Get Thoughtful+ Insights

Automation news, RPA best practices, and time and money-saving tips, straight to your inbox.

CB

Credit Bureau Investigation

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

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
Bill.com

Infor

Infor
Infor

NetSuite

NetSuite
NetSuite

ProfitBooks

ProfitBooks
ProfitBooks

Sage Intacct

Sage Intacct
Sage Intacct

Xero

Xero
Xero

Share

CB

Request a demo of this bot

A no obligation way to understand how automation can increase efficiency, productivity, and accuracy.

Related