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AI assistants for accounting firms · SPV, documents, D300

Hire a professional AI team.With a trial period.

Mara watches SPV and e-Factura, Radu collects documents from clients, Dana drafts D300 and D394. They prepare, you check and sign.

First month: €99 for the whole team

Not convinced? Stop with one click: no minimum term, no notice.

Monday, 9 November
Today
3
rejected in SPV
6
requests ready
47/48
D300 ready
Mara: 2 rejections fixed on time
Sent by you, today at 9:40
Mara's queue
SPV expires at Duo Transport
in 6 days
Invoice #214 rejected · Atelier SRL
2 working days
Casa Verde: Metro payment, no invoice
request ready
Where the month goes

Three moments you know by heart.

  • "It's the 22nd and 15 clients still haven't sent their statements."

    Taken by: Radu. Requests the documents from your templates and checks every reply as it arrives.

  • "I found out about the rejected invoice after the deadline to fix it had passed."

    Taken by: Mara. Sees the rejection the same morning and counts the working days left.

  • "I sign D300 for 30 clients without seeing what's behind it."

    Taken by: Dana. Opens every line of the return down to its transactions and documents.

The team

Three colleagues in the pilot. The fourth is coming.

Each has a name, a title, one number you judge them by and a boundary they never cross. They prepare, you decide.

in pilot

Mara

SPV and e-Factura officer

The number you judge them by
e-Factura rejections fixed on time

40 clients, each with their own SPV. ANAF rejections with 5 working days to fix them, purchases without an e-Factura, connections that expire — all kept in the accountant's head.

What they do

  • Every morning she goes through every client's SPV: new rejections, incoming invoices, the state of the connections.
  • On an ANAF rejection she explains in plain words what is missing, counts the working days left and prepares the fix or the message to the client.
  • A payment to a supplier is in the bank statement but their invoice is not in SPV: she finds the case and prepares the request to the supplier or the client.
  • An SPV connection is about to expire: 14 days ahead she prepares the renewal link and steps for the client.

What it looks like at work

  1. Signal

    Atelier SRL: invoice #214 rejected.

  2. Evidence

    Rule BR-RO-110: the buyer's county is missing. 2 working days left.

  3. Decision

    "Fix" opens the field, then "Send again". The accountant sends it.

  4. Effect

    The rejection is closed on time, with no fine.

Boundary

She does not send to SPV and does not fix invoices herself: she prepares, a person clicks.

in pilot

Radu

Client documents assistant

The number you judge them by
Days until the month's documents are complete

It is the middle of the month and 15 clients have not sent their statements and invoices. Dozens of requests and reminders a month, and every reply opened to see whether it is the right file.

What they do

  • Every morning he checks what is missing from each client's month: documents, payments without a document.
  • He prepares requests to clients from the firm's templates, in the client's language, with a clear list.
  • He sorts the replies: "fine", "wrong month", "blurry — ask again", "wrong document".
  • He reminds those who stay silent, on the firm's schedule and with a message limit.

What it looks like at work

  1. Signal

    Casa Verde: a 4,200 lei payment to Metro in the statement with no document.

  2. Evidence

    The invoice is neither in the books nor in SPV; the client has not replied for 6 days.

  3. Decision

    A request to the client: "please send the Metro invoice of 03.11", with a scan button. The accountant sends them all with "Send all".

  4. Effect

    The client's month is complete sooner.

Boundary

He gives clients no tax advice. He writes only from the firm's approved templates, with a message limit, and signs as "AI assistant".

in pilot

Dana

Returns and month-end control

The number you judge them by
Errors found before filing

At month end every client has a D300, a D394, sometimes a D390 and a D100. You put them together from the books, and the expert who signs sees only the final lines — not which transactions they add up from or what is unusual in them.

What they do

  • She drafts the month's returns from the books (D300 and D394 first, then D390 and D100): every line of the form opens down to its transactions, and every transaction down to its document and journal entry.
  • She reconciles by software: D300 ↔ books ↔ e-Factura in SPV ↔ ANAF's pre-filled RO e-TVA return; D394 ↔ D300; the previous return's balance carried over.
  • She explains what is unusual, linked to the transactions: "deductible VAT is 2.4 times the 6-month average: invoice #88 Metro, 21% instead of 11%".
  • She puts the returns in the expert's queue — "ready for review", with the three main findings. The expert goes through the lines and ticks "checked".

