{"id":10883,"date":"2025-11-06T14:40:43","date_gmt":"2025-11-06T13:40:43","guid":{"rendered":"https:\/\/prosteit.pl\/?p=10883"},"modified":"2026-01-16T10:32:50","modified_gmt":"2026-01-16T09:32:50","slug":"comarch-optima-for-companies","status":"publish","type":"post","link":"https:\/\/prosteit.pl\/en\/comarch-optima-for-companies\/","title":{"rendered":"Comarch Optima \u2013 What is it, Cloud, CRM, and Pricing. A Guide for Businesses"},"content":{"rendered":"<div data-elementor-type=\"wp-post\" data-elementor-id=\"10883\" class=\"elementor elementor-10883\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-section elementor-top-section elementor-element elementor-element-754a204 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"754a204\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;ekit_has_onepagescroll_dot&quot;:&quot;yes&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-181fa4f\" data-id=\"181fa4f\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-2fb5057d elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"2fb5057d\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p data-start=\"293\" data-end=\"813\">When your accounting firm serves dozens of clients, every day begins to resemble a game of Tetris \u2013 data, documents, and deadlines must align perfectly for everything to work. In practice, it&#039;s no longer just about accounting invoices, but also about teamwork organization, data security, and real-time client collaboration. This is where the real-time Tetris game comes into play. <strong data-start=\"667\" data-end=\"689\">Comarch ERP Optima<\/strong> \u2013 one of the most popular tools in Poland for comprehensive accounting and human resources management in accounting offices.<\/p><p data-start=\"815\" data-end=\"1238\">Optima combines financial and accounting, HR and payroll, sales, and CRM modules that work together like a well-coordinated team. The program automates processes, ensures compliance with current regulations, and allows for cloud-based or on-premises work, depending on your needs and office infrastructure. This allows your team to focus on what matters most: customer service, not paperwork or system updates.<\/p><p data-start=\"1240\" data-end=\"1605\">Accounting firms in the Masovia region are increasingly using this solution \u2013 both in Warsaw and in surrounding towns such as Pruszk\u00f3w, Stare Babice, and Grodzisk Mazowiecki. They share one goal: streamlining daily work and ensuring secure access to data from anywhere, even when working remotely.<\/p><p data-start=\"1607\" data-end=\"1975\">If you are wondering, <strong data-start=\"1631\" data-end=\"1699\">Is Comarch Optima a solution for your accounting office?<\/strong>, this article will help you explore its capabilities step by step \u2013 from modules and the cloud, through licensing and integration, to practical implementation aspects. We provide comprehensive support throughout the process \u2013 from needs analysis, through configuration, to system launch and user support.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-539218a elementor-widget elementor-widget-image\" data-id=\"539218a\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"1080\" height=\"900\" src=\"https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/Co-to-jest-comarch-erp-optima-1.webp\" class=\"attachment-full size-full wp-image-10890\" alt=\"What is Comarch Optima? IT services for companies in Warsaw\" srcset=\"https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/Co-to-jest-comarch-erp-optima-1.webp 1080w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/Co-to-jest-comarch-erp-optima-1-300x250.webp 300w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/Co-to-jest-comarch-erp-optima-1-1024x853.webp 1024w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/Co-to-jest-comarch-erp-optima-1-768x640.webp 768w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/Co-to-jest-comarch-erp-optima-1-14x12.webp 14w\" sizes=\"(max-width: 1080px) 100vw, 1080px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-020273b elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"020273b\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-section elementor-top-section elementor-element elementor-element-f285af3 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"f285af3\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;ekit_has_onepagescroll_dot&quot;:&quot;yes&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-6899064\" data-id=\"6899064\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-fe5a61f elementor-widget__width-initial no-bold elementor-widget elementor-widget-text-editor\" data-id=\"fe5a61f\" data-element_type=\"widget\" data-e-type=\"widget\" id=\"wireguard-vpn-dla-firm\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2 data-start=\"260\" data-end=\"325\">What is Comarch ERP Optima (modules and implementation variants)<\/h2><p data-start=\"327\" data-end=\"790\"><strong data-start=\"327\" data-end=\"349\"><a href=\"https:\/\/prosteit.pl\/en\/it-services\/program-support\/comarch-optima-problem-solving\/\">Comarch ERP Optima<\/a><\/strong> It&#039;s a comprehensive yet intuitive ERP (Enterprise Resource Planning) system\u2014software that allows you to manage all company processes from a single location. In practice, this means an accounting firm can manage accounting, HR, invoicing, inventory, and customer relations without the need to use multiple programs. Everything operates within a single ecosystem, and data is automatically linked between modules.<\/p><p data-start=\"792\" data-end=\"1147\">Optima was created for small and medium-sized businesses and accounting firms that need a solution that is up-to-date, secure, and ready for multi-company operation. The system can be installed <strong data-start=\"1016\" data-end=\"1028\">locally<\/strong> (on office computers) or act <strong data-start=\"1068\" data-end=\"1089\">in the Comarch cloud<\/strong>, which gives you flexible access to data from anywhere.<\/p><h3 data-start=\"1154\" data-end=\"1200\">Key modules for accounting offices<\/h3><p data-start=\"1202\" data-end=\"1372\">Comarch Optima is modular, meaning you can choose only the components you truly need. Here are the most important ones from an accounting firm&#039;s perspective:<\/p><ul data-start=\"1374\" data-end=\"2640\"><li data-start=\"1374\" data-end=\"1639\"><p data-start=\"1376\" data-end=\"1639\"><strong data-start=\"1376\" data-end=\"1402\"><span style=\"text-align: justify;\">\u2022\u00a0<\/span>Trading Book \/ KPiR<\/strong> \u2013 supports full accounting, revenue records, fixed assets, VAT records, and electronic declarations. The system automatically updates itself in line with new regulations, eliminating the need for the team to keep track of every legal change.<\/p><\/li><li data-start=\"1640\" data-end=\"1884\"><p data-start=\"1642\" data-end=\"1884\"><strong data-start=\"1642\" data-end=\"1680\"><span style=\"text-align: justify;\">\u2022\u00a0<\/span>HR and Payroll \/ HR and Payroll Plus<\/strong> \u2013 Maintaining employee records, calculating payroll, social security (ZUS), and personal income tax (PIT), as well as exporting data to P\u0142atnik. The &quot;Plus&quot; version adds settlement of civil law contracts and more complex HR configurations.<\/p><\/li><li data-start=\"1885\" data-end=\"2100\"><p data-start=\"1887\" data-end=\"2100\"><strong data-start=\"1887\" data-end=\"1907\"><span style=\"text-align: justify;\">\u2022\u00a0<\/span>Trade and Invoices<\/strong> \u2013 issuing invoices, corrections, receipts, and warehouse documents. For accounting offices, it&#039;s important that data from the client&#039;s sales module can be automatically imported into accounting.<\/p><\/li><li data-start=\"2101\" data-end=\"2302\"><p data-start=\"2103\" data-end=\"2302\"><strong data-start=\"2103\" data-end=\"2110\"><span style=\"text-align: justify;\">\u2022\u00a0<\/span>CRM<\/strong> \u2013 a module for managing customer contacts, tasks, and reminders. It helps organize communication and monitor order status, especially when managing a large number of companies.<\/p><\/li><li data-start=\"2303\" data-end=\"2461\"><p data-start=\"2305\" data-end=\"2461\"><strong data-start=\"2305\" data-end=\"2335\"><span style=\"text-align: justify;\">\u2022\u00a0<\/span>BI (Business Intelligence)<\/strong> \u2013 analyses and reports based on system data. Facilitates monitoring the health of office clients and controlling employee workloads.<\/p><\/li><li data-start=\"2462\" data-end=\"2640\"><p data-start=\"2464\" data-end=\"2640\"><strong data-start=\"2464\" data-end=\"2490\"><span style=\"text-align: justify;\">\u2022\u00a0<\/span>Document management (DMS)<\/strong> \u2013 enables the digital flow of invoices and contracts within a team. This module is increasingly chosen by offices transitioning to full digitalization.<\/p><\/li><\/ul><p data-start=\"2642\" data-end=\"2925\">The heart of the system for accounting offices is also the function <strong data-start=\"2696\" data-end=\"2723\">multi-company operations<\/strong> \u2013 it allows for the execution of batch tasks (e.g., accounting, declarations, reports) for multiple clients simultaneously. This saves the team many hours each month by eliminating repetitive tasks.<\/p><h3 data-start=\"2932\" data-end=\"2981\">Deployment options: local or cloud<\/h3><p data-start=\"2983\" data-end=\"3154\">Comarch Optima can operate in two variants \u2013 <strong data-start=\"3032\" data-end=\"3054\">local installation<\/strong> and <strong data-start=\"3057\" data-end=\"3092\">cloud version (Optima Cloud)<\/strong>Both have their advantages and work well in different situations.<\/p><p data-start=\"3156\" data-end=\"3409\"><strong data-start=\"3156\" data-end=\"3191\">1. On-premises version<\/strong><br data-start=\"3191\" data-end=\"3194\" \/>This is a traditional model in which the program is installed on a computer or server in the office. It works well for companies with their own IT infrastructure or where data must be stored exclusively locally.<br data-start=\"3397\" data-end=\"3400\" \/>Advantages:<\/p><ul data-start=\"3410\" data-end=\"3685\"><li data-start=\"3410\" data-end=\"3463\"><p data-start=\"3412\" data-end=\"3463\"><span style=\"text-align: justify; font-weight: 600;\">\u2022\u00a0<\/span>full control over the server and backups,<\/p><\/li><li data-start=\"3464\" data-end=\"3504\"><p data-start=\"3466\" data-end=\"3504\"><span style=\"text-align: justify; font-weight: 600;\">\u2022\u00a0<\/span>no fixed subscription costs,<\/p><\/li><li data-start=\"3505\" data-end=\"3545\"><p data-start=\"3507\" data-end=\"3545\"><span style=\"text-align: justify; font-weight: 600;\">\u2022\u00a0<\/span>ability to work offline.