Optimización funcional erp sap–power bi para la generación automatizada de estados financieros

Abstract

Public accountants face challenges in preparing financial statements due to the use of manual processes, rework, and delays, which may increase the risk of unintentional errors in the processing and presentation of financial information. To analyze the application of Artificial Intelligence tools, using Power BI as a basis, to support the automation of financial statement generation and facilitate the processing of financial information in accordance with the presentation requirements established by the International Financial Reporting Standards (IFRS). Method: An applied analysis was conducted focusing on the extraction of financial information through ERP SAP native components and the processing of data in Power BI, using validation, structuring, transformation, and visualization strategies for the automated generation of financial statements. The proposal enables the reduction of manual activities and processing times, improves information organization, and facilitates the automated identification of inconsistencies, providing timely information for financial analysis and decision-making. The results show that the integration of ERP SAP and Power BI significantly contributes to optimizing activities related to the preparation of financial statements. However, automation requires controls and validation by the Public Accountant to ensure the reasonableness of the information and compliance with the requirements established by IFRS.