90% less time using automated reconciliation processes
Sobre PUCRS
The Pontifical Catholic University of Rio Grande do Sul (PUC-RS) is one of the most traditional private higher education institutions of Brazil, with over 75 years of history in the country's education sector. The university offers 59 face-to-face undergraduate courses, as well as 10 online courses, 22 master's and doctoral degrees and hundreds of specializations.
In total, there are more than 40,000 active students and 170,000 professionals already trained by the institution. The team includes 2850 teachers and administrative staffas well as 2456 employees at Hospital São Lucasalso run by PUC-RS.
The PUC-RS Accounting team has a total of 20 people, including 10 estão envolvidas nos processos de conciliação de contas contábil, fiscal, de patrimônio, prestação de contas etc.
Contexto
View ampla atuação da empresa nos mercados de educação e saúde, fica fácil imaginar o the volume of information that this organization needs to process in its financial and accounting operations. Not to mention the human resources processes, considering payroll and benefits of the employees. more than 5,000 employees.
All this generated a a lot of manual work for the professionals responsible for reconciliations, crossing 15,000 lines from one file with another 15,000 lines from another filefor example, to carry out a reconciliation of accounts receivable.
Accounting is the company's central point of informationThe more agility you have in delivering the figures, the more demands you'll be able to meet and the more assertiveness you'll have in the process. So, what PUC-RS was looking for when it contacted Dattos was to automate as many processes as possible to win agility and security in the qualification of information for decision-making.
O desafio
Reconciliations were done manually using spreadsheets, resulting in a lot of operational hours for the team validating columns, and little time for more strategic analysis of pending issues.
The more operational demands there were, the less the accounting team was able to devote to analyzing discrepancies, resulting in less than desired delivery at the end of the month
Even with the high volume of data to be analyzed in the accounting routine, it was necessary to shorten reconciliation and analysis times and provide accurate information for decision-making
A solução
With the implementation of the Dattos Conciliation ManagementPUC-RS has succeeded automate a series of conciliation processes and save many operating hours over the month. The reduction was around 220 hours less spent by the accounting team in these processes, culminating in reconciliations Faster 90%.
The technology facilitates and automates the PUC-RS information cross-checking process by displaying pending issues directly on the screenwithout analysts having to spend hours looking for them.
As a result, the size of the divergence analysis spreadsheets has been reduced, as all the reconciled lines are excluded from this analysis, leaving only the pending ones. PUC-RS is now able to identify differences more quickly and find solutions to problems which were not possible with manual processes.
In addition, professionals perceive greater information security for being stored in the cloud and no longer handled manually. After all, Dattos registers a history of all activities carried outcontributing to process traceability.
90% less time with conciliation processes in place
Reduction of 220 hours of manual work by the accounting team
An average of 30,000 to 60,000 lines automatically reconciled per month
Casos de uso na PUCRS
Contas a receber – Hospital
Contas a pagar – Hospital
Consolidated accounts receivable (trade bills and rents)
Consolidated accounts payable
Stocks PUC-RS
"O Dattos trouxe agilidade para a nossa rotina. Agora, conseguimos parar de correr atrás da máquina e começar a focar mais na análise e resolução das pendências . Em um dos processos implantados, deixamos de gastar uma semana e meia nas conciliações para fazer tudo em um único dia. Também já estamos pensando nos próximos processos que queremos implantar no Dattos, porque o objetivo é que todos os processos da PUC-RS, ou pelo menos a sua maioria, estejam automatizados com Dattos."
Débora dos Santos
Accounting Analyst at PUC-RS
Want to know how to achieve PUC-RS results with our technology?
“Em um dos processos implantados, deixamos de gastar uma semana e meia nas conciliações para fazer tudo em um único dia.”