SURMANlaw · translations · automation · AI

Surman s.r.o. · since 2011

Automation and Excel tools

We build tools for controlling, accounting, audit and tax. Through automation we improve the quality of your accounting and tax processes.

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Since 2011 we have been building tools that fit the specific process of a tax, accounting or audit team: from VAT returns generated from accounting exports, through bulk VAT ID validation, to multilingual financial statements. We work with what you already have, usually Excel and Microsoft 365, so no new system is required.

Who we work for

Our tools are used by advisory and audit firms in the Czech Republic, tax and accounting practices and corporate finance departments. References are available on request.

Who provides the service

Surman s.r.o.

Automation and Excel/VBA tools for tax, accounting and audit, MS Office training, AI consulting and governance

since
2011
Phone
+420 604 246 990
Email
info@surman.cz

Our products

  • Automation of corporate and personal income tax and VAT returns, EC sales lists, Intrastat and reconciliation tables for the Czech Republic and other EU countries
  • Normalisation of outputs from SAP and other ERP and accounting systems
  • A multilingual tool for preparing financial statements and the notes to the financial statements
  • Tax return protocols generated automatically from MS Excel into MS Word
  • Bulk VAT ID validation via VIES, including the consultation confirmation
  • Connection to the register of unreliable VAT payers and other online registers (e.g. ARES)
  • A tool for automating VAT refund applications
  • Generating road tax returns from a vehicle fleet database
  • Bulk checking and reconstruction of vehicle logbooks
  • XML data export and import tools for fast electronic filing
  • Exports to the Formstudio and Taxedit applications

What we can do for you

Bespoke VBA development

Templates, macros and add-ins for Excel, Word, Outlook and Access that replace hours of manual copying. Delivered with documentation and training.

Power BI and dashboards

Consolidating data from multiple sources, automated monthly reports and dashboards in Power BI and Power Query for controlling and management.

MS Office automation

Linking Excel with Word and Outlook, generating documents from data, mail merge, connections to online registers and electronic filing.

Coming soon

First aid for legacy Excel and macros

Even in the age of AI, many businesses run on old workbooks and macros whose author left the company long ago. We diagnose and repair them, document them, secure and migrate macros to Microsoft 365, and plan what comes next.

Until then, email us at info@surman.cz.
Dedicated website in preparation

How we work together

  1. You show us the process

    A short meeting or video call over real data. We see where the time goes.

  2. Proposal and quote

    We describe the solution, scope and price in advance.

  3. Build and test

    We build on your data, show results as we go, and you test alongside us.

  4. Handover and training

    Documentation, user training and support after go-live.

Surman s.r.o.

MS Office training

Excel, Word, PowerPoint and Access for auditors, tax advisers, accountants, economists and lawyers. Training tailored to your practice.

Training courses

Courses

  • Excel for economists and auditors
  • Excel VBA and automation
  • Word for lawyers and advisers
  • PowerPoint and Access

Have a process that should run itself?

Describe it to us. The estimate of effort and price is free of charge.

Request automation