Monthly balance sheet exports for 50 clients in one run

A worked example with DataConv ·

The challenge

An accounting firm with 50 SME clients had to convert CSV exports to UBL by hand every month — an average of 12 hours of work per month.

The solution

With DataConv we built one mapping template per client. The monthly run performs all 50 conversions in under 5 minutes, with an audit trail per client.

The result

Time savings from 12h/month to 1h/month, plus fewer errors because the mapping no longer needs to be rebuilt for every client.

The situation

For years, the firm ran on a mix of Excel macros and manual cutting and pasting to convert CSV exports from clients’ bookkeeping systems into UBL for Peppol submission.

The solution

One DataConv template set up per client. During the monthly run, all 50 exports are processed in a single batch. An audit trail per client makes after-the-fact review straightforward.

The result

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