PwC Product
Financial statements - Automation tool
For financial statements and other reports
How does myReporting work
myReporting was created with the idea that the reports prepared in MS Word format would be automatically updated with each change of the source data contained in the MS Excel file (tables, individual cells, charts).
What problems does our tool solve
- The need to transfer data to a separate tool to generate xml financial statements.
- Repeatable preparation of a variety of reports in Word.
- The necessity to update reports multiple times due to the changes in the source data.
- Time-consuming data entry into a report in MS Word format.
- Multiplying batch data depending on the prepared report.
Financial statements automation tool
Functionalities
Convenient preparation of financial statements
In the format for financial statements prepared in accordance with the Polish Accounting Act, and it is planned to expand its functionality by creating reports in the XBRL format.
Compatibility with report consolidation tool
Excel files with data for financial statements can also be used as group packages by our other tool - eConsolidation.
Data update in any report
The tool allows very intuitive data connection between any Excel and Word files, then updating all data or selected tables or even individual words in the Word file.
Electronic financial statements in myReporting XML
- The possibility of preparing financial statements based on the same files and data in both traditional and electronic form (.xml format for submission to the National Court Register).
- The tool contains templates of Excel and Word files based on the financial statements template according to the Accounting Act and in line with the logical structure required by the Ministry of Finance.
- The files contain many useful functionalities, e.g. formulas that check the mathematical consistency and compliance with the logical structure.
- The tool also allows to open and read reports in .xml format.
XML tool
Benefits
Data consistency
Individual financial statement line items are mapped to the chart of accounts. This ensures that the financial statement is consistent with the source data.
Fast updates
With just one click, all tables, dates, numbers and descriptions in the report in Word and XML are automatically updated with the changes in the source data.
Total control
The controls built into the tool allow to check whether the data in the financial statements is consistent with the data in the disclosure notes to financial statements.
Total control
The controls built into the tool allow to check whether the data in the financial statements is consistent with the data in the disclosure notes to financial statements.
Pricing
Implementation
- Price refers for one company
29 - 40K PLN*
*One-off fee
License renewal fee
- Price refers for one company
- Payable from the second year of using the tool. For the license extension and access to potential updates at the level of 20% of the implementation fee.
From 10K PLN*
*Paid annually after 1 year
Custom hero & content-free-pricing section
Changes in the hero section happen automatically; you can fill in the hero component just like
you normally do in DPE. To add a component with a price, which is on a gray background and has a border on the left
side, you need to add a Text component inside content-free-pricing section and, in the settings, go to the Styles
tab and change the text style to
“center aligned.”
To add the “Recommended” badge, in the Text component add content at the end, e.g. “Recommended,” and in the options
mark it as italic. This will ensure the badge is styled correctly.
The solution works inside the Column Control, regardless of the variant.