Setting up accounting systems is the process of implementing an accounting system that meets all regulatory requirements and the needs of a specific business. This service includes selecting the appropriate software, integrating it with other company systems, configuring workflows, and training personnel. The goal of the setup is to ensure accurate, efficient, and timely accounting, enabling the company to comply with Ukrainian legislation, maintain effective internal records, and make informed management decisions.
The system ensures the recording of all financial transactions, tracking income and expenses, and managing assets and liabilities.
Over 12 years of experience in business automation in Ukraine.
More than 400 successful projects in various industries.
We work with different software systems and choose the one that is best for your business.
At all stages – process analysis, implementation, training – our experts are involved.
You will receive assistance at any time as needed: remotely (online) or on-site.
In the first stage, consultations are held with management and accountants to determine the system’s primary requirements. Existing business processes are assessed, and bottlenecks that need optimization are identified. The main goals and tasks to be addressed during the accounting system setup are defined, the scope of work is approximately determined, and a technical task is generally outlined.
Specialists analyze the existing information systems already in use at the company that will need to be integrated with the accounting software to automate and optimize the company’s overall operations.
They consider which software is currently used for accounting. This is important for data transfer and accelerating staff training in the future if there is an opportunity to simplify this process.
The software market is analyzed, and the most suitable solution is selected. A report is provided to the client’s company management, justifying the choice of software and indicating the financial costs of its purchase and implementation.
Based on the results of previous stages, further consultations with company management are held, and the terms of future cooperation are discussed. A technical task for the technical specialists is formed, a work schedule is set, and responsible persons are appointed for each stage. Simultaneously, the company’s management selects responsible employees from their side who will consult the technical specialists if necessary, undergo training first, and assist in testing the product during the setup process.
The software chosen for accounting is installed on company servers and workstations or cloud access is configured if a fully “cloud-based” solution is selected. Data security settings are checked and configured.
The system parameters are adjusted according to the company’s requirements. All necessary integrations with other systems, such as ERP, CRM, and banking systems, are carried out. User roles and access rights are configured.
Data is collected and prepared for transfer from old systems to the new one. After preparation, the data is transferred to the new accounting system. The accuracy of the transferred data is checked, and test operations are performed.
Training is provided for accountants and other employees who will work with the new system. Methodological materials and instructions for working with the software are developed and handed over to the management and responsible employees of the company. A user support system is implemented for the first months after the system’s implementation.
A test launch of the system is carried out, and potential issues are identified and resolved. After all necessary testing iterations, the system is fully launched into production. As part of the cooperation, technical support and timely software updates are provided.
Automating accounting allows companies to increase the efficiency of financial management, ensure compliance with legislation, and reduce accounting costs. This is an essential step for business development and maintaining competitiveness in the market.
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