Bot Library

Browse through our bots and see how we have streamlined company processes saving them time, money, and resources. Don't see a bot that matches your needs? Contact us and we will build you one.

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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

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

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

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 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

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

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

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

AS

Activity Statement Audits

This bot is designed to select random patients for each provider in a specified time period and audit the actiivy statements to make sure they are fully completed and uniform.

insurance,healthcare,auditing,therap,always care,compulink advantage,davis vision,eyecare,eyemed,eyequest,march,spectera,superior vision,accupoint,advancedmd,centralreach,cerner,clinicsource,eclinicalworks,epic,kareo,lumary,medez,meditech expanse,nextgen,qgenda,solutionreach,theralytics,waystar,webaba,webpt,wellsky personal care,carecloud

Auditing

AF

Appliance and Fixture Tracking

Each month, this Bot reviews and schedules upcoming maintenance and replacement.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Appliance,Fixture

AP

Application of Patient Responsibility

After Primary and Secondary insurances have been paid, this bot applies any applicable Patient Responsibility.

healthcare,medical,insurance,medical billing,accounts receivable,revenue cycle management,patient intake,patient appointments,insurance filing,centralreach,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

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

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

BP

Batch Payment Reconciliation

Each month, this Bot reviews all bank deposits and reconciles to individual payments.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Batch Payments

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

CR

CAM Reconciliation

At the end of the year, this Bot reconciles each Tenant's CAM Charges.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

CAM, CAM Reconciliation

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

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

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

CI

Certificate of Insurance Tracking

This Bot manages the collection, receipt and documentation of Vendor Certificate of Insurance.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Certificate of Insurance

CP

Claims Processing

This bot files any claims that are unable to be directly filed through the EHR system.

healthcare,eyecare,insurance filing,revenue cycle management,always care,compulink advantage,davis vision,eyecare,eyemed,eyequest,march,spectera,superior vision,accupoint,advancedmd,centralreach,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

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

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

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

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

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

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 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

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

CT

Correspondence Tracking

The bot is designed to extracting information from an email to a tracking spreadsheet. It send the initial correspondence and follow-up emails until the requested correspondence is received.

all industries,all,microsoft office 365,google sheets

correspondence, tracking

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

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

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

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

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

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

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

DR

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

Reporting, Dashboard, Generate Reports.

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

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

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

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

EO

Employee Onboarding

Once the hiring process is initiated, the bot send the offer letter and adds the employee into all of the different systems used by the company.

all industries,human resources,payroll,adp,gusto,ultimate software,monday,workday

Onboarding, HRIS, Payroll, Employee Benefits

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

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

BE

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

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

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

GF

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.

finance/accounting,sales,all industries,government,case management,pdf,box,google sheets

Form Filling, Folder, Veteran Affairs, Government

HB

HOA Board Members Reports

Each month, for each association, this Bot will prepare the HOA Financial Reports and distribute to each Board Member.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

HOA, Association, Homeowner's Association

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

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

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

IT

Inspection Tracking

Each month, this Bot reviews and schedules upcoming Inspections.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Inspection

IP

Insurance Payments

Once claims are identified as Paid, the bot will find the EOB/EOP, navigate to the patient record in the EMR system and update the patient ledger.

insurance,healthcare,medical billing,insurance filing,revenue cycle management,therap,always care,compulink advantage,davis vision,eyecare,eyemed,eyequest,march,spectera,superior vision,accupoint,advancedmd,centralreach,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

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

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

IF

Investor Flip Reporting

Each month, for each investor/owner, this Bot will prepare and distribute the Property FLIP Report.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

FLIP

IW

Investor WIP Reporting

Each month, for each investor/owner, this Bot will prepare and distribute the Property WIP Report.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

WIP

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

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

JB

Job Board Scraping

The bot will scrape multiple job boards and pull out pertinent information for each position (rate, start date, location, etc.) and populate a spreadsheet where it’s organized by Employment Type (full-time, contract, etc.)

