Skip to main content
Case Studies

Experience with precision

Experience with precision

Background

A multinational company starts operations in Portugal but maintains its finance department centralized in another European country.

Provided Services
  • Monthly review of accounting records in the group's ERP system (e.g., SAP/Oracle/MS Dynamics).
  • Preparation and submission of all Portuguese tax obligations (VAT, IRC, IES).
  • Preparation of financial reports for local and corporate reporting.
  • Coordination with finance teams at headquarters and with external auditors.
Client Benefits
  • Full compliance with Portuguese tax legislation.
  • Efficient integration between corporate systems and local requirements.
  • Reduced need for a local finance team while maintaining centralized services within the group.

Background

An international group intends to open a company in Portugal in the retail sector.

Provided Services
  • Support in company incorporation and tax structuring.
  • Configuration of accounting and tax requirements in ERP systems.
  • Salary simulation and definition of the human resources structure.
  • Implementation of local administrative and tax processes.
Client Benefits
  • Start of operations with full legal compliance.
  • Reduced company implementation time.
  • Specialized local support during the investment stage.

Background

A company with a small team in Portugal intends to outsource its human resources management.

Provided Services
  • Monthly payroll processing.
  • Submission of tax and social security declarations.
  • Management of employment contracts and onboarding.
  • Production of labor reports and documentation.
  • Management of benefits and insurance.

Management of employment contracts and onboarding.

 

Client Benefits
  • Compliance with labour law frameworks.
  • Reduction of internal administrative burden.
  • Greater security in HR data management.
  • Bypass of the local structure assuring data confidentiality.

Background

A company with a small local administrative structure needs periodic support in financial tasks.

Provided Services
  • Management of invoicing and accounts receivable.
  • Administrative support and office management.
  • Integration of financial data into ERP.
Client Benefits
  • Access to specialized skills without the need for permanent hiring.
  • Reduction of operational costs.
  • Greater efficiency in administrative processes.

Background

An international group maintains centralized accounting abroad but needs to ensure tax compliance in Portugal.

Provided Services
  • Periodic review of accounting records.
  • Preparation of mandatory tax reports and declarations.
  • Liaison with the Tax Authority and other regulatory bodies.
  • Technical support from the client's team on tax and accounting matters.
Client Benefits
  • Guarantee of local tax compliance.
  • Integration between corporate processes and Portuguese legislation.
  • Specialized support with regulatory and/or supervisory bodies.
  • Maintaining the centralization of accounting and administrative functions.

Background

A multinational company intends to operate in Portugal while maintaining its global invoicing system without structural changes.

Provided Services
  • Configuration of the client's ERP to meet Portuguese tax requirements.
  • Integration of invoicing systems with reporting obligations (SAF-T, VAT).
  • Monitoring and validation of tax processes.
Client Benefits
  • Maintenance of the global technological architecture.
  • Compliance with local tax obligations.
  • Set-up reduction in corporate systems (ERPs).

Background

A multinational company wishes to maintain its global HR information management or people management system without structural changes, ensuring local execution.

Provided Services
  • Data integration with the client's ERP to centralize HR information and feed local systems.
  • Sending locally produced data to the client's ERP.
Client Benefits
  • Allows managing and using centralized data without duplication of effort and without risk of inconsistency.
  • Data available with constant updates.
  • Allows monthly payroll processing based on integrated information.
  • Allows production and delivery of all declarative obligations and reports based on centralized information.

Background

A multinational company intends to incorporate time tracking, vacation, and absence data into its global HR information management or people management system.

Provided Services
  • Provision of the Guru platform for the teams regarding time tracking, holidays, and absence management, with hierarchical approval processes.
  • Sending locally generated data to the client's ERP through API.
Client Benefits
  • Allows local data for centralized management without duplication of effort and without risk of inconsistency.
  • Allows the organization and structure of the approval process to be decentralized.
  • Traceable records allowing confirmation of log history and status of approval processes.
  • Reduced investment in the solution.
Integrated **Business** Support

Integrated
Business
Support

See Services