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Finance Processes Audit

We specialize in process automation and optimization of financial departments.
Start externalizing one of your time consuming processes to gain instant result.

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We process data
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Arnaud TUAL

Partner

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Jarosław WILK

Partner

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Michal ZAKRZEWSKI

Manager

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Audit your current financial processes

As a specialized micro-outsourcer, we outsource from a single workflow to entire architecture. In order for any department to start quickly automating recurring and complex tasks, we run audits on one or many processes you currently have, to suggest you or prototype you automated workflow.

What processes to audit?

Here are some examples of traditional recurring and tedious processes that financial departments are responsible of.

Accounting

  • Payable and Receivables
  • Bank Clearing
  • Expenses management

Reporting

  • Statutory reports
  • Discrepancy reports
  • Consolidation

Payroll

  • Accounting posting
  • Payroll calculations
  • Payroll files

Human Resources

  • Employee onboarding
  • Employee data management
  • Time and attendance

Tax calculations

  • VAT calculations and returns
  • Corporate tax calculation
  • Deferred tax calculation

Data Management

  • Financial data security
  • Automated data transformation
  • Cloud migration
Our Method
 
1.1 Audit of selected processes
  1. Review of selected processes.
  2. Working sessions with the Client’s employees responsible for process implementation to understand the process flow.
  3. Preparation of records of the next steps of the data transformation and calculation processes.
  4. Description of the processes presented during the working sessions with the Client’s employees. 
  5. Identification of specific solutions for achieving the same result in a more efficient manner.
 
 
1.2 Report

As a result of the audit, we prepare a report including detailed recommendations for each process examined. 

We include general recommendations for the Client to improve its operations in terms of financial data processing methods for ERP night batch, among others. 

The purpose of the report is to show how to achieve the same results within the audited processes with less work time, fewer errors and the collection of knowledge dispersed in the organization.

Latest use cases

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JPK Integrator

January 2, 2023

The JPK VAT file is a mandatory VAT file that must be sent every month to Polish tax authorities. It contains all the transactions made by the company the past month, from any client.

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Data normalisation

December 27, 2022

Data normalisation is the step of extracting the data and transforming it to match a single format that is then saved on cloud-based databases. This operation is key in order to then explore the data and build automated processes.

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Consolidation Data Automation

November 21, 2022

Consolidation processes always require many adjustments from the original sources to the consolidation softwares. With the time, adjustments made can be lost, or hardly understandable

Download
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Created in 1993, we build financial and data infrastructures for listed companies and their subsidiaries. 

We focus on delivering high-end technologies and processes for companies managing large amounts of data and workforce.

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