<\/p><\/li><li data-start=\"3505\" data-end=\"3545\"><p data-start=\"3507\" data-end=\"3545\">Challenges:<\/p><\/li><li data-start=\"3546\" data-end=\"3607\"><p data-start=\"3548\" data-end=\"3607\"><span style=\"text-align: justify; font-weight: 600;\">\u2022\u00a0<\/span>the need for manual updates and backups,<\/p><\/li><li data-start=\"3608\" data-end=\"3638\"><p data-start=\"3610\" data-end=\"3638\"><span style=\"text-align: justify; font-weight: 600;\">\u2022\u00a0<\/span>limited remote access,<\/p><\/li><li data-start=\"3639\" data-end=\"3685\"><p data-start=\"3641\" data-end=\"3685\"><span style=\"text-align: justify; font-weight: 600;\">\u2022\u00a0<\/span>higher initial hardware and licensing costs.<\/p><\/li><\/ul><p data-start=\"3687\" data-end=\"4002\"><strong data-start=\"3687\" data-end=\"3736\">2. Cloud version (Comarch Optima in the cloud)<\/strong><br data-start=\"3736\" data-end=\"3739\" \/>Here, the program runs on Comarch servers, and users log in online. This solution is increasingly being chosen by accounting firms in Warsaw, Pruszk\u00f3w, and Grodzisk Mazowiecki that operate in a hybrid or remote model.<\/p><p data-start=\"3687\" data-end=\"4002\">Advantages:<\/p><ul data-start=\"4003\" data-end=\"4368\"><li data-start=\"4003\" data-end=\"4051\"><p data-start=\"4005\" data-end=\"4051\"><span style=\"text-align: justify; font-weight: 600;\">\u2022\u00a0<\/span>24\/7 access to the program from anywhere,<\/p><\/li><li data-start=\"4052\" data-end=\"4105\"><p data-start=\"4054\" data-end=\"4105\"><span style=\"text-align: justify; font-weight: 600;\">\u2022\u00a0<\/span>automatic updates and backups,<\/p><\/li><li data-start=\"4106\" data-end=\"4144\"><p data-start=\"4108\" data-end=\"4144\"><span style=\"text-align: justify; font-weight: 600;\">\u2022\u00a0<\/span>no need to invest in a server,<\/p><\/li><li data-start=\"4145\" data-end=\"4219\"><p data-start=\"4147\" data-end=\"4219\"><span style=\"text-align: justify; font-weight: 600;\">\u2022\u00a0<\/span>subscription billing model (easier to plan).<\/p><\/li><li data-start=\"4145\" data-end=\"4219\"><p data-start=\"4147\" data-end=\"4219\">Challenges:<\/p><\/li><li data-start=\"4220\" data-end=\"4262\"><p data-start=\"4222\" data-end=\"4262\"><span style=\"text-align: justify; font-weight: 600;\">\u2022\u00a0<\/span>requires a stable internet connection,<\/p><\/li><li data-start=\"4263\" data-end=\"4368\"><p data-start=\"4265\" data-end=\"4368\"><span style=\"text-align: justify; font-weight: 600;\">\u2022\u00a0<\/span>the data is located on an external infrastructure (which is a formal limitation for some companies).<\/p><\/li><\/ul><p data-start=\"4370\" data-end=\"4680\">Both models are being developed in parallel, and the choice depends primarily on how the team works and their security and access requirements. In practice, many offices choose <strong data-start=\"4553\" data-end=\"4576\">hybrid approach<\/strong> \u2013 part of the system locally, part in the cloud \u2013 e.g. accounting in-house and customer invoicing in the cloud.<\/p><hr data-start=\"4682\" data-end=\"4685\" \/><p data-start=\"4687\" data-end=\"5022\"><strong data-start=\"4687\" data-end=\"4706\">Worth knowing:<\/strong> The manufacturer offers the option of migrating between versions, so if an office starts with an on-premises installation and then decides to move to the cloud after a year, data can be transferred without losing its history. This is especially useful for growing accounting firms that start with a smaller budget and scale up over time.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4f96e5c elementor-widget elementor-widget-image\" data-id=\"4f96e5c\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"745\" height=\"547\" src=\"https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/comarch-erp-optima.png\" class=\"attachment-full size-full wp-image-10892\" alt=\"Comarch ERP Optima. Implementation for companies, IT services Stare Babice\" srcset=\"https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/comarch-erp-optima.png 745w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/comarch-erp-optima-300x220.png 300w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/comarch-erp-optima-16x12.png 16w\" sizes=\"(max-width: 745px) 100vw, 745px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5d567ea elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"5d567ea\" data-element_type=\"widget\" data-e-type=\"widget\" id=\"ipsec-ikev2-bezpieczenstwo-vpn\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2 data-start=\"276\" data-end=\"315\">Pricing and licensing models<\/h2><p data-start=\"317\" data-end=\"604\">Before you decide to implement Comarch ERP Optima, it is worth knowing the basics <strong data-start=\"396\" data-end=\"422\">licensing models<\/strong> and overall pricing structure. The manufacturer provides a very clear breakdown of costs for individual modules on its website \u2013 from accounting and HR, to commerce, CRM, and BI.<\/p><p data-start=\"606\" data-end=\"902\">Below you can see excerpts from the official <strong data-start=\"652\" data-end=\"688\">tables <a href=\"https:\/\/optima-demo.com.pl\/comarch-optima-cennik\/\" target=\"_blank\" rel=\"noopener\">Comarch Optima price list<\/a><\/strong>, which show the differences between the desktop version (installed locally) and the cloud version (Comarch Optima Cloud). This allows you to easily compare how costs change depending on the selected operating model and modules.<\/p><blockquote data-start=\"904\" data-end=\"1097\"><p data-start=\"906\" data-end=\"1097\"><strong data-start=\"909\" data-end=\"943\">Prices valid as of November 2025<\/strong> \u2013 always check the latest data on the manufacturer&#039;s website:\u00a0<a href=\"https:\/\/optima-demo.com.pl\/comarch-optima-cennik\/\" target=\"_blank\" rel=\"noopener\">https:\/\/optima-demo.com.pl\/comarch-optima-cennik\/<\/a><\/p><\/blockquote><p data-start=\"1099\" data-end=\"1120\">It is worth remembering that:<\/p><ul data-start=\"1121\" data-end=\"1649\"><li data-start=\"1121\" data-end=\"1238\"><p data-start=\"1123\" data-end=\"1238\"><span style=\"text-align: justify; font-weight: 600;\">\u2022\u00a0<\/span>Prices depend on the number of users and the modules you choose (e.g. Trade Book, HR and Payroll, CRM, Trade).<\/p><\/li><li data-start=\"1239\" data-end=\"1378\"><p data-start=\"1241\" data-end=\"1378\"><span style=\"text-align: justify; font-weight: 600;\">\u2022\u00a0<\/span>Version <strong data-start=\"1248\" data-end=\"1275\">cloud (subscription)<\/strong> is billed monthly or annually and includes the server, backups and updates in the price.<\/p><\/li><li data-start=\"1379\" data-end=\"1522\"><p data-start=\"1381\" data-end=\"1522\"><span style=\"text-align: justify; font-weight: 600;\">\u2022\u00a0<\/span>Version <strong data-start=\"1388\" data-end=\"1415\">stationary (perpetual)<\/strong> is a one-time license purchase, but requires your own technical support and manual update management.<\/p><\/li><li data-start=\"1523\" data-end=\"1649\"><p data-start=\"1525\" data-end=\"1649\"><span style=\"text-align: justify; font-weight: 600;\">\u2022\u00a0<\/span>Annual &quot;assistance&quot; (i.e. manufacturer support and access to new versions of the program) usually costs approximately 20 % of the license value.<\/p><\/li><\/ul><p data-start=\"1651\" data-end=\"1883\">In practice, accounting firms most often choose mixed solutions\u2014for example, on-premises accounting modules and cloud-based client invoicing. This model combines the stability of on-site work with the convenience of remote access.<\/p><p data-start=\"1885\" data-end=\"2139\">We encourage you to check out the official screenshots below. <strong data-start=\"1946\" data-end=\"1972\">Comarch Optima price list<\/strong> or visit the manufacturer&#039;s website directly. This is the best way to choose a variant tailored to the scale of your accounting office and the number of clients you serve.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-dfd664b elementor-widget elementor-widget-image-gallery\" data-id=\"dfd664b\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"image-gallery.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-image-gallery\">\n\t\t\t<div id='gallery-1' class='gallery galleryid-10883 gallery-columns-3 gallery-size-full'><figure class='gallery-item'>\n\t\t\t<div class='gallery-icon portrait'>\n\t\t\t\t<a data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-slideshow=\"dfd664b\" data-elementor-lightbox-title=\"Cennik-Comarch-erp-optima-1\" data-e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MTA4OTQsInVybCI6Imh0dHBzOlwvXC9wcm9zdGVpdC5wbFwvd3AtY29udGVudFwvdXBsb2Fkc1wvMjAyNVwvMTFcL0Nlbm5pay1Db21hcmNoLWVycC1vcHRpbWEtMS0xLndlYnAiLCJzbGlkZXNob3ciOiJkZmQ2NjRiIn0%3D\" href=\"https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/Cennik-Comarch-erp-optima-1-1.webp\"><img width=\"1166\" height=\"1654\" src=\"https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/Cennik-Comarch-erp-optima-1-1.webp\" class=\"attachment-full size-full\" alt=\"Comarch Optima price list\" decoding=\"async\" srcset=\"https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/Cennik-Comarch-erp-optima-1-1.webp 1166w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/Cennik-Comarch-erp-optima-1-1-211x300.webp 211w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/Cennik-Comarch-erp-optima-1-1-722x1024.webp 722w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/Cennik-Comarch-erp-optima-1-1-768x1089.webp 768w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/Cennik-Comarch-erp-optima-1-1-1083x1536.webp 1083w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/Cennik-Comarch-erp-optima-1-1-8x12.webp 8w\" sizes=\"(max-width: 1166px) 100vw, 1166px\" \/><\/a>\n\t\t\t<\/div><\/figure><figure class='gallery-item'>\n\t\t\t<div class='gallery-icon portrait'>\n\t\t\t\t<a data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-slideshow=\"dfd664b\" data-elementor-lightbox-title=\"Comarch-Optima-cennik\" data-e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MTA4OTUsInVybCI6Imh0dHBzOlwvXC9wcm9zdGVpdC5wbFwvd3AtY29udGVudFwvdXBsb2Fkc1wvMjAyNVwvMTFcL0NvbWFyY2gtT3B0aW1hLWNlbm5pay53ZWJwIiwic2xpZGVzaG93IjoiZGZkNjY0YiJ9\" href=\"https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/Comarch-Optima-cennik.webp\"><img loading=\"lazy\" width=\"1166\" height=\"1654\" src=\"https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/Comarch-Optima-cennik.webp\" class=\"attachment-full size-full\" alt=\"Comarch Optima Prices\" aria-describedby=\"gallery-1-10895\" decoding=\"async\" srcset=\"https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/Comarch-Optima-cennik.webp 