Use case · solution pattern, not a customer claim
Controlling and accounting export data to spreadsheets. Cost centres, entities, or property identifiers do not match, and differences often become visible only shortly before close.
Data landscape
The first step is not a new platform for its own sake. It creates traceable access to the sources that shape the process today.
DATEV accounting, SAP FI or CO, Microsoft Dynamics 365 Finance, LucaNet, Diamant, Jedox, Power BI, Excel, bank statements, and specialist source systems.
First project scope
The starting point focuses on one entity, one account, or one reconciliation type. Deterministic rules identify differences, while classification or explanation suggestions remain subject to professional approval.
Constrain
Constrain the project to one entity, one account, or one recurring reconciliation type.
Connect
Bring posting data, reference identifiers, and comments together traceably.
Review
Have controlling or accounting approve rules and difference suggestions.
Observe impact
Observe reconciliation effort, unresolved differences, and correction postings.
The honest objection
The dependable response
The solution does not post autonomously. It reproduces professionally defined rules, logs data lineage, and prioritises differences for approval.
Conditions
A sound starting point needs clear data, accountability, and boundaries. Missing conditions are made visible rather than hidden.
When personal data is processed, requirements include purpose limitation, data minimisation, access protection, and deletion rules. Works councils and data protection stakeholders should be involved early where the specific use requires it.
Personal accountability
Umar Qureshi, Data & AI Expert
The technical background spans data engineering and platform architecture through enterprise search and responsibly integrated AI systems. The assessment remains grounded in your process and system landscape.
Free initial assessment
We assess data sources, rules, and one traceable first reconciliation type.
The initial consultation and joint use-case discovery are free and non-binding.
Evidence sits in tickets, policies, training lists, approvals, and emails. Currency, completeness, and provenance are difficult to see.
Complaints, defect codes, batches, and process values live in separate systems. Recurring patterns are therefore identified late.
Critical parts are missing while others sit in stock for years. Consumption, asset criticality, lead time, and equivalent parts are rarely assessed together.
