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Hysbysiad Gwybodaeth Ymlaen Llaw (PIN)

Automatic Statement Reconciliation Software

  • Cyhoeddwyd gyntaf: 12 Mawrth 2025
  • Wedi'i addasu ddiwethaf: 12 Mawrth 2025
  • Cofnodi Diddordeb

     

  • Efallai na fydd y ffeil hon yn gwbl hygyrch.

  •  

Nid yw'r prynwr yn defnyddio'r wefan hon i weinyddu'r hysbysiad.

I gofnodi eich diddordeb neu gael gwybodaeth neu ddogfennau ychwanegol, darllenwch y cyfarwyddiadau yn Nhestun Llawn yr Hysbysiad. (NODER: Nid oes angen ymateb i Hysbysiadau Dyfarnu Contractau a Hysbysiadau Gwybodaeth Ymlaen Llaw fel arfer)

Cynnwys

Crynodeb

OCID:
ocds-h6vhtk-04dd49
Cyhoeddwyd gan:
Stoke-on-Trent City Council
ID Awudurdod:
AA20560
Dyddiad cyhoeddi:
12 Mawrth 2025
Dyddiad Cau:
-
Math o hysbysiad:
Hysbysiad Gwybodaeth Ymlaen Llaw (PIN)
Mae ganddo ddogfennau:
Nac Ydi
Wedi SPD:
Nac Ydi
Mae ganddo gynllun lleihau carbon:
AMH

Crynodeb

Stoke-on-Trent City Council is exploring the procurement of an Automatic Statement Reconciliation Software to support financial operations by improving accuracy, efficiency, and automation in reconciling various financial statements, including bank transactions, supplier statements, and internal ledger records.

- Automate reconciliation processes, reducing manual effort and improving data accuracy.

- Identify discrepancies and exceptions dynamically, with built-in error handling.

- Utilise AI-driven or rule-based transaction matching to enhance financial control.

- Assist in the discovery of hidden credit notes to maximise cost recovery.

- Provide tracking functionality to monitor whether identified issues, such as missing invoices or reconciliation discrepancies, have been resolved.

- Offer compatibility with widely used ERP and finance management solutions, such as SAP Public Cloud and Civica, allowing for data extraction or integration where feasible.

- Support compliance with financial regulations and reporting standards applicable in the UK public sector.

- Provide an intuitive interface with real-time reporting and analytics for financial oversight.

Testun llawn y rhybydd

Hysbysiad gwybodaeth ymlaen llaw

Hysbysiad gwybodaeth ymlaen llaw yn unig yw hwn

Adran I: Endid contractio

I.1) Enw a chyfeiriad

STOKE-ON-TRENT CITY COUNCIL

Civic Centre

STOKE-ON-TRENT

ST41HH

UK

Person cyswllt: Agnes Ashun

Ffôn: +44 1782237651

E-bost: agnes.ashun@stoke.gov.uk

Ffacs: +44 1782237651

NUTS: UKG23

Cyfeiriad(au) rhyngrwyd

Prif gyfeiriad: https://www.stoke.gov.uk/

Cyfeiriad proffil y prynwr: https://www.stoke.gov.uk/

I.3) Cyfathrebu

Gellir cael gwybodaeth ychwanegol o'r cyfeiriad uchod


I.4) Y math o awdurdod contractio

Awdurdod rhanbarthol neu leol

I.5) Prif weithgaredd

Gwasanaethau cyhoeddus cyffredinol

Adran II: Gwrthrych

II.1) Cwmpas y caffaeliad

II.1.1) Teitl

Automatic Statement Reconciliation Software

II.1.2) Prif god CPV

48441000

 

II.1.3) Y math o gontract

Cyflenwadau

II.1.4) Disgrifiad byr

Stoke-on-Trent City Council is exploring the procurement of an Automatic Statement Reconciliation Software to support financial operations by improving accuracy, efficiency, and automation in reconciling various financial statements, including bank transactions, supplier statements, and internal ledger records.

- Automate reconciliation processes, reducing manual effort and improving data accuracy.

- Identify discrepancies and exceptions dynamically, with built-in error handling.

- Utilise AI-driven or rule-based transaction matching to enhance financial control.