1166w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/Comarch-Optima-cennik-211x300.webp 211w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/Comarch-Optima-cennik-722x1024.webp 722w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/Comarch-Optima-cennik-768x1089.webp 768w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/Comarch-Optima-cennik-1083x1536.webp 1083w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/Comarch-Optima-cennik-8x12.webp 8w\" sizes=\"(max-width: 1166px) 100vw, 1166px\" \/><\/a>\n\t\t\t<\/div>\n\t\t\t\t<figcaption class='wp-caption-text gallery-caption' id='gallery-1-10895'>\n\t\t\t\tsource: https:\/\/optima-demo.com.pl\/comarch-optima-cennik\/\n\t\t\t\t<\/figcaption><\/figure><figure class='gallery-item'>\n\t\t\t<div class='gallery-icon portrait'>\n\t\t\t\t<a data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-slideshow=\"dfd664b\" data-elementor-lightbox-title=\"3-strona-1_1\" data-e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MTA4OTYsInVybCI6Imh0dHBzOlwvXC9wcm9zdGVpdC5wbFwvd3AtY29udGVudFwvdXBsb2Fkc1wvMjAyNVwvMTFcLzMtc3Ryb25hLTFfMS53ZWJwIiwic2xpZGVzaG93IjoiZGZkNjY0YiJ9\" href=\"https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/3-strona-1_1.webp\"><img loading=\"lazy\" width=\"1166\" height=\"1654\" src=\"https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/3-strona-1_1.webp\" class=\"attachment-full size-full\" alt=\"\" decoding=\"async\" srcset=\"https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/3-strona-1_1.webp 1166w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/3-strona-1_1-211x300.webp 211w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/3-strona-1_1-722x1024.webp 722w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/3-strona-1_1-768x1089.webp 768w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/3-strona-1_1-1083x1536.webp 1083w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/3-strona-1_1-8x12.webp 8w\" sizes=\"(max-width: 1166px) 100vw, 1166px\" \/><\/a>\n\t\t\t<\/div><\/figure>\n\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9a8feb9 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"9a8feb9\" data-element_type=\"widget\" data-e-type=\"widget\" id=\"openvpn-dojrzalosc-elastycznosc-kontra-zlozonosc\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2 data-start=\"157\" data-end=\"247\">CRM in Comarch Optima: when is it enough and when is it better to use an external system?<\/h2><p data-start=\"249\" data-end=\"531\">Many accounting firms don&#039;t need a sophisticated client relationship management system\u2014a simple way to record contacts, remind deadlines, and track tasks is enough. And it was designed for precisely these applications. <strong data-start=\"494\" data-end=\"528\">CRM module in Comarch ERP Optima<\/strong>.<\/p><h3 data-start=\"533\" data-end=\"563\">What CRM can do in Optima<\/h3><p data-start=\"564\" data-end=\"659\">The CRM module integrates with other parts of the system, so in one place you can:<\/p><ul data-start=\"660\" data-end=\"898\"><li data-start=\"660\" data-end=\"721\"><p data-start=\"662\" data-end=\"721\"><span style=\"text-align: justify; font-weight: 600;\">\u2022\u00a0<\/span>save customer contact details and cooperation history,<\/p><\/li><li data-start=\"722\" data-end=\"769\"><p data-start=\"724\" data-end=\"769\"><span style=\"text-align: justify; font-weight: 600;\">\u2022\u00a0<\/span>assign tasks to specific employees,<\/p><\/li><li data-start=\"770\" data-end=\"825\"><p data-start=\"772\" data-end=\"825\"><span style=\"text-align: justify; font-weight: 600;\">\u2022\u00a0<\/span>plan conversations, meetings or sending documents,<\/p><\/li><li data-start=\"826\" data-end=\"898\"><p data-start=\"828\" data-end=\"898\"><span style=\"text-align: justify; font-weight: 600;\">\u2022\u00a0<\/span>create simple reminder campaigns (e.g. about the deadline for VAT returns).<\/p><\/li><\/ul><p data-start=\"900\" data-end=\"1199\">In combination with the module <strong data-start=\"923\" data-end=\"933\">Trade<\/strong> and <strong data-start=\"936\" data-end=\"947\">Invoices<\/strong> CRM allows you to constantly track which companies are active and which require follow-up or follow-up. This is a sufficient solution for most accounting firms that want basic control over client relationships and timely service.<\/p><h3 data-start=\"1201\" data-end=\"1245\">When is it worth considering external CRM?<\/h3><p data-start=\"1246\" data-end=\"1555\">An external CRM system (e.g. HubSpot, Pipedrive or Livespace) makes sense when the accounting office runs <strong data-start=\"1352\" data-end=\"1402\">active sales or marketing activities<\/strong> \u2013 acquires new customers, analyzes lead sources, sends mailing campaigns and automates the offer process.<br data-start=\"1520\" data-end=\"1523\" \/>Such tools include:<\/p><ul data-start=\"1556\" data-end=\"1762\"><li data-start=\"1556\" data-end=\"1603\"><p data-start=\"1558\" data-end=\"1603\"><span style=\"text-align: justify; font-weight: 600;\">\u2022\u00a0<\/span>extensive sales funnels and reporting,<\/p><\/li><li data-start=\"1604\" data-end=\"1672\"><p data-start=\"1606\" data-end=\"1672\"><span style=\"text-align: justify; font-weight: 600;\">\u2022\u00a0<\/span>integration with social media and mailing systems,<\/p><\/li><li data-start=\"1673\" data-end=\"1715\"><p data-start=\"1675\" data-end=\"1715\"><span style=\"text-align: justify; font-weight: 600;\">\u2022\u00a0<\/span>automatic notifications and workflow,<\/p><\/li><li data-start=\"1716\" data-end=\"1762\"><p data-start=\"1718\" data-end=\"1762\"><span style=\"text-align: justify; font-weight: 600;\">\u2022\u00a0<\/span>analysis of the effectiveness of commercial activities.<\/p><\/li><\/ul><p data-start=\"1764\" data-end=\"2040\">In practice, if your office focuses primarily on serving existing clients, CRM in Comarch Optima will be more than sufficient. However, if you plan to actively develop sales or collaborate with salespeople, it&#039;s worth considering combining Optima with a dedicated CRM system.<\/p><blockquote data-start=\"2042\" data-end=\"2244\"><p data-start=\"2044\" data-end=\"2244\">In subsequent articles, we will take a closer look at popular alternatives \u2013 such as enova365 and Subiekt \u2013 and how they can be integrated with Comarch Optima to create a coherent work environment.<\/p><\/blockquote>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d489e0d elementor-widget elementor-widget-image\" data-id=\"d489e0d\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"1080\" src=\"https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/alternatywy-comarch-optima.webp\" class=\"attachment-full size-full wp-image-10888\" alt=\"Comarch Optima implementation for companies, Where to buy online accounting and HR software?\" srcset=\"https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/alternatywy-comarch-optima.webp 1920w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/alternatywy-comarch-optima-300x169.webp 300w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/alternatywy-comarch-optima-1024x576.webp 1024w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/alternatywy-comarch-optima-768x432.webp 768w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/alternatywy-comarch-optima-1536x864.webp 1536w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/alternatywy-comarch-optima-18x10.webp 18w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-862f106 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"862f106\" data-element_type=\"widget\" data-e-type=\"widget\" id=\"ssl-a-tsl-vpn-co-to\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2 data-start=\"201\" data-end=\"260\">Optima in the Cloud: Security, Access, and Compliance<\/h2><p data-start=\"262\" data-end=\"608\">More and more accounting offices decide to <strong data-start=\"309\" data-end=\"341\">Comarch ERP Optima in the cloud<\/strong>, because this solution allows you to work from anywhere \u2013 in the office, at home, or on the go. For teams dispersed across branches (e.g., Warsaw, Pruszk\u00f3w, Grodzisk Mazowiecki), this is a real convenience and a way to speed up communication between accountants and clients.<\/p><h3 data-start=\"610\" data-end=\"658\">Why accounting offices choose the cloud<\/h3><p data-start=\"659\" data-end=\"959\">The cloud version operates on a subscription model \u2013 you pay for the service without investing in a server or hardware. All updates and backups are performed automatically by Comarch, so you don&#039;t have to worry about installation or regulatory compliance.<br data-start=\"933\" data-end=\"936\" \/>The most important advantages:<\/p><ul data-start=\"960\" data-end=\"1332\"><li data-start=\"960\" data-end=\"1016\"><p data-start=\"962\" data-end=\"1016\"><strong data-start=\"962\" data-end=\"977\"><span style=\"text-align: justify;\">\u2022\u00a0<\/span>24\/7 access<\/strong> from any device with Internet access.<\/p><\/li><li data-start=\"1017\" data-end=\"1134\"><p data-start=\"1019\" data-end=\"1134\"><strong data-start=\"1019\" data-end=\"1044\"><span style=\"text-align: justify;\">\u2022\u00a0<\/span>Data security<\/strong> \u2013 encrypted connections, regular backups, protection in Comarch data centers in Poland.<\/p><\/li><li data-start=\"1135\" data-end=\"1226\"><p data-start=\"1137\" data-end=\"1226\"><strong data-start=\"1137\" data-end=\"1181\"><span style=\"text-align: justify;\">\u2022\u00a0<\/span>Compliance with GDPR and tax regulations<\/strong> \u2013 the manufacturer constantly updates the system.<\/p><\/li><li data-start=\"1227\" data-end=\"1332\"><p data-start=\"1229\" data-end=\"1332\"><strong data-start=\"1229\" data-end=\"1253\"><span style=\"text-align: justify;\">\u2022\u00a0<\/span>Cost flexibility<\/strong> \u2013 you only pay for the modules and number of users you actually use.<\/p><\/li><\/ul><p data-start=\"1334\" data-end=\"1503\">This allows the office to serve clients from different locations without having to transfer files or copies of databases \u2013 everything is available in one environment.