Support in the implementation of the financial and accounting system

At the outset, we conduct a thorough analysis of current financial and accounting processes and identify business requirements. We get to know the specifics of the client company's business, the scale of operations, the volume of documents and any problems with the existing system. Thanks to this, we precisely define the implementation goals and functionalities that a given company needs.

Based on the collected requirements, we help you choose the best financial and accounting system tailored to your business. We advise which solution (and configuration of modules) will meet the current and future needs of the company - taking into account the industry, budget, legal requirements and integration with other tools. Our consultative approach ensures that the selected software will be both efficient and user-friendly.

After selecting a system, we proceed to configure it. We set up the chart of accounts, accounting parameters, posting patterns, and customize modules (e.g., sales, purchasing, warehouse) to meet identified needs. If modifications or additional functionality are required, we coordinate programming work with the system provider. At this stage, we also take care to ensure that the settings comply with applicable tax and accounting regulations.

Transferring historical financial data to the new system is a key implementation step. We plan to export data from the legacy software (including counterparty files, chart of accounts, account balances, settlements, history of operations) and import it into the new system. Before the full launch, we conduct migration tests to ensure that all data has been correctly imported and its integrity has been maintained.

Even the best system won't bring benefits if users don't know how to use it effectively. That's why we conduct comprehensive training for our clients'employees. We teach accounting staff and other future users how to operate the new software, using all key functions. Trainings are held in a convenient form (workshops, webinars, one-on-one consultations) and are tailored to the knowledge level of the participants. As a result, the team gains confidence in working on the new system, and any concerns about the change are alleviated.

Once the solution is installed and configured, the moment comes to launch the system in the production environment. Our experts support you during the system start-up (go-live), monitoring the first postings and reports in the new environment. We provide ongoing technical support, responding quickly to any questions or problems that arise. As part of the service, we also offer optional post-implementation care - after the project is completed, we continue to provide assistance, advise on further optimization of settings and watch over system updates. Such continuous supervision ensures that our clients maximize the potential of the implemented solution.

Automating many tedious, repetitive accounting activities (such as entering invoices, generating returns and reconciling settlements) saves significant time. Employees can focus on data analysis and strategic advice instead of manually entering information. The result is greater efficiency in the finance department and faster task completion.

The new system performs many operations on its own, according to established rules (e.g. automatic posting, tax calculation, sending payment reminders). This saves time and reduces the risk of mistakes due to the human factor. Thanks to the automation of accounting processes, the company gains confidence that its books are kept reliably and accurately, and the number of corrections or amendments drops to a minimum, with significant time savings.

Modern financial and accounting software is updated on an ongoing basis for changes in tax and accounting law. Implementing a new system facilitates compliance with current regulations - for example, it automatically takes into account changes in VAT rates, new reporting schemes or reporting requirements (such as JPK or e-invoicing). As a result, the company avoids formal errors and sanctions, focusing on business instead of keeping track of legislative changes.

A modern financial and accounting system provides extensive analysis and financial reporting capabilities. Management receives up-to-date data on the condition of the company in real time - from the balance sheet and income statement to detailed cost or cash flow reports. This makes it easier to make sound business decisions based on reliable data. Full transparency of finances increases control over the budget and allows to react faster to emerging challenges or market opportunities.

Well-chosen financial and accounting software grows with the company. It easily adapts to the growing number of documents, transactions or expansion of the organizational structure (e.g. opening of new branches). If necessary, additional modules can be added (e.g. projects, BI analysis) instead of replacing the entire system. Thus, the implementation provides a solid foundation for the further development of the company and the creation of a sustainable competitive advantage for years to come.

Although the implementation of new software requires an investment, in the long run it helps reduce operating costs. Faster month-end closings, fewer errors resulting in penalties or corrections, reduced paper workflows - all of this means real savings. In addition, automated processes reduce the need for overtime and make it possible to serve a larger scale of business, without a commensurate increase in headcount.

We have more than a dozen years of experience in implementing various accounting and ERP systems; our team includes more than 300 specialists (including certified accountants, auditors, ERP consultants and IT experts) with proven qualifications; we have worked on many financial and accounting platforms, such as SAP, Oracle, Microsoft Dynamics 365, Comarch ERP or others, among others, which gives us a unique perspective and practical knowledge; thus, we are able to translate the technical capabilities of the software into real improvements in our clients' companies.

We combine IT competence with in-depth knowledge of accounting and current legal and tax regulations; our consultants perfectly understand the principles of financial and accounting systems and, at the same time, know how they should be configured to meet Polish and international accounting standards; if a corporation imposes a specific system or non-standard requirements appear (e.g., group reporting, specific industry requirements), we know how to find a solution that ensures compliance and full functionality.

