Our bots are better, faster, smarter.

Search
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

ZP

Zero Pays

Insurance,Healthcare,Revenue Cycle Management,Behavioral Health,Medical Billing,Insurance Claims Filing,Therap,Always Care,Compulink Advantage,Davis Vision,EyeCare,EyeMed,EyeQuest,March,Spectera,Superior Vision,AccuPoint,AdvancedMD,Central Reach,Cerner,ClinicSource,eClinicalWorks,Epic,Kareo,Lumary,MedEZ,Meditech Expanse,NextGen,QGenda,Solutionreach,Theralytics,Waystar,WebABA,WebPT,WellSky Personal Care,CareCloud

Medical Billing, Zero Pay, Zero Payment, Insurance Payments, Patient Responsibility

WC

Workers Compensation Claim Filing

Insurance,Healthcare,Revenue Cycle Management,Insurance Claims Filing,CareCloud,RingCentral,QuickBase

Workers Compensation, Workers Comp, Worker Comp, Claims Filing

VE

Voucher Entry

Accounting,Finance,All Industries,Accounts Payable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Accounts Payable, A/P, Voucher Entry, Vendor Invoice, Vendor Bill, Bill

VP

Vendor Portal Invoice Retrieval

Accounting,Finance,All Industries,Accounts Payable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Vendor Invoices, Bills, Accounts Payable

TM

Time and Expense Billing

Accounting,Finance,All Industries,Billing,Expense Reports,Accounts Payable,Google Sheets,Therap

Billing, eBilling, Expense, Expense Report

TA

Trust Account Deposit Audit

Legal,Banking,Accounting,Reconciliation,Auditing,Case Management,Law Firm Management,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

IOLTA, Trust Account, Audit

TS

Time Sheet Entry

Accounting,Finance,All Industries,Accounts Payable,Payroll,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Time Sheets, Time Entry, Time Tracking

TW

Three-Way Document Matching

Accounting,Finance,All Industries,Accounts Payable,Purchasing,Procurement,Receiving,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Three-Way Matching, Purchase Order, Inventory Receipt, Invoice, Bill, Packing Slip

SI

Slack to Invoice Creation

Accounting,Finance,Sales,Product Innovation,All Industries,Accounts Receivable,Google Sheets,Slack,QuickBooks

Invoicing, Accounts Receivable

TW

Three-Way Trust Account Reconciliation

Legal,Banking,Accounting,Reconciliation,Auditing,Case Management,Law Firm Management,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

IOLTA, Trust Account, Three-Way Reconciliation

SI

Skipped Invoice Intervention

Accounting,Finance,All Industries,Accounts Receivable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Accounts Receivable, Collections, Skipped Invoice

SD

Scrubbing / Data Cleansing

All Industries,Data Scrubbing,Data Cleansing,Any Cloud Software

Data Cleaning, Scrubbing, Scrub, Data Cleansing

RV

Routine Vision Revenue Posting

Healthcare,Eyecare,Revenue Cycle Management,Medical,Insurance,Claims Filing,Insurance Filing,Medical Billing,Revenue Cycle Management,Revenue Posting,Accounts Receivable,Compulink Advantage,EyeCare,Always Care,EyeMed,EyeQuest,Davis Vision,March,Superior Vision,Spectera,Microsoft SharePoint,Microsoft Office 365,VSP Vision Care,Payspan,InstaMed,Eyefinity,NVA,VBA

Revenue Posting, Revenue Cycle Management, HL7,Medical Billing

SC

Secondary Claims Filing

Healthcare,Behavioral Health,Medical,Insurance,Medical Billing,Accounts Receivable,Revenue Cycle Management,Patient Intake,Patient Appointments,Medical Billing,Insurance Claims Filing,Central Reach,Epic,Cerner,WebPT,NextGen,QGenda,Solutionreach,eClinicalWorks,Kareo,WellSky Personal Care,Meditech Expanse,Lumary,AccuPoint,WebABA,ClinicSource,AdvancedMD,MedEZ,Theralytics,Domo,Google Sheets,Waystar

ABA, RCM, Insurance Processing, Claims Filing, Secondary Claim

SO

Sales Order Automation

Accounting,Finance,All Industries,Accounts Receivable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Accounts Receivable, Customer Invoice, Invoice, AR, Sales Order

