DE
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Automation news, RPA best practices, and time and money-saving tips, straight to your inbox.
By entrusting back-office work to the bots, you can improve productivity, boost efficiency, and ultimately drive profits through reducing the need for manual labor.
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Averaged Time Saved / mo.
Averaged Money Saved / mo.
Tasks Automated
Thoughtful can automate various processes for Infor customers to improve efficiency and reduce manual labor. One example is automating the data entry process by integrating multiple systems and platforms, allowing for the seamless transfer of information without requiring manual input. Another automation process that can be implemented is automating the generation of reports and analytics by pulling data from various sources and compiling it into a comprehensive document. Additionally, Thoughtful can automate the process of invoicing and purchase order management by integrating the system with the customer's financial software. These automation processes can help Infor customers save time and resources, allowing them to focus on more critical tasks.
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DE
Data Entry
By automating data entry tasks, organizations can experience an efficient and streamlined process. This not only saves time but allows employees to focus on more complex or valuable tasks. Automation also ensures accuracy and consistency by following pre-established rules and procedures. Furthermore, automation eliminates the risk of errors or mistakes caused by human fatigue or inattention. Overall, automating data entry can significantly improve the efficiency and precision of an organization's processes.
accounting finance, all industries, workday, slack, adp, sap
VE
Voucher Entry
Automating the coding of transactions to the correct G/L accounts and adding them as vouchers to the Accounts Payable module provides several advantages. By using automation, the process of coding transactions becomes faster and more accurate, reducing the risk of errors and increasing efficiency. The automation process also ensures that all transactions are coded consistently, reducing the risk of non-compliance and improving the overall accuracy of the financial records. Automation also reduces the time and effort required for manual coding, freeing up valuable resources that can be redirected to other vital tasks. Additionally, automated systems provide real-time tracking and reporting capabilities, allowing stakeholders to monitor the status of transactions and ensure that all necessary information has been accurately captured. Automating the coding process makes the Accounts Payable process more efficient, accurate, and secure, providing a clear advantage for businesses and organizations.
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; fiserv
Accounts Payable, A/P, Voucher Entry, Vendor Invoice, Vendor Bill, Bill
VP
Vendor Portal Invoice Retrieval
Thoughtful offers EHR administrators the advantage of automating access to vendor portals and retrieving invoices and corresponding data. The platform integrates seamlessly with multiple vendor portals, reducing the need for manual data entry and increasing the speed and efficiency of the process. EHR administrators can access invoices and corresponding data with a few clicks, saving valuable time and effort. The platform also provides real-time tracking and reporting capabilities, so administrators can monitor the status of each invoice and ensure that all necessary information has been retrieved. Thoughtful's secure platform protects sensitive information, ensuring it is only accessible to authorized personnel. By automating access to vendor portals and retrieving invoices and corresponding data, Thoughtful makes the invoice management process more efficient, accurate, and secure for EHR administrators.
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
TA
Trust Account Deposit Audit
This bot checks to make sure that Client Name and Matter is written on the memo line of every check.
legal; accounting finance; case management; law firm management; 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
The bot gets time sheets from time tracking system, verifies overtime, time-off and enters into Accounting/ERP system.
accounting finance; all industries; government; restaurant; accounts payable; 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
The bot ensures that the Purchase Order, Inventory Receipt and Invoice all match.
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
Three-Way Matching, Purchase Order, Inventory Receipt, Invoice, Bill, Packing Slip
TW
Three-Way Trust Account Reconciliation
This bot matches the checkbook trust balance, to the bank balance, to the individual client ledger balances.
legal; accounting finance; case management; law firm management; 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
This bot locates skipped invoices and notifies the customer.
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; lighthouse payments
Accounts Receivable, Collections, Skipped Invoice
SD
Scrubbing / Data Cleansing
This bot ensures discrepancies within an application data is identified and cleaned or scrubbed.
all industries; data scrubbing; data cleansing; any cloud software; microsoft excel; accupoint; freshbooks
Data Cleaning, Scrubbing, Scrub, Data Cleansing
SO
Sales Order Automation
This bot automatically receives, processes and extracts data from email and fax orders.
accounting finance; all industries; restaurant; 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
RM
Retainer Management
When a retainer balance is getting low, this bot automatically notifies the client.
legal; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books
Retainer, Balance, Replenishment
RS
Reseller Sales Tax Certificates
This bot updates Customer record with Reseller Sales Tax Certificate number.
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
Reseller, Sales Tax, Certificate, Accounts Receivable.
