Processing Bank client for PrivatBank and Baf Small Business

1 day111 USD

Oleg M.

1 day111 USD

Welcome! My name is Oleg, I am the project manager at Business Atlas. Creating automation systems, data processing, and building seamless workflows is our core expertise. We have a deep understanding of working with local software (BAF) and bank statements, which is why we offer a reliable solution for automating your financial routine. Here is our technical vision for project implementation (adapted for quick copying, using dots • instead of circles):
1. Automation of data processing and loading
• Parsing the statement: We will set up automatic reading and structuring of data from the PrivatBank export file (xlsx format). The system will accurately recognize the date, amount, payment purpose, EDRPOU/TIN, and counterparty.
• Import into BAF Small Business: Using automation tools (n8n/Make), we will connect the file processing logic with your BAF configuration. Data from the statement will be automatically fed into the system, creating the corresponding documents (incoming/outgoing payment orders) without manual copying.
2. Data control and error exclusion
• Smart matching: We will set up logic that checks counterparties in the database by TIN/EDRPOU. If the counterparty already exists, the payment will be linked to it; if not, the system will create a new card or send a notification.
• Duplicate protection: The system will automatically verify unique transaction numbers or combinations of date and amount to prevent reloading the same payments.
3. Notifications and logging
• Loading reports: We will set up a Telegram bot that will send a brief report after each file processing: how many payments were successfully loaded into BAF, whether any errors occurred, or if there were any unknown purposes.
… We build stable ecosystems with a clear ROI calculation that completely eliminate the human factor. We suggest starting with a brief expert diagnosis: we will look at the structure of your PrivatBank xlsx file, determine the technical connection option to your BAF Small Business (via API or internal processing), and provide an accurate estimate.
Message me privately to discuss the details!

Show original

Translate

1 day22 USD

Oleksandr Sidorov

1 day22 USD

Dmytro, greetings
In Privat, there is a Universal module for BAS that can be used without modifications, just by connecting it, or it can be made more user-friendly - all of this affects the cost from "free" to 4-6-9-12 thousand or more (depending on needs). You can try to connect the module yourself or we can connect it for you. Then, depending on your needs, we can look at which options of the module you will need.

Show original

Translate

5 days134 USD

Viktoriia D.

5 days134 USD

Good afternoon

I can perform processing for BAS/BAF "Small Business" for uploading a bank statement from PrivatBank from an Excel/xlsx file into the configuration.

After analyzing the file, I will be able to confirm the timeline and cost accurately.

Show original

Translate