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Office add-in · 2019+

PKF Annual Report Engine

Powerful reporting tool for PKF WULF GRUPPE for the automated generation of annual financial statements.

Runs in
excel
outlook
Connected to
datev
sap
caseware
  • Annual statements are produced right inside Excel, no system switch
  • Management report text is generated dynamically from real figures
  • Templating adapts each report to the company type automatically

Challenge

Annual financial statements ran on code from the 1990s that was no longer maintained and blocked the move to newer Windows versions. A closed system with its own proprietary layout functions, whatever they could not do was not possible.

Solution

For PKF WULF GRUPPE, I developed a reporting engine deeply integrated into Excel, serving as the central tool for generating annual financial statements. The system aggregates data from external sources like Caseware directly within the familiar Excel environment. Through the add-in’s custom formulas, highly complex reports and tables can be dynamically and flexibly populated with data from external systems. This allows for the handling of special cases, for example, management report texts can be dynamically generated based on actual financial figures. Another centerpiece is the intelligent templating engine: it automatically adjusts reports based on company type, ensuring maximum flexibility, massive time savings, and stable operation for a large user base over several years.

Result

Today the system is open: any report in any layout is possible, as long as it lives in Excel. The engine delivers the figures and the helpers around them, such as switching the report scope automatically by client size. Whether the table headers are pink or blue is up to the firm.

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