Automation of Accounting Processes in Comarch ERP Optima
About the Client
The client’s objective was to increase team efficiency, improve cost-related performance indicators, and build a stable foundation for further growth. The key challenge was to implement solutions that would make it possible to serve a larger number of clients without a proportional increase in operating costs.
Actions Taken
Defining the Problem
Taxmore was growing very rapidly, but the increasing number of clients was placing greater pressure on operational processes. As the business scaled, there was a growing need to organize accounting workflows, standardize procedures, and reduce time-consuming manual tasks.
The company needed a solution that would allow it to maintain a high standard of client service while improving team efficiency and keeping operating costs under control.
- A large number of manual accounting processes
- The need to scale the business without a sharp increase in costs
- The need to improve work efficiency indicators
- Lack of standardization in some ERP system processes
Solutions
As part of the cooperation, comprehensive automation of accounting processes was implemented in the Comarch ERP Optima environment. The aim of the project was to simplify the team’s daily work and create repeatable processes that would support the company’s continued growth.
A standardized chart of accounts was prepared, accounting schemes were implemented, and reporting tools were introduced to support data analysis and automate document posting. As a result, the number of manual tasks was significantly reduced and operational workflows became more transparent.
- Implementation of accounting schemes in Comarch ERP Optima
- Preparation of a standardized chart of accounts
- Automation of document posting
- Implementation of accounting and reporting tools
- Standardization of accounting processes across the company
Results
The implemented solutions enabled the company to effectively streamline its processes and prepare the organization for further growth. Automation improved team efficiency and contributed to better cost indicators.
Taxmore was able to serve a larger number of clients while maintaining a high quality of service and better control over operating costs.
- Increase in work efficiency by approximately 25%
- Reduction in direct costs by 30%
- Improvement in the company’s cost indicators
- Greater capacity for further business scaling
- Ability to serve more clients without a proportional increase in costs
Conclusions
The project demonstrated that properly implemented automation of accounting processes can make a real contribution to the growth of an accounting firm. By streamlining workflows and making better use of the ERP system’s capabilities, the company gained greater scalability and improved control over costs.
The implemented solutions created a stable foundation for Taxmore’s continued growth and allowed the team to focus on serving an increasing number of clients instead of spending time on manual administrative processes.
When we started working together, we were a young and rapidly growing accounting firm. Implementing the Click Package increased our work efficiency by approximately 20–30% and significantly improved our cost indicators, such as the number of companies handled per employee and the ratio of employee costs to revenue. As a result, we were able to continue growing dynamically and scale our operations. I definitely recommend working with TaxCoach.
