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Accounting Automation for Financial Firms

Enhancing Accuracy in Ledger Management with AI

Accounting Automation for Financial Firms

Regal Swiss facilitated AI integration for accounting in small Asian firms, optimizing legacy financial systems. Workflows via Zapier automated invoicing and reconciliations, with OpenAI analyzing expenses for anomalies. N8N synced data across platforms for reporting. We incorporated tax compliance for regional standards. Sessions trained accountants on tools. This boosts precision. For accounting services in Asia, our solutions streamline audits, reduce fraud risks, and improve cash flow management, enabling legacy businesses to operate with modern efficiency and regulatory assurance.

Project Info

Client:

SDICOM

Technologies:

Zapier, OpenAI, N8N, Accounting Automation, Tax Compliance

Duration:

Accounting automation implementation project

Team:

Regal Swiss financial technology and accounting automation team

Challenges

Automating reconciliations in outdated ledgers

Detecting anomalies in diverse expense data

Ensuring tax and Asian financial compliance

Adapting tools for small firm resource limits

Solutions

Configured Zapier for invoicing and reconciliation

Applied OpenAI for expense anomaly detection

Deployed N8N for cross-platform data syncing

Built tax-compliant reporting automation

Results & Impact

Reduced reconciliation errors by 55% accurately

Detected fraud risks early, saving 20% in losses

Achieved seamless regional tax compliance

Streamlined reporting, saving 40% in time

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frontdesk@regalswiss.com