01
Accounting order
Who it is for: Shops that already have accounting software, but the database is messy and receipts and expenses are entered by hand.
What is included
- Database diagnostic: duplicates, empty cards, discrepancies
- Preparing receipts from supplier invoices (draft → check)
- Product and counterparty cards under one standard
- Entering expenses by category
- Fixing errors agreed in the list
What is not included
- Shelf stocktaking
- Bookkeeping, tax accounting and filing reports
- Fixing errors outside the agreed list
Required access
- An account in the accounting software with limited rights
- Sample invoices and the list of expense categories
Launch stages
- Database diagnostic
- Agreeing on rules and the error list
- Setting up the receipts and expenses process
- Trial week on real documents
- Training the person in charge
- Acceptance criterion
- Agreed errors are fixed; receipts and expenses go through the "draft → check" process on real documents.
- Support
- Handling failures, adjusting recognition rules, advising the person in charge.
- Dependencies on external services
- API or exports of the accounting software · AI recognition service · Telegram (if chosen as the channel)
Timeline: set after the diagnostic and a check of data access.