Greater efficiency of operation process through systems and consulting
Account settlement operations have unique operating procedures and expertise inherent to individual companies, and in most cases companies use Microsoft Excel data to prepare settlement data. The service automatically inputs necessary data into the tables of disclosure documents through the advanced use of Excel data for account settlement, which can be regarded as a client's accumulated knowledge. It can also check consistency with related numerical data. The service can also import data to documents made with Microsoft Word and PowerPoint, enabling its use in a wide range of disclosure operations, including the production of reports for the board of directors and financial results presentations.
For the provision of the service, dedicated staff with advanced expertise in practical accounting and disclosure operations will propose optimization solutions for the operating procedures of individual clients, and then set up the system to reflect client needs and create formats for use in preparing disclosure documents. In addition, post-introduction support will be provided to ensure that appropriate operations can be carried out continuously.
Point 1: Seamless Use of Excel
Tables can be imported into disclosure documents in batch by dragging and dropping from Excel books.
- • Batch coordination in tables, even when entries are large
- • Input original Excel calculation results "as is"
- • Archive all Excel books imported
Point 2: Consulting Support (Partially optional)
Introduction consulting and operation support tailored to the operations of individual clients are provided.
- • Workflow optimization solutions proposed by professional staff members for individual clients
- • Support to set up the system to reflect the above workflow
- • Continual provision of operation support
Point 3: Crosscutting Numerical Consistency Checking
Crosscutting checks can be performed at the discretion of clients, ranging from detailed tagged XBRL data to notes for financial statements.
- • Comprehensive checking of financial numbers, note details, and numbers in text
- • Checking across documents besides securities reports, earnings reports, and convocation notices
- • Consistency of disclosures is guaranteed when Excel data are corrected.
Point 4: Wide Versatility Due to Connectivity with Microsoft Office Applications (Optional)
Numerical links can be used in diverse documents including investor relations' materials through connectivity with Microsoft Word and PowerPoint.
- • Import numerical data from WORKS-Core into Microsoft Office documents with a single touch
- • Automatically reflect numerical changes and eliminate redundant data entry and mistakes