Value Accounting strengthens delivery reliability with Finago Office
When an accounting firm works with many clients simultaneously, voucher processing quickly becomes one of the most time-critical tasks. For Value Accounting, it became clear that an overview, structure and fewer manual steps were essential for maintaining pace and delivering with confidence. With Finago Office, they bring the entire workflow into one view, automate recurring tasks and strengthen delivery reliability without losing control.
The challenge: many clients, fast pace
For accounting firms, voucher processing is one of the most repetitive and time-consuming everyday tasks. When large volumes and many clients need to be managed in parallel, overview, structure and efficient workflows become essential to avoid bottlenecks and unnecessary manual work.
For Value Accounting, handling a large inflow of vouchers from many different clients, the need for better overview and more cohesive workflows became apparent. With Finago Office, the entire voucher workflow is brought together in a single view, where automation, rule-based logic and traceability reduce manual steps and make it easier to work in a structured way – without losing control or momentum.
“The multi-client management makes working in the system very efficient. All clients are gathered in the same view, which means I can easily work my way through the list. When everything has been checked, I know the work is done for the day,” says Philip Sidlo, Agency Manager and Authorised Accounting Consultant at Value Accounting.
Multi-client management in the same view means that documents from several companies can be handled without switching views. This creates confidence that nothing is missed and that work can be distributed evenly throughout the day.
“We see very clear results in terms of what this helps our clients with. We see that it frees up time and that accounting firms can spend more time on advisory work,” says Andreas Näslund, Country Manager Sweden at Finago.
The biggest time savings I get from voucher management are the automation workflows. There I can set up how our routines work for specific suppliers and clients.
– Philip Sidlo, Agency Manager and Authorised Accounting Consultant, Value Accounting
Automation that reflects the routine
Value Accounting explains that much of the time savings come from Finago Office handling the recurring steps in the voucher workflow. At the same time, they retain full control over what requires manual handling. In practice, the system does the grunt work, while the professionals guide and quality-assure where needed.
Voucher management in Finago Office combines rules, AI and automated workflows to handle recurring tasks. The system can suggest rules when patterns repeat, whilst stop rules ensure that sensitive documents never proceed automatically.
Philip Sidlo explains: “The biggest time savings I get from voucher management are the automation workflows. There I can set up how our routines work for specific suppliers and clients. The system helps with automation while I retain control. That makes me feel confident.”
The connected workflow from incoming documents to completed bookkeeping means repetitive steps are reduced and the risk of errors decreases.
“With the help of automation, I have significantly improved delivery reliability as an accounting consultant,” says Philip Sidlo.
Rules built around real workflows
Voucher management in Finago Office makes it possible to build logic based on real working practices:
- Rules per supplier, client or document type
- The system suggests rules when recurring patterns are detected
- Stop rules for documents that always require manual review
- The ability to use free-text search, for example on project numbers or purchase orders
This provides a flexible and secure routine where both pace and quality improve.
Efficient collaboration around every document
At Finago, we saw that a great deal of time was lost when questions about documents ended up in email threads or across different systems. The need became clear: accounting firms must be able to handle queries directly in connection with the actual work. That is why communication in Finago Office takes place at document level.
In practice, this means the team can tag colleagues or clients and resolve questions directly within the workflow. All dialogue is saved alongside the voucher, providing a clear history and faster decisions.
The benefit for the accounting firm is that:
- Communication takes place in the same view as the work
- Everyone sees the same documents and the same decisions
- Reconciliation is faster
- Nothing falls through the cracks
The live chat has been developed to gather questions and decisions within the workflow and avoid unnecessary interruptions.
Whether you work at an accounting firm or are a client of an accounting firm, this voucher management gives you a tool that combines control, flexibility and smart automation.