From manual processing to automated — what it means for your accounting practice
Where do you lose time?
Manual multi-step process for each document.
For each line assign:
How much does it actually cost?
Constantly. Every month.
Full process: reading, typing all data, assigning VAT codes, posting accounts, cost centers and dimensions
Gross salary + social tax + employer contributions
Formula: documents × minutes × (salary ÷ 10,080 working minutes per month)
Downloading, sorting, and organizing documents
What can you get back?
At least 80% of this processing time can be eliminated.
That’s 1416 hours (~9 months) per year back. Which means:
More clients
Handle more without additional headcount
Higher-value work
Time for advisory services
Shorter working days
Same clients, same income
How can it be automated?
Same documents. You just verify.
Client 1
Client 2
Client 3
Client 4
Client 5
Central
Document Portal
Header: number, date, due date, supplier, total...
Each line item: title, unit, quantity, price, total, VAT rate...
Transforms data, adjust formats
VAT codes
Posting accounts
Analytical dimensions — cost centers, cost categories, projects, employees
Warehouse identifiers — SKUs
- •Review, correct if needed, confirm. Full control.
- •Filter and search by client, date range and else.
Export CSV / Excel
Download and import manually
API connection
Send directly to your system
You deliver more value.
Clients get visibility into their own financial data — costs broken down by cost centers, categories, projects, and any other dimensions.
What does it take to switch?
You reduce manual work and enhance automation at your pace. No changes to your existing accounting software — Finpilo works in parallel.
Your accounting
software
Easy setup — Start with just one client, or more.
Upload or invite — Send documents to a dedicated email yourself, using same methods you use today. Or invite your client as a member directly. 30 seconds, no additional user fees.
AI handles the work — You validate, modify if needed, confirm.
Export when ready — Daily, weekly, monthly — in a couple of clicks export filtered data to Excel or CSV and import into your accounting software. When ready, connect via API.