<\/p><h3 data-start=\"1505\" data-end=\"1550\">What to pay attention to when choosing a cloud<\/h3><p data-start=\"1551\" data-end=\"1638\">Although the cloud eliminates many technical responsibilities, it is worth remembering a few principles:<\/p><ul data-start=\"1639\" data-end=\"2001\"><li data-start=\"1639\" data-end=\"1711\"><p data-start=\"1641\" data-end=\"1711\"><span style=\"text-align: justify; font-weight: 600;\">\u2022\u00a0<\/span>take care of <strong data-start=\"1650\" data-end=\"1680\">stable internet connection<\/strong> \u2013 this is the key to smooth operation,<\/p><\/li><li data-start=\"1712\" data-end=\"1779\"><p data-start=\"1714\" data-end=\"1779\"><span style=\"text-align: justify; font-weight: 600;\">\u2022\u00a0<\/span>use <strong data-start=\"1721\" data-end=\"1762\">two-factor authentication (2FA)<\/strong> and strong passwords,<\/p><\/li><li data-start=\"1780\" data-end=\"1869\"><p data-start=\"1782\" data-end=\"1869\"><span style=\"text-align: justify; font-weight: 600;\">\u2022\u00a0<\/span>define internal procedures for accessing data (e.g. who can log in from outside the office),<\/p><\/li><li data-start=\"1870\" data-end=\"2001\"><p data-start=\"1872\" data-end=\"2001\"><span style=\"text-align: justify; font-weight: 600;\">\u2022\u00a0<\/span>Before signing the contract, check the provisions regarding <strong data-start=\"1921\" data-end=\"1954\">SLA (Service Level Agreement)<\/strong> \u2013 guaranteed level of service availability.<\/p><\/li><\/ul><p data-start=\"2003\" data-end=\"2237\">In practice, Comarch ensures a high level of security and efficiency \u2013 its data centers meet ISO 27001 standards, and the system is regularly updated. This level of protection would be difficult to replicate in a small office on its own.<\/p><p data-start=\"2239\" data-end=\"2538\">If your accounting office wants to become independent from servers while ensuring compliance with regulations, the Comarch Optima cloud is a solution worth considering.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-df532f0 elementor-widget elementor-widget-image\" data-id=\"df532f0\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1536\" height=\"1024\" src=\"https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/comarch-optima-w-chmurze-futurystyczne-zdjecie.webp\" class=\"attachment-full size-full wp-image-10889\" alt=\"Comarch Optima cloud\" srcset=\"https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/comarch-optima-w-chmurze-futurystyczne-zdjecie.webp 1536w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/comarch-optima-w-chmurze-futurystyczne-zdjecie-300x200.webp 300w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/comarch-optima-w-chmurze-futurystyczne-zdjecie-1024x683.webp 1024w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/comarch-optima-w-chmurze-futurystyczne-zdjecie-768x512.webp 768w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/comarch-optima-w-chmurze-futurystyczne-zdjecie-18x12.webp 18w\" sizes=\"(max-width: 1536px) 100vw, 1536px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ae2bc79 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"ae2bc79\" data-element_type=\"widget\" data-e-type=\"widget\" id=\"fortinet-vpn-fortigate-ssl\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2 data-start=\"246\" data-end=\"318\">Integrations and the ecosystem: what is a must-have in an accounting office<\/h2><p data-start=\"320\" data-end=\"628\">Even the best configured ERP system won&#039;t be effective if everything has to be entered manually. Therefore, one of the greatest advantages <strong data-start=\"471\" data-end=\"493\">Comarch ERP Optima<\/strong> are <strong data-start=\"497\" data-end=\"511\">Integrations<\/strong> \u2013 i.e. connections with <a href=\"https:\/\/prosteit.pl\/en\/it-services\/it-administration\/accounting-system-support-errors\/\">other programs<\/a>, banks and services that automate the daily work of an accounting office.<\/p><p data-start=\"630\" data-end=\"842\">They help avoid double-entry of data, reduce the risk of errors, and shorten customer service time. In practice, a well-integrated environment can save up to several hours of work per day.<\/p><h3 data-start=\"849\" data-end=\"909\">6.1) Integrations that are worth having in an accounting office<\/h3><p data-start=\"911\" data-end=\"1214\"><strong data-start=\"911\" data-end=\"941\">1. Electronic banking<\/strong><br data-start=\"941\" data-end=\"944\" \/>Optima works with most Polish banks (including PKO BP, mBank, Santander, ING, and Pekao). It enables automatic import of statements and matching of payments to invoices. Accounting firms particularly value this feature because it eliminates the need to manually check customer transfers.<\/p><p data-start=\"1216\" data-end=\"1428\"><strong data-start=\"1216\" data-end=\"1236\">2. Payer (ZUS)<\/strong><br data-start=\"1236\" data-end=\"1239\" \/>The HR and Payroll module generates files compatible with the program <strong data-start=\"1293\" data-end=\"1304\">Payer<\/strong>, which allows ZUS documents to be sent directly from the system. This saves time and reduces errors in data export.<\/p><p data-start=\"1430\" data-end=\"1714\"><strong data-start=\"1430\" data-end=\"1455\">3. e-Declarations and JPK<\/strong><br data-start=\"1455\" data-end=\"1458\" \/>Optima automatically creates files <strong data-start=\"1492\" data-end=\"1503\">JPK_VAT<\/strong>, <strong data-start=\"1505\" data-end=\"1515\">JPK_FA<\/strong>, <strong data-start=\"1517\" data-end=\"1528\">JPK_MAG<\/strong> and <strong data-start=\"1531\" data-end=\"1541\">JPK_KR<\/strong>, as well as tax returns (VAT, PIT, CIT), which can be submitted directly to offices online. The system automatically checks the accuracy of the data before sending the document.<\/p><p data-start=\"1716\" data-end=\"2002\"><strong data-start=\"1716\" data-end=\"1758\">4. e-Signature and <a href=\"https:\/\/prosteit.pl\/en\/it-services\/program-support\/installation-of-a-qualified-signature-certum-szafir-kir\/\">qualified certificate<\/a><\/strong><br data-start=\"1758\" data-end=\"1761\" \/>The program supports electronic signatures (Certum, Eurocert, Sigillum, Szafir), allowing you to sign declarations and documents without printing. This is now standard in accounting firms that operate remotely or collaborate with clients online.<\/p><p data-start=\"2004\" data-end=\"2371\"><strong data-start=\"2004\" data-end=\"2028\">5. OCR and Comarch DMS<\/strong><br data-start=\"2028\" data-end=\"2031\" \/>Optima can work with <strong data-start=\"2059\" data-end=\"2074\">Comarch OCR<\/strong> \u2013 a tool for automatic invoice data recognition. Simply scan or email the document, and the data (amounts, Tax Identification Number, dates) is automatically transferred to the accounting system. When combined with the module, <strong data-start=\"2285\" data-end=\"2321\">DMS (Document Management System)<\/strong> This creates a complete electronic document flow.<\/p><p data-start=\"2373\" data-end=\"2663\"><strong data-start=\"2373\" data-end=\"2411\">6. e-Commerce and <a href=\"https:\/\/prosteit.pl\/en\/it-services\/websites-2\/website-creation-2\/\">online stores<\/a><\/strong><br data-start=\"2411\" data-end=\"2414\" \/>For agency clients who sell online, Optima integrates with e-commerce platforms (e.g., WooCommerce, Shoper, PrestaShop). Invoice, order, and payment data can be delivered directly to the system, eliminating manual entry.<\/p><p data-start=\"2665\" data-end=\"2939\"><strong data-start=\"2665\" data-end=\"2703\">7. Courier and warehouse systems<\/strong><br data-start=\"2703\" data-end=\"2706\" \/>Thanks to integration with courier companies (DPD, InPost, DHL), you can generate waybills directly from Optima. This is useful for accounting clients who sell by mail order \u2013 everything stays in one document flow.<\/p><h3 data-start=\"2946\" data-end=\"2998\">6.2) What are the benefits of integration in practice?<\/h3><ul data-start=\"3000\" data-end=\"3436\"><li data-start=\"3000\" data-end=\"3116\"><p data-start=\"3002\" data-end=\"3116\"><strong data-start=\"3002\" data-end=\"3025\"><span style=\"text-align: justify;\">\u2022\u00a0<\/span>Faster accounting<\/strong> \u2013 data comes directly from the bank or OCR, so the accountant does not have to copy invoices.<\/p><\/li><li data-start=\"3117\" data-end=\"3206\"><p data-start=\"3119\" data-end=\"3206\"><strong data-start=\"3119\" data-end=\"3135\"><span style=\"text-align: justify;\">\u2022\u00a0<\/span>Fewer errors<\/strong> \u2013 automation eliminates mistakes in account numbers, tax identification numbers and dates.<\/p><\/li><li data-start=\"3207\" data-end=\"3324\"><p data-start=\"3209\" data-end=\"3324\"><strong data-start=\"3209\" data-end=\"3240\"><span style=\"text-align: justify;\">\u2022\u00a0<\/span>Secure document flow<\/strong> \u2013 electronic signature and DMS ensure compliance with GDPR and tax regulations.<\/p><\/li><li data-start=\"3325\" data-end=\"3436\"><p data-start=\"3327\" data-end=\"3436\"><strong data-start=\"3327\" data-end=\"3354\"><span style=\"text-align: justify;\">\u2022\u00a0<\/span>Greater transparency<\/strong> \u2013 the client of the accounting office has insight into the status of documents in real time.<\/p><\/li><\/ul><p data-start=\"3438\" data-end=\"3672\">Thanks to integrations, Comarch Optima can become a true management center for your company, not just an accounting program. As a result, your team can work faster, and your office can serve more clients\u2014without increasing the number of full-time positions.<\/p><blockquote data-start=\"3674\" data-end=\"3862\"><p data-start=\"3676\" data-end=\"3862\">If your accounting office wants to improve document flow or implement electronic signatures, we will help you select the right integrations and configure them securely, even remotely.<\/p><\/blockquote>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5634253 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"5634253\" data-element_type=\"widget\" data-e-type=\"widget\" id=\"teleport-vpn-alternatywa\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2 data-start=\"218\" data-end=\"272\">\u00a0Step-by-step implementation (for an accounting office)<\/h2><p data-start=\"274\" data-end=\"482\">Although <strong data-start=\"279\" data-end=\"301\">Comarch ERP Optima<\/strong> It&#039;s a user-friendly system, so it&#039;s best to implement it in stages and with a plan. This will help you avoid chaos, downtime, and errors when importing customer data.<\/p><h3 data-start=\"484\" data-end=\"513\">Implementation stages at a glance<\/h3><ol data-start=\"515\" data-end=\"1412\"><li data-start=\"515\" data-end=\"664\"><p data-start=\"518\" data-end=\"664\"><strong data-start=\"518\" data-end=\"537\">Needs analysis<\/strong> \u2013 determine which modules are necessary (e.g. Trade Book, HR and Payroll, CRM) and how many users will use the system.<\/p><\/li><li data-start=\"665\" data-end=\"826\"><p data-start=\"668\" data-end=\"826\"><strong data-start=\"668\" data-end=\"686\">Selecting a variant<\/strong> \u2013 choose between the on-premises and cloud versions; offices in Warsaw or Pruszk\u00f3w often choose the cloud due to flexible access.<\/p><\/li><li data-start=\"827\" data-end=\"961\"><p data-start=\"830\" data-end=\"961\"><strong data-start=\"830\" data-end=\"857\">Environment configuration<\/strong> \u2013 preparing a server or cloud account, creating company and user databases, setting permissions.