TGS Teegen Transforms Financial Operations with InspireAI's Customized
Salesforce Solution
TGS Teegen is a family-owned mid-market company specializing in complex industrial cleaning and high-intensity hospital cleaning services. With over 2,000 employees and a need for rigorous quality certifications, their operations are demanding and require robust IT infrastructure. To modernize their systems, TGS Teegen decided to consolidate all business processes into Salesforce, including sales, time tracking, application management, and their entire accounting process.
The Challenge
TGS Teegen faced significant challenges in migrating their financial operations to Salesforce, particularly with the need to ensure that all bookkeeping data could be exported to DATEV on a monthly basis.
They required seamless integration of bank statements, automated reconciliation of open positions, and adaptation of an American-based billing system to fit the German market. Additionally, they had a strict deadline to discontinue their Sage Finance App by the end of 2020, which was their primary accounting solution.
The Solution
InspireAI developed a custom DATEV Connector that refactors all bookkeeping data into DATEV-compatible records, utilizing Amazon Web Services (AWS) for data processing and export file generation. A Salesforce-based custom converter tool was created to reformat CSV bank exports into Accounting Seed’s OFX format. Apex-based solutions were implemented to generate XML-based SEPA files for payments, which could be uploaded to bank accounts. To streamline invoicing, InspireAI built a custom solution that allows TGS Teegen to generate up to 800 invoices monthly with the click of a button, as well as a manual invoicing page for specific billing needs. An overhead cost reallocation logic was also introduced to assign costs to the appropriate cost centers.
Customer payments are now automatically matched to open invoices, increasing efficiency by 30% compared to the manual processes in Sage Financials.
The user interface in Accounting Seed is 90% faster, as it leverages Salesforce's standard UI instead of the custom pages used in Sage Financials.
Additionally, the integration with DATEV has streamlined year-end closing processes, allowing the tax advisor to review and prepare the year-end close more efficiently.
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