Doappy, a rapidly evolving company specializing in innovative
accounting solutions, approached us for our expertise in developing
software. They aimed at streamlining the management of independent
clients for fiduciaries. It is widely recognized that managing the
accounts of multiple independent clients can be a time-consuming
process for accountants and fiduciaries, resulting in reduced profitability.
The manual processing of a variety of documents for these clients requires
significant time and resources. Recognizing this, Doappy sought a digital
solution to this challenge.
At the start of the project, our consultants conducted a
comprehensive strategic and functional analysis. The key insights
generated served as the foundation for the development of a solution
based on the use of advanced optical character recognition (OCR) and
AI-powered analysis techniques. As a result, we successfully created
a Software as a Service (SaaS) solution capable of automating the
extraction of crucial information, such as price, supplier, and date,
from diverse documents, such as invoices.
The application we developed provided accountants with
the convenience of accessing and modifying their clients’ financial
data at any time, thus simplifying their tax management process.
In addition, we ensured a highly secure environment for storing
sensitive accounting data. Working in close collaboration with Doappy,
we continuously improved the accounting platform based on their
feedback and requests, incorporating new features as necessary.
Looking ahead, we plan to add modules to automate the calculation
of social contributions and taxes.
Through continuous upgrades and user validation,
our algorithm consistently improves its performance.
The integration of advanced text recognition (OCR) and analysis
techniques has empowered fiduciaries to efficiently manage their
clients' information. Our joint efforts with Doappy exemplify
the potential of collaboration between technology and finance.