Processes
Automate any type of reconciliation using artificial intelligence, reduce up to 90% of the time spent on manual tasks, and streamline the closing process. Achieve more efficiency, reliable data, full process visibility, and complete implementation by our team of specialists.
Accounting Analyst at PUC-RS
Leverage the best of technology and artificial intelligence to automate recurring tasks. Make your teams more strategic, focusing on what really matters: business growth.
Tasks that take days in Excel spreadsheets become tasks completed in minutes, freeing up time for analysis and other financial routines.
We map your entire process and integrate all endpoints. There's no room for error: reliable data, without the risk of manual mistakes, and quick identification of inconsistencies.
Adapt and organize workflows according to your routine and needs. We understand that every team has different processes.
Compare accounting records with external data sources, such as bank statements and invoices, ensuring all financial transactions are correctly reflected in the accounting books. Automate your routines, standardize processes, and ensure accurate data reporting by the accounting team within the deadline.
Reduce risks and prevent tax issues with automated processes for controlling and validating records and obligations. Compare tax books with the calculation system, general ledger, and obligations much faster. Ensure transactions are compliant with tax regulations to guarantee organizational security.
Verify balances and transactions between internal financial records and external documents, such as bank statements and payment reports, in an automated way, avoiding manual errors. Ensure that inflows and outflows are correctly aligned with cash flow and accounting records, identifying potential discrepancies in minutes.
How does it work?
Secure, fast, and automated! In just 4 steps, you ensure greater data security and reliability, better process management, and free up time for more strategic activities.
Integrate systems and tools and upload any type of digital document.
Define information separation into columns, structure your data using artificial intelligence, and create the rules for the process you want to automate.
Assign responsibilities, deadlines, and steps, centralizing control of the process without micromanaging the team.
Leave the heavy work to Dattos and receive your data ready for analysis.
How does Dattos simplify conciliations in practice?
Talk to our experts
Schedule a demonstration and discover how Dattos can help you and your team save time by reducing manual tasks, ensuring more reliable data, while tracking every step of the processes in real time
Frequently Asked Questions
The Dattos platform offers various integration options to facilitate data extraction and preparation. This includes file import, SFTP connections, direct integration with databases and API services. In addition, we support integrations with leading ERP systems, cloud storage services, major banks and payment acquirers.
The Dattos platform supports a wide variety of files, including texts, spreadsheets, XML, OFX and PDFs. In addition, it is able to read special standards used in the financial area, such as CNAB, SPED and many others.
The Dattos platform has a direct connection to various databases widely used in the market, facilitating integration and efficient data processing.
The Dattos platform offers various options and formats for exporting reports, meeting customization needs and integration with other systems. It is possible to export reports in various file formats and establish direct connections with databases, facilitating integration with BI tools and other applications.
In addition to data extraction and preparation, the Dattos platform makes it possible to carry out different types of financial analysis and flow configurations to optimize the processes within the analysis. The main types currently covered are
Dattos S.A. © 2024 | All rights reserved | CNPJ: 12.962.907/0001-10
