800 documents × 1.5 min
Today20h
With Aperta Sync3h
Saved+17h
Matching transactions to invoicesSemantic matching
480 transactions × 1.5 min
Today12h
With Aperta Sync3h
Saved+9h
Reading the change and working out who it reachesLegislation watcher
1 changes × 180 min
Today3h
With Aperta Sync0.9h
Saved+2.1h
The paperwork a change demands, per affected clientCompliance packs
12 affected clients × 40 min
Today8h
With Aperta Sync3.6h
Saved+4.4h
Gathering and checking what the returns needReadiness view
20 clients × 45 min
Today15h
With Aperta Sync7.5h
Saved+7.5h
| Activity | Today | With Aperta Sync | Saved |
|---|---|---|---|
| Chasing missing documents20 clients × 30 minAutomatic requests | 10 | 3 | 7 |
| Keying the documents in800 documents × 2 minAI extraction | 26.7 | 5.3 | 21.4 |
| Coding and preparing the export800 documents × 1.5 minLearned rule | 20 | 3 | 17 |
| Matching transactions to invoices480 transactions × 1.5 minSemantic matching | 12 | 3 | 9 |
| Reading the change and working out who it reaches1 changes × 180 minLegislation watcher | 3 | 0.9 | 2.1 |
| The paperwork a change demands, per affected client12 affected clients × 40 minCompliance packs | 8 | 3.6 | 4.4 |
| Gathering and checking what the returns need20 clients × 45 minReadiness view | 15 | 7.5 | 7.5 |
Today, in total
94.7h/month
Hours the firm gets back≈ 0.4× full-time equivalent
68.4h/month
Data entry is sometimes the client and sometimes the firm — which is why we ask, and why it is shown on its own. Coding, bank matching, the export and the returns stay the firm’s work either way.The plan that fits
Pro — Automation Engine
€199 / month · €2.9 per hour saved
How we calculated thisEvery figure is hours per month across the whole portfolio, not per client.
- 30 min per client per month chasing documents; we take over 70%.
- 2 min to key in one document; we take over 80%.
- 1.5 min per document to code it and prepare the export; we take over 85%.
- 1.5 min per bank transaction, at 0.6 transactions per document; we take over 75%.
- 3 hours per change to read it and work out who it reaches; we take over 70%.
- A change reaches about 60% of the portfolio, and each affected client means 40 min of completing, collecting and submitting; we take over 55% — the preparing and the tracking, never the submitting.
- 45 min per client per month on what the returns need; we take over 50%.
We have no measured customer data yet. The rates are our own estimates; we publish them so you can check the arithmetic and hold it against your own month.
The model is linear: it assumes the same effort per document whatever the size of the portfolio. A firm with many dozens of clients already has some of this solved, so at the top of the range these figures are a ceiling rather than a promise.
Clear pricing for the size of your portfolio.
Starter
€49
per month, per firm
- clients
- 10
- AI pages / month
- 500
- Up to 10 clients
- 500 AI pages / month
- ANAF OAuth integration
- Email support
Pro — Automation Engine
Recommended€199
per month, per firm
- clients
- 100
- AI pages / month
- 5,000
- Up to 100 clients
- 5,000 AI pages / month
- AI OCR processing
- Export to SAGA, WinMentor, SmartBill, Hamorsoft
- ANAF + SmartBill connectors
- Priority support
Enterprise
€499
per month, per firm
- clients
- Unlimited
- AI pages / month
- 25,000
- Unlimited clients
- 25,000 AI pages / month
- All bank and invoicing connectors
- Dedicated account manager
- SLA guarantee
Included in every plan
- EU AI Act aligned
- Zero data retention
- AES-256 encryption
- Audit log
In active development
Launching soon · Early access for pilot firms
Aperta Sync is in final testing calibrated against Romanian accounting workflows. Requesting early access provides priority onboarding and direct guidance through your first monthly close.
Development milestones
- Completed
ANAF SPV & PSD2 Banking Connections
Automated e-Factura and bank statement retrieval
- In testing
Pre-accounting Engine & OCR Pipeline
Document recognition and supplier account mapping
- Calibrating
SAGA, WinMentor, SmartBill Export Formats
Validation of import formats and posting rules
- Coming soon — Q2 2026
Public Launch & Open Registration
General availability for all accounting firms
Frequently asked questions
Everything you need to know about software integrations, daily workflows, and data security.
Guided onboardingNo credit card requiredSAGA compatible
Have a specific question?
Talk directly with our team to see how Aperta Sync fits your accounting firm's workflow.
[email protected]Contact team
Documents also arrive over WhatsApp: the client photographs the receipt and sends it to the firm's number, and from there it enters the same flow. The portal stays for clients who employ a pre-accountant, but it is required of nobody.
e-Factura brings domestic B2B invoices as XML. It does not bring the ledger account, the bank match, the Z reports from cash registers, the HR paperwork, foreign suppliers — or the list of clients a legislative change happens to touch.
Yes. The export has four targets: SAGA, SmartBill, WinMentor and Hamorsoft. Ledger accounts and settlements travel with the SAGA export today and are in development for the other three. The table above shows exactly what is ready and what is not.
The accountant, exactly as before — which is why nothing moves on without approval. The original document sits beside the extracted data, and every approval and deletion stays in the audit log.
No, and it is not planned. We stop at data prepared for the bookkeeping program: collection, reading, coding, bank matching and export. You still produce the returns yourselves, from your own program.
The national ID number is encrypted at the moment it is read, and revealing it is an audited action. The compliance documentation — DPIA, DPA and the sub-processor list — is available on request.