RV

Routine Vision Eligibility Verification

Healthcare,Eyecare,Revenue Cycle Management,Medical,Insurance,Patient Appointments,Front Desk,Patient Intake,Compulink Advantage,EyeCare,Always Care,EyeMed,EyeQuest,Davis Vision,March,Superior Vision,Spectera,Microsoft SharePoint,Microsoft Office 365

Verification, Confirmation, Eligibility, Appointments, Routine Vision, HL7

RV

Routine Vision Claims Filing and Materials Ordering

Healthcare,Eyecare,Revenue Cycle Management,Medical,Insurance,Claims Filing,Insurance Filing,Medical Billing,Revenue Cycle Management,Compulink Advantage,EyeCare,Always Care,EyeMed,EyeQuest,Davis Vision,March,Superior Vision,Spectera,Microsoft SharePoint,Microsoft Office 365

Claims, Materials, Eye Glasses, Contacts, Eye Exams, Insurance Claims, Routine Vision, HL7

RM

Retainer Management

Legal,Case Management,Law Firm Management,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Retainer, Balance, Replenishment

RC

Primary Claims Filing

Healthcare,Behavioral Health,Medical,Insurance,Medical Billing,Accounts Receivable,Revenue Cycle Management,Patient Intake,Patient Appointments,Medical Billing,Insurance Claims Filing,Central Reach,Epic,Cerner,WebPT,NextGen,QGenda,Solutionreach,eClinicalWorks,Kareo,WellSky Personal Care,Meditech Expanse,Lumary,AccuPoint,WebABA,ClinicSource,AdvancedMD,MedEZ,Theralytics,Domo,Google Sheets

ABA, RCM, Insurance Processing, Claims Filing, Primary Claim

RZ

Reconcile Zero Payments

Healthcare,Behavioral Health,Medical,Insurance,Medical Billing,Accounts Receivable,Revenue Cycle Management,Patient Intake,Patient Appointments,Medical Billing,Insurance Claims Filing,Central Reach,Epic,Cerner,WebPT,NextGen,QGenda,Solutionreach,eClinicalWorks,Kareo,WellSky Personal Care,Meditech Expanse,Lumary,AccuPoint,WebABA,ClinicSource,AdvancedMD,MedEZ,Theralytics,Domo,Google Sheets,Waystar

Medical Billing, Zero Pay, Zero Payment, Insurance Payments, Patient Responsibility, Invoices, Statements, Outstanding Balances

RS

Reseller Sales Tax Certificates

Accounting,Finance,All Industries,Sales and Use Tax,Accounts Receivable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Reseller, Sales Tax, Certificate, Accounts Receivable.

PO

Purchase Order Matching

Accounting,Finance,All Industries,Accounts Payable,Procurement,Purchasing,Inventory Management,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Purchase Order Matching, PO Matching, Invoice Matching

EF

PDF Creation and Indexing

Legal,Case Management,Law Firm Management,Payroll,Human Resources,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

PDF Indexing, Bates Numbering, OCR

PC

Provider Credentialing

Healthcare,Medical,Behavioral Health,Provider Management,Central Reach,Epic,Cerner,WebPT,NextGen,QGenda,Solutionreach,eClinicalWorks,Kareo,WellSky Personal Care,Meditech Expanse,Lumary,AccuPoint,WebABA,ClinicSource,AdvancedMD,MedEZ,Theralytics

ABA, EHR, Provider, Credentialing, HR, Human Resources, Practice Management, Onboarding, Insurance

PC

Product Catalog Cross-Referencing

Accounting,Finance,All Industries,Accounts Payable,Procurement,Purchasing,Inventory Management,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Catalog Management, Item Management, Product, Inventory

PD

PDF Document Split & Validation

All Industries,All,PDF

E-Filing, PDF, parse, split

PE

Payroll Entry

Accounting,Finance,All Industries,Payroll,Payroll,Gusto,Rippling,OnPay,SurePayroll,QuickBooks

Payroll, Hours, Payroll Processing

PR

Patient Responsibility Invoicing

Healthcare,Behavioral Health,Medical,Medical Billing,Accounts Receivable,Revenue Cycle Management,Central Reach,Epic,Cerner,WebPT,NextGen,QGenda,Solutionreach,eClinicalWorks,Kareo,WellSky Personal Care,Meditech Expanse,Lumary,AccuPoint,WebABA,ClinicSource,AdvancedMD,MedEZ,Theralytics