<\/p><\/li><li data-start=\"962\" data-end=\"1126\"><p data-start=\"965\" data-end=\"1126\"><strong data-start=\"965\" data-end=\"982\">Data import<\/strong> \u2013 Migrating clients, dictionaries, and documents from a previous system (e.g., Insert, Sage). It&#039;s worth performing a test import and data verification.<\/p><\/li><li data-start=\"1127\" data-end=\"1288\"><p data-start=\"1130\" data-end=\"1288\"><strong data-start=\"1130\" data-end=\"1162\">Operational testing and training<\/strong> \u2013 short tests of key functions (accounting, invoicing, reporting) and providing the team with basic instructions.<\/p><\/li><li data-start=\"1289\" data-end=\"1412\"><p data-start=\"1292\" data-end=\"1412\"><strong data-start=\"1292\" data-end=\"1324\">Production launch and support<\/strong> \u2013 launching the system in daily operation, monitoring errors and adjusting settings.<\/p><\/li><\/ol><h3>Checklist: What to prepare before implementation<\/h3>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6e90591 elementor-widget elementor-widget-elementskit-timeline\" data-id=\"6e90591\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"elementskit-timeline.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" >        <div class=\"timeline-area vertical-timeline multi-gradient floating-style oneside\" > \n\n         \n                    <div class=\"single-timeline media single-timeline-count-1 elementor-repeater-item-ef599c8\" >\n                            <div class=\"timeline-item media\" data-settings=\"{&quot;_animation&quot;:&quot;&quot;}\">\n                                <div class=\"timeline-content\">\n\n                                     \n                                                                            <h3 class=\"title\">List of clients and companies with NIP\/REGON.<\/h3>\n                                    \n                              \n\n\n                            \n                            <div class=\"timeline-info timeline-info-onside\" data-settings=\"{&quot;_animation&quot;:&quot;&quot;}\">\n                                                        <\/p>\n                            <\/div>\n                            \n                                <\/div><!-- .timeline-content END -->\n                                                                 <div class=\"timeline-icon\">\n                                <i aria-hidden=\"true\" class=\"icon icon-page-list\"><\/i>                                <\/div>\n\n                                                        <div class=\"watermark-icon\">\n                                <i aria-hidden=\"true\" class=\"icon icon-page-list\"><\/i>                            <\/div>\n                                                          <div class=\"timeline-pin\"><\/div>\n                            <\/div><!-- .timeline-item .media END -->\n\n                                        <div class=\"timeline-img\"><\/div>\n\n\n           \n                        <\/div><!-- .single-timeline .media END -->\n       \n                    <div class=\"single-timeline media single-timeline-count-2 elementor-repeater-item-c5cd788\" >\n                            <div class=\"timeline-item media\" data-settings=\"{&quot;_animation&quot;:&quot;&quot;}\">\n                                <div class=\"timeline-content\">\n\n                                     \n                                                                            <h3 class=\"title\">List of used modules and documents.<\/h3>\n                                    \n                              \n\n\n                            \n                            <div class=\"timeline-info timeline-info-onside\" data-settings=\"{&quot;_animation&quot;:&quot;&quot;}\">\n                                                        <\/p>\n                            <\/div>\n                            \n                                <\/div><!-- .timeline-content END -->\n                                                                 <div class=\"timeline-icon\">\n                                <i aria-hidden=\"true\" class=\"ico ico-documents\"><\/i>                                <\/div>\n\n                                                        <div class=\"watermark-icon\">\n                                <i aria-hidden=\"true\" class=\"ico ico-documents\"><\/i>                            <\/div>\n                                                          <div class=\"timeline-pin\"><\/div>\n                            <\/div><!-- .timeline-item .media END -->\n\n                                        <div class=\"timeline-img\"><\/div>\n\n\n           \n                        <\/div><!-- .single-timeline .media END -->\n       \n                    <div class=\"single-timeline media single-timeline-count-3 elementor-repeater-item-15b8585\" >\n                            <div class=\"timeline-item media\" data-settings=\"{&quot;_animation&quot;:&quot;&quot;}\">\n                                <div class=\"timeline-content\">\n\n                                     \n                                                                            <h3 class=\"title\">Structure of users and their permissions.<\/h3>\n                                    \n                              \n\n\n                            \n                            <div class=\"timeline-info timeline-info-onside\" data-settings=\"{&quot;_animation&quot;:&quot;&quot;}\">\n                                                        <\/p>\n                            <\/div>\n                            \n                                <\/div><!-- .timeline-content END -->\n                                                                 <div class=\"timeline-icon\">\n                                <i aria-hidden=\"true\" class=\"far fa-user-circle\"><\/i>                                <\/div>\n\n                                                        <div class=\"watermark-icon\">\n                                <i aria-hidden=\"true\" class=\"far fa-user-circle\"><\/i>                            <\/div>\n                                                          <div class=\"timeline-pin\"><\/div>\n                            <\/div><!-- .timeline-item .media END -->\n\n                                        <div class=\"timeline-img\"><\/div>\n\n\n           \n                        <\/div><!-- .single-timeline .media END -->\n       \n                    <div class=\"single-timeline media single-timeline-count-4 elementor-repeater-item-1e982fa\" >\n                            <div class=\"timeline-item media\" data-settings=\"{&quot;_animation&quot;:&quot;&quot;}\">\n                                <div class=\"timeline-content\">\n\n                                     \n                                                                            <h3 class=\"title\">Access to banking and e-declarations.<\/h3>\n                                    \n                              \n\n\n                            \n                            <div class=\"timeline-info timeline-info-onside\" data-settings=\"{&quot;_animation&quot;:&quot;&quot;}\">\n                                                        <\/p>\n                            <\/div>\n                            \n                                <\/div><!-- .timeline-content END -->\n                                                                 <div class=\"timeline-icon\">\n                                <i aria-hidden=\"true\" class=\"ico ico-bank\"><\/i>                                <\/div>\n\n                                                        <div class=\"watermark-icon\">\n                                <i aria-hidden=\"true\" class=\"ico ico-bank\"><\/i>                            <\/div>\n                                                          <div class=\"timeline-pin\"><\/div>\n                            <\/div><!-- .timeline-item .media END -->\n\n                                        <div class=\"timeline-img\"><\/div>\n\n\n           \n                        <\/div><!-- .single-timeline .media END -->\n       \n                    <div class=\"single-timeline media single-timeline-count-5 elementor-repeater-item-ca75618\" >\n                            <div class=\"timeline-item media\" data-settings=\"{&quot;_animation&quot;:&quot;&quot;}\">\n                                <div class=\"timeline-content\">\n\n                                     \n                                                                            <h3 class=\"title\">File with data to be imported (CSV, XML).<\/h3>\n                                    \n                              \n\n\n                            \n                            <div class=\"timeline-info timeline-info-onside\" data-settings=\"{&quot;_animation&quot;:&quot;&quot;}\">\n                                                        <\/p>\n                            <\/div>\n                            \n                                <\/div><!-- .timeline-content END -->\n                                                                 <div class=\"timeline-icon\">\n                                <i aria-hidden=\"true\" class=\"far fa-file\"><\/i>                                <\/div>\n\n                                                        <div class=\"watermark-icon\">\n                                <i aria-hidden=\"true\" class=\"far fa-file\"><\/i>                            <\/div>\n                                                          <div class=\"timeline-pin\"><\/div>\n                            <\/div><!-- .timeline-item .media END -->\n\n                                        <div class=\"timeline-img\"><\/div>\n\n\n           \n                        <\/div><!-- .single-timeline .media END -->\n       \n                    <div class=\"single-timeline media single-timeline-count-6 elementor-repeater-item-ce4f063\" >\n                            <div class=\"timeline-item media\" data-settings=\"{&quot;_animation&quot;:&quot;&quot;}\">\n                                <div class=\"timeline-content\">\n\n                                     \n                                                                            <h3 class=\"title\">Backup plan and administrator password.<\/h3>\n                                    \n                              \n\n\n                            \n                            <div class=\"timeline-info timeline-info-onside\" data-settings=\"{&quot;_animation&quot;:&quot;&quot;}\">\n                                                        <\/p>\n                            <\/div>\n                            \n                                <\/div><!