What it looks like at work

  1. Signal

    D300 Brutăria Dulce, October: VAT payable +140% on last month.

  2. Evidence

    Two sales invoices for bread carry 21% instead of 11% — linked to the invoices and the journal entries.

  3. Decision

    The expert fixes the rate on the document, Dana rebuilds the draft. The expert files it with their own certificate.

  4. Effect

    No corrective return, and the client pays no VAT they don't owe.

Boundary

The expert always files and signs, with their own certificate. Dana never changes journal entries or documents herself — she suggests the fix, a person makes it. She never marks a return as filed.

coming soon

Vlad

Bank and inbound operator

Statement lines allocated without a correction. Vlad starts once we have measured his quality on the pilot's real bank statements.

For the chartered accountant

Check the return, don't redo it.

Dana drafts D300 and D394 from the books. You see where every figure comes from, down to the document.

  • 1Every line opens down to its transactions and documents.
  • 2Cross-checks: books, SPV, ANAF's pre-filled RO e-TVA return, D394.
  • 3Three main findings and "checked" on every line.
Observing, made concrete

In the first month Dana silently drafts her returns and compares them with what the firm actually filed: "47 of 48 clients came out the same; at Atelier one line differs — here are the transactions and where the difference comes from".

Filing and signing stay yours, with your own certificate. Dana never marks anything as filed.

D300 · October
Brutăria Dulce
The line
line 9 Supplies at 21%base 4,000 · VAT 840 lei
line 10 Supplies at 11%base 1,092 · VAT 120 lei
line 37 VAT payable+140%
The transactions
2 bread invoices at 21% — expected rate 11%
Invoice #212 · bread483 lei
Invoice #218 · bread357 lei
The document
Invoice #212 · 03.10
White bread 500 g × 1,0002,300 lei
VAT 21%483 lei
4111 = 707 / 4427 · 2,783 lei
line 10 — checked by you
How an AI colleague starts

Four steps, like a trial period.

  1. 1

    Observes

    2–4 weeks

    Works alongside you without showing anything to the client. You get the weekly report.

  2. 2

    Learns

    1–2 weeks

    You see its suggestions and correct them. It learns the firm's templates, tone and exceptions.

  3. 3

    Suggests

    as long as needed

    The work queue, with "Why?" on every line. Accept one by one or all the confident ones.

  4. 4

    Does what you approve

    within your limits

    Only the tasks in your templates: a reminder, a repeated request. Returns always stay at step 3.

You move a colleague to the next step when the numbers show it. After a mistake it steps back on its own.

What you get in the trial month

The weekly observation report.

This is what a week of the trial month looks like. What the team finds stays yours, whatever you decide.

Weekly report · 3–7 Novemberexample
Mara
  • 48 clients checked in SPV
  • 3 rejected invoices, one due in 2 working days
  • 2 payments without an e-Factura
  • 1 SPV connection expires on 21.11
Radu
  • 9 requests prepared for 6 clients
  • 4 replies checked
Dana
  • D300 for 47 of 48 clients identical to what you filed
  • At Atelier — one line differs: an invoice at the wrong rate, see the transactions
Agreed with you in 46 of 50 casesThe 4 differences: in 3 you were right — the firm's exceptions, which the team has learned; in one the team found an error before filing.
Locked in the system

What the AI team never does

Not a rule written in an instruction the model could ignore: these actions are locked in the system.

  • Never files a return
  • Never signs
  • Never sends to SPV
  • Never pays
  • Never changes access rights
  • Never gives clients tax advice

Your data

  • A log of every step: what it read, what it suggested, who confirmed
  • Switch a colleague off with one click — for one client or the whole firm
  • Clients see the signature "AI assistant" (AI Act, art. 50)
  • Data processing agreement
Why Onesta

Built in Romania, for accounting firms.

  • D300 on the 2026 form
  • e-Factura through SPV and the dictionary of ANAF errors
  • The ANAF calendar, with deadlines moved to the next working day
  • Clients with their books in Onesta, on one-conta.ro or in SAGA (from the D406 file)

Onesta is made by Romania Business Labs SRL, Bucharest. Terms · Privacy · Data processing agreement

The trial month

What you get and what it costs.

