Increasing efficiency with Finance Report Automation

Our client is a global logistics leader, providing end-to-end supply chain solutions that include international express delivery, air, sea, and road freight, along with warehousing, distribution, and customs services. Backed by a strong global network and well-established operations in Vietnam, they sought a solution capable of automatically extracting data from their internal financial systems to generate accurate and timely financial reports.

• Industry: Logistics

• Location: Vietnam 

In the finance industry, our clients face a high volume of repetitive, manual tasks every day. Financial reports were generated from SAP data and then manually reformatted and consolidated in Excel. This process was not only time-consuming but also extended the overall reporting cycle, reducing productivity and delaying critical decision-making. Their daily workflow included:

• Extracting and reformatting data from SAP into Excel

• Performing complex calculations using Excel formulas and VBA scripts

• Re-entering data manually, which increased the risk of errors and negatively impacted financial accuracy

As a result, skilled employees were spending the majority of their time on low-value, repetitive tasks instead of focusing on analysis and strategic decision-making. 

Recognizing the challenges, our team developed an RPA (Robotic Process Automation) solution that leverages the strengths of Microsoft technologies to integrate with the client's existing systems. The solution includes:

• Automated data extraction and formatting with Microsoft Power Automate: We use Microsoft Power Automate to pull data directly from SAP, then reformat and organize it in Excel, all based on the client’s specific needs. The process is fully automated, eliminating repetitive manual work and significantly reducing the chance of errors.

• Integrated VBA scripting: In addition to Microsoft Power Automate, our solution incorporates VBA scripting to manage complex data processing tasks. VBA allows our clients to make quick adjustments directly within Word or Excel without requiring advanced technical knowledge.

With this solution, the entire process is now executed with limited manual intervention, improving speed, accuracy, and overall productivity. 

• Microsoft Power Automate

• VBA (Visual Basic for Application) 

• Increase efficiency: Built with Microsoft Power Automate, this RPA solution automates report processing, cutting manual effort and reducing processing time by up to 80%.

• Improve accuracy: Our solution minimizes the risk of errors in financial reports by combining the power of Microsoft Power Automate with VBA scripting. VBA adds a layer of validation by reviewing every line of data entered, whether by the bot or by end-users.  

• Timely reporting: The finance industry runs on speed and accuracy, with little room for error. This RPA solution is built to keep delivering reports that support faster decision-making and help teams stay efficient under pressure.