-- .timeline-content END -->\n                                                                 <div class=\"timeline-icon\">\n                                <i aria-hidden=\"true\" class=\"fas fa-shield-alt\"><\/i>                                <\/div>\n\n                                                        <div class=\"watermark-icon\">\n                                <i aria-hidden=\"true\" class=\"fas fa-shield-alt\"><\/i>                            <\/div>\n                                                          <div class=\"timeline-pin\"><\/div>\n                            <\/div><!-- .timeline-item .media END -->\n\n                                        <div class=\"timeline-img\"><\/div>\n\n\n           \n                        <\/div><!-- .single-timeline .media END -->\n       \n                    <div class=\"single-timeline media single-timeline-count-7 elementor-repeater-item-58e712b\" >\n                            <div class=\"timeline-item media\" data-settings=\"{&quot;_animation&quot;:&quot;&quot;}\">\n                                <div class=\"timeline-content\">\n\n                                     \n                                                                            <h3 class=\"title\">Test schedule and go-live moment.<\/h3>\n                                    \n                              \n\n\n                            \n                            <div class=\"timeline-info timeline-info-onside\" data-settings=\"{&quot;_animation&quot;:&quot;&quot;}\">\n                                                        <\/p>\n                            <\/div>\n                            \n                                <\/div><!-- .timeline-content END -->\n                                                                 <div class=\"timeline-icon\">\n                                <i aria-hidden=\"true\" class=\"far fa-chart-bar\"><\/i>                                <\/div>\n\n                                                        <div class=\"watermark-icon\">\n                                <i aria-hidden=\"true\" class=\"far fa-chart-bar\"><\/i>                            <\/div>\n                                                          <div class=\"timeline-pin\"><\/div>\n                            <\/div><!-- .timeline-item .media END -->\n\n                                        <div class=\"timeline-img\"><\/div>\n\n\n           \n                        <\/div><!-- .single-timeline .media END -->\n       \n                    <div class=\"single-timeline media single-timeline-count-8 elementor-repeater-item-3c125b5\" >\n                            <div class=\"timeline-item media\" data-settings=\"{&quot;_animation&quot;:&quot;&quot;}\">\n                                <div class=\"timeline-content\">\n\n                                     \n                                                                            <h3 class=\"title\">Contact person at the office.<\/h3>\n                                    \n                              \n\n\n                            \n                            <div class=\"timeline-info timeline-info-onside\" data-settings=\"{&quot;_animation&quot;:&quot;&quot;}\">\n                                                        <\/p>\n                            <\/div>\n                            \n                                <\/div><!-- .timeline-content END -->\n                                                                 <div class=\"timeline-icon\">\n                                <i aria-hidden=\"true\" class=\"icon icon-worker\"><\/i>                                <\/div>\n\n                                                        <div class=\"watermark-icon\">\n                                <i aria-hidden=\"true\" class=\"icon icon-worker\"><\/i>                            <\/div>\n                                                          <div class=\"timeline-pin\"><\/div>\n                            <\/div><!-- .timeline-item .media END -->\n\n                                        <div class=\"timeline-img\"><\/div>\n\n\n           \n                        <\/div><!-- .single-timeline .media END -->\n           <div class=\"timeline-bar\"><\/div>\n    <\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0d2ab06 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"0d2ab06\" data-element_type=\"widget\" data-e-type=\"widget\" id=\"pptp-vpn-bezpieczenstwo\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2 data-start=\"291\" data-end=\"356\">Data import, multi-company work and post-implementation support<\/h2><p data-start=\"358\" data-end=\"1073\">One of the key stages of implementation <strong data-start=\"395\" data-end=\"417\"><a href=\"https:\/\/www.comarch.pl\/erp\/comarch-optima\/\" target=\"_blank\" rel=\"noopener\">Comarch ERP Optima<\/a><\/strong> in the accounting office is correct <strong data-start=\"455\" data-end=\"472\">data import<\/strong> \u2013 it depends on it whether the system will function efficiently from the start. In most cases, data can be transferred from popular accounting programs such as <strong data-start=\"635\" data-end=\"664\">Insert, Sage or Symphony<\/strong>The import includes customer lists, sales documents, chart of accounts, dictionaries, and billing history.<\/p><p data-start=\"358\" data-end=\"1073\">It&#039;s worth doing <strong data-start=\"785\" data-end=\"802\">trial import<\/strong> and verification of results before the actual launch to avoid duplicates or errors in balances. We assist in data preparation, data collection cleaning, and file structure adaptation to Optima&#039;s requirements \u2013 ensuring the migration is carried out safely and without office downtime.<\/p><p data-start=\"1075\" data-end=\"1665\">Optima was created to serve many clients at the same time, so it offers the function <strong data-start=\"1172\" data-end=\"1199\">multi-company operations<\/strong>It allows you to perform repetitive tasks in batches\u2014e.g., accounting, month-end closing, or generating VAT returns\u2014for dozens of companies simultaneously. This is a huge time-saver for accounting firms that service dozens or even hundreds of entities.<\/p><p data-start=\"1075\" data-end=\"1665\">The system also allows you to define individual settings for each company (e.g. chart of accounts, VAT rates, document formats), and all data is stored in a single, coherent database.<\/p><p data-start=\"1667\" data-end=\"2178\">After implementation, it is worth taking care of permanent <strong data-start=\"1701\" data-end=\"1736\">technical and service support<\/strong>In practice, this means ongoing updates, backups, and a rapid response to issues. Our team provides multi-channel support\u2014via phone, email, WhatsApp, and Microsoft Teams\u2014even in the afternoons if necessary.<\/p><p data-start=\"1667\" data-end=\"2178\">We serve accounting offices in Warsaw and the surrounding area (including Pruszk\u00f3w, Stare Babice, Grodzisk Mazowiecki), but <strong data-start=\"2111\" data-end=\"2175\">We implement and service Comarch Optima remotely throughout Poland.\u00a0<\/strong><\/p><p data-start=\"1667\" data-end=\"2178\">If you want to improve your office work, transfer data from your current system or implement multi-company operations \u2013 <strong style=\"color: #151718;\" data-start=\"2301\" data-end=\"2330\">we will help you step by step<\/strong>, so that the transition to Optima is safe, fast and fully tailored to the specifics of your company.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-142798f elementor-widget elementor-widget-image\" data-id=\"142798f\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"768\" height=\"743\" src=\"https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/comarch-erp-xl.webp\" class=\"attachment-full size-full wp-image-10891\" alt=\"Comarch ERP XL Optima, price list, implementation, service and maintenance\" srcset=\"https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/comarch-erp-xl.webp 768w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/comarch-erp-xl-300x290.webp 300w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/11\/comarch-erp-xl-12x12.webp 12w\" sizes=\"(max-width: 768px) 100vw, 768px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-255a070 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"255a070\" data-element_type=\"widget\" data-e-type=\"widget\" id=\"rdp-3389-analiza-ryzyka\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2 data-start=\"266\" data-end=\"341\">From chaos to order \u2013 implementing Comarch Optima in the cloud step by step<\/h2><p data-start=\"343\" data-end=\"648\">One accounting firm we worked with served over 120 clients in the Masovian region. Each accountant had their own files, spreadsheets, and programs, and client data was scattered across multiple computers. As a result, maintaining consistency was difficult, and remote work was practically out of the question.<\/p><p data-start=\"650\" data-end=\"1007\">We proposed switching to <strong data-start=\"680\" data-end=\"712\">Comarch ERP Optima in the cloud<\/strong>, with full configuration of the following modules: Trade Book, HR and Payroll Plus, and CRM. The implementation included transferring data from the existing system, standardizing the chart of accounts, and implementing a user permissions policy. We completed the entire project remotely, within two weeks, without any office downtime.<\/p><p data-start=\"1009\" data-end=\"1038\">After implementation, the team gained:<\/p><ul data-start=\"1039\" data-end=\"1277\"><li data-start=\"1039\" data-end=\"1086\"><p data-start=\"1041\" data-end=\"1086\"><span style=\"text-align: justify; font-weight: 600;\">\u2022\u00a0<\/span>24\/7 access to the system from anywhere,<\/p><\/li><li data-start=\"1087\" data-end=\"1159\"><p data-start=\"1089\" data-end=\"1159\"><span style=\"text-align: justify; font-weight: 600;\">\u2022\u00a0<\/span>the ability for several accountants to work simultaneously on the same databases,<\/p><\/li><li data-start=\"1160\" data-end=\"1232\"><p data-start=\"1162\" data-end=\"1232\"><span style=\"text-align: justify; font-weight: 600;\">\u2022\u00a0<\/span>automatic backups and updates without user involvement,<\/p><\/li><li data-start=\"1233\" data-end=\"1277\"><p data-start=\"1235\" data-end=\"1277\"><span style=\"text-align: justify; font-weight: 600;\">\u2022\u00a0<\/span>reduction of accounting time by approximately 25%.<\/p><\/li><\/ul><p data-start=\"1279\" data-end=\"1547\">Today, the office uses Optima as its primary operational tool. Work is smoother, and communication with clients is faster and more secure. For the team, this was a step that simply streamlined their daily routine and increased efficiency without a technological revolution.