SoLabo Launches "Bookkeeping Agency Risk Hedge System Construction Support" for Tax Accountant Offices to Prepare for Potential API Integration Downtime

SoLabo Co., Ltd. (Headquarters: Shibuya-ku, Tokyo; Representative Director: Koichi Tahara) has launched an initiative to support tax accountant offices in building a bookkeeping agency system as a risk hedge in the event of any disruption to API integration with banks, credit cards, etc.

In recent years, API integration with banks and credit cards has played a crucial role in accounting operations as a key to improving operational efficiency. The mechanism for automatically acquiring statement data has dramatically evolved the bookkeeping agency services of tax accountant offices, providing significant value to both clients and accounting firms.

On the other hand, if situations arise where API integration is unavailable due to system maintenance or temporary communication failures, offices are forced to urgently collect passbook copies, credit card statements, and PDF data from clients and handle them through manual input or alternative methods to continue bookkeeping operations.

API integration is a very convenient mechanism that should be utilized to the maximum extent when available. However, as professionals, to ensure that monthly reports to clients are not delayed, a "risk hedge system" is necessary to continue bookkeeping even if API integration temporarily experiences issues. Therefore, SoLabo will support the construction of a robust bookkeeping agency system that does not rely solely on API integration, utilizing the AI-OCR, customer management, and accounting operations efficiency system "TaxSys."

What is the "Bookkeeping Agency Risk Hedge System" with TaxSys?

TaxSys is an operational efficiency system provided to member offices of "TAX GROUP" to maximize the productivity of tax accountant offices. It accurately reads data such as passbook copies, PDFs, and images using AI-OCR and converts them into bank statements and card statements. This enables rapid bookkeeping even during periods when API integration cannot be utilized, without relying on manual input.

[Operational Image using TaxSys]

Collect passbook copies, PDFs, and images from clients

Quickly digitize statements with TaxSys's AI-OCR

Confirm and correct data, then link to accounting software via CSV import, etc.

Continue bookkeeping operations even when API integration is stopped

This significantly reduces the enormous effort of manually entering each item while looking at a passbook in an emergency, achieving monthly processing at the same speed as usual.

Features of "TaxSys" supporting the bookkeeping agency backup system

TaxSys has been introduced in over 130 offices, from newly established tax accountant offices to large tax accountant corporations, and provides operational support tailored to each scale.

Rapid implementation: Available from as early as the next day

High-speed data conversion: Passbook and statement data digitized in 30 seconds to a maximum of 5 minutes

Mass processing: Up to 500 vouchers can be digitized simultaneously

High-precision AI-OCR: Reads complex prints with high accuracy

Automatic renaming: PDF files are automatically renamed for easy management after digitization

Flexible integration: Supports import into all major cloud accounting software

While API integration is functioning normally, it is most efficient to utilize it. TaxSys can be used as a "reliable backup tool" to maintain service quality in unforeseen circumstances while enjoying its convenience.

Background of this support launch

While bookkeeping operations have been made more efficient by the spread of API integration, the risk of operations stopping due to changes in the external environment has also become apparent. Especially for offices with a large number of bookkeeping cases, a temporary increase in manual input leads to the following serious challenges:

Rapid increase in staff overtime and burden

Increase in errors and verification work due to manual input

Delay in monthly reports to clients

Management risk due to business stagnation just before busy periods

SoLabo has launched this support through "TAX GROUP" to prevent such risks and enable tax accountant offices to provide stable services under any circumstances.

Representative Comment: Koichi Tahara, Representative Director, SoLabo Co., Ltd.

"API integration with banks and credit cards is a wonderful innovation for the accounting industry. However, as with any system, temporary unavailability can happen. In such cases, forcing staff to revert to traditional manual input creates a significant burden for the office. By maximizing the benefits of API integration while having TaxSys as a 'Plan B' for emergencies, I am confident that this risk-hedging system will become the stable management foundation required by tax accountant offices in the future."

[Utilize the full refund campaign]

SoLabo has been running a "full refund campaign" for some time to create an environment where tax accountant offices can try new systems with minimal risk.