Accounting firm, 6 working days to a working version
System for accounting firms: bank statements read from PDFs
Statements arrived as PDFs, and someone had to copy them into a spreadsheet, line by line, every month. Now the system does it.
SHORT ANSWER
Accounting firms lose days copying bank statements from PDFs into spreadsheets and searching emails to see which clients have sent their documents. We build a dashboard where a PDF is uploaded once and automatically turns into rows with a date, amount and description, while documents have statuses: pending, ready, approved. Mocna Księgowość processes statements 8 times faster; implementation took 6 business days.
The customer searches for this term: „bank statement system for accounting firms”
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
What actually gets in the way
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 build
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.
What changes
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.”
- First version
- Quick Start from 2 000 PLN excl. VAT
- Further development
- Ongoing Development from 500 PLN excl. VAT / month
- This industry
- 6 working days to a working version