Process automation and data-driven decision support from RSM Hungary
The foundation of digital business management is reliable data. However, based on our experience, at most companies, data is fragmented, stored in different structures, and processed manually—this is not only time-consuming however also prone to significant errors.
For years, RSM Hungary has been supporting domestic and international clients in establishing data-driven operations, whether it involves financial reporting, tax compliance, or strategic decision-making.
In the current economic environment, where direct profit growth is increasingly challenging, the role of operational efficiency has become more critical. By optimizing resources, replacing time-consuming manual processes, and improving data quality, we can indirectly contribute significantly to maintaining — and in many cases, increasing profits.
Companies increasingly rely on data for their operations, but this data only becomes truly valuable when it is accurate, structured, and readily available.
Our process automation services aim not only to collect and integrate this data but also to embed it into business processes that enable faster, more accurate, and transparent operations, resulting in increased efficiency.
One of the greatest advantages of RSM’s automation solutions is the extremely wide data source support: they can handle data from various file formats (e.g., Excel, CSV, XML),databases (SQL, MongoDB),enterprise resource planning (ERP) systems (e.g., SAP, Oracle),as well as cloud services and API connections. This allows us to integrate data from different systems into a common platform, clean it, and prepare it for analysis or reporting—all in an automated, traceable manner.
The modern technological framework we use—such as Alteryx-based solutions—enables us to incorporate company-specific rules, decision-making logic, and checkpoints into processes. This not only improves operational efficiency but also enhances data accuracy and business confidence.
Experience shows that our clients typically achieve 30–70% time savings by replacing previously manual tasks, while data quality significantly improves, and the freed-up workforce can be redirected to higher-value tasks.
Our services are particularly valuable in business areas where data accuracy and timeliness are critical: financial statements, tax reports, audit processes, HR records, or ESG compliance. RSM’s advisory team provides expert support from the initial consultation to implementation: we don’t just deliver solutions; we work together to understand the client’s operational processes and design the optimal system based on that understanding.
RSM Modular Digital Solutions
RSM’s services cover four distinct areas that can be applied individually or together:
- DataClarity Solutions – Data Integration and Cleaning
- AutoPilot Solution – Workflow Automation
- DataCheck Services – Automated Data Validation
- DataFetch Services – Data Collection and API Integration
RSM’s automation solutions are not “off-the-shelf products” but flexible, tailored systems designed for real business challenges, with data at their core—not in isolation but as part of transparent, value-creating operations. Every solution is customizable and implemented to align with specific business needs.
Why choose RSM’s process automation solutions?
RSM has years of experience supporting complex business processes that handle large volumes of data—in taxation, accounting, HR law, and ESG areas alike. Our technological solutions focus on the efficient use of data and decision-making support, while ensuring human resources are utilized as effectively as possible.
With our process automation solutions, our clients:
- Experience fast and accurate automation – we reduce manual data processing time and minimize the potential for human errors.
- Unify and clean their data – through data integration, data analysis and informed business decision-making become simpler.
- Receive tailored solutions – thanks to the flexibility of the technologies we use (e.g., Alteryx),we always adapt processes to specific organizational needs.
- Rely on modern, reliable technology and expert support – clients receive not just a software solution but a functioning system and advisory services.
- Apply platform-independent solutions – our services address not only tax-related issues but can be used in any business area where unstructured or large volumes of data need to be made actionable.
The most important outcome: your expert employees can finally focus on strategically important decisions, no longer bogged down by endless data cleaning and manual reporting. This not only boosts efficiency but also reduces the risk of burnout—valuable human expertise is utilized where it truly matters.
Contact us!
Learn how we can make your company’s operations more efficient, faster, and more transparent. Request a consultation or demo presentation from RSM’s experts!
RSM DataClarity Solutions – Data integration and cleaning
Efficient data management for informed business decisions
Accurate, consistent, and well-structured data forms the basis for business decisions. With RSM DataClarity Solutions, we transform data from various systems into a unified format, clean it, and prepare it for further processing—whether it involves financial, controlling, logistics, HR, or marketing data. This eliminates the need to manually process and reconcile data for monthly, weekly, or daily reports, saving time and reducing errors from manual handling.
What does DataClarity solve?
