CUSTOMER STORIES
How Ebit AB automated their financial processes with VISS.AI
Ebit AB, a forward-thinking business advisory firm, wanted to enhance their financial services by minimizing manual bookkeeping tasks and improving cash flow management. They sought an innovative solution that could automate repetitive tasks and ensure their clients received efficient, timely, and accurate services.
The Challenge
Ebit's consultants spent a significant amount of time on manual bookkeeping, data entry, and document management. They needed a solution to streamline these processes, reduce the risk of human error, and provide timely insights into their clients' financial health. Their goals were to:
Automate routine bookkeeping tasks.
Improve liquidity monitoring and forecasting.
Ensure documents were correctly matched to transactions.
About Ebit AB
Ebit is an accounting firm with both certified business developers as well as authorized accounting consultants and payroll consultants. Ebit aims to inspire and guide entrepreneurs in realizing their goals and visions, contributing to a more sustainable economy and providing comprehensive support for businesses.
Company Size: 11-50
Industry: Accounting
Unleashing Potential
VISS.AI stepped in to provide Ebit AB with a powerful, yet simple workflow automation tool. Through natural language processing, VISS.AI's platform allowed Ebit to seamlessly build automated workflows tailored to their specific needs, leading to greater efficiency across the board.
Trend-Alarm for liquidity monitoring
VISS.AI enabled Ebit to monitor their clients’ liquidity by analyzing cash flow projections. By incorporating key financial factors—such as bank balances, incoming payments, and upcoming obligations—VISS.AI was able to forecast potential cash shortages. When a risk was identified, consultants were alerted with detailed trend analysis, allowing them to take immediate corrective action.
Automatic transaction validation process
VISS.AI streamlined the transaction validation process by selecting the appropriate accounting codes based on data such as tax details, supplier information, and amounts. This eliminated the need for manual data entry, ensuring that transaction were recorded correctly and promptly in Ebit’s accounting system.
Automated supporting document reminders
VISS.AI helped Ebit ensure that every financial transaction was supported by the necessary documents. If any supporting documents were missing, VISS.AI automatically sent a reminder to the client, ensuring that consultants had everything they needed to proceed with bookkeeping, reducing delays and errors.
"When we started talking I had a vision of what I wished VISS.AI could be. This is exactly that. It's here today. It's Zapier on steroids!"
- Adam Johnsson Tinoco, Workflow Manager