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hrs

Averaged Time Saved / mo.

$

Averaged Money Saved / mo.

+

Tasks Automated

VE

Voucher Entry

Invoices are received by the bot, coded to the correct G/L accounts, and added as a Voucher to the Accounts Payable module.

finance/accounting,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

This bot logs into different Vendor Portals and retrieves invoice and corresponding data.

finance/accounting,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,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

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.

finance/accounting,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

The bot ensures that the Purchase Order, Inventory Receipt and Invoice all match.

finance/accounting,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

TW

Three-Way Trust Account Reconciliation

This bot matches the checkbook trust balance, to the bank balance, to the individual client ledger balances.

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

IOLTA, Trust Account, Three-Way Reconciliation

SI

Skipped Invoice Intervention

This bot locates skipped invoices and notifies the customer.

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, Skipped Invoice

SO

Sales Order Automation

This bot automatically receives, processes and extracts data from email and fax orders.

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

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,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

RS

Reseller Sales Tax Certificates

This bot updates Customer record with Reseller Sales Tax Certificate number.

finance/accounting,all industries,sales,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.

finance/accounting,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

When a document is retrieved, this bot creates indexable PDFs with Bates Numbering.

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

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.

finance/accounting,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

PS

Packing Slip Recognition

The bot reads the packing slip using Optical Character Recognition (OCR), gathers the data for further use.

finance/accounting,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

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.

finance/accounting,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,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

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,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

The bot gathers month end financial statements, organizes and sends to various stakeholders.

finance/accounting,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

LC

Legal Contract Abstraction

This bot reads a contract and prepares a Contract Abstraction.

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

Contract, Abstraction

LD

Legal Document Creation

This bot creates standardized agreements, motions, and other legal documents.

legal,accounts receivable,payroll,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

This bot locates missing signatures or inconsistent data in contracts.

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

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,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

Audit, IOLTA, Trust, Bank Account

IT

IOLTA (Trust) Account Reconciliation

This bot reconciles the IOLTA (Trust) account.

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

Reconciliation, IOLTA, Trust, Banking

IA

IOLTA Account Interest Transactions

Monthly, this bot records interest on lawyers trust.

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

Interest on Lawyers Trust, Interest, IOLTA, Trust

IN

Invoicing

The bot gets Customer Invoice information from a Google Sheet and creates a new Invoice in the accounting application.

finance/accounting,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

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.

finance/accounting,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

The bot verifies and ingests information from invoices, verify the status of the transaction, and update systems downstream.

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

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.

finance/accounting,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,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

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,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

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.

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 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.

finance/accounting,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

This bot takes EDI standardized documents and converts them to in-house document format.

finance/accounting,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

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,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

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 and 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,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

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.

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

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,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

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.

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, 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.

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

Accounts Receivable, Commissions, Payroll

CO

Collections

This bot executes collections workflow on past due invoices.

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

CP

Case Preparation

This bot locates and prepares case documents.

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

When a case is closed, this bot performs the closing necessary tasks.

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

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,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

CA

Cash Application

The bot will get payments from multiple sources and post them against invoices.

finance/accounting,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

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,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

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.

finance/accounting,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.

finance/accounting,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.

finance/accounting,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

At a specific frequency, this bot will make the journal entries to write-off bad debt.

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

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.

finance/accounting,all industries,accounts receivable,revenue cycle management,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.

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

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.

finance/accounting,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.

finance/accounting,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

AP

AP Discounts

This bot applies credit to a vendor bill when it has been paid within the discount period.

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

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 if approved.

finance/accounting,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

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