Automation of Financial and Operational Processes

Business automation is the process of implementing and operating a set of working tools

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A specific technical task is being developed

Formation of the basic requirements of the customer

Work with base BAS

Business automation is the process of implementing and operating a set of working tools (programs for management accounting automation) that minimize routine processes, optimize labour and production resources in order to increase the performance and efficiency of all operational processes.

Each automation project consists of the following stages:

Project launch

  • Approval of the composition of participants and creation of a project team
  • Development and approval of a detailed work plan

Conduction of a general survey of the enterprise

  • Overview of processes and existing systems ‘as is’
  • Identification of the Company’s requirements to the system of the level “What should the system do?”
  • Prioritization and queuing of automation
  • Preparation of project plans with time, resources and budget estimates ± 20%
  • Formation of an enterprise survey report

STAGE 1 – Methodology and modelling of the future system ‘as will be’

  • Identification and modelling of optimal ways to implement the Company’s requirements for the automation system both by existing means and by means of system improvements, as well as documentation of processes.
  • Need for data migration from existing systems
  • Initial system and accounting policy setup
  • Coordination of changes and optimization of the Company’s business processes
  • Creation and approval of the user access matrix.

STAGE 2 – Technical design of system settings and improvements

STAGE 3 – Fixes to the automated system (if necessary)

STAGE 4 – Setting up rights and user interfaces (if necessary)

STAGE 5 – Training the user to work with the system

  • Conducting training according to the plan
  • Conducting user knowledge certification
  • Providing instructions for modified and additionally configured sections.
  • Writing detailed instructions (if necessary)

STAGE 6 – Performing data migration from previously used systems

  • Data transfer via *xlsx files of the sample set by the executor or manually
  • Reconciliation of data by the Client

STAGE 7 – Test (trial) operation

  • Approval of the test operation scenario
  • Deploying the system at the Client’s
  • Advising users, monitoring information entry
  • Analysis of test operation results

STAGE 8 – Putting into commercial operation and transition to support

  • Issuing an order by the Client to put the system into operation
  • Starting the system, stopping work in older systems
  • Providing user support in the process of working with the system
  • Adaptation of the system according to additional wishes of the Client (if necessary)
  • Additional employee training (if necessary)

Automation and financial accounting service helps to collect data in databases, and the DBMS securely stores data and allows you to interpret them and build complex slices. In addition, storing information in the DB is incomparably safer: access rights, backup, hardware protection allow all commercial and production information to be stored as securely as possible.

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As a result, the Client receives:

  • An internal unified information system built covering all the contours of accounting and management of the enterprise, based on modern software products
  • Automation of operational accounting: raw materials, production and manufactured products.
  • Reflection of the actual cost of production in the system at all stages of the production process.
  • Automation of reporting on outputs and losses at each stage of production and in all warehouses, during delivery and sales
  • Automation of warehouse logistics.
  • Display of correct stock balances in warehouses for production planning.
  • Automation of personnel accounting and payroll.
  • Automated display of financial and economic transactions for accounting and tax accounting purposes based on operational accounting data.
  • Automation of obtaining operational and financial management reporting in various analytics and groupings according to the user’s choice of parameters.
  • Reduction of time for preparation of management reporting.
  • Optimization of the amount of materials in stock, taking into account orders and continuous production, traceability of production of Client orders.
  • Optimization of supplier selection from several alternative suppliers.
  • Performing ‘pre-planning’ for non-standard orders.
  • An automated system has been implemented that will provide prompt information for management decision-making.

Automation of Financial and Operational Processes an investment in company development


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    For the automation of financial accounting to be fully implemented, it is best to enlist professionals’ help. Our company has been on the market for over 22 years, and this experience will help to tackle the most challenging questions and cases. Using our services, you get an expert view of the state of your company and the best advice on its development.

    This list can be extended, taking into account the specifics of each individual business.

    Our specialists conduct a deep analysis of the entire financial structure of the Client company. Full automation of financial reporting can take up to a year of constant work. The goal is achieved in stages:

    1. A specific technical task is being developed. The ultimate goal of any technical program is the introduction of modern information systems that will help to establish the financial activities of the company.

    2. Formation of the main Client requirements. As a rule, such requirements are: registration and accounting of all data in the system subject to automation, as well as requirements for compliance with the quality of reporting of this system.

    3. Project control. It provides for checking the timeliness and quality of the implementation of the automated system by a team of consultants.

    4. Work with the software product. This is a direct implementation of the technical task that fully meets the needs of the business. Accounting and tax accounting in various areas of the company’s finances. Control over incoming/outgoing finances is also provided.

    How can our services help your business?

    Any business now collects a lot of data, and they open interesting prospects for working with clients: you can make additional sales, segment, plan promotions, change the assortment and more. Moreover, any decision made on inspiration, without analysis of qualitative and quantitative indicators, is likely to fail. Collecting data manually in Excel is hard and thankless work, as such information is easily lost or damaged, and it is usually very poorly organized. The best solution to this problem is accounting software.

    Which business needs to be automated?

    Competent and timely automation of management accounting improves the state of affairs in any company. Financial accounting for small businesses is as important as for national enterprises. Companies have different metrics, business processes, but there is a group of automation goals that is universal for most organizations.

    Why is automation necessary?

    The human factor is perhaps the first thing that automation struggles with in a company. Here is the approximate minimum of corporate problems faced by small and medium-sized businesses: lost opportunities for contact with Clients, forgotten and not recorded data, elementary tasks stretched in time, office and remote procrastination, ‘their’ private clients of managers, disclosure of commercial information, etc. When a program for financial accounting of business processes of all levels (management, operational) appears in the hands, or rather on the business servers, most of these problems are easily and relatively painlessly solved.

    Saving money is one of the key goals of automation. Having invested in software, companies use it either to increase performance or to reduce costs. Thus, the company at least saves time and money on changing the structure of transactions and sales, while increasing turnover and profit. For automation to be frankly unprofitable, you just need to throw the purchased program and forget about the money spent.

    Streamlining and accelerating business processes is a key task performed by software products for financial accounting. Reducing the time for each operation, defining the exact stages, responsible and deadlines makes the process efficient, transparent and streamlined. A clear segregation of duties between employees minimizes the human factor and reduces the risks associated with it.

    Increasing transparency of business, in general, is an important goal. Automation helps employees to work with Clients and with each other in a single information system; Clients to receive timely and quality service; the manager to see the real results of employees’ work. Such transparency not only shapes the company’s positioning, but also leads to revenue growth due to the elimination of conflicts and Client loyalty, as well as standardization of processes (a standard, fixed business process is a sign of a reliable company).