ABA, EHR, RCM, Invoicing, Patient Responsibility, Bulk Payments

PI

Patient Invoicing and Statements

Healthcare,Behavioral Health,Medical,Insurance,Medical Billing,Accounts Receivable,Revenue Cycle Management,Patient Intake,Patient Appointments,Medical Billing,Insurance Claims Filing,Central Reach,Epic,Cerner,WebPT,NextGen,QGenda,Solutionreach,eClinicalWorks,Kareo,WellSky Personal Care,Meditech Expanse,Lumary,AccuPoint,WebABA,ClinicSource,AdvancedMD,MedEZ,Theralytics,Domo,Google Sheets,Waystar

Medical Billing, Zero Pay, Zero Payment, Insurance Payments, Patient Responsibility, Invoices, Statements, Outstanding Balances

PE

Patient Eligibility Verification

Healthcare,Revenue Cycle Management,Eyecare,Behavioral Health,Patient Appointments,Front Desk,Patient Intake,Always Care,Compulink Advantage,Davis Vision,EyeCare,EyeMed,EyeQuest,March,Spectera,Superior Vision,AccuPoint,AdvancedMD,Central Reach,Cerner,ClinicSource,eClinicalWorks,Epic,Kareo,Lumary,MedEZ,Meditech Expanse,NextGen,QGenda,Solutionreach,Theralytics,Waystar,WebABA,WebPT,WellSky Personal Care

EyeCare, Compulink, EyeMed, HL7, Eligibility, Verification, Insurance, Authorization, Medicaid

PS

Packing Slip Recognition

Accounting,Finance,All Industries,Accounts Payable,Procurement,Purchasing,Inventory Management,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Packing Slip, Inventory, Receiving

NP

Non-PO Matching

Accounting,Finance,All Industries,Accounts Payable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Non-PO, Non-Purchase Order, Matching

ON

Onboarding New Clients

Legal,Case Management,Law Firm Management,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Onboarding, Clients

LD

Legal Document Management

Legal,Case Management,Law Firm Management,Payroll,Human Resources,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Document Management

NC

New Case Entry

Legal,Case Management,mycase,Clio,Practice Panther,Smokeball,CaseAware,Pacer

Case Management, Legal, Portal, Subpoena, Court Records, New Case Entry, Bankruptcy

MC

Multiple Case Invoice Parsing

Legal,Case Management,Accounts Payable,Law Firm Management,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Invoice Parsing, Vendor Invoicing, Voucher Entry

ME

Month-End Reporting

Accounting,Finance,All Industries,Accounting,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Month-End,Financial Statements

ME

Medicaid Eligibility Verification

Healthcare,Behavioral Health,Medical,Insurance,Medical Billing,Accounts Receivable,Revenue Cycle Management,Patient Intake,Patient Appointments,Central Reach,Epic,Cerner,WebPT,NextGen,QGenda,Solutionreach,eClinicalWorks,Kareo,WellSky Personal Care,Meditech Expanse,Lumary,AccuPoint,WebABA,ClinicSource,AdvancedMD,MedEZ,Theralytics,FL Medicaid,GA Medicaid,KY Medicaid,PA Medicaid,SC Medicaid

ABA, EHR, RCM, Invoicing, Patient Eligibility, Medicaid

LB

Lock Box Deposit Entry

Legal,Collections,Banking,All Industries,Banking,Accounts Receivable,Revenue Posting,Collections,Wells Fargo,Fiserv,Lighthouse Payments,All Online Banking

Collections, Lockbox, Payments

LR

LinkedIN Recruiting

Human Resources,Recruiting,Recruiting,Candidate Search,Google Sheets,LinkedIN

HR, Human Resources, Recruiting, LinkedIn

LC

Legal Contract Abstraction

Contract, Abstraction

LD

Legal Document Creation

Legal,Case Management,Law Firm Management,Payroll,Human Resources,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Document, Standardization

LR

Legal Contract Risk Assessment

Legal,Case Management,Law Firm Management,Payroll,Human Resources,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Contracts, Signatures, Amendments

JB

Job Board Scraping

Human Resources,Recruiting,Recruiting,Candidate Search,Job Posting,Angel.co,Gmail,Google Sheets