PO
Purchase Order Matching
After retrieving the Vendor invoice and Purchase Order, the bot checks that each quantity, item, and amount on the invoice match what is on the Purchase Order.
accounting finance; all industries; retail; accounts payable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books; slack; microsoft excel; accupoint
Purchase Order Matching, PO Matching, Invoice Matching
EF
PDF Creation & Indexing
When a document is retrieved, this bot creates indexable PDFs with Bates Numbering.
legal; case management; law firm management; 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
Product Catalog Cross-Referencing
This bot will get product catalog information from supplier and make sure that the product catalog/items match in the Accounting/ERP system.
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
Catalog Management, Item Management, Product, Inventory
PS
Packing Slip Recognition
The bot reads the packing slip using Optical Character Recognition (OCR), gathers the data for further use.
accounting finance; all industries; retail; accounts payable; 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
Based on a defined set of rules, this bot either codes and enters Non-PO invoices directly into the acocunting/ERP system or sends to approver.
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
This bot performs all the necessary tasks to onboard a new client.
legal; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books; microsoft teams
Onboarding, Clients
LD
Legal Document Management
This bot manages and tracks documents from creation to final signature.
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
MC
Multiple Case Invoice Parsing
This bot parses and separates single invoices into individual transactions by case.
legal; accounts payable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books; caseaware; clio; mycase; practice panther; smokeball; pacer
Invoice Parsing, Vendor Invoicing, Voucher Entry
ME
Month-End Reporting
The bot gathers month end financial statements, organizes and sends to various stakeholders.
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; adp
Month-End,Financial Statements
LC
Legal Contract Abstraction
This bot reads a contract and prepares a Contract Abstraction.
legal; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books
Contract, Abstraction
LD
Legal Document Creation
This bot creates standardized agreements, motions, and other legal documents.
legal; accounts receivable; 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
This bot locates missing signatures or inconsistent data in contracts.
legal; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books
Contracts, Signatures, Amendments
LE
Lawfirm Employee Onboarding Checklist
When an new employee is hired, this bot performs the new hire tasks.
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
Monthly, this bot performs a self-audit on the Client Trust bank account.
legal; accounting finance; case management; law firm management; 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
This bot reconciles the IOLTA (Trust) account.
legal; accounting finance; case management; law firm management; 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
Monthly, this bot records interest on lawyers trust.
legal; accounting finance; case management; law firm management; 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
The bot gets customer invoice information from a data source and creates a new invoice in the accounting application.
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; lighthouse payments
Invoice, Accounts Receivable
IR
Inventory Receiving
After retrieving the Packing Slip data and locating the Purchase Order, the bot receives each quantity, item, and amount on the Packing Slip into the system.
accounting finance; all industries; restaurant; accounts payable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books; crunchtime
Packing Slip, Purchase Order, PO, Receiving, Purchasing, Procurement
IS
Invoice Status Verification
The bot verifies and ingests information from invoices, verify the status of the transaction, and update systems downstream.
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; fiserv; lighthouse payments
Invoice, Verification, Status, Accounts Receivable
IT
Intercompany Transactions
Based on predefined rules, this bot locates intercompany transactions and makes the journal entries to each company's Accounting/ERP system.
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
FF
Flat Fee Payment Reconciliation
This bot checks to make sure that Flat Fee payments are deposited into the correct account.
legal; accounting finance; case management; law firm management; 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
This bot prepares the backup reports necessary to audit the Financial Statements and performs preliminary discrepancy report.
finance/accounting,all industries,general ledger,auditing,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
This bot automates the gathering and processing of discovery information.
legal; case management; law firm management; 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
The bot reads the receipt using Optical Character Recognition (OCR) and gathers the data for further use.
finance/accounting,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
ER
Expense Report Processing
The bot gets the expense report data, validates it, and enters it into the Accounting/ERP system.
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
Expense Validation, Expense Report Approval, Expense Reports, Receipts, Accounts Payable
ED
EDI Translation
This bot takes custom in-house documents and converts them to EDI standards.
accounting finance; all industries; accounts payable; accounts receivable; 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
This bot takes EDI standardized documents and converts them to in-house document format.
accounting finance; all industries; accounts payable; accounts receivable; 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
When there are updates to a case, this bot updates and submits the new version in E-Portals.
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
This bot files and tracks communication for new cases in E-Portals.
legal; case management; law firm management; 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
At the end of each month, this bot sends statements to customers with any open balances.
finance/accounting,all industries,accounts receivable,credit & collections,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
Accounts Receivable, Collections
CI
Customer Intake & Setup
When a new customer fills out their intital form, the bot sets up all of the teams, groups, applications, and processes associated with the new client.
all industries; account management; 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
This bot cycles through entire Credit workflow and performs tasks based on status in Credit Dashboard.
finance/accounting,all industries,accounts receivable,credit & collections,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
After retrieving Credit Application and corresponding data, this bot reviews the results and sets the terms in the Accounting/ERP system.
