https://store-images.s-microsoft.com/image/apps.9313.f932e6d1-c258-4335-bbe5-98b989c9a154.d914cfda-f1b8-4f71-b998-159fb82c1d7e.8d1f33da-7e7c-4b36-bc35-16f5752339b0

REX

by Imara Solutions

REX automates ledger and balance retrieval to give auditors consistent financial data for audits.

Solution Overview


Auditors and accounting firms face constant pressure to deliver high-quality audits while manually navigating client environments, multiple accounting systems, and time-consuming data collection. These challenges increase the risk of errors and slow down audit cycles. REX, built on Microsoft Power Apps and Power Automate with support from SharePoint, is an automated audit data-collection and integration solution that retrieves, standardizes, and organizes ledgers, trial balances, and balance sheet data from systems such as Tripletex, PowerOffice, and 24SevenOffice. REX eliminates manual extraction and structuring, standardizes audit, ensures consistent audit reporting, and provides auditors with reliable financial data.

Solution Benefits


  • Automates the retrieval of ledgers, balance sheets, and trial balances, eliminating manual extraction across multiple accounting systems.
  • Delivers consistent, standardized financial data for all clients, reducing variability and ensuring audit-ready outputs.
  • Generates structured Excel workbooks with all key audit calculations pre-performed, minimizing manual effort for auditors.
  • Provides one-click data retrieval that gives auditors access to complete client financials.
  • Improves audit quality by reducing human error, ensuring data completeness, and providing a reliable financial history.
  • Supports multiple accounting systems, including Tripletex, PowerOffice, and 24SevenOffice, simplifying onboarding for new clients.
  • Stores all retrieved data securely in Dataverse and automatically saves audit-ready Excel files in SharePoint for controlled, compliant access.
  • Enables collaboration across audit teams and partners by making data available across the organization.
  • Reduces dependency and time spent on client exports and manual handovers.

At a glance

https://store-images.s-microsoft.com/image/apps.18886.f932e6d1-c258-4335-bbe5-98b989c9a154.57b0898d-0b2c-4a9e-bb88-6f48e7d12ed6.98536f08-b195-47f1-aac2-59e0a635e82d
https://store-images.s-microsoft.com/image/apps.312.f932e6d1-c258-4335-bbe5-98b989c9a154.57b0898d-0b2c-4a9e-bb88-6f48e7d12ed6.f8aeba45-8f88-45fe-b96e-5e8185993886
https://store-images.s-microsoft.com/image/apps.17065.f932e6d1-c258-4335-bbe5-98b989c9a154.57b0898d-0b2c-4a9e-bb88-6f48e7d12ed6.619c6fe2-a35e-44e8-843c-2f3431f11163
https://store-images.s-microsoft.com/image/apps.15311.f932e6d1-c258-4335-bbe5-98b989c9a154.57b0898d-0b2c-4a9e-bb88-6f48e7d12ed6.6b427a0b-4b5b-47b6-91d9-0d121fe4b41c