Automation of financial processes
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Automation of business processes speeds up work and eliminates manual errors not only in accounting and finance - check out other areas that we automate!
Learn moreWhat can we do for you?
Check out the sample automation of finance and accounting
The following automations are just some of our implementations — we will tailor these and other solutions to your processes and tools you use!
Tired of constantly “losing” VAT invoices?
Automate invoice archiving with OCR
- automated retrieval and archiving of invoices with OCR streamlines the management of company documents. The system automatically downloads invoices and, thanks to optical character recognition technology, assigns them to the appropriate categories and saves them in a secure cloud. This allows quick access from any device, eliminates the risk of losing documents and significantly increases the speed of the process.
Do you spend too much time managing business trips?
Automated business trip accounting system
- the system will independently calculate the diet in accordance with the current regulations, as well as send the delegated person clear instructions and reminders that will guide them throughout the process, ensuring the completeness and timeliness of the information. In addition, automated notifications and prompts will ensure that the tasks of the finance department are carried out on time.
Is it troublesome to verify contractors and orders before issuing FV?
Billing automation
- this solution speeds up the process by verifying customer data, generating invoices based on orders, and sending and archiving them. The system checks and saves information about new customers, creates documents according to the order and payment terms, and approved invoices go to both customers and your CRM system at the same time.
Due to an inefficient acceptance process, invoices are paid late?
Accelerated invoice acceptance
- eliminate the long wait for FV acceptance by introducing an automatic alert system. Thanks to this automation, managers will have the opportunity to approve or reject an invoice already from the level of the received notification, which will significantly facilitate the processing of invoices. If none of the options are selected, the system will send them a sequence of reminder alerts. In addition, managers will receive periodic reports so that in case of critical delays, they will know why the invoice was not paid on time.
Still wasting time urging customers to pay?
Automated debt collection process
- simplify debt collection with automatic payment monitoring and notifications that reduce overdue receivables. Specify the frequency and form of reminders, and the system will provide ongoing monitoring of finances and the generation and dispatch of payment requests in case of delays. Thanks to our solution, you will eliminate time-consuming tasks and increase the effectiveness of debt collection.
Do you know which areas of your business are profitable?
Automated financial report
- this automation allows advanced filtering of information by period, projects or departments, allowing fast and precise data analysis. The system monitors indicators, sends alerts in key situations, such as budget overruns, and automatically delivers reports to decision-makers. The financial report ensures cost reduction, eliminates errors and facilitates decision making.
Do you need different automation?
Write to us and schedule a free consultation, during which you will tell us about your processes and the problems facing your company.
Oprogramowania, do których już wdrożyliśmy automatyzację
Korzystasz z kilku programów finansowych lub do obsługi klienta i nie chcesz ich zmieniać? Nasze rozwiązania budujemy poprzez integrację różnych systemów, więc aby wdrożyć automatyzację nie musisz rezygnować z dotychczasowego oprogramowania.
Are you using different tool?
Write to us and our experts will check for you what automation would be possible!
Case Study
Financial report for a client managing four companies
Problems faced by our client and solutions implemented by us:
Every week, our client asked four finance departments to send statements that came from two different accounting tools. The involvement of many people generated delays in the process.
Comparing information generated from several different tools made data analysis not only time-consuming, but also vulnerable to human error.
The client did not have the opportunity to react quickly to significant deviations in the values in the company's finances, because due to the complexity of the process, the reports were analyzed only once a week.
The benefits of implementing this automation
Elimination of errors that occur with manual operation
Optimize the speed of response to critical situations
Reduction of operational risk related to data inaccuracy
Szczegóły realizacji
Czas wdrożenia
3 months
Time saved
300 h per month
Cost of implementation
20 000 EUR
Return on investment
after 10 months
For 12 years we have been creating business applications for clients from various industries.
Read reviews about our projects!
“Sagiton Sp. z o.o. [...] performed services related to the construction, testing, integration and maintenance of application software as part of the ECIP/SEAP project for the Ministry of Finance [...]. All work was done in a professional manner, on time and with due care.”
Write to us!
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