{"id":6912,"date":"2023-10-26T11:34:14","date_gmt":"2023-10-26T08:34:14","guid":{"rendered":"https:\/\/masterbase.com\/es\/es\/es\/es\/es\/?p=6912"},"modified":"2024-01-19T19:24:11","modified_gmt":"2024-01-19T17:24:11","slug":"automatizalas-a-penzugyekben-a-hatekony-es-koltseghatekony-gazdalkodas-fele-vezeto-ut","status":"publish","type":"post","link":"https:\/\/masterbase.com\/hu\/automatizacion-en-el-area-de-finanzas-el-camino-hacia-una-gestion-eficiente-y-rentable\/masterbase\/","title":{"rendered":"Automatiz\u00e1l\u00e1s a p\u00e9nz\u00fcgyekben. A hat\u00e9kony \u00e9s j\u00f6vedelmez\u0151 gazd\u00e1lkod\u00e1shoz vezet\u0151 \u00fat"},"content":{"rendered":"

A folyamatautomatiz\u00e1l\u00e1s alapvet\u0151 eszk\u00f6zz\u00e9 v\u00e1lt a feladatok racionaliz\u00e1l\u00e1sa \u00e9s optimaliz\u00e1l\u00e1sa szempontj\u00e1b\u00f3l a v\u00e1llalat k\u00fcl\u00f6nb\u00f6z\u0151 ter\u00fcletein, \u00e9s ez al\u00f3l a p\u00e9nz\u00fcgyi oszt\u00e1ly sem kiv\u00e9tel. Ebben a cikkben azt vizsg\u00e1ljuk meg, hogyan siker\u00fclt egy k\u00f6zepes m\u00e9ret\u0171 v\u00e1llalatnak \u00e1talak\u00edtania p\u00e9nz\u00fcgyi ir\u00e1ny\u00edt\u00e1s\u00e1t h\u00e1rom kulcsfontoss\u00e1g\u00fa folyamat automatiz\u00e1l\u00e1sa r\u00e9v\u00e9n.<\/p>\n

1. folyamat: Sz\u00e1ml\u00e1z\u00e1s \u00e9s beszed\u00e9s<\/h2>\n

Az automatiz\u00e1l\u00e1s el\u0151tt:<\/p>\n

A v\u00e1llalatnak manu\u00e1lis sz\u00e1ml\u00e1z\u00e1si folyamattal kellett szemben\u00e9znie, amely a p\u00e9nz\u00fcgyi csapat idej\u00e9nek nagy r\u00e9sz\u00e9t felem\u00e9sztette. A sz\u00e1ml\u00e1k ki\u00e1ll\u00edt\u00e1sa, a kifizet\u00e9sek nyomon k\u00f6vet\u00e9se \u00e9s a sz\u00e1ml\u00e1k egyeztet\u00e9se \u00e1lland\u00f3 kih\u00edv\u00e1st jelentett. Ez k\u00e9sedelmekhez vezetett a beszed\u00e9sben, neh\u00e9zs\u00e9gekhez a bev\u00e9telek ellen\u0151rz\u00e9s\u00e9ben \u00e9s v\u00e9gs\u0151 soron kev\u00e9sb\u00e9 hat\u00e9kony p\u00e9nz\u00fcgyi ir\u00e1ny\u00edt\u00e1shoz.<\/p>\n

Automatiz\u00e1land\u00f3 kih\u00edv\u00e1sok:<\/p>\n

A f\u0151 akad\u00e1lyt az \u00fcgyfelek nyomon k\u00f6vet\u00e9s\u00e9re \u00e9s a fi\u00f3kkezel\u00e9sre haszn\u00e1lt rendszerek sokf\u00e9les\u00e9ge jelentette. E rendszerek hat\u00e9kony integr\u00e1l\u00e1sa komoly technikai kih\u00edv\u00e1st jelentett.<\/p>\n