- Unifying fragmented data from different sources (Excel, ERP, CRM, databases)
- Identifying and eliminating duplicate, incomplete, or erroneous data
- Converting different data formats into a unified, analysis-ready structure
- Automating data cleaning to reduce human errors
Business benefits of automated data integration
- Faster and more accurate data analysis
- Significantly reduced manual data cleaning time
- Savings in human resource requirements
- Reliable foundations for business reporting and executive decisions
- Support for regulatory compliance
Real-world examples
- Harmonizing financial statement data from multiple ERP systems
- Integrating sales data from different regions into a unified report format
- Preparing payroll data for controlling purposes
DataClarity is an ideal choice for companies looking to build stable, transparent, consistent databases and minimize data management risks.
RSM AutoPilot Solution – Workflow automation
Automating repetitive tasks for increased business efficiency
Corporate operations involve numerous repetitive, time-consuming tasks that require significant manual effort, are currently essential, yet provide low added value. With RSM AutoPilot Solution, we automate these workflows, freeing up resources for value-creating tasks.
How does AutoPilot help?
- Eliminating manual data transfer tasks
- Automating daily, weekly, or monthly reporting processes
- Embedding rule-based decisions and logic into business processes
- Preparing and supporting approval and validation processes with automated tools
Business benefits of workflow automation
- Significant time savings in administrative processes
- Reduced error rates and improved data accuracy
- Decreased need for human resources in repetitive processes
- Transparent, traceable processes
- Flexible, easily customizable workflows tailored to company-specific needs
Real-world examples
- Automating monthly closing processes in the finance department
- Generating and emailing reports to various organizational units
- Automating HR processes (e.g., processing attendance sheets)
- Digitizing product price checks and feedback processes
The AutoPilot solution aims to minimize daily operational burdens while ensuring the continuity and reliability of data-driven operations.
RSM DataCheck Services – Automated data validation and audit support
Reliable data, verifiable processes
Data accuracy and consistency are critical in every business area—especially in finance, accounting, taxation, and compliance. RSM DataCheck Services supports data validation processes with automated tools, reducing the risk of human errors and ensuring regulatory compliance. It is ideal for financial and tax audits, risk management, and more.
How does DataCheck help?
- Internal consistency checks for datasets
- Comparing data across different systems or time periods
- Embedding custom rule-based validations and logical checks
- Identifying and flagging risky or outlier data
- Automated reporting for audit and controlling purposes
Business benefits of automated data validation
- Reduced risk from erroneous or inconsistent data
- Significant time savings by replacing manual validation steps
- Support for financial, tax, audit, and other validation processes
- Documented and retrievable validation logic for regulatory compliance
Real-world examples
- Comparing accounting data with bank transactions
- Validating monthly VAT return data and preparing for internal audits
- Automatically identifying errors or missing items in master data (e.g., customer/supplier lists)
- Analyzing deviations between budget plans and actual performance
- Reconciling internal invoicing data with Online Invoice data
DataCheck is an ideal solution for companies where data quality is critical to business reliability, regulatory compliance, and internal control processes.
RSM DataFetch Services – Automated data collection and API integration
Reliable data sources, Up-to-date business decisions
External data sources are becoming increasingly vital for business operations—whether they involve regulatory data, financial metrics, or partner information. RSM DataFetch Services enables these data to be accessed automatically, quickly, and accurately without human intervention. How does
DataFetch help?
- Automatically retrieving data from official and dedicated external systems (e.g., NAV, MNB, company databases, industry specific data warehouses, etc.)
- Building API integrations tailored to the company’s internal processes
- Configuring real-time or scheduled data retrieval
- Processing, validating, and forwarding data to the appropriate systems
Business benefits of automated data collection
- Immediate access to reliable and up-to-date data
- Significant time savings by eliminating manual data collection
- Reduced data processing errors and human intervention
- Support for automated reporting and decision-making systems
Real-world examples
- Automatically extracting data from the NAV Online Invoice system
- Integrating eVAT and EKAER data into the corporate data flow
- Retrieving daily exchange rate data from MNB/ECB for financial reports
- Validating and updating company information in master data
DataFetch is an ideal choice for organizations that rely on external data sources for daily operations and want to ensure fast, error-free, and automated data input into critical business processes.