HR, Human Resources, Recruiting, Job Posts, Job Posting

LE

Lawfirm Employee Onboarding Checklist

Legal,Case Management,Law Firm Management,Payroll,Human Resources,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Onboarding, HRIS, Payroll, Employee Benefits

IT

IOLTA (Trust) Account Self-Audit

Legal,Banking,Accounting,Reconciliation,Auditing,Case Management,Law Firm Management,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Audit, IOLTA, Trust, Bank Account

IT

IOLTA (Trust) Account Reconciliation

Legal,Banking,Accounting,Reconciliation,Auditing,Case Management,Law Firm Management,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Reconciliation, IOLTA, Trust, Banking

IA

IOLTA Account Interest Transactions

Legal,Banking,Accounting,Reconciliation,Auditing,Case Management,Law Firm Management,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Interest on Lawyers Trust, Interest, IOLTA, Trust

IN

Invoicing

Accounting,Finance,All Industries,Accounts Receivable,Sales,Invoicing,Google Sheets,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Invoice, Accounts Receivable

IR

Inventory Receiving

Accounting,Finance,All Industries,Accounts Payable,Procurement,Purchasing,Inventory Management,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Packing Slip, Purchase Order, PO, Receiving, Purchasing, Procurement

IS

Invoice Status Verification

Accounting,Finance,All Industries,Accounts Receivable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Invoice, Verification, Status, Accounts Receivable

IT

Intercompany Transactions

Accounting,Finance,All Industries,General Ledger,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Intercompany, Inter-company, Journal Entries, Month-end

IP

Insurance Payments

Insurance,Healthcare,Revenue Cycle Management,Behavioral Health,Medical Billing,Insurance Claims Filing,Therap,Always Care,Compulink Advantage,Davis Vision,EyeCare,EyeMed,EyeQuest,March,Spectera,Superior Vision,AccuPoint,AdvancedMD,Central Reach,Cerner,ClinicSource,eClinicalWorks,Epic,Kareo,Lumary,MedEZ,Meditech Expanse,NextGen,QGenda,Solutionreach,Theralytics,Waystar,WebABA,WebPT,WellSky Personal Care,CareCloud

Medical Billing, Zero Pay, Zero Payment, Insurance Payments, Patient Responsibility

GF

Government Form Creation

Government,Veteran Affairs,Case Management,PDF,Box,Google Sheets

Form Filling, Folder, Veteran Affairs, Government

FF

Flat Fee Payment Reconciliation

Legal,Banking,Accounting,Reconciliation,Auditing,Case Management,Law Firm Management,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

IOLTA, Trust Account, Flat Fee

FS

Financial Statement Auditing

Accounting,Finance,All Industries,General Ledger,Auditing,Core Financials,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Month-end, Audit, Financial Statements

DI

E-Discovery

Legal,Case Management,Law Firm Management,Payroll,Human Resources,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Discover, E-Discovery

ER

Expense Report Receipt Recognition

Accounting,Finance,All Industries,Accounts Payable,Expense Reports,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Expense Reports,Expenses,Receipts, Accounts Payable

EO

Employee Onboarding

All Industries,Human Resources,ADP,Gusto,Ultimate Software,Monday,Workday

Onboarding, HRIS, Payroll, Employee Benefits

BE

Expense Tracking by Case

Legal,Billable Expense Tracking,Case Management,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Florida LSOP,Florida EPortal Filing

Billable Expense, Reimbursable Expense, Court Filing, Expense Tracking

ER

Expense Report Processing

Accounting,Finance,All Industries,Accounts Payable,Expense Reports,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Expense Validation, Expense Report Approval, Expense Reports, Receipts, Accounts Payable

ED

EDI Translation

Accounting,Finance,All Industries,Accounts Payable,Accounts Receivable,Purchasing,Procurement,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

EDI, Electronic Data Interchange

ED

EDI Parsing

Accounting,Finance,All Industries,Accounts Payable,Accounts Receivable,Purchasing,Procurement,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

EDI, Electronic Data Interchange

EF

E-Filing Case Update

Legal,Case Management,Law Firm Management,Payroll,Human Resources,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

E-Portal, File, Case

EF

E-Filing Management

Legal,Case Management,Law Firm Management,Payroll,Human Resources,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

E-Portal, File, Case

CS

Customer Statements

Accounting,Finance,All Industries,Accounts Receivable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Accounts Receivable, Collections

DR

Dashboard / Report Generation

All Industries,All,Google Sheets,Microsoft Excel

Reporting, Dashboard, Generate Reports.