We treat each implementation as a unique project, tailored to the client's expectations; we are flexible in terms of the scope of support - we can lead a comprehensive implementation from A to Z or focus on selected areas (e.g. data migration or training), if that's what our clients need; we also match the pace and schedule of work to the company's capabilities, so that ongoing business operations run smoothly; our team works efficiently with large corporations as well as medium or smaller companies, scaling solutions adequately to the size of the organization;

We focus on dialogue and partnership; before proposing specific solutions, we listen carefully to expectations and concerns; we explain intricate technological issues in an accessible way, and advise on best practices based on our experience; during implementation, we work closely with the client company's employees - both management, finance and IT - so that all stakeholders are involved in the process and accept the result; transparent communication and consultation at every stage ensure that the end result fully meets the needs of end users;

The team of AiderPolska (MDDP Outsourcing) provides full support not only during the implementation, but also afterwards; a dedicated project manager ensures that deadlines and budgets are met, and a team of IT and accounting specialists is available to solve any problems that may arise; once the system is up and running, our clients can still count on our help: we offer post-implementation care, periodic reviews of the system and advice on further automation of financial and accounting processes; thanks to this, our clients can be sure that they will not be left alone with the new solution - together we will make sure that its capabilities are fully utilized.

The duration of implementation depends on the scale and complexity of the project. For a smaller company, it can be a few weeks, while for complex ERP systems involving multiple modules and integrations, it can be as long as several months. The extent of customization, the number of data migrations and the availability of employees to participate in training and testing are important. We always prepare a detailed schedule, so you know from the beginning how long the various stages will take and when the system is scheduled to be launched.

The cost of implementation is an individual issue and depends on many factors. Among them you should take into account: the range of modules to be implemented, the amount of data to be migrated, the complexity of integration with other systems, the number of users requiring training or software licenses or subscriptions. After an initial analysis of needs, we prepare a personalized quote that details all elements of the project. This gives our clients full clarity on costs, even before the work begins. It is worth remembering that a well-implemented system pays for itself quickly thanks to savings in working time and higher efficiency during task completion.

Yes. Most modern financial and accounting systems offer extensive integration with other business software. During implementation, we analyze what systems are already in place at the client's company (e.g. ERP, CRM, e-commerce platforms, warehouse or payroll systems) and plan appropriate connections. We use available APIs or integration modules so that the new financial and accounting system seamlessly exchanges data with other tools. This gives our clients one consistent IT environment - data entered in one system will automatically appear in the other, eliminating the need to enter information twice and reducing the risk of mistakes.

We approach each implementation in such a way as to minimize the impact on the daily operation of the company. Very often the implementation is carried out in parallel with the current work - this means that until the new system is fully operational, the existing solution can still be used (e.g. we run parallel accounting on a test basis). An important element here is to carefully plan the stages and timing of the work, thus avoiding downtime. Our consultants work closely with the client's accounting and IT teams, informing them in advance of any short-term interruptions (e.g., for data migration). With this approach, the risk of disruption is reduced to a minimum, and the finance department can continue its work without significant interruptions.

We do not end cooperation whenthe system is launched - on the contrary, we provide with full post-implementation support. This includes, among other things, technical support for users, ongoing advice on the use of new functionalities, and assistance with the first closings of the month on the new system. If any problems or questions arise, our experts remain available to provide the necessary care. If necessary, we monitor whether the system requires updates (e.g. related to changes in regulations or new software versions) and help carry them out. The goal of AiderPolska (MDDP Outsourcing) is a long-term partnership - we want to make sure that our customers take full advantage of the potential of the implemented solution and feel confident and secure when operating it.

• Oracle Hyperion
• Oracle's JD Edwards EnterpriseOne
• ERP Prestige
• Proalpha
• Raks SQL
• Revisor
• Sage Symfonia ERP/Symfonia Forte
• SAGE X3
• SAP Business One
• SAP Concur - a system for accounting for business expenses
• SAP ERP
• SAP Fiori
• SAP GUI for windows
• SAP R3
• SAP S/4HANA
• Simple ERP
• Xpertis (Macrologic)
• Comarch ERP Optima
• Comarch ERP XL
• Comarch Optima
• Enova365
• Exact Globe
• Impuls EVO
• iRems
• Macrologic ERP
• Microsoft Dynamics 365
• Microsoft Dynamics AX
• Microsoft Dynamics NAV (Microsoft Navision)