First month
€99
the whole team: Mara, Radu and Dana

All the firm's clients, all your colleagues. Excl. VAT; invoiced by Romania Business Labs SRL.

The trial month costs less than a week of a junior accountant's salary.

Have a pilot code? The team's trial month is free, then you pay −50 % for 12 months — tell us the code when we get in touch.

In the trial month

  • Week 1: the first report — invoices rejected in SPV, SPV connections about to expire and missing documents, on your clients.
  • Every week: what the team found and where it agreed with you. It works alongside you and sends nothing to your clients.
  • At month end: Dana compares her D300 draft with what you filed and shows the differences, line by line.
  • What it found stays yours, whatever you decide.

Stop any time, with one click: no minimum term, no notice. If you close the account, we delete the data within 30 days.

After the trial month
from €199/month

a month, per firm, the whole team. You learn the exact price within the range before the trial month ends; if you don't go on, you pay nothing more.

1–20 clients
€199
21–50 clients
€199–350
51–150 clients
€199–1,050
151+ clients
from €453

At least €199 a month; above it, €3–7 per client. Under 29 clients the minimum means more than €7 per client.

It includes the Onesta subscription: you do not pay separately for the firm's workspace.

Prices exclude VAT.

We start firms one by one, in booking order.

Book the trial month
Questions

What firms ask us.

Who is professionally responsible?

You, as today. Onesta is software, not an accounting firm: the AI team prepares, you check, sign and file.

How do I stay right with CECCAR and the AI Act?

The AI team assists, it does not decide: every legally binding act stays with you. Clients see they are talking to an "AI assistant", and the log shows what each colleague prepared and what you approved.

What software do I need?

The team works on clients whose books are in Onesta, on one-conta.ro or in SAGA. From SAGA you move nothing: you upload the D406 file you produce for ANAF anyway. WinMentor and other software: not yet — tell us in the form what you use, so we know what comes next.

Do I have to move my books out of SAGA?

No. Your clients stay in SAGA: you upload the D406 file you produce for ANAF anyway, and the team works on it. You do not change your software.

Which AI model do you use and where is the data?

The firm's data is hosted in the European Union, and its processing is covered by the data processing agreement in the Terms. The list of sub-processors, with their names, is public, on the "Sub-processors" page; we name the AI model provider on request, before the trial month starts.

What happens to the data after the trial month?

If you don't go on, you stop the AI team; the data stays yours and you can export it. If you also close the account, we delete it within 30 days — except backups, which expire in their normal cycle, and what the law requires us to keep. The team's reports stay with you.

Can I stop any time?

Yes: one colleague for one client, the whole firm or the whole team, with one click. The trial month has no fixed term and no notice period.

How long until step 3?

Observing takes 2–4 weeks, learning another one or two, so step 3 usually comes after the trial month. In the trial month you judge the team by the weekly reports: what it found on your clients and where it agreed with you. You decide when to move on, when the numbers show it; returns always stay at step 3.

Does it work for sole traders (PFA) and micro-companies?

Yes: companies, micro-companies, PFA — any client of the firm with its books in Onesta, on one-conta.ro or in SAGA. Tell us your mix in the form so we start with the right clients.

How long until the team starts?

One working day. We contact you within one working day of the booking; once you connect your clients' SPV (and upload the D406 file for those in SAGA), the team starts on the next working day.

What does it cost after the trial month?

At least €199 a month per firm, the whole team; above the minimum, €3–7 per client. The table by firm size is in the block "What you get and what it costs". The price includes the Onesta subscription and excludes VAT. You learn the exact price before the trial month ends; if you don't go on, you pay nothing more.

What happens if the AI team gets it wrong?

Nothing leaves without you: the team prepares, you check, sign and file. After a mistake the colleague goes back one step automatically, and the journal shows what it read, what it proposed and who confirmed. Professional responsibility stays yours, as now.

Booking

Book the trial month.

How many clients the firm has
What software you use · You can pick several.

We use your details only to contact you about the trial month. Privacy

We call you within 1 working day and start the month when it suits you. No payment on the site: the invoice comes only when the trial month starts.

First month: €99 for the whole team

Not convinced? Stop with one click: no minimum term, no notice.

contact@onesta.app

They prepare. You sign.

The accounting firm's AI team, built on a Romanian accounting core.