IT Services & Consultancy
An IT services company with 45 employees — WinMENTOR implementation, automatic e-Invoicing and SAF-T in 3 weeks. Monthly close cut from 4 days to 6 hours.
6 hours
monthly close (down from 4 days)
80+
invoices issued automatically each month
0
e-Invoicing errors from month 2
The client is an IT consultancy and managed services firm offering monthly subscription packages for server maintenance, cloud and helpdesk. When they contacted L&E:
The monthly routine was a nightmare for the accounting team:
Total time: 3–4 working days just to issue and submit the invoices. Plus the reconciliation afterwards.
Using a third-party tool to generate the XML, roughly 8–12 invoices a month were rejected with various errors. Resubmitting meant editing the XML by hand — something only someone with technical knowledge could do.
The company was a medium-sized taxpayer, subject to SAF-T from 2023. It had filed the files, but with incomplete account mappings and without a complete SourceDocuments section. A later ANAF review would have exposed them to penalties.
A quick audit — a services company with relatively simple processes:
Decision: implement WinMENTOR Financial + Commercial, without Inventory (a services company). Timeline: 3 weeks.
Chart of accounts adapted to a services firm:
Commercial module — recurring invoicing:
e-Invoicing:
SAF-T — putting it right:
Training focused on the four-person team:
Go-live on the 1st of the month — the first automated run of subscription invoices.
On the 1st of each month, WinMENTOR issues all 80 subscription invoices automatically, submits them to the ANAF SPV portal and emails the PDF to each client. The accountant checks the submission report in 20 minutes.
In the first month: 3 rejected invoices (incomplete addresses discovered at submission). Corrected immediately. From month 2: no rejections.
With invoices issued automatically and bank reconciliation semi-automated through the e-banking integration, the close finishes the same day — not in the last week of the month.
The three months with faulty files were corrected. Current filing is automatic and error-free. A potential penalty was avoided by putting things right before an ANAF review was triggered.
For the first time, the CEO can see profitability by service line in real time — not at the end of the quarter, from a spreadsheet.
Services used in this project: Implementation · Consultancy · Training
“It used to take me 4 days to issue the subscription invoices and submit them to e-Invoicing. Now WinMENTOR issues them automatically on the 1st and submits them instantly. Our accountant cried with joy.”
CEO
CEO · IT services & consultancy firm
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