How KPMG constructed an integration with its Good Doc Reader utilizing monday Apps

We’ve formally launched the monday Apps framework – a low-code platform that provides groups the power to shortly create enterprise-grade enterprise apps, or functionalities, on high of monday.com Work OS.

Utilizing the monday Apps framework, groups create their very own constructing blocks, resembling integrations, workflow automations, knowledge visualizations, or dashboard widgets with so much much less coding and in much less time than conventional app growth.

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These constructing blocks are made immediately obtainable to enterprise customers to make use of in creating lovely purposes in minutes.

Prematurely of this launch, we invited just a few monday.com companions and prospects to take part within the beta testing with an inaugural two-day digital “Builders Workshop” the place they got the chance to construct customized apps of their very own.

KPMG, one of many world’s largest accounting companies and a monday.com associate, participated within the workshop. We had the pleasure of interviewing KPMG’s Head of Product Nir Hinga, who led the KPMG group, to learn the way they discovered a technique to automate mundane, time-consuming processes by integrating monday.com with their Good Doc Reader.

Nir, let’s dive proper in. You wouldn’t usually count on a consulting agency like KPMG to have an in-house group of builders who construct customized apps for purchasers. What’s driving this initiative?

We function in a really conventional market. Consulting companies, particularly accounting companies, have been doing the identical factor the identical means for years. They sometimes keep on with what they’re used to, which is a really quaint means of doing issues. 

For those who have a look at conventional consulting prospects, they don’t normally get their providers on a digital platform. A advisor will normally go to the purchasers in individual at their places of work the place they’d work on the client’s servers and observe their procedures. However this isn’t the KPMG means.

Over the previous few years, KPMG has been making a substantial effort to be extra modern in the best way we work and the best way we offer our providers. A part of this was forming growth groups which can be in a position to construct very superior customized apps for our purchasers and, the place wanted, combine them with their present ERP methods. 

Many occasions such options are based mostly on AI (synthetic intelligence), Massive Information, and extra superior applied sciences. And it’s vital that we’re ready to have the ability to simply combine these apps with different platforms.

A kind of apps is our Good Doc Reader, which is the app we selected to combine with monday.com on this Builders Workshop.

Inform us a bit bit about this Good Doc Reader. Why did you construct it?

As I discussed earlier, we function in a really conventional market, so we see numerous our prospects nonetheless counting on paper. And dealing with paper invoices, for instance, takes up numerous time and entails numerous handbook labor in having to kind in all the information into particular person spreadsheet cells for a whole lot of invoices on daily basis. This handbook knowledge entry technique additionally comes with a excessive probability of human error.

So we determined to construct a cloud-based Good Doc Reader as an answer to assist companies advance additional into the digital world, automate handbook knowledge entry, and scale back human error once they deal with invoices and bills. The Good Doc Reader routinely identifies, decodes, and analyzes knowledge from any doc in any format and language with the power to additionally routinely extract the information contained inside it.  

Why did KPMG select to combine Good Doc Reader into the monday.com Work OS?

Now we have this highly effective picture knowledge extraction engine within the Good Doc Reader app, and we wished to attach it to monday.com Work OS, a versatile digital platform. monday.com Work OS would then seize the information extracted from the doc permitting for a extra seamless enterprise course of and centralizing instruments and methods in a single place.  

The combination offers our prospects the power to streamline workflows resembling bill dealing with, expense reporting, and different processes – and work way more effectively.

There are such a lot of legacy platforms that nobody desires to make use of. They’re inflexible and never user-friendly. However, monday.com Work OS, has a really intuitive interface on high of a customizable enterprise course of automation engine. It’s simple for the client to navigate, and now with the brand new integration, it positive aspects the added capabilities of the Good Doc Reader.

Utilizing monday.com, our prospects can arrange and set up their knowledge and workflows any means they select. That’s why we wished to deliver our secret sauce, our Good Doc Reader, into monday.com and provide a robust answer to prospects that’s distinctive from no matter else is on the market. 

And this wouldn’t simply be for a one-time integration however one thing that would happen routinely regularly, saving our prospects’ money and time.

So, how does the app integration truly work? Are you able to give us an instance with expense reporting?

When filling out an expense report, for instance, a buyer would sometimes have a bunch of receipts from private bills. They might then take these receipts and add them to the File column on a board in monday.com, which might be arrange as an expense administration answer.

They might then see the expense report routinely generated with all of the related columns crammed in from the date of the transaction to the quantity and so forth with out them having to kind out a single piece of data.

And after some time, the client will begin to collect increasingly bills and be capable of see at a look all their bills in a single place and use the completely different views monday.com Work OS has to see the information in numerous methods. 

They will see for instance how a lot the corporate spent on eating places, how a lot on taxis, and the way a lot the overall compares to different quarters. It may well assist them see the place staff may be spending an excessive amount of and determine in the event that they wish to put new insurance policies in place.

So, the power to grasp how a lot cash they’re spending at any time actually simply is essential. And displaying this knowledge in numerous methods makes it actually precious as effectively.

Your group constructed an app in solely two days! What was the method like for them?

It was simpler than different integrations we’ve constructed. Our builders had a Starter Equipment so they may see examples of how the app framework works and see apps which can be already working. It was quite simple to do, and I feel it’s even higher than different main App frameworks we’ve labored with earlier than.

Now that you’ve got this new app integration, what’s subsequent?

We additionally plan to construct a foreign money trade app after which mix it into one expense report board that can automate foreign money conversion for expense stories and invoices. 

Sooner or later, I’d like prospects to have the ability to go to monday.com and see a Work OS board that features all of the capabilities they want, together with Good Doc Reader. That’s why we wish to proceed to construct apps for monday.com customers and be part of {the marketplace}. We’ll be capable of share the Good Doc Reader with anybody utilizing monday.com Work OS. 

We actually wish to construct apps which can be hardly ever in-built our trade, however that our prospects actually need and are simple to make use of. The Good Doc Reader is a superb instance of that, because it permits firms to manage and supervise their bills effortlessly. And the monday Apps framework is an effective way to combine our new apps into monday.com Work OS. 

An enormous thanks to Nir Hinga for talking with us about KPMG’s expertise constructing an integration on high of monday.com Work OS. To be taught extra about monday Apps learn extra in our weblog for monday apps developer.