Financial and accounting process automation in Poland

Efficiency and innovation: discover the benefits of automation 

Financial and accounting process automation in Poland

Efficiency and innovation: discover the benefits of automation 
Choose Accace in Poland

Atrium Center, 27 John Paul II Ave. Warsaw 00-867, Poland

Process automation is not just a trend – it is a future that is already bringing tangible benefits to many businesses. Thanks to advanced technologies such as artificial intelligence (AI), robotic business process automation (RPA) or advanced data analytics, companies can achieve enhanced accuracy, speed and security in financial management. Eliminating the risk of human error, ensuring data consistency and accuracy, saving time and costs – these are among the many benefits of implementing automation into your business.

At Accace, we offer comprehensive solutions for automating financial and accounting processes, tailored to the individual needs of our clients.


Automation and optimisation of the reporting process

In many companies, reporting still relies on manual analysis of numerous spreadsheets and the tedious verification of data. Our reporting automation service streamlines the collection, processing, and presentation of data from various sources, delivering it in a clear format on dedicated dashboards. Automated generation of detailed reports reduces the risk of human errors and enhances decision-making processes, enabling organizations to access accurate information quickly.

Opt for reporting automation and gain a competitive edge with fast and accurate decisions based on reliable data.

Benefits of reporting automation

Time savings
By leveraging automation, employees can focus on more strategic tasks, such as data analysis and making business decisions, rather than wasting time on manually generating reports.

Flexibility and scalability
Reporting automation allows for easy adaptation to dynamically changing regulatory and business requirements. Automated systems can be easily scaled and modified according to the needs of the organization, enhancing their efficiency and adaptability.

Faster access to up-to-date information
With automation, reports can be generated in real-time, allowing for quick access to the latest data. This, in turn, enables more informed and efficient management, as well as greater responsiveness to changing market conditions.

Consistency and accuracy of data
Automation ensures data consistency, which is crucial in the context of reporting. Consistent and accurate data enables more effective analysis and help maintain compliance with regulatory and business requirements.

Reduction of human errors
Automated processes eliminate the risk of errors often associated with manual data entry. As a result, reports are more accurate and reliable, leading to better quality decision-making.

Increased operational efficiency
Reporting automation enables the quick generation of multidimensional analyses, identification of bottlenecks within the company, and better budget management, leading to more effective business decisions and improved operational efficiency.

Service implementation process

Analysis of needs

We begin with a thorough analysis of the current reporting processes within the company and the client’s needs.

Planning

We create a detailed implementation plan, including the selection of optimal solutions for the company.

Implementation

We implement tailored technologies and tools to automate reporting processes according to specific requirements.

Testing

We carry out tests to ensure that the tool meets its objectives and functions correctly.

Training and support

We train employees in the use of new tools and provide post-implementation support.


Accounting automation and creation of import files

The automation of repetitive processes not only makes it possible to significantly speed up the processing of accounting documents, but also to minimise the risk of human error. Many organisations still struggle with the challenges of manually processing accounting data, leading to numerous problems such as errors, delays and increased operational costs. With the increasing digitalisation of tax settlements and requirements imposed on businesses, the automation of financial and accounting processes is starting to become a necessity.

Modern ERP systems include integrated solutions that effectively support the automation and management of a company’s key resources. At Accace Poland, we support clients in exploiting maximum automation opportunities both during the ERP system implementation process (NetSuite, Microsoft Dynamics NAV, Dynamics 365 Business Central, SAP and others) and after implementation, in areas such as:

  • Posting invoices
  • Posting and reconciliation of bank statements
  • Creation of import files
  • Management of receivables and payables
  • Automation of payroll accounting
  • Generation and sending payment notifications.

Benefits of accounting automation

Automation of invoice processing

Posting invoices can be time-consuming and error-prone, especially when done manually. Thanks to OCR (optical character recognition) technology, it is possible to automatically read data from invoices and enter them directly into the accounting system.

Key benefits:

Eliminates the need for manual data entry, significantly reducing document processing time

Minimise the risk of errors that can occur with manual data entry

Invoices are processed almost as soon as they are received, streamlining the entire accounting process


Automated invoicing

Invoicing can become much simpler and more efficient with automation. Invoice automation includes the swift preparation and sending of invoices, as well as receiving automatic reminders for upcoming payment due dates.

Key benefits:

Reduction of processing time

Automatic transaction matching minimises the risk of errors


Creating import files

Creating comprehensive import files using advanced software enables the swift entry of a large volume of accounting operations into the ERP system, as well as complex bookings such as detailed payroll lists. The generated accounting files are prepared in a format that meets the requirements of the financial and accounting system, compatible and ready for efficient entry into the accounting books.

Key benefits:

Generation of compatible import files

Automated calculations and transformations

Ensure compliance with changing legislation through regular updates and adjustments

Service implementation process

Analysis of needs

We begin with a detailed analysis of the current processes, data structure, and ERP system requirements to optimize and configure it efficiently.

Planning

We create a detailed implementation plan, taking into account the selection of optimal solutions for the company.

Implementation

In collaboration with the clients’ IT system managers, we implement the appropriate tools and technologies.

Testing

We conduct tests to ensure that the system operates as intended and meets the comprehensive business requirements.

Training and support

We train employees in using the new tools and provide support after the implementation.


Consolidation and merging of data

Our support in data consolidation and integration is aimed at companies that want to optimize their processes, minimize the risk of errors, and improve the operational efficiency of the business. We assist in automating processes and integrating data for various financial and accounting areas, including:

  • closure of financial periods
  • reconciliation of intra-group operations
  • tax settlements
  • generation of specialised financial and management reports.