Automatiz\u00e1l\u00e1si megold\u00e1s:<\/p>\n

A v\u00e1llalat integr\u00e1lt p\u00e9nz\u00fcgyi ir\u00e1ny\u00edt\u00e1si rendszert vezetett be, amely lehet\u0151v\u00e9 tette az automatikus sz\u00e1mlakibocs\u00e1t\u00e1st, a kifizet\u00e9sek nyomon k\u00f6vet\u00e9s\u00e9t \u00e9s a hat\u00e9kony sz\u00e1mlaegyeztet\u00e9st. Emellett automatikus fizet\u00e9si eml\u00e9keztet\u0151ket is enged\u00e9lyeztek, \u00e9s l\u00e9trehoztak egy esed\u00e9kess\u00e9gr\u0151l sz\u00f3l\u00f3 \u00e9rtes\u00edt\u00e9si folyamatot.<\/p>\n

Mennyis\u00e9gi hat\u00e1s:<\/p>\n

A folyamat automatiz\u00e1l\u00e1sa 70%-tal cs\u00f6kkentette a sz\u00e1ml\u00e1z\u00e1sra \u00e9s beszed\u00e9sre ford\u00edtott id\u0151t. Ez a bevezet\u00e9s els\u0151 \u00e9v\u00e9ben 35% megt\u00e9r\u00fcl\u00e9st jelentett.<\/p>\n

2. folyamat: Banki egyeztet\u00e9s<\/h2>\n

Az automatiz\u00e1l\u00e1s el\u0151tt:<\/p>\n

A banki egyeztet\u00e9s manu\u00e1lis, f\u00e1raszt\u00f3 \u00e9s hib\u00e1s folyamat volt. A banki nyilv\u00e1ntart\u00e1sok \u00e9s a v\u00e1llalat sz\u00e1mviteli adatainak \u00f6sszevet\u00e9se id\u0151ig\u00e9nyes munk\u00e1t ig\u00e9nyelt.<\/p>\n

Automatiz\u00e1land\u00f3 kih\u00edv\u00e1sok:<\/p>\n

A f\u0151 kih\u00edv\u00e1st a v\u00e1llalat \u00e1ltal haszn\u00e1lt form\u00e1tumok \u00e9s banki platformok heterogenit\u00e1sa jelentette. Ezen inform\u00e1ci\u00f3k szinkroniz\u00e1l\u00e1sa \u00e9s automatiz\u00e1lt feldolgoz\u00e1sa komoly technikai kih\u00edv\u00e1st jelentett.<\/p>\n

Automatiz\u00e1l\u00e1si megold\u00e1s:<\/p>\n

Banki egyeztet\u0151 szoftvert vezettek be, amely lehet\u0151v\u00e9 tette a banksz\u00e1mlakivonatok automatikus import\u00e1l\u00e1s\u00e1t \u00e9s \u00f6sszehasonl\u00edt\u00e1s\u00e1t a sz\u00e1mviteli nyilv\u00e1ntart\u00e1sokkal. A rendszer automatikusan azonos\u00edtotta \u00e9s r\u00f6gz\u00edtette az elt\u00e9r\u00e9seket.<\/p>\n

Mennyis\u00e9gi hat\u00e1s:<\/p>\n

A banki egyeztet\u00e9s automatiz\u00e1l\u00e1sa 80%-tal cs\u00f6kkentette az erre a feladatra ford\u00edtott id\u0151t. Ez az els\u0151 \u00e9vben 45% megt\u00e9r\u00fcl\u00e9st eredm\u00e9nyezett.<\/p>\n

3. folyamat: P\u00e9nz\u00fcgyi jelent\u00e9st\u00e9tel<\/h2>\n

Az automatiz\u00e1l\u00e1s el\u0151tt:<\/p>\n

A p\u00e9nz\u00fcgyi jelent\u00e9st\u00e9tel mag\u00e1ban foglalta a k\u00fcl\u00f6nb\u00f6z\u0151 forr\u00e1sokb\u00f3l sz\u00e1rmaz\u00f3 adatok k\u00e9zi adatgy\u0171jt\u00e9s\u00e9t. Ez a folyamat hajlamos volt a hib\u00e1kra, \u00e9s a p\u00e9nz\u00fcgyi csapat idej\u00e9nek jelent\u0151s r\u00e9sz\u00e9t em\u00e9sztette fel.<\/p>\n

