Accounting and Finance
Modern accounting solutions like Xero and Class offer tremendous power, yet there are times when custom calculations or specialized checks require working within MS Excel. When off-the-shelf solutions don’t fit, we provide tailored solutions that seamlessly bridge the gap between your software and Excel workflows.
AMCO MANAGEMENT PTY LTD
Building a Complete Online Fund Administration Web Application
Amco Management Pty Ltd were tasked with administering the Construction Industry Redundancy Trust as well as the JETCo training scheme. This was a complex process involving a variety of stakeholders such as Employers, Employees, External Auditors and the Fund Owners.
We developed an online Web Application with the following features:
- ATO Single Touch Payroll
- Bank Payments
- Claim and Approval workflows
- JETCo Eligibility assessment calculator
- Donation contribution handling
- Employee Claims
- Employer Contributions
- Member, Auditor and various administration user levels
- Sign in via Google and Microsoft email accounts
- Annual Report generation and mail-out
- Audit Reports
- History tables and workflow logs for user action traceability
- Automatic incoming task queues
- Document storage and management
One of the key accomplishments was the migration and data cleansing of over 20 years of existing data into a clean relational database with strong referential integrity capable of handling increased automation.
A built-in form editor allowed the administrators to make many improvements without resorting to programmatic help, thus saving substantially on development costs as well as resulting in faster turnaround for these types of improvements.
ACCOUNTING SOLUTIONS
Roberts + Morrow Custom Excel Work Papers
Roberts + Morrow have long relied on custom-built Excel files to generate work papers for their self-managed super fund (SMSF) clients, with data sourced through Class Super. However, recent upgrades to Class Super’s API made the existing VB-based macro system incompatible.
To address this, we developed a new solution that enables seamless integration with Class Super via their new OAuth 2 API, ensuring the team can continue delivering work papers efficiently. The new system offers several key benefits:
- Improved Performance: Data is now downloaded in a fraction of the time, significantly speeding up the process of completing client files.
- Seamless Year Handling: The system handles different financial years without manual backend changes, streamlining the work paper generation process.
- Future-Proof Customizations: Built on modern architecture, the solution can be easily updated as new data endpoints become available, ensuring long-term scalability.
