Moore Polska Achieves Major Audit Improvements: 20 Hours Saved Per Audit and Elevated Quality with Circit’s PBC and Confirmation Requests

ABOUT Moore Polska

Moore Polska, a member firm of Moore Global, is part of a prestigious global network of independent accounting and consulting firms. Moore Polska offers a comprehensive range of professional services, including audit and assurance, tax advisory, business consulting, and financial advisory services. Serving a diverse client base that includes public companies, privately held businesses, and nonprofit organizations, Moore Polska helps clients navigate complex financial and regulatory landscapes both in Poland and internationally.

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With 9 offices across 8 cities (Bielsko-Biała, Gdańsk, Gdynia, Katowice, Łódź, Poznań, Warsaw, and Żywiec) and a team of over 220 professionals, Moore Polska ranks among the top 10 audit firms in Poland.

Challenge

Manual Process

Inefficient Workflow

Absence of a centralized system

Tedious Tasks

Redundant workload

MANUAL PROCESSES AND INEFFICIENCIES

Before implementing Circit, Moore Polska faced several challenges in their audit processes:

Manual preparation and sending of all types of requests (banks, lawyers, customers, suppliers and contractors) consumed significant time and resources.
Responses were stored manually, complicating the tracking, and updating of document statuses, which often resulted in inefficiencies and delays.
The absence of a centralized system exacerbated these challenges, contributing to further inefficiencies and prolonged timelines in obtaining critical audit evidence.
Compiling missing documents was a tedious and time-consuming task, further hindering the audit process and efficiency.
The ongoing need for follow-ups and managing client responsiveness added significant complexity and increased the workload on audit teams.

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SOLUTION

Enhanced Client Experience

Increased Audit Quality

Improved Efficiency

Visibility and Tracking

Reduced Risk of Errors

THE SOLUTION WITH CIRCIT

Collaborating closely with the Circit team, Moore Polska achieved a seamless transition to a more efficient and streamlined audit process. Circit's solutions provided:

Circit's platform improved client communication and responsiveness, resulting in stronger relationships and timely submissions.
Standardised templates and automated workflows minimised errors, enhancing the reliability and integrity of the audit process.
Automated processes saved up to 20 hours per audit for Moore Polska’s teams, reducing administrative burden and allowing them to focus on high-value tasks.
Real-time visibility into request statuses enabled prompt follow-ups and prevented delays, ensuring a smoother audit workflow.
Automation and standardized processes minimized the risk of human error, leading to more accurate and reliable audit outcomes.

"Collaborating with the Circit team has been an incredibly positive experience. We get immediate responses to our queries, the platform is consistently being enhanced, and our feedback is always considered. Circit significantly reduces the workload for both our employees and those responding to our requests. With Circit, we’re saving around 20 hours per Audit."

IMPLEMENTING CIRCIT

The collaboration with Circit began during the peak of Moore Polska's working season, necessitating a change in established operating patterns for employees. Despite the challenges, the implementation process was smooth and efficient. Any issues with the platform were addressed promptly and updated regularly.

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Implementing Circit during the busy season allowed Moore Polska to continuously identify areas for improvement. This ongoing feedback loop enabled the swift incorporation of proposals for change and development, significantly accelerating the efficiency of employee workflows.

“Circit has significantly streamlined our approach to managing audit requests and client communications. The platform’s automatic request generation and the ability for clients to respond directly through Circit, enhance our efficiency and minimize our involvement. Its intuitive interface allows us to quickly identify potential delays and improve the archiving process. Since we started using Circit, preparing PDFs that previously took around 3 minutes are now done in just 3 seconds, resulting in significant time savings.”

This remarkable improvement of 98% demonstrates the exceptional value of Circit in streamlining operations and significantly boosting productivity.

NEXT STEPS

Currently, Moore Polska leverages three key Circit products: Confirmation Requests, PBC, and AR/AP.Looking ahead, Moore Polska plans to continue its partnership with Circit and is enthusiastic about exploring additional products and platform enhancements.

“We were introduced to Circit by a fellow auditing firm that spoke highly of its capabilities. After a three-month trial, we were thoroughly impressed with the results. Circit’s platform stood out as the most comprehensive and compelling among all the options we considered, significantly enhancing the quality of our work. The implementation was smooth, and any issues were promptly addressed by the Circit team.”