AI bookkeeping for a JDG

Your business in order all year.Figures ready when you settle up.

Issue an invoice in a minute, take a photo of a receipt: Lisa records it. Invoices, payments and expenses sit in one place, and you settle with the tax office and ZUS from documents already in order. For a JDG (a sole trader's business) on the ryczałt, the skala podatkowa or the podatek liniowy.

Free, no payment card needed.

You know your work. It's everything else that weighs.

“Receipts end up in my pocket, invoices in my inbox.”

One photo or one PDF, and the expense is recorded with its document.

Recording an expense

“Who has paid me? How much do clients still owe me?”

Every invoice with its payment: you see straight away who hasn't paid yet.

Invoices and payments

“A deadline is coming and I don't know where to start.”

Your invoices and expenses always at hand, and Lisa explaining the rules in plain words.

Before you settle up
Expenses

One photo, and the expense is recorded.

Take a photo of a receipt from the petrol station or the stationer's, upload the PDF of a purchase invoice or forward it from your inbox. Lisa reads the supplier, date, amount and VAT, and suggests a category.

You check, you confirm, and the document stays with the expense. On the skala and the liniowy a documented expense lowers your income; on the ryczałt it doesn't reduce the tax, but it shows what you really keep.

  • Receipts and purchase invoices, from a photo, a PDF or an email
  • Supplier, date, amount and VAT read for you
  • The same file is never recorded twice
App preview · an expense just read
Read by Lisa
SupplierPapiernik Nowak
Date12 Sept
Total123,00 zł
VAT 23%23,00 zł
CategoryOffice supplies
Invoices and payments

An invoice in a minute. And you know when it's paid.

Issue an invoice with the buyer's details, the VAT rate or the exemption note. BravoLisa records it and sends it to your client as a PDF. Upload your bank statement: its lines become payments, and you see which invoices are still waiting to be paid.

KSeF support is planned. When the KSeF obligation covers you, you issue invoices to businesses, foreign ones included, in KSeF, for example in the free Aplikacja Podatnika KSeF.

  • Sales invoices created and sent as PDF
  • Payments from your bank statement
  • Who hasn't paid yet, at a glance
App preview · an invoice ready to send
Invoice
BuyerAnna Wiśniewska
NumberFV 7/09/2026
Issue date18 Sept
Total due1 200,00 zł
SendingPDF, by email
Lisa AI

Ask in your own words. Lisa answers about your documents.

Lisa knows the rules of the ryczałt, the skala, the liniowy, VAT and ZUS, and she reads your invoices, expenses and payments. Ask “can I deduct this laptop on the ryczałt?” and she answers about your invoice, not with an article.

Write to her in the language you prefer, English or Ukrainian included. From her answer you go straight to the invoice in question.

  • Answers based on your own documents
  • The rules explained in plain words, in your language
  • From the answer straight to the invoice
Chat
Can I deduct this laptop on the ryczałt?

Not from income tax: on the ryczałt the tax is worked out on revenue, so expenses don't lower it. If you are an active VAT payer, you can deduct the 920,00 zł of VAT on the 4 920,00 zł invoice.

Ask Lisa…

Lisa is AI and can make mistakes. She is no substitute for tax advice.

Settling up

When a deadline comes, the documents are already in place.

Since the start of the year you see how many invoices were issued, how many have been paid and how many expenses have their document. Every invoice is in złoty, as it was issued, with its document beside it.

BravoLisa does not keep the KPiR or the revenue record (ewidencja przychodów) yet, and files no PIT or JPK. You or your accounting office settle up from documents that are already in order.

  • The whole year's invoices and expenses in one place
  • Every entry with its document
  • Guides to ZUS, the ryczałt and deadlines
App preview · the year in numbers
Year to date
Invoices issued52
Paid50
Unpaid2
Expenses with a document138
BravoLisa Knowledge

The rules for a JDG, explained properly.

ZUS, the ryczałt, VAT, KSeF and the PIT return: practical guides for a sole trader's business, based on biznes.gov.pl, podatki.gov.pl and zus.pl.

Frequently asked questions

Is BravoLisa really free?

Yes. In Poland BravoLisa offers the Free plan: you issue invoices as PDF, record payments and expenses, and Lisa reads your documents and answers your questions, at no cost and with no payment card.

Will BravoLisa settle my ZUS and PIT for me?

Not yet. BravoLisa does not calculate ZUS contributions, keeps no KPiR or revenue record, and files no PIT return or JPK file. It keeps in order the invoices, payments and expenses those settlements start from, each with its document. Settlements for Poland are planned.

Can I issue invoices in KSeF with BravoLisa?

Not yet. BravoLisa creates and records sales and purchase invoices and sends them as PDF, but it does not connect to the Krajowy System e-Faktur: that is planned. When the KSeF obligation covers you, you issue invoices to businesses, foreign ones included, in KSeF, for example in the free Aplikacja Podatnika KSeF.

Does BravoLisa replace an accounting office?

No. BravoLisa is software with an AI bookkeeping assistant, not an accounting office or a tax adviser. Lisa applies the rules to your documents and shows where the figures come from, but she can make mistakes and gives no tax advice: about your own situation, speak to an accounting office or a tax adviser. If you already have one, you bring them documents in order.

Which language can I write to Lisa in?

Whichever you prefer: Polish, English, Ukrainian or another language. Lisa answers in the same language and explains the Polish rules in plain words.

Can I start before I set up my JDG?

Yes. The guides explain how to set up a JDG and choose a form of taxation, and the account is free: create it whenever you like and record your documents from the first day of business.

Start with your first invoice.

Create your free account, issue your first invoice and ask Lisa the first thing you want to know.

Free, no payment card needed.

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