Accounting automation·Accounting, construction projects·Firma Plus

Document requests to subcontractors, sent automatically at every month end

The firm handled the accounting for several construction projects. Every month, someone had to dig through Excel files, apply internal rules and write a different email to each supplier and subcontractor.

Verified Project · Measured Figures

Saved per month

60 h
Of document requests automated
100%
Recovered per year
≈ 720 h
Expired certificate tracking
Auto

01What we built

What we built

  • Automatic reading of Excel files: monthly progress, certificates, contacts
  • Business rules applied to know which document to request from whom
  • Certificate validity checked, with a renewal request when expired
  • Emails prepared and sent with the right attachments (cheques and releases)
  • The team only does a quick visual check of what went out

02How it works

How it works

  1. Monthly Excel files

  2. Business rules applied

  3. Emails and attachments

  4. Visual check

03Return on investment

Return on investment

A fully manual process replaced by a visual check. 60 hours per month freed up for the accounting firm, about 720 hours per year.

Measured MetricVerified Result
Saved per month60 h
Of document requests automated100%
Recovered per year≈ 720 h
Expired certificate trackingAuto

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