CI

Customer Intake and Setup

All Industries,Account Management,Microsoft Office 365,Microsoft Excel,Microsoft SharePoint,Microsoft Teams,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Form Collection, Software Setup, Practice Management, CRM, Pipeline

CW

Credit Workflow

Accounting,Finance,All Industries,Credit & Collections,Accounts Receivable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books,Google Sheets

Credit, Collections, Accounts Receivable

CS

Credit Scoring

Accounting,Finance,All Industries,Credit & Collections,Accounts Receivable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books,Dun & Bradstreet

Credit, Collections, Accounts Receivable

CC

Credit Card Fee Trust Account Adjustment

Legal,Banking,Accounting,Reconciliation,Auditing,Case Management,Law Firm Management,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

IOLTA, Trust Account, Credit Card Processing Fees

CB

Credit Bureau Investigation

Accounting,Finance,All Industries,Credit & Collections,Accounts Receivable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Credit, Collections, Accounts Receivable

CR

Contract Renewal Invoicing

Accounting,Finance,All Industries,Accounts Receivable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Contract Renewal, Invoice, Contract Management

CC

Conflict Checking of New Clients

Legal,Case Management,Law Firm Management,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Conflict Checking, New Clients

CR

Contract Renewal Notification

Accounting,Finance,All Industries,Accounts Receivable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Contract Renewal, Contract Management

CA

Credit Application

Accounting,Finance,All Industries,Credit & Collections,Accounts Receivable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books,Dun & Bradstreet

Credit, Collections, Accounts Receivable

CT

Correspondence Tracking

All Industries,All,Microsoft Office 365,Google Sheets

correspondence, tracking

CC

Commission Calculation

Accounting,Finance,All Industries,Accounts Receivable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Accounts Receivable, Commissions, Payroll

CO

Collections

Accounting,Finance,All Industries,Accounts Receivable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Accounts Receivable, Collections

CP

Case Preparation

Legal,Case Management,Law Firm Management,Payroll,Human Resources,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Case Documents, Structured Forms

CC

Closing Client File Checklist

Legal,Case Management,Law Firm Management,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Case Management, Case Closing

CT

Client Trust Ledger Reporting

Legal,Banking,Accounting,Reconciliation,Auditing,Case Management,Law Firm Management,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Client Trust, Ledger

CT

Client Trust Ledger Creation

Legal,Banking,Accounting,Reconciliation,Auditing,Case Management,Law Firm Management,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Client Trust, Ledger

CA

Cash Application

Accounting,Finance,All Industries,Accounts Receivable,Cash Management,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Payment Processing, Cash Application, Accounts Receivable

CP

Claims Processing

Healthcare,Revenue Cycle Management,Eyecare,Behavioral Health,Insurance Claims Filing,Always Care,Compulink Advantage,Davis Vision,EyeCare,EyeMed,EyeQuest,March,Spectera,Superior Vision,AccuPoint,AdvancedMD,Central Reach,Cerner,ClinicSource,eClinicalWorks,Epic,Kareo,Lumary,MedEZ,Meditech Expanse,NextGen,QGenda,Solutionreach,Theralytics,Waystar,WebABA,WebPT,WellSky Personal Care

Claims, Primary Claims, Secondary Claims, Primary and Secondary, Health Care, Health Payor, Insurance, Payor, RCM, Revenue Cycle Management

CS

Case Settlement Disbursement

Legal,Banking,Accounting,Reconciliation,Auditing,Case Management,Law Firm Management,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Reconciliation, IOLTA, Trust, Banking, Disbursement, Settlement

BR

Bank Reconciliation

Accounting,Finance,All Industries,Reconciliation,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Bank Reconciliation, Sage, ERP, Transaction, Finance, Accounts Receivable, Accounts Payable

AP

AP Document Storage

Accounting,Finance,All Industries,Accounts Payable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Document Storage, AP Invoice, Accounts Payable, Invoice

BP

Bill Payments

Accounting,Finance,All Industries,Restaurant,Hospitality,Accounts Payable,Sysco,Plate IQ,SassAnt,CrunchTime,Microsoft Office 365,Microsoft Outlook,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Bill Pay, Bill Payments

