Case Study: Harold Sharp achieves HMRC Making Tax Digital compliance with SolveXia

Harold Sharp automates VAT data transformation with SolveXia, saving 600 steps a month

Harold Sharp, a UK accounting firm, faced the challenge of complying with the HMRC's "Making Tax Digital for VAT" initiative. Their clients used a diverse array of transaction systems, producing data in various formats that had to be manually transformed for accounting software like Xero, QuickBooks, or Sage. They needed an automated, auditable solution to eliminate this manual work and remove key-person dependency. They turned to the SolveXia platform for a solution.

SolveXia provided a low-code automation platform to process the transaction data. The solution replaced existing macros and Access databases, allowing Harold Sharp's team to configure automated processes that could be run by any staff member via a web portal. The results included saving hours of manual work weekly, ensuring compliance, and eliminating key-person risk. Key metrics showed the solution handled 50 runs a month, automated 600 steps, and easily processed large volumes of over 100,000 rows of data.

Harold Sharp