AI features in Rozlio: what is already live for sole proprietors

Rozlio does not add AI for show. Every AI feature is built into a specific workflow — collections, KSeF invoices, or accountant export — and grounds its output exclusively in your real financial data.

Last updated: 1 May 2026

How AI works in Rozlio

The Rozlio calculation engine always computes deterministically: ZUS, PIT, VAT, interest, recovery costs. AI has one job — write a Polish explanation of numbers that have already been calculated, or generate message copy tailored to a specific situation. AI does not invent amounts and does not replace manual verification.

Feature 1: Collection message drafts

When a collection pipeline is waiting for your approval, a "Generate with AI" button appears. Clicking it generates a personalised Polish email for the current escalation stage — with the client name, invoice number, amount, and days overdue.

• Friendly reminder — polite email referencing the invoice
• Firm reminder — assertive tone, mentions accruing interest
• Formal demand — handled by Feature 2 below

The draft is editable before sending. You can accept it, modify it, or discard it and revert to the default template.

Feature 2: Formal demand letter AI enhancement

On the formal demand letter preview, an "Enhance with AI" button personalises the opening paragraph based on the specific client's contact history.

Legal sections (Art. 455 and 481 of the Civil Code, court warning, 7-day deadline) are always hardcoded strings — AI cannot touch them. Every AI-generated paragraph is marked with a ✦ badge.

Feature 3: KSeF invoice anomaly detection

After every KSeF sync, new invoices are automatically analysed in the background. AI checks for:

• Unknown seller — NIP not seen in the last 12 months
• Amount spike — gross amount above p95 + 50% or mean + 3× std deviation
• Potential duplicate — same NIP and amount ±5% within ±7 days
• Unusual pattern — round amounts, missing NIP, rare document type

Results appear as coloured badges on invoice rows: red (high), amber (medium), blue (low). Clicking opens a popover with a Polish explanation per flag and a disclaimer: "AI analysis — does not replace manual verification".

Feature 4: Conversational tax assistant

A chat interface lets you ask questions in Polish and receive answers grounded in your own financial data. Before every response, the calc engine builds a data snapshot — current YTD, ZUS regime, tax form, rate parameters. Gemini does not invent numbers.

Example questions you can ask:

• "What is the difference between Preferencyjny and Mały ZUS Plus for me?"
• "Why did net profit drop in March?"
• "Do I qualify for Mały ZUS Plus?"
• "What happens if I register for VAT next month?"

Feature 5: AI accountant narrative

On the export page, one click generates a professional 200–350 word Polish summary. The narrative covers:

• Total revenue, costs, and net profit year-to-date
• ZUS regime or tax form changes during the year
• Number of KSeF anomalies detected in the period
• Best and worst performing months

The tone is professional and accountant-facing. You can attach the narrative to the email sent directly to your accountant from within the app. Every narrative includes a disclaimer: "Generated by AI — does not replace manual verification".

What AI in Rozlio does not do

• It does not calculate ZUS, PIT, or VAT — that is the calculation engine
• It does not modify legal sections of demand letters
• It does not invent amounts or dates
• It does not replace a tax advisor or accountant

Related pages

• KSeF for sole proprietors
• Payment demand letter template
• ZUS calculator 2026