Inventory, assets and customers as they really are.
The same issues, every year.
Goods that exist in the system but not on the shelf.
And the other way round.
Equipment nobody can locate.
Or say who is responsible for it.
Stock that has not moved for years.
And ties up cash.
The same customer three times under different names.
So the reminder goes to the wrong address.
Five modules. You can order just one.
Preparing and running the stocktake
- we prepare count sheets by warehouse, location and responsible person
- we help organise the count without stopping operations
- we establish surpluses and shortages and the cause of each difference
- inventory and assets reconciled with the books
- a stocktake report
- draft decisions for management or the owner
Inventory and warehouse
- we reconcile warehouse records with the general ledger
- we check inventory valuation and cost of goods sold
- we flag stock with no movement, obsolete stock and stock nearing expiry
- we propose minimum and optimal quantities
- a clean inventory position
- a list of slow-moving stock with proposed solutions
- less cash tied up on the shelves
Asset register and small inventory
- we reconcile the fixed asset register with the general ledger
- we check asset numbers, locations and responsible persons
- we flag written-off assets still in use and unused assets still on the books
- we propose labelling with stickers and barcodes
- a register that agrees with the books
- a basis for stocktakes, insurance and investment planning
Customer data and CRM
- we clean up duplicates, wrong tax numbers, addresses and inactive partners
- we merge data from several sources into one database
- we help choose and implement a CRM, or make better use of the one you have
- we prepare data before a move to new software
- one clean customer database and data entry rules
- fewer disputed invoices and misdirected reminders
Processes and procedures
- we walk through how goods, equipment and customer data really move
- we propose clear responsibilities: who receives, issues and approves write-offs
- we write short guides and draft procedures
- a written assessment and improvement proposal
- draft procedures, useful for auditors and when staff change
Data ready for any system.
Before the move we clean up inventory and customer data, so accurate data goes into the new system. We also work with you if you are not changing software.
Thinking about new software? Take a look at InTakt ↗, our own software for warehouse, sales and bookkeeping.
We work directly in your system.
Access through your own user account
With the permissions you set, under your supervision.
A log of every change
What was changed, when, and based on which document.
Confidentiality and data processing agreement
Signed before we first access any data.
Decisions stay with you
Value adjustments and write-offs are posted only after the responsible person or body decides.
From assessment to handover
The timeline depends on the number of items and years to clean up. Before you commit, you get an exact plan with deadlines.
Conversation
Short, no obligation. We look at the software you use and agree on data access.
Assessment
Current state, plan and deadlines per module, with a fixed quote.
deducted from the price if you order the workDelivery
Clean-up in your system, with a weekly progress review with your accounting team.
Handover
Deliverables, change log and a proposal for keeping things in order.
Same work, faster.
When there are many items, we speed up repetitive work with AI, with your consent. Your team can learn the same in a short workshop.
- finding duplicate customers and wrong tax numbers
- suggesting matches for stocktake differences
- summaries and draft procedures
Stays yours.
- we use AI tools only on anonymised data and with your approval
- a data processing agreement before first access
Describe the situation and Sandra will suggest a first step.
You get a quote per module, with scope and timeline.