Accounting firm, 6 working days to a working version
Mocna Księgowość: bank statements read themselves — in 6 days
Statements arrived as PDFs, and someone had to copy them into a spreadsheet, line by line, every month. Now the system does it.
In brief
- Problem
- Every month, clients sent bank statements as PDFs. Someone at the firm copied every line into a spreadsheet — slow work where typos were easy to make.
- Solution
- One dashboard for the whole firm: clients, their documents and statuses. Upload a statement, and the system reads it and lists the entries automatically.
- Result
- Statement processing is 8 times faster, and retyping entries is a thing of the past. The firm can see who hasn’t sent their documents yet — without searching through emails.
8×faster statement processing. No retyping line by line.
- Industry
- Accounting firm serving several dozen businesses
- Delivery time
- 6 business days
- Scope
- Client dashboard, automatic PDF reading, document statuses and history, data export
Problem
Every month, clients sent bank statements as PDFs. Someone at the firm copied every line into a spreadsheet — slow work where typos were easy to make.
The second problem: no one had an up-to-date view of which clients’ documents had arrived and whose were still pending. Checking meant digging through the email inbox.
What we built
One dashboard for the whole firm: clients, their documents and statuses. Upload a statement, and the system reads it and lists the entries automatically.
- Client list with NIP tax IDs and document statuses in one view.
- Automatic import of statements from PDFs — no retyping.
- Document workflow: pending → ready → approved.
- Export processed data for further accounting work.
Efekt
Statement processing is 8 times faster, and retyping entries is a thing of the past. The firm can see who hasn’t sent their documents yet — without searching through emails.
Time once spent copying numbers from PDFs now goes into work clients actually pay for.
„Now we upload a file and everything is ready moments later — the girls have got several days back each month.”