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Denis's company is engaged in turnkey modernization of lighting systems with the attraction of capital for work from federal investors . This allows the enterprise not to invest its own website development service money, but to pay for modernization due to savings. The company has a wide range of customers: stores, shopping centers, warehouses, factories and complexes. Today, more than 250 projects are in progress. Volta has been on the market for 3.5 years, the company has 17 employees, and the annual turnover is 200 million rubles.



Problems and tasks
The company did not have a financial director and there were cash flow gaps , all of which led the owner to the need to automate accounting:

"We only kept accounting records in 1C, an outsourced accountant did it. He did not always have time to consolidate everything and provide up-to-date data for management accounting. I kept management records in Excel tables. It was inconvenient, there was not enough planning and control over accounts receivable and accounts payable. It was not possible to analyze operating profit, a separate tool was needed"
Implementation and organization of work
Denis analyzed special accounting services and chose PlanFact:

"I spent a whole month analyzing the options available on the market. PlanFact is the golden mean for us in terms of both price and functionality. It was important for me that the service had both synchronization with the bank and integration with Bitrix"
The data transfer took 3 weeks. Denis addressed technical support consultants with any questions that arose.

"In terms of functionality, I would like to especially note the cash flow report and the payment calendar - the most useful options for us. Now I enter data into PlanFact myself, but next month I plan to delegate these responsibilities"
Results
Volta Case Study - Results


1. Reduced the owner's time:

"Previously, all the figures had to be checked with the bank and transferred to a table. Now I spend a minimum of time working with financial data - no more than 30 minutes a day, all operations are automatically pulled from the bank"
2. Improved the work of the tender department:

"We have several areas of work. PlanFact helped us see that one of them, the tender, was "sagging". Based on the figures we received, we made changes to its work and came out on top."
3. Save 85 thousand rubles per month:

"Due to the pandemic, we transferred employees to remote work, which, combined with the analysis of rental expenses, allows us to save 10 thousand rubles per month. We also automated the warehouse, transferred the storekeeper to another position and save 50 thousand rubles monthly. And full automation of accounting freed up the accountant's time, which he previously spent on uploading data on transactions and generating reports. This additionally saves us another 25 thousand rubles every month, and the accountant in the freed up time is engaged in other more important and useful tasks"
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