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-62db9aa elementor-widget elementor-widget-heading\" data-id=\"62db9aa\" data-element_type=\"widget\" data-e-type=\"widget\" id=\"najczesciej-zadawane-pytania\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\"><span style=\"font-size: 24px\">Frequently asked questions<\/span><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-db6d240 e-flex e-con-boxed e-con e-parent\" data-id=\"db6d240\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;ekit_has_onepagescroll_dot&quot;:&quot;yes&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-771bc5a elementor-widget elementor-widget-elementskit-accordion\" data-id=\"771bc5a\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"elementskit-accordion.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" >\n        <div class=\"elementskit-accordion accoedion-primary side-curve\" id=\"accordion-6a05caa621deb\">\n\n            \n                <div class=\"elementskit-card active\">\n                    <div class=\"elementskit-card-header\" id=\"primaryHeading-0-771bc5a\">\n                        <a href=\"#collapse-0c8ca206a05caa621deb\" class=\"ekit-accordion--toggler elementskit-btn-link collapsed\" data-ekit-toggle=\"collapse\" data-target=\"#Collapse-0c8ca206a05caa621deb\" aria-expanded=\"true\" aria-controls=\"Collapse-0c8ca206a05caa621deb\">\n                            \n                            <span class=\"ekit-accordion-title\">What is Comarch ERP Optima and who is it for?<\/span>\n\n                            \n                                <div class=\"ekit_accordion_icon_group\">\n                                    <div class=\"ekit_accordion_normal_icon\">\n                                        <!-- Normal Icon -->\n\t\t\t\t\t\t\t\t\t\t<i class=\"icon icon-down-arrow1\"><\/i>                                    <\/div>\n\n                                    <div class=\"ekit_accordion_active_icon\">\n                                        <!-- Active Icon -->\n\t\t\t\t\t\t\t\t\t\t<i class=\"icon icon-up-arrow\"><\/i>                                    <\/div>\n                                <\/div>\n\n                            \n                                                    <\/a>\n                    <\/div>\n\n                    <div id=\"Collapse-0c8ca206a05caa621deb\" class=\"show collapse\" aria-labelledby=\"primaryHeading-0-771bc5a\" data-parent=\"#accordion-6a05caa621deb\">\n\n                        <div class=\"elementskit-card-body ekit-accordion--content\">\n                            <p>This comprehensive ERP system for small and medium-sized businesses and accounting firms enables accounting, HR, payroll, sales, and CRM management in one place. It was designed to support multiple clients simultaneously and ensure compliance with current tax regulations.<\/p>                        <\/div>\n\n                    <\/div>\n\n                <\/div><!-- .elementskit-card END -->\n\n                \n                <div class=\"elementskit-card\">\n                    <div class=\"elementskit-card-header\" id=\"primaryHeading-1-771bc5a\">\n                        <a href=\"#collapse-9cdc47c6a05caa621deb\" class=\"ekit-accordion--toggler elementskit-btn-link collapsed\" data-ekit-toggle=\"collapse\" data-target=\"#Collapse-9cdc47c6a05caa621deb\" aria-expanded=\"false\" aria-controls=\"Collapse-9cdc47c6a05caa621deb\">\n                            \n                            <span class=\"ekit-accordion-title\">Does Comarch Optima work in the cloud or only locally?<\/span>\n\n                            \n                                <div class=\"ekit_accordion_icon_group\">\n                                    <div class=\"ekit_accordion_normal_icon\">\n                                        <!-- Normal Icon -->\n\t\t\t\t\t\t\t\t\t\t<i class=\"icon icon-down-arrow1\"><\/i>                                    <\/div>\n\n                                    <div class=\"ekit_accordion_active_icon\">\n                                        <!-- Active Icon -->\n\t\t\t\t\t\t\t\t\t\t<i class=\"icon icon-up-arrow\"><\/i>                                    <\/div>\n                                <\/div>\n\n                            \n                                                    <\/a>\n                    <\/div>\n\n                    <div id=\"Collapse-9cdc47c6a05caa621deb\" class=\"collapse\" aria-labelledby=\"primaryHeading-1-771bc5a\" data-parent=\"#accordion-6a05caa621deb\">\n\n                        <div class=\"elementskit-card-body ekit-accordion--content\">\n                            <p>The system can be run in two variants \u2013 <strong>locally (on-premises)<\/strong> or <strong>in the Comarch cloud<\/strong>The cloud version provides 24\/7 access from anywhere, automatic updates, and backups. The local version provides full server control but requires your own IT infrastructure.<\/p>                        <\/div>\n\n                    <\/div>\n\n                <\/div><!-- .elementskit-card END -->\n\n                \n                <div class=\"elementskit-card\">\n                    <div class=\"elementskit-card-header\" id=\"primaryHeading-2-771bc5a\">\n                        <a href=\"#collapse-69c5fbf6a05caa621deb\" class=\"ekit-accordion--toggler elementskit-btn-link collapsed\" data-ekit-toggle=\"collapse\" data-target=\"#Collapse-69c5fbf6a05caa621deb\" aria-expanded=\"false\" aria-controls=\"Collapse-69c5fbf6a05caa621deb\">\n                            \n                            <span class=\"ekit-accordion-title\">Does Comarch Optima have a CRM module and is it worth using in an accounting office?<\/span>\n\n                            \n                                <div class=\"ekit_accordion_icon_group\">\n                                    <div class=\"ekit_accordion_normal_icon\">\n                                        <!-- Normal Icon -->\n\t\t\t\t\t\t\t\t\t\t<i class=\"icon icon-down-arrow1\"><\/i>                                    <\/div>\n\n                                    <div class=\"ekit_accordion_active_icon\">\n                                        <!-- Active Icon -->\n\t\t\t\t\t\t\t\t\t\t<i class=\"icon icon-up-arrow\"><\/i>                                    <\/div>\n                                <\/div>\n\n                            \n                                                    <\/a>\n                    <\/div>\n\n                    <div id=\"Collapse-69c5fbf6a05caa621deb\" class=\"collapse\" aria-labelledby=\"primaryHeading-2-771bc5a\" data-parent=\"#accordion-6a05caa621deb\">\n\n                        <div class=\"elementskit-card-body ekit-accordion--content\">\n                            <p>Yes, the CRM module is part of the system and allows you to record contacts, reminders, tasks, and client history. For most accounting firms, it&#039;s sufficient for basic relationship management and appointment management. However, if the firm conducts intensive sales or marketing, it&#039;s worth considering integration with an external CRM.<\/p>                        <\/div>\n\n                    <\/div>\n\n                <\/div><!-- .elementskit-card END -->\n\n                \n                <div class=\"elementskit-card\">\n                    <div class=\"elementskit-card-header\" id=\"primaryHeading-3-771bc5a\">\n                        <a href=\"#collapse-f41ff456a05caa621deb\" class=\"ekit-accordion--toggler elementskit-btn-link collapsed\" data-ekit-toggle=\"collapse\" data-target=\"#Collapse-f41ff456a05caa621deb\" aria-expanded=\"false\" aria-controls=\"Collapse-f41ff456a05caa621deb\">\n                            \n                            <span class=\"ekit-accordion-title\">What are the Comarch Optima license costs and where can I find them?<\/span>\n\n                            \n                                <div class=\"ekit_accordion_icon_group\">\n                                    <div class=\"ekit_accordion_normal_icon\">\n                                        <!-- Normal Icon -->\n\t\t\t\t\t\t\t\t\t\t<i class=\"icon icon-down-arrow1\"><\/i>                                    <\/div>\n\n                                    <div class=\"ekit_accordion_active_icon\">\n                                        <!-- Active Icon -->\n\t\t\t\t\t\t\t\t\t\t<i class=\"icon icon-up-arrow\"><\/i>                                    <\/div>\n                                <\/div>\n\n                            \n                                                    <\/a>\n                    <\/div>\n\n                    <div id=\"Collapse-f41ff456a05caa621deb\" class=\"collapse\" aria-labelledby=\"primaryHeading-3-771bc5a\" data-parent=\"#accordion-6a05caa621deb\">\n\n                        <div class=\"elementskit-card-body ekit-accordion--content\">\n                            <p>Prices depend on the selected modules, number of users, and version (cloud or on-premises). Current rates can always be found on the manufacturer&#039;s official website: <a class=\"decorated-link\" href=\"https:\/\/www.comarch.pl\/erp\/comarch-optima\/cennik\/?utm_source=chatgpt.com\" target=\"_new\" rel=\"noopener\">www.comarch.pl\/erp\/comarch-optima\/cennik<\/a>.<br \/>Prices in this article refer to <strong>as of November 2025<\/strong>.<\/p>                        <\/div>\n\n                    <\/div>\n\n                <\/div><!-- .elementskit-card END -->\n\n                \n                <div class=\"elementskit-card\">\n                    <div class=\"elementskit-card-header\" id=\"primaryHeading-4-771bc5a\">\n                        <a href=\"#collapse-fb726bb6a05caa621deb\" class=\"ekit-accordion--toggler elementskit-btn-link collapsed\" data-ekit-toggle=\"collapse\" data-target=\"#Collapse-fb726bb6a05caa621deb\" aria-expanded=\"false\" aria-controls=\"Collapse-fb726bb6a05caa621deb\">\n                            \n                            <span class=\"ekit-accordion-title\">Does Comarch Optima support qualified signatures and e-declarations?<\/span>\n\n                            \n                                <div class=\"ekit_accordion_icon_group\">\n                                    <div class=\"ekit_accordion_normal_icon\">\n                                        <!-- Normal Icon -->\n\t\t\t\t\t\t\t\t\t\t<i class=\"icon icon-down-arrow1\"><\/i>                                    <\/div>\n\n                                    <div class=\"ekit_accordion_active_icon\">\n                                        <!