Our team of experts offers comprehensive support in optimizing financial and accounting processes, using the latest technologies. We assist in data integration from ERP systems, spreadsheets, and other sources, creating a consistent and unified data structure, which leads to the optimization of reporting and administrative processes within organizations. Additionally, automated data integration from multiple sources eliminates the need for manual processing and minimizes the risk of errors.

Benefits of automating data integration

Improving data quality

Collecting data from multiple sources often carries the risk of inaccuracies or incomplete information. We help unify and standardize data, eliminating errors and inconsistencies, which leads to better quality analyses and reports.

Optimised analysis and increased operational efficiency

Automating the process of data consolidation and integration allows for real-time access to necessary information and reports. With automated data consolidation and integration, an accurate picture of the current situation can be obtained instantly.

Elimination of time-consuming manual processes

Traditional manual methods of consolidating and integrating data from various sources are inefficient and prone to errors. Automation of these processes saves time and resources while minimizing the risk of mistakes.

Automatic generation of documents and forms

Our service enables mass document creation based on integrated data. This eliminates the need for manually filling out forms and significantly speeds up administrative processes.

Support for data migration from different systems

During migration to new systems, proper mapping and data integration play a crucial role. This is especially important for companies undergoing technological changes and looking to ensure operational efficiency without compromising data quality.

Service implementation process

Analysis of needs

We begin with a detailed analysis of the current processes and data structure to optimize them and ensure the effective implementation of the solution.

Planning

We create a detailed implementation plan, considering the selection of optimal solutions for the company.

Implementation

We implement dedicated tools and solutions to automate data consolidation and merging.

Testing

We conduct tests to ensure that the system functions as intended and meets the comprehensive business requirements.

Training and support

We train employees in the use of new tools and provide post-implementation support.


Provision of robotic process automation (RPA) automation solutions

The service involves the creation and implementation of RPA (Robotic Process Automation) solutions, through which repetitive tasks are automated using software robots. These robots mimic human actions such as data entry, copying and pasting, logging into applications, or generating reports. Thanks to RPA technology, these activities can be carried out automatically.

We offer comprehensive support at every stage of the implementation – from identifying processes with the highest automation potential, through mapping them, to building and deploying software robots. RPA solutions not only streamline daily operations but also support organizations in their long-term growth, enabling them to quickly adapt to new challenges and business needs.

Benefits of RPA automation solutions

Automation of repetitive processes
RPA is highly effective in automating tasks based on clearly defined rules and procedures, such as retrieving, processing, and updating data in systems, or generating required periodic reports.

Speed of implementation
RPA operates at i.a. the user interface (GUI) level, meaning robots can automatically mimic actions performed by humans in existing applications, without the need for complex and costly system integration.

Quick adaptation to process changes
RPA robots can be quickly adapted to changing business conditions, such as new procedures or process changes.

Ability to work 24/7
RPA enables continuous operation without breaks, meaning robots can perform tasks 24/7, increasing the operational efficiency of the company and reducing the time required to complete key processes.

Elimination of manual data input errors

By performing tasks with precision, robots minimize the risk of errors that often occur during manual data processing.

Resolved problems

The low efficiency of manual data entry often leads to time and resource losses within organizations. With RPA, numerous repetitive processes can be automated, eliminating the need for manual, time-consuming data processing. This allows teams to focus on more valuable tasks, leading to better resource utilization and increased operational efficiency.

Difficulties in integrating systems

Integrating different systems and applications within an organization can be complex and costly. RPA can solve this problem by enabling process automation without the need for deep modifications and integration through APIs (Application Programming Interfaces).

Limitations in process scalability can hinder a company’s growth when manual operations become inefficient in the face of increasing demands. RPA allows for easy scaling of process automation, enabling the company to flexibly adapt to growth and changing business requirements. As a result, the implemented solutions can grow with the company, supporting its development without the need for significant resource expansion.

Service implementation process

Selection of processes

We identify processes within the organization that are repetitive, time-consuming, and suitable for automation. The goal is to select those whose automation will bring the greatest benefits.

Mapping of processes

After selecting the processes, we map them in detail to understand the workflows and identify critical points that will be key to effective automation.

Creating a robotisation plan

Based on the process map, we develop a detailed automation plan. We determine which tools and technologies will be used and how the robots will interact with existing systems.

Building and configuring robots

We proceed with the actual building of the robots. Each robot is designed and programmed according to the requirements specified in the plan.

Tests and implementation

After the configuration is complete, the robots undergo testing, and once they pass successfully, they are deployed in the production environment. We then monitor their performance and make necessary adjustments as needed.


What makes us unique

COMPETENCE AND PROFESSIONALISM

We have extensive experience working with companies and sectors of diverse profiles, which enables us to precisely tailor solutions to the unique requirements of each organization

INNOVATION AND TECHNOLOGY

We leverage the latest technologies to provide organizations with a competitive edge and maximize operational efficiency

FULL SUPPORT

Our support includes comprehensive assistance with the automation implementation, as well as ongoing consulting and optimization to ensure that the selected solutions deliver lasting benefits

Marcin Pezowicz
Process Improvement and Automation Supervisor | Accace Poland
Get in touch with us
Norbert Sołtysiak
Senior Accounting Manager | Accace Poland
Get in touch with us
Choose Accace in Poland

Atrium Center, 27 John Paul II Ave. Warsaw 00-867, Poland

map-markercrossarrow-leftarrow-rightcheckmark-circle