Business context

At Postęp, daily financial reporting was one of the key responsibilities of the controlling team. Preparing data for management required logging into the SAP system each time, manually downloading Excel files, formatting them, and distributing the reports. The repetitive nature of these tasks consumed around two hours every day, limiting the team’s capacity for analytical work and increasing the risk of errors.

Scope of automation

The designed robot has fully taken over the reporting process. Each day it logs into SAP, downloads financial data in XLS format, transforms it into the layout required by management, and automatically informs the user when the file is ready. The entire process runs in the background without any employee involvement.

Technologies used

SAIO Robotics, SAP, Microsoft Excel

Implementation results

• Increased availability of the team for analytical and value-added tasks.
• Consistent quality and structure of reports regardless of the person or day.
• Elimination of errors resulting from manual data processing.
• Improved timeliness and predictability of management information delivery.
• Reduced workload for the finance team by removing routine activities.