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Credit Bureau Investigation

After retrieving a Dispute letter, the bot,automatically gets information from four credit bureaus and Accounting/ERP system.

Industry:

Legal

Finance/Accounting

All Industries

Function:

Accounts Receivable

Steps

  1. Get and log Dispute letter from either email, web portal or other source.
  2. Login to each credit bureau and get data relating to dispute.
  3. Login to Accounting/ERP system and get transaction report and payment report.
  4. Prepare dispute folder on cloud drive and populate with retrieved reports and data.
  5. Add link to folder to log.

Popular Applications

Our services are not limited to these applications. This bot is available for any cloud based application.

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

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