Reference assignment. Real situation, presented anonymously when necessary.
Starting Point
Billing, banking, CRM, and business tools all generate useful data, but in different formats. Accounting retrieves manual exports, with duplicates and late-stage checks.
The Project
Map the data flows, standardize the expected data, and create the necessary exports or transformations before import. Discrepancies become visible in a single location.
Target Outcome
- More regular data exchanges
- Less re-entry and fewer corrections at period end
- A clean foundation to prepare for electronic invoicing