Accounting firmPantheon

How Unija saved 70% of its document processing time

Lukasz Popowicz

lower costs for the same volume of documents
64%
faster document processing
70%
less manual data entry
90%
less administrative work
50%

“Before Typless, retyping invoices by hand took far too much time. Now clients upload their documents themselves and the system processes them automatically. The result? 70% less time spent on document entry, and staff who can now focus on strategic advice, which is what clients value most.”

CEO, Unija d.o.o.

About the company

Unija is an international accounting firm that provides accounting, payroll and advisory services in 14 markets of Central and Eastern Europe. Its team of experts ensures the highest quality and the trust of clients and the professional community.

Challenges

Manual document processing took up as much as 50% of Unija's staff working time. That left less time for tax advice and strategic decisions, the services that bring clients the most value. Manual processing was slow because of:

  • disorganised and late documents
  • different formats that made data recognition difficult
  • crumpled and illegible documents
  • documents piling up and arriving only a few times a month
  • frequent errors in manual transcription
  • constant back-and-forth with clients

Needs

Unija needed a single entry point for all incoming documents from its clients and a system that would let them:

  • process documents faster, with less manual entry and less room for errors
  • follow the path of every document with timestamps
  • offer a tool simple enough for clients to use too, cutting down the monthly correspondence

Integration with Pantheon

Unija uses the accounting software Pantheon, which Typless connects to seamlessly, adapting to its business process.

More than invoice processing

Typless isn't only for invoices. It can be extended to other financial, legal and transport documents, for example digitalising goods receipts, orders and material certificates.

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