- Assist in the discovery of hidden credit notes to maximise cost recovery.

- Provide tracking functionality to monitor whether identified issues, such as missing invoices or reconciliation discrepancies, have been resolved.

- Offer compatibility with widely used ERP and finance management solutions, such as SAP Public Cloud and Civica, allowing for data extraction or integration where feasible.

- Support compliance with financial regulations and reporting standards applicable in the UK public sector.

- Provide an intuitive interface with real-time reporting and analytics for financial oversight.

II.1.6) Gwybodaeth am lotiau

Mae’r contract hwn wedi’i rannu’n lotiau: Na

II.2) Disgrifiad

II.2.2) Cod(au) CPV ychwanegol

48440000

II.2.3) Man cyflawni

Cod NUTS:

UKG23


Prif safle neu fan cyflawni:

United Kingdom (Stoke-on-Trent and surrounding areas)

II.2.4) Disgrifiad o’r caffaeliad

Stoke-on-Trent City Council is seeking a scalable and efficient reconciliation solution that can work alongside existing financial management systems. The key objectives include:

- Automated Matching - AI-driven and configurable rule-based matching of transactions.

- Exception Handling - Identification of unmatched or irregular transactions for review.

- Discovery of Hidden Credit Notes - Identification of supplier credit notes that may have gone unnoticed, helping to recover costs.

- Issue Tracking & Resolution Monitoring - A system to flag reconciliation issues and track their resolution status to ensure follow-through.

- Audit Trail & Compliance - Full traceability and reporting features to support audits.

- Cloud-Based or On-Premise Deployment - A flexible solution that can accommodate different IT environments.

- Integration and Data Handling - Ability to interact with ERP, finance management systems, and other relevant platforms through structured data extraction, reporting capabilities, or integration where applicable.

The council wishes to continue fulfilling its current services to the same high standard, though recognizes the need to engage with the innovative providers within the market to better understand the wider offer which may be available in an ever developing digital service are.

If you are interested in any further discussions regarding this notice please contact Gabriella.brown@stoke.gov.uk with the reference 'Automatic Statement Reconciliation' where additional details can be discussed.

II.3) Dyddiad amcangyfrifedig ar gyfer cyhoeddi’r hysbysiad contract:

01/04/2025

Section IV: Gweithdrefn

IV.1) Disgrifiad

IV.1.8) Gwybodaeth am Gytundeb Caffael y Llywodraeth (GPA)

The procurement is covered by the Government Procurement Agreement: Ydy

Section VI: Gwybodaeth ategol

VI.3) Gwybodaeth ychwanegol

The procurement will be conducted as an open and competitive tender process, ensuring compliance with public sector procurement regulations.

This PIN serves as early notification to potential suppliers regarding this upcoming opportunity. Interested parties are encouraged to express interest and provide feedback on the proposed scope of services.

VI.5) Dyddiad anfon yr hysbysiad hwn

10/02/2025

Codio

Categorïau nwyddau

ID Teitl Prif gategori
48441000 Pecyn meddalwedd dadansoddi ariannol Pecyn meddalwedd dadansoddi ariannol a chyfrifyddu
48440000 Pecyn meddalwedd dadansoddi ariannol a chyfrifyddu Pecyn meddalwedd trafodion busnes a busnes personol

Lleoliadau Dosbarthu

ID Disgrifiad
100 DU - I gyd

Cyfyngiadau Rhanbarthol ar y Rhybuddion

Mae’r prynwr wedi cyfyngu’r rhybuddion ar gyfer yr hysbysiad hwn i gyflenwyr yn y rhanbarthau canlynol.

ID Disgrifiad
Nid oes cyfyngiadau ar y rhybuddion ar gyfer yr hysbysiad hwn.

Ynglŷn â'r prynwr

Prif gyswllt:
agnes.ashun@stoke.gov.uk
Cyswllt gweinyddol:
N/a
Cyswllt technegol:
N/a
Cyswllt arall:
N/a

Gwybodaeth bellach

Dyddiad Manylion
Nid oes unrhyw wybodaeth bellach wedi'i lanlwytho.

0800 222 9004

Mae'r llinellau ar agor rhwng 8:30am a 5pm o ddydd Llun i ddydd Gwener.

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