FINANCIAL SOLUTIONS
Explore the tools developed by Onwelo with finance and accounting teams in mind. The solutions aim to automate tasks and conduct business in line with current legislation. These are just some of the benefits.
Explore the tools developed by Onwelo with finance and accounting teams in mind. The solutions aim to automate tasks and conduct business in line with current legislation. These are just some of the benefits.
FINANCIAL SOLUTIONS
Explore the tools developed by Onwelo with finance and accounting teams in mind. The solutions aim to automate tasks and conduct business in line with current legislation. These are just some of the benefits.
OnTax is a platform for the full handling of the Single Control File, VATchecker is a system for the rapid verification of contractors, and eFinancial Report is a tool for managing the generation of financial statements in XML format. The latest solution for the finance sector is the DMS, a system for the electronic circulation of documents. You can also use OnFinance, a platform for the financial industry designed to generate reports that meet the requirements of AIFMD regulation.
ONTAX
OnTax is a platform designed for reporting that allows for the comprehensive handling of processes related to the Single Control File. It enables the necessary data to be collected, tested and the relevant structures to be generated – both mandatory and at the request of the tax authorities, as required by law. The solution is independent of the source systems and fully integrates with them. The OnTax reporting platform for JPK is a convenient solution embedded in the cloud, with full security of user data. The high level of security of our tool is evidenced by the certifications obtained in this area.
We can help you with
- Business analysis to identify data in financial and accounting systems, among others: Oracle EBS, Microsoft Dynamics AX
- Development of IT solutions for data acquisition for JPK file generation
- Implementation of a JPK reporting solution based on the OnTax platform
- Support for communication with the Ministry of Finance and the repository of sent JPK files
- Substantive testing of data highlighting areas that may require adjustments to processes within the company
- Maintaining the application and ensuring compliance with changing legislation on Single Control File
- Business analysis to identify data in financial and accounting systems, among others: Oracle EBS, Microsoft Dynamics AX
- Development of IT solutions for data acquisition for JPK file generation
- Implementation of a JPK reporting solution based on the OnTax platform
- Support for communication with the Ministry of Finance and the repository of sent JPK files
- Substantive testing of data highlighting areas that may require adjustments to processes within the company
- Maintaining the application and ensuring compliance with changing legislation on Single Control File
VATCHECKER
VATchecker is an easy-to-use tool that allows you to check whether cooperating entities are registered for VAT. It is worth using the solution in order to avoid sanctions related to the deduction of input VAT, the use of the 0% rate for WDT and application of the reverse charge mechanism.
Selected functionalities
- Aggregate VAT checking of contractors with the White List of Taxable Persons, after importing VAT numbers in spreadsheet format
- Collection of reliable data resulting from a check on VAT taxable persons
- Generation of a comprehensive report including, inter alia, VAT status or information on an incorrect VAT number, taxpayer data and enquiry information
- Convenient access to a data repository containing the entire history of reports received with the possibility of filtering search results
E-FINANCIAL STATEMENTS
The eFinancial Statements module allows you to easily manage the generation of your company’s financial statements. It will enable you to prepare your report electronically, maintaining the correct format and logical structure.
Selected functionalities
- Generating financial statements for structures: Other Entity, Full Small Entity, Simplified Small Entity, Insurance, Consolidated Other Entity, Other Organisation
- Possibility of adding attachments and notes
- Validation of data in the model
- Generating financial statements for structures: Other Entity, Full Small Entity, Simplified Small Entity, Insurance, Consolidated Other Entity, Other Organisation
- Possibility of adding attachments and notes
- Validation of data in the model
DMS
A DMS is a tool that supports the electronic circulation of documents within a company. The system allows you to work with and manage digital versions of documents from the moment the file is entered, through any defined acceptance steps, right up to archiving. The use of a DMS reduces the proportion of paper documents in an organisation, saves the time involved in handling them and eliminates errors that occur in the traditional paper-based workflow.
Selected functionalities
- Creation (registration), modification, versioning, sharing of documents in subsequent decision-making steps
- Quick analysis of basic document data in the system (dashboard)
- Data search and archiving – advanced document search engine
- Report generation – various forms of data presentation
- OCR – automatic, intelligent reading of data from documents
- Mobile application – solution to support scanning and uploading of documents to the system
- Dictionaries – possibility to define in-house document parameters
- Creation (registration), modification, versioning, sharing of documents in subsequent decision-making steps
- Quick analysis of basic document data in the system (dashboard)
- Data search and archiving – advanced document search engine
- Report generation – various forms of data presentation
- OCR – automatic, intelligent reading of data from documents
- Mobile application – solution to support scanning and uploading of documents to the system
- Dictionaries – possibility to define in-house document parameters
ONFINANCE
OnFinance is a regulatory-compliant reporting platform that enables the full reporting process from the receipt of data to the generation of a report in the appropriate format (ESMA, PFSA). The report preparation service is performed by Onwelo specialists on the basis of the source data. The solution is addressed to all capital market players.
Selected functionalities
- Verification and completion of data in reports based on prepared templates
- Data validation according to a validated model
- Detailed information on the causes of errors in reports to enable rapid verification
- Regular updates to changes in regulations
- Efficient mechanism for transforming source data into a report structure
- Repository and access to report history
BENEFITS
Optimisation and automation of the work of the finance and accounting team
Avoidance of sanctions and financial losses
Minimising the risk of errors
Ensure security and control over key financial and accounting data
Conducting business in accordance with current legislation
Monitoring of deadlines for documentation matters
Optimisation and automation of the work of the finance and accounting team
Avoidance of sanctions and financial losses
Minimising the risk of errors
Ensure security and control over key financial and accounting data
Conducting business in accordance with current legislation
Monitoring of deadlines for documentation matters
ABOUT US
We are an experienced team specialising in the automation of financial processes. We have the necessary expertise both in developing IT solutions for business and in finance, accounting and taxation. The combination of these competences has enabled us to create solutions that perfectly meet the needs of users, as evidenced by the number of successfully-completed implementation projects and a wide range of satisfied clients.
BARTOSZ CZYŻ
BARTOSZ CZYŻ
Managing Director | Financial Solutions
bartosz.czyz@onwelo.com
BARTOSZ CZYŻ
Managing Director |
Financial Solutions
bartosz.czyz@onwelo.com