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

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

LE

Lease Expiration by Month

Each month, for each investor/owner, this Bot will print and distribute the Lease Expiration by Month Report.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Lease Expiration

LE

Lease Expiration by Property

Each month, for each investor/owner, this Bot will print and distribute the Lease Expiration by Property Report.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Lease Expiration

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

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

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

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

LR

LinkedIN Recruiting

After searching by specific location and criteria, the bot will send templated emails to specific candidates on LinkedIn.

human resources,recruiting,recruiting,candidate search,google sheets,linkedin

HR, Human Resources, Recruiting, LinkedIn

LB

Lock Box Deposit Entry

This bot parses lockbox data and posts it against open accounts.

legal,finance/accounting,all industries,banking,accounts receivable,revenue posting,credit & collections,wells fargo,fiserv,lighthouse payments,all online banking

Collections, Lockbox, Payments

ME

Medicaid Eligibility Verification

This bot conducts Medicaid eligibility verification for each predefined segment.

healthcare,medical,insurance,medical billing,accounts receivable,revenue cycle management,patient intake,patient appointments,eligibility verification,centralreach,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

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

MO

Move Out Send Deposit

This Bot reviews the Tenant Ledger and prepares check request and AP voucher for deposit refund.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Move Out, Security Deposit

MI

Move-In Checklist

This Bot prepares a Move-In Checklist and all the necessary paperwork and forms for the Property Manager.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Move-In

MC

Move-Out Checklist

This Bot prepares a Move-Out Checklist and all the necessary paperwork and forms for the Property Manager.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Move-Out

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

NC

New Case Entry

The bot pulls case information and documents from different online portals and enters a new into the Case Management System.

legal,case management,mycase,clio,practice panther,smokeball,caseaware,pacer

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

NT

New Tenant Setup

When a new tenant signs a lease, this Bot will setup the Tenant file in the Property Management System.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

New Tenant Setup

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

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

PD

PDF Document Split & Validation

The PDF will be split and categorized by the bot into separate documents based on the information identified on each page using Optical Character Recognition (OCR). The information is also validated against a predefined set of rules.

all industries,all,pdf

E-Filing, PDF, parse, split

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

PE

Patient Eligibility Verification

On a daily basis, this bot will look at appointments 3 days ahead and verify insurance eligibility for multiple insurances.

healthcare,eyecare,patient appointments,eligibility verification,patient intake,revenue cycle management,always care,compulink advantage,davis vision,eyecare,eyemed,eyequest,march,spectera,superior vision,accupoint,advancedmd,centralreach,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

PI

Patient Invoicing and Statements

At the end of each month, this bot generates and sends invoices for prior month and outstanding balance statements to each account.

healthcare,medical,insurance,medical billing,accounts receivable,revenue cycle management,patient intake,patient appointments,insurance filing,centralreach,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

PR

Patient Responsibility Invoicing

After filtering to specific Criteria, this bot creates and emails bulk Patient Responsibility invoices.

legal,finance/accounting,all industries,medical billing,accounts receivable,revenue cycle management,centralreach,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

Payable Invoice Entry

This Bot enters multiple (batch) Payable invoices in the Property Management System.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Payables, Vendor Invoice

PI

Payable Invoice Reader

This Bot reads the vendor invoice using Optical Character Recognition (OCR) and gathers the data for further use.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Vendor Invoice, Payables

PE

Payroll Entry

The bot will verify working and PTO hours from various reports, calculate the pay, and submit time.

finance/accounting,all industries,payroll,gusto,rippling,onpay,surepayroll,quickbooks

Payroll, Hours, Payroll Processing

PT

Posting Tenant Rent Income

Each month, this Bot posts Rent Income and/or Management Fees in the Property Management System.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Rent Income, Tenant Rent, Management Fees

PT

Posting Tenant Rent Via Deposit

Each month, this Bot posts Rent Income to both the Tenant and Unit Ledger as a Bank Deposit in the Property Management System.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Rent, Rent Income, Tenant Checks

RC

Primary Claims Filing

This bot continually navigates to Central Reach (ABA Software) and files Primary insurance claims.

healthcare,medical,insurance,medical billing,accounts receivable,revenue cycle management,patient intake,patient appointments,insurance filing,centralreach,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

PM

Process Maintenance Requests

Each day, this Bot processes maintenance requests and supporting functions.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Maintenance Requests

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

PD

Property Delinquency Report

Each week this Bot prints the Delinquency Report by Property and sends it to the Property Manager via Email.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Delinquency

PC

Provider Credentialing

When a new physician, nurse practitioner, or another healthcare provider is hired, this bot moves them through the entire medical credentialing process.

healthcare,medical,provider management,centralreach,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

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

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CR

CAM Reconciliation

At the end of the year, this Bot reconciles each Tenant's CAM Charges.

AF

Appliance and Fixture Tracking

Each month, this Bot reviews and schedules upcoming maintenance and replacement.

IT

Inspection Tracking

Each month, this Bot reviews and schedules upcoming Inspections.