RAG for accounting: a chatbot answering questions about KSeF
How to implement a secure RAG chatbot for the finance department and accounting office.
Why accounting need a RAG chatbot?
The finance team answers repetitive questions every day: deadlines, procedures, exceptions and interpretations. RAG reduces response time because it finds the right source and provides context.
However, the key is that the chatbot operates on an approved knowledge base and not on random data from the Internet.
- •Faster responses to internal questions.
- •Consistency of team communication.
- •Fewer ad hoc inquiries to experts.
Secure RAG Architecture
The basis is a well-prepared document database: internal procedures, KSeF instructions, operational decisions and the company's FAQ.
The system should return the response with its source so that the user can quickly verify where the recommendation came from.
- •Knowledge repository with versioning.
- •Document authorization control.
- •Cite sources in each answer.
Implementation and governance
It is best to start the implementation with one team and a specific list of questions. This makes it easy to assess the quality of answers and build a process of updating knowledge.
For regulatory areas, you need a substantive owner who approves new content and keeps it up to date.
- •Pilot on 20-30 most frequently asked questions.
- •Knowledge update procedure every month.
- •The role of the substantive owner.