Integrations and custom development
When the same report starts with downloading files, fixing columns and copying figures, there is a clear workflow to improve. SVS Digital develops accounting automation for recurring data preparation, conversions and reporting. Your accounting team defines the checks and approves the result.
Discuss a recurring accounting taskExplore a related projectBring files from different systems into a consistent structure. Map columns, dates, identifiers and number formats, then produce the agreed output. A changed file format should trigger a check rather than quietly shifting values into the wrong fields.
Generate reports with the grouping, calculations and control totals your team needs. Record the reporting period and source files so a reviewer can trace a figure back to its origin. Template changes are agreed before they affect regular reporting.
Flag missing codes, duplicate rows, unexpected periods and totals that do not reconcile. The accounting team supplies the business rules and tolerances. Exceptions stay visible for review instead of disappearing into a finished spreadsheet.
If the input is a PDF or unstructured text, a separate document-processing step can propose fields for review. Extracting a number and approving its accounting treatment are different tasks. We scope capture, validation and transfer to the destination separately.
An employee supplies files for the selected period. The tool validates expected columns and checks for duplicate records. It generates a report and a list of exceptions. A reviewer compares control totals and approves the final file. If the source format changes, processing pauses for the mapping to be checked.
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Record the inputs, manual steps, expected result and current preparation time. Start with a result that can be compared directly.
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Your team supplies verified examples, calculation rules and tolerances. Identify which steps require a reviewer.
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Test normal files, missing values, repeated imports and changed formats against previously checked reports.
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Provide instructions and an exception workflow. Track preparation time, corrections and maintenance when source formats change.
From our projects
MGI DD Tools brings more than ten tools for recurring accounting work into one platform, including data processing, conversions and reports. The case study explains the implementation and the basis of reported time savings. It is a reference for custom accounting workflows, not a promise of the same savings for every team.
Read the case studyAccounting automation cost depends on file formats, calculations, controls and destination systems. A consistent export-to-report task needs less work than several changing sources with different layouts. We separate development, any external service costs and maintenance. Begin with one task and measure the result before automating a larger reporting process.
Usually the first step is to improve the work around your existing system: exports, conversions, checks or reporting. We inspect available interfaces before recommending a change to the core system.
Invoice automation concerns a particular flow, such as capture, matching and approval of incoming invoices. Accounting automation can also cover exports, recurring reports and data preparation. We define the specific workflow in the proposal.
Yes, when the inputs and calculations can be defined. We first compare the output with a verified report and include checks for missing files, changed columns and incorrect periods.
Your team defines accounting rules and approval responsibilities. AI can assist with unstructured inputs where useful; important fields and calculations need explicit checks.
Compare preparation time, review time and correction volume before and after the pilot. Include development, tool usage and maintenance costs when assessing the result.
Review your current workflow, tools and intended result with Uroš from SVS Digital. Together, we identify a practical first step to assess.
Discuss a recurring accounting task