Automatiz\u00e1land\u00f3 kih\u00edv\u00e1sok:<\/p>\n

A f\u0151 kih\u00edv\u00e1st a t\u00f6bb, elt\u00e9r\u0151 form\u00e1tum\u00fa \u00e9s fel\u00e9p\u00edt\u00e9s\u0171 inform\u00e1ci\u00f3s rendszer integr\u00e1l\u00e1sa jelentette.<\/p>\n

Automatiz\u00e1l\u00e1si megold\u00e1s:<\/p>\n

Automatikus p\u00e9nz\u00fcgyi jelent\u00e9si rendszert vezettek be, amely a k\u00fcl\u00f6nb\u00f6z\u0151 forr\u00e1sokb\u00f3l sz\u00e1rmaz\u00f3 adatokat automatiz\u00e1lt m\u00f3don vonta ki \u00e9s konszolid\u00e1lta. A jelent\u00e9sek rendszeres id\u0151k\u00f6z\u00f6nk\u00e9nt \u00fctemezhet\u0151ek.<\/p>\n

Mennyis\u00e9gi hat\u00e1s:<\/p>\n

A folyamat automatiz\u00e1l\u00e1sa 60%-tal cs\u00f6kkentette a jelent\u00e9st\u00e9telre ford\u00edtott id\u0151t, a befektet\u00e9s megt\u00e9r\u00fcl\u00e9se pedig 30% volt az els\u0151 \u00e9vben.<\/p>\n

\u00d6sszefoglalva, a folyamatok automatiz\u00e1l\u00e1sa a p\u00e9nz\u00fcgyek ter\u00fclet\u00e9n rendk\u00edv\u00fcl j\u00f6vedelmez\u0151 befektet\u00e9snek bizonyult e k\u00f6z\u00e9pv\u00e1llalat sz\u00e1m\u00e1ra. A m\u0171k\u00f6d\u00e9si hat\u00e9konys\u00e1g javul\u00e1sa \u00e9s a manu\u00e1lis feladatokb\u00f3l ered\u0151 hib\u00e1k cs\u00f6kken\u00e9se jelent\u0151s hat\u00e1ssal volt a p\u00e9nz\u00fcgyi ir\u00e1ny\u00edt\u00e1sra.<\/p>\n

A p\u00e9nz\u00fcgyi m\u0171veleteik \u00e1talak\u00edt\u00e1s\u00e1ban \u00e9rdekelt v\u00e1llalatok sz\u00e1m\u00e1ra folyamatautomatiz\u00e1l\u00e1si platformunkat aj\u00e1nljuk.<\/p>\n

Az MasterBase\u00ae-n\u00e9l vannak automat\u00e1ink, \u00e9s k\u00e9szen \u00e1llunk arra, hogy egyszer\u0171, hat\u00e9kony \u00e9s alacsony k\u00f6lts\u00e9g\u0171 m\u00f3don seg\u00edts\u00fck \u00d6nt p\u00e9nz\u00fcgyi folyamatainak optimaliz\u00e1l\u00e1s\u00e1ban.<\/p>\n

\"\"<\/a><\/p>","protected":false},"excerpt":{"rendered":"

Az egyre n\u00f6vekv\u0151 verseny jellemezte \u00fczleti vil\u00e1gban a m\u0171k\u00f6d\u00e9si hat\u00e9konys\u00e1g kulcsfontoss\u00e1g\u00fa a sikerhez.<\/p>","protected":false},"author":239642484,"featured_media":6951,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"{title}\n\n{excerpt}\n\n{url}","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false,"jetpack_post_was_ever_published":false},"categories":[1389],"tags":[1406],"class_list":["post-6912","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-automatizacion","tag-finanzas"],"yoast_head":"\nAutomatizaci\u00f3n en el \u00e1rea de Finanzas. El camino hacia una gesti\u00f3n eficiente y rentable - MasterBase\u00ae<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/masterbase.com\/hu\/automatizalas-a-penzugyekben-a-hatekony-es-koltseghatekony-gazdalkodas-fele-vezeto-ut\/masterbase\/\" \/>\n<meta property=\"og:locale\" content=\"hu_HU\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Automatizaci\u00f3n en el \u00e1rea de Finanzas. 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