BD

Bad Debt Write-Off

Accounting,Finance,All Industries,Accounts Receivable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Accounts Receivable, Bad Debt, Write-Off

AR

AR Journal Entries

Accounting,Finance,All Industries,Revenue Recognition,Accounts Receivable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Accounts Receivable, Month-End

AR

AR Discounts

Accounting,Finance,All Industries,Accounts Receivable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Accounts Receivable, Discounts, Invoice, AR, A/R

AR

AR Invoice Entry

Accounting,Finance,All Industries,Accounts Receivable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books,Slack

Accounts Receivable, Customer Invoice, Invoice, AR

AP

Application of Patient Responsibility

Healthcare,Behavioral Health,Medical,Insurance,Medical Billing,Accounts Receivable,Revenue Cycle Management,Patient Intake,Patient Appointments,Medical Billing,Insurance Claims Filing,Central Reach,Epic,Cerner,WebPT,NextGen,QGenda,Solutionreach,eClinicalWorks,Kareo,WellSky Personal Care,Meditech Expanse,Lumary,AccuPoint,WebABA,ClinicSource,AdvancedMD,MedEZ,Theralytics,Domo,Google Sheets,Waystar

Medical Billing, Zero Pay, Zero Payment, Insurance Payments, Patient Responsibility

AP

AP Invoice Data Capture

Accounting,Finance,All Industries,Accounts Payable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Bill Pay, Bill Payments, Vendor Invoice, Voucher

AP

AP Invoice Coding

Accounting,Finance,All Industries,Accounts Payable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

AP Invoice Coding, Accounts Payable Invoice Coding, General Ledger

AS

Activity Statement Audits

Insurance,Healthcare,Behavioral Health,Auditing,Therap,Always Care,Compulink Advantage,Davis Vision,EyeCare,EyeMed,EyeQuest,March,Spectera,Superior Vision,AccuPoint,AdvancedMD,Central Reach,Cerner,ClinicSource,eClinicalWorks,Epic,Kareo,Lumary,MedEZ,Meditech Expanse,NextGen,QGenda,Solutionreach,Theralytics,Waystar,WebABA,WebPT,WellSky Personal Care,CareCloud

Auditing

AP

AP Discounts

Accounting,Finance,All Industries,Accounts Payable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Accounts Payable, Terms, Discounts

AR

Account Reconciliation

Accounting,Finance,All Industries,General Ledger,Accounts Receivable,Accounts Payable,Core Financials,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Accounting, Account Reconciliation, Reconciliation,Month-end

AP

AP Approvals

Accounting,Finance,All Industries,Accounts Payable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Accounts Payable, Approval

search all use cases

Reduce your OpEx with confidence. Our intelligent bots de-risk your cost-cutting and workforce reduction initiatives by automating your back office.

$5M+

in overhead saved by customers annually

10M+

tasks being performed by our bots annually

170k

hours saved through automation to date

$12M

value created due to speed, quality, and efficiency

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

How We Work

discover
& define

discover & define

You show us the job to be done, we take it from there. When you hire a bot, each is designed to handle your department's specific tasks and workflows.

browse our bots

onboard
& train

onboard & train

We train and onboard your bots to operate in all of your business systems seamlessly. No integrations are required, they work just like their human co-workers.

view use cases

monitor
& report

monitor & report

We monitor and track your bots after they’ve been deployed to optimize their performance. We show you exactly what they’ve done and the value created.

our case studies

customers love us

We automated parts of our process that allowed our business to grow and thrive.

Time spent on patient eligibility processing was decreased by 60%

Our bots routinely collect and post up to 11,000 roles each day into a Google Sheet.

We saved 5000+ hours in manual data entry, sorting, and matching

Our bot freed up recruiter’s time by 50% so they can focus on closing roles.

We regained 400 hours a month by employing a bot.

Our bot is now part of the team —performing a vital role at a fraction of the cost.

We recovered 30% of our accountant's time from manual tasks

Prior to Thoughtful, we were always playing catch up to process our backlog of items.

5 bots have cut runtimes by 70% for each process

Thoughtful allowed us to reinvest our time in more profitable areas of the business.

This law firm gained a 90% efficiency through automation

Hire Perfect. Hire Bots.

Our FREE process evaluation is your first step toward automation.

Limited Time Offer: 3 Days Remaining

Get Started

$4,500
Value