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Automate Microsoft Excel and gain thousands of hours of productivity.

Thoughtful seamlessly automates anything across Microsoft’s entire suite of business productivity software.

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Averaged Time Saved / mo.


Averaged Money Saved / mo.


Tasks Automated

What Processes can you automate in Microsoft Excel® Software?

Robotic Process Automation (RPA) can be used to automate a wide range of processes in Microsoft Excel, including data entry, data manipulation, data analysis, data validation, and data migration. For example, RPA can be used to automate the process of entering data into an Excel spreadsheet, pulling data from external sources, and inputting it into the appropriate cells. It can also be used to perform tasks such as sorting, filtering, and formatting data within an Excel spreadsheet.

In addition, RPA can be used to perform various types of analysis on data within an Excel spreadsheet, including generating pivot tables, creating charts and graphs, and running statistical analyses. RPA can also be used to validate data within an Excel spreadsheet, ensuring that it is accurate and consistent. Finally, RPA can be used to migrate data from one Excel spreadsheet to another, or from other types of data sources into Excel. Overall, RPA can significantly streamline and accelerate many of the processes involved in working with data in Excel, allowing users to focus on more high-value tasks.

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Point of Sale (POS)

Automating Point of Sale (POS) transactions with Thoughtful can bring a range of advantages to a retail business. The software can streamline the process of processing sales transactions, reducing the need for manual data entry and minimizing the risk of errors. It can also help track sales data, inventory levels, and customer information, making it easier to identify trends and make data-driven decisions. Additionally, by automating the process of POS transactions, Thoughtful can help retail businesses to become more efficient and organized, making it easier to find and retrieve customer and sales information when needed. With Thoughtful, retail companies can securely process transactions and efficiently comply with regulations and financial compliance. The software can also help retailers provide customers with tailored offers, discounts, and loyalty programs and generate real-time sales reports.

retail; accounts payable; account management; google sheets; microsoft excel


Inventory Management

The use of automation in inventory management can yield several benefits. One of the key advantages is its ability to streamline the process, as automation can handle inventory management tasks without the need for human involvement. This can save time and free up employees to focus on more complex or value-added tasks. Automation also ensures accuracy and consistency in the inventory management process, as it follows pre-set rules and procedures. Furthermore, automation can help reduce the risk of errors or mistakes caused by human error. In summary, incorporating automation into inventory management can enhance the efficiency, accuracy, and inventory tracking of an organization's operations.

retail; restaurant; manufacturing; accounting; auditing; microsoft excel; microsoft office 365; microsoft sharepoint; crunchtime; plate iq


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


Proof of Delivery

Automating POD in procurement software using Robotic Process Automation (RPA) can bring several advantages. One of the main benefits is increased efficiency, as RPA can handle repetitive and time-consuming tasks quickly and accurately. This can free up employees to focus on more value-added work, improving productivity and reducing the workload. RPA can also improve accuracy by reducing the potential for human error, leading to fewer mistakes and higher quality output. It can also reduce costs by decreasing the need for labor and increasing speed. In addition, RPA can improve the supplier experience by providing faster and more accurate service. It can also facilitate compliance by ensuring that processes are carried out consistently and in line with regulations. Overall, RPA can bring significant benefits to the POD process in procurement software by streamlining operations and improving efficiency.

manufacturing; accounting; auditing; expense reports; payroll; purchasing; sap; quickbooks; microsoft excel; microsoft outlook


Time & Expense Billing

This bot is designed to consolidate employee expenses by location and profile type and submit monthly eBilling on the revenue reports.

accounting finance; all industries; accounts payable; therap; microsoft excel; freshbooks; accupoint

Billing, eBilling, Expense, Expense Report


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


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;; 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


Government Form Creation

This bot gets basic information from a spreadsheet, setups up a Box folder and fills out anywhere from 15-75 government forms.

accounting finance; all industries; case management; pdf; microsoft excel; freshbooks; accupoint

Form Filling, Folder, Veteran Affairs, Government


Expense Tracking by Case

This bot gets legal expenses from variouos portals and enters them into Case Management Software.

legal,billing,case management,caseaware,clio,mycase,pacer,practice panther,smokeball,florida lsop,florida eportal filing

Billable Expense, Reimbursable Expense, Court Filing, Expense Tracking


Dashboard / Report Generation

Data and Reports will be gathered by the bot and consolidated into a formatted Google Sheet dashboard.

all industries; all; google sheets; microsoft excel; crunchtime

Reporting, Dashboard, Generate Reports.

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What other process automations can we do?

An example of a data analysis task that can be automated inMicrosoft Excel using Robotic Process Automation (RPA) is generating pivot tables. Pivot tables are a powerful tool for analyzing and summarizing data and can be used to quickly find trends and patterns within large datasets. RPA can be used to automate the process of creating pivot tables, including selecting the appropriate data source, defining the rows, columns, and values to be included in the table, and formatting the resulting table. This can save time and reduce the risk of errors when working with large amounts of data in Excel.

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These companies have already seen the benefits of automation...


Flux Resources

Flux Resources Freed Up 400 Hours Using the Advantages of Process Automation



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People's Care Easily Saves 19 Hours Per Week With Their RPA Bots


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