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
Credit, Collections, Accounts Receivable
CC
Credit Card Fee Trust Account Adjustment
This bot locates and transfers back to the IOLTA account credit card processing fees.
legal,accounting,reconciliation,auditing,case management,law firm management,banking,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
After retrieving a Dispute letter, the bot,automatically gets information from four credit bureaus and Accounting/ERP system.
legal; 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
Credit, Collections, Accounts Receivable
CR
Contract Renewal Invoicing
Each month the bot will prepare contract renewal invoice.
finance/accounting,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
This bot performs conflict checking on 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
Each month the bot will send contract renewal notification via email.
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
The bot gets the credit application, creates a Dun & Bradstreet report and records the result.
finance/accounting,all industries,accounts receivable,credit & collections,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
Commission Calculation
At the end of each month, this bot calculates complex tiered sales commissions.
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
This bot executes collections workflow on past due invoices.
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
This bot locates and prepares case documents.
legal; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books; caseaware; clio; mycase; pacer; smokeball; practice panther
Case Documents, Structured Forms
CC
Closing Client File Checklist
When a case is closed, this bot performs the closing necessary tasks.
legal; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books; caseaware; clio; mycase; pacer; practice panther; smokeball
Case Management, Case Closing
CT
Client Trust Ledger Reporting
This bot attaches a Client Trust Ledger Report to every invoice prior to sending it to the client.
legal,finance/accounting,accounting,reconciliation,auditing,case management,law firm management,banking,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
Daily, this bot creates a separate ledger for each client with funds held in trust.
legal; accounting finance; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books; clio; pacer; mycase; smokeball; practice panther; caseaware
Client Trust, Ledger
CA
Cash Application
Automating Cash Applications has several advantages for companies, especially in accounting and finance departments. By automating this process, companies can significantly reduce the time and resources required to process payments and post them against invoices manually. This, in turn, leads to faster and more accurate payment posting, reducing the risk of errors or delays. Automation also enables companies to identify and resolve payment discrepancies more efficiently, improving customer satisfaction and reducing the workload on staff. Furthermore, automated Cash Applications can provide real-time visibility into payment status and trends, enabling better decision-making and improved cash flow management. Ultimately, automation can help finance departments work more efficiently, reduce costs, and improve overall operational performance.
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
Payment Processing, Cash Application, Accounts Receivable
CS
Case Settlement Disbursement
When a case settles, this bot makes all of the entries both in the Accounting/ERP software and the Case Management software.
legal; accounting finance; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books; clio; caseaware; pacer; practice panther; smokeball; mycase
Reconciliation, IOLTA, Trust, Banking, Disbursement, Settlement
BR
Bank Reconciliation
After retrieving the bank statement, the bot compares the amounts debited and credited from the bank to the ledger.
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
This bot gets the Vendor Invoice and uploads it to either the Accounting/ERP system or designated cloud folder.
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
The bot gets what bills to pay from spreadsheet and pays them on payment website.
accounting finance; all industries; restaurant; hospitality; accounts payable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books; ringcentral; lighthouse payments
Bill Pay, Bill Payments
BD
Bad Debt Write-Off
At a specific frequency, this bot will make the journal entries to write-off bad debt.
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
At the end of each month, this bot makes the predefined Accounts Receivable Journal Entries.
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, Month-End
AR
AR Discounts
This bot applies credit to an invoice when the customer has paid within the discount period.
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
This bot gets invoice information from Slack Channel and creates a new Customer Invoice in Accounting system.
finance/accounting,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
AP Invoice Data Capture
The bot gathers Vendor invoice data either by using Optical Character Recognition (OCR) or from email, web portal or other predefined source.
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
Based on the vendor matching, this bot codes the invoice to the correct general ledger account.
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; fiserv
AP Invoice Coding, Accounts Payable Invoice Coding, General Ledger
AP
AP Discounts
This bot applies credit to a vendor bill when it has been paid within the discount period.
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
The bot will reconcile each balance sheet account against source statements.
finance/accounting,all industries,general ledger,accounts receivable,accounts payable,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
The bot sends a list of vendor invoices for approval and pays the invoice when approved.
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; fiserv; ringcentral
Accounts Payable, Approval
Thoughtful can automate the process of invoicing and purchase order management for Infor customers by integrating the system with the customer's financial software. This integration allows for automatic data transfer from purchase orders to invoices, eliminating the need for manual input. Additionally, the system can automatically match invoices to purchase orders and flag any discrepancies for review. This automation streamlines the process and reduces the risk of errors, saving time and resources for the customer. Thoughtful goes beyond just automating Infor; it can automate the entire process from start to finish.
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$4,500
Value