Financial services
Accounting, regulatory reporting and integration with core systems.
A financial institution already runs a core system for its main operations. What is often left beside it is everything else: administrative accounting, procurement, fixed assets, payroll, budgeting and the reports for management and regulators. This is where we work.
Typical tasks
- Administrative and business accounting next to the core system: purchases, contracts, fixed assets and inventory.
- Payroll and personnel records for the head office and the branches.
- Budgeting and cost control by department, branch and product.
- Consolidated and management reporting for a group, including reporting under international standards.
- Regulatory reporting prepared from accounting data without manual re-entry.
- Exchange of data between the core system and the accounting system.
What we deliver
- Implementation of 1C:Accounting, 1C:Payroll and HR Management and 1C:Holding Management for financial institutions and groups.
- Integration with the core system: regular transfer of balances and turnovers, reconciliation and control of differences.
- Budgeting and treasury processes.
- Document management for contracts and internal approvals.
- Support under a service level agreement.
Where to start
A typical first step is a map of data flows between the core system and accounting. It shows where figures are retyped by hand and which reports depend on them.
Our clients in this sector include state financial institutions.
1C products
1C:Accounting
Accounting and tax accounting, from primary documents to reports, for one company or several.
Learn more1C:Payroll and HR Management
Personnel records, working time and payroll in one program, from hiring to reports.
Learn more1C:Holding Management
Consolidation, budgeting and treasury for groups of companies, beside the accounting systems the companies already use.
Learn more1C:Document Management
Registration, approval and storage of documents, contracts and internal requests, with deadlines under control.
Learn moreInsights
All insights
When an ERP project becomes an expensive accounting program
How an ERP project is reduced to statutory accounting, which signs show it early, and how to plan phases so that it does not happen.
Cash control before the payment, not after it
How a payment request, a limit and a payment calendar stop a payment before it is made and show a cash gap before it happens.
Budgeting beyond the spreadsheet: how to move without losing control
How to leave one giant budget spreadsheet step by step, what to separate in the budget model and how long a budget cycle really takes.
Let's discuss your project
Tell us what you want to change. We will come back with a plan and a first estimate.
Contact us