-- Active Icon -->\n\t\t\t\t\t\t\t\t\t\t<i class=\"icon icon-up-arrow\"><\/i>                                    <\/div>\n                                <\/div>\n\n                            \n                                                    <\/a>\n                    <\/div>\n\n                    <div id=\"Collapse-fb726bb6a05caa621deb\" class=\"collapse\" aria-labelledby=\"primaryHeading-4-771bc5a\" data-parent=\"#accordion-6a05caa621deb\">\n\n                        <div class=\"elementskit-card-body ekit-accordion--content\">\n                            <p>Yes, the system is compatible with qualified certificates (Certum, Szafir, Eurocert, Sigillum) and allows you to sign and send electronic declarations directly to offices. This solution complies with the GDPR and the requirements of the National e-Invoice System (KSeF).<\/p>                        <\/div>\n\n                    <\/div>\n\n                <\/div><!-- .elementskit-card END -->\n\n                \n                <div class=\"elementskit-card\">\n                    <div class=\"elementskit-card-header\" id=\"primaryHeading-5-771bc5a\">\n                        <a href=\"#collapse-3d6f1326a05caa621deb\" class=\"ekit-accordion--toggler elementskit-btn-link collapsed\" data-ekit-toggle=\"collapse\" data-target=\"#Collapse-3d6f1326a05caa621deb\" aria-expanded=\"false\" aria-controls=\"Collapse-3d6f1326a05caa621deb\">\n                            \n                            <span class=\"ekit-accordion-title\">Do you help with implementation and data migration to Comarch Optima?<\/span>\n\n                            \n                                <div class=\"ekit_accordion_icon_group\">\n                                    <div class=\"ekit_accordion_normal_icon\">\n                                        <!-- Normal Icon -->\n\t\t\t\t\t\t\t\t\t\t<i class=\"icon icon-down-arrow1\"><\/i>                                    <\/div>\n\n                                    <div class=\"ekit_accordion_active_icon\">\n                                        <!-- Active Icon -->\n\t\t\t\t\t\t\t\t\t\t<i class=\"icon icon-up-arrow\"><\/i>                                    <\/div>\n                                <\/div>\n\n                            \n                                                    <\/a>\n                    <\/div>\n\n                    <div id=\"Collapse-3d6f1326a05caa621deb\" class=\"collapse\" aria-labelledby=\"primaryHeading-5-771bc5a\" data-parent=\"#accordion-6a05caa621deb\">\n\n                        <div class=\"elementskit-card-body ekit-accordion--content\">\n                            <p>Yes \u2013 we offer comprehensive assistance in needs analysis, data import, system configuration, and launch. We operate locally in the Masovia region (including Warsaw, Pruszk\u00f3w, Stare Babice, and Grodzisk Mazowiecki) and <strong>remotely throughout Poland<\/strong>.<\/p>                        <\/div>\n\n                    <\/div>\n\n                <\/div><!-- .elementskit-card END -->\n\n                                                        <script type=\"application\/ld+json\">{\n    \"@context\": \"https:\\\/\\\/schema.org\",\n    \"@type\": \"FAQPage\",\n    \"mainEntity\": [\n        {\n            \"@type\": \"Question\",\n            \"name\": \"Co to jest Comarch ERP Optima i dla kogo jest przeznaczona?\",\n            \"acceptedAnswer\": {\n                \"@type\": \"Answer\",\n                \"text\": \"<p>To kompleksowy system ERP dla ma\\u0142ych i \\u015brednich firm oraz biur rachunkowych. Umo\\u017cliwia prowadzenie ksi\\u0119gowo\\u015bci, kadr, p\\u0142ac, handlu i CRM w jednym miejscu. Zosta\\u0142 zaprojektowany z my\\u015bl\\u0105 o obs\\u0142udze wielu klient\\u00f3w jednocze\\u015bnie i zgodno\\u015bci z aktualnymi przepisami podatkowymi.<\\\/p>\"\n            }\n        },\n        {\n            \"@type\": \"Question\",\n            \"name\": \"Czy Comarch Optima dzia\\u0142a w chmurze, czy tylko lokalnie?\",\n            \"acceptedAnswer\": {\n                \"@type\": \"Answer\",\n                \"text\": \"<p>System mo\\u017cna uruchomi\\u0107 w dw\\u00f3ch wariantach \\u2013 <strong>lokalnie (on-premises)<\\\/strong> lub <strong>w chmurze Comarch<\\\/strong>. Wersja chmurowa zapewnia dost\\u0119p 24\\\/7 z dowolnego miejsca, automatyczne aktualizacje i backupy. Wersja lokalna daje pe\\u0142n\\u0105 kontrol\\u0119 nad serwerem, ale wymaga w\\u0142asnej infrastruktury IT.<\\\/p>\"\n            }\n        },\n        {\n            \"@type\": \"Question\",\n            \"name\": \"Czy Comarch Optima posiada modu\\u0142 CRM i czy warto go u\\u017cywa\\u0107 w biurze rachunkowym?\",\n            \"acceptedAnswer\": {\n                \"@type\": \"Answer\",\n                \"text\": \"<p>Tak, modu\\u0142 CRM jest cz\\u0119\\u015bci\\u0105 systemu i pozwala rejestrowa\\u0107 kontakty, przypomnienia, zadania i histori\\u0119 wsp\\u00f3\\u0142pracy z klientami. W wi\\u0119kszo\\u015bci biur rachunkowych w zupe\\u0142no\\u015bci wystarcza do podstawowej organizacji relacji i termin\\u00f3w. Je\\u015bli jednak biuro prowadzi intensywn\\u0105 sprzeda\\u017c lub marketing, warto rozwa\\u017cy\\u0107 integracj\\u0119 z zewn\\u0119trznym CRM.<\\\/p>\"\n            }\n        },\n        {\n            \"@type\": \"Question\",\n            \"name\": \"Jakie s\\u0105 koszty licencji Comarch Optima i gdzie je sprawdzi\\u0107?\",\n            \"acceptedAnswer\": {\n                \"@type\": \"Answer\",\n                \"text\": \"<p>Ceny zale\\u017c\\u0105 od wybranych modu\\u0142\\u00f3w, liczby u\\u017cytkownik\\u00f3w i wersji (chmura lub lokalnie). Aktualne stawki znajdziesz zawsze na oficjalnej stronie producenta: <a class=\\\"decorated-link\\\" href=\\\"https:\\\/\\\/www.comarch.pl\\\/erp\\\/comarch-optima\\\/cennik\\\/?utm_source=chatgpt.com\\\" target=\\\"_new\\\" rel=\\\"noopener\\\">www.comarch.pl\\\/erp\\\/comarch-optima\\\/cennik<\\\/a>.<br \\\/>Ceny w tym artykule odnosz\\u0105 si\\u0119 do <strong>stanu na listopad 2025<\\\/strong>.<\\\/p>\"\n            }\n        },\n        {\n            \"@type\": \"Question\",\n            \"name\": \"Czy Comarch Optima obs\\u0142uguje podpis kwalifikowany i e-deklaracje?\",\n            \"acceptedAnswer\": {\n                \"@type\": \"Answer\",\n                \"text\": \"<p>Tak, system jest zgodny z certyfikatami kwalifikowanymi (Certum, Szafir, Eurocert, Sigillum) i umo\\u017cliwia podpisywanie oraz wysy\\u0142anie deklaracji elektronicznych bezpo\\u015brednio do urz\\u0119d\\u00f3w. To rozwi\\u0105zanie zgodne z RODO i wymogami Krajowego Systemu e-Faktur (KSeF).<\\\/p>\"\n            }\n        },\n        {\n            \"@type\": \"Question\",\n            \"name\": \"Czy pomagacie we wdro\\u017ceniu i migracji danych do Comarch Optima?\",\n            \"acceptedAnswer\": {\n                \"@type\": \"Answer\",\n                \"text\": \"<p>Tak \\u2013 oferujemy kompleksow\\u0105 pomoc w analizie potrzeb, imporcie danych, konfiguracji i uruchomieniu systemu. Dzia\\u0142amy lokalnie na Mazowszu (m.in. Warszawa, Pruszk\\u00f3w, Stare Babice, Grodzisk Mazowiecki) oraz <strong>zdalnie w ca\\u0142ej Polsce<\\\/strong>.<\\\/p>\"\n            }\n        }\n    ]\n}<\/script>\n                                <\/div>\n    <\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-803695f elementor-widget elementor-widget-text-editor\" data-id=\"803695f\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p data-start=\"220\" data-end=\"610\"><strong data-start=\"220\" data-end=\"242\"><a href=\"https:\/\/www.comarch.pl\/erp\/comarch-optima\/\" target=\"_blank\" rel=\"noopener\">Comarch ERP Optima<\/a><\/strong> It&#039;s one of the most refined solutions for accounting firms in Poland. It combines accounting, HR, CRM, and sales, and thanks to integrations and a cloud-based version, it allows for modern, regulatory-compliant customer service. For many firms, it&#039;s not just a program, but a central point of daily work \u2013 secure, flexible, and constantly updated.<\/p><p data-start=\"612\" data-end=\"866\">A well-executed implementation yields real results: less manual work, fewer errors, and faster access to information. Optima grows with your office \u2013 you can start with basic modules and expand the system with new features and integrations over time.<\/p><p data-start=\"868\" data-end=\"1198\">If you are planning to implement Comarch Optima in your accounting office or are considering migrating from another system \u2013 <strong data-start=\"990\" data-end=\"1031\">schedule a free consultation <a href=\"https:\/\/prosteit.pl\/en\/contact\/\">(15 minutes)<\/a><\/strong>We&#039;ll help you select modules, plan implementation, and migrate data so your team&#039;s work is faster, more secure, and simply simpler.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"<p>When your accounting firm serves dozens of clients, every day begins to resemble a game of Tetris \u2013 data, documents, and deadlines must align perfectly for everything to work. In practice, it&#039;s no longer just about accounting invoices, but also about teamwork organization, data security, and real-time client collaboration. This is where Comarch [\u2026]<\/p>","protected":false},"author":4,"featured_media":10897,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[31],"tags":[964,965,968,966,971,969,970,765,967,731,234],"class_list":["post-10883","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-oprogramowanie","tag-comarch-optima","tag-comarch-optima-cennik","tag-comarch-optima-chmura","tag-comarch-optima-co-to","tag-comarch-optima-crm","tag-comarch-optima-instrukcja","tag-czy-istnieje-polski-system-do-fakturowania-i-rozliczen-podatkowych","tag-informatyk-ozarow-mazowiecki-2","tag-jakie-programy-ksiegowe-sa-popularne-w-polsce-dla-malych-firm","tag-obsluga-informatyczna-firm","tag-pomoc-it-dla-firm"],"_links":{"self":[{"href":"https:\/\/prosteit.pl\/en\/wp-json\/wp\/v2\/posts\/10883","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/prosteit.pl\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/prosteit.pl\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/prosteit.pl\/en\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/prosteit.pl\/en\/wp-json\/wp\/v2\/comments?post=10883"}],"version-history":[{"count":8,"href":"https:\/\/prosteit.pl\/en\/wp-json\/wp\/v2\/posts\/10883\/revisions"}],"predecessor-version":[{"id":11541,"href":"https:\/\/prosteit.pl\/en\/wp-json\/wp\/v2\/posts\/10883\/revisions\/11541"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/prosteit.pl\/en\/wp-json\/wp\/v2\/media\/10897"}],"wp:attachment":[{"href":"https:\/\/prosteit.pl\/en\/wp-json\/wp\/v2\/media?parent=10883"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/prosteit.pl\/en\/wp-json\/wp\/v2\/categories?post=10883"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/prosteit.pl\/en\/wp-json\/wp\/v2\/tags?post=10883"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}