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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RZ

Reconcile Zero Payments

At the end of each month, this bot reconciles Payments and Zero Pays.

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

RR

Rent Roll Reporting

Each month, for each investor/owner, this Bot will prepare and distribute the Rent Roll Reports.

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

Rent Roll, Property Management

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.

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

RV

Routine Vision Claims Filing and Materials Ordering

Daily, this bot files Insurance Claims and Orders Materials for more than 60 locations and 8 Insurances.

healthcare,eyecare,medical,insurance,claims filing,insurance filing,medical billing,revenue cycle management,compulink advantage,eyecare,always care,eyemed,eyequest,davis vision,march,superior vision,spectera,microsoft sharepoint,microsoft office 365

Claims, Materials, Eye Glasses, Contacts, Eye Exams, Insurance Claims, Routine Vision, HL7

RV

Routine Vision Eligibility Verification

Daily, this bot verifies Patient Eligibility for more than 60 locations and 8 Insurances.

healthcare,eyecare,medical,insurance,patient appointments,eligibility verification,patient intake,revenue cycle management,compulink advantage,eyecare,always care,eyemed,eyequest,davis vision,march,superior vision,spectera,microsoft sharepoint,microsoft office 365

Verification, Confirmation, Eligibility, Appointments, Routine Vision, HL7

RV

Routine Vision Revenue Posting

Daily, this bot posts insurance payments for more than 60 locations and 10 Insurances.

healthcare,eyecare,medical,insurance,claims filing,insurance filing,medical billing,revenue cycle management,revenue posting,accounts receivable,compulink advantage,eyecare,always care,eyemed,eyequest,davis vision,march,superior vision,spectera,microsoft sharepoint,microsoft office 365,vsp vision care,payspan,instamed,eyefinity,nva,vba

Revenue Posting, Revenue Cycle Management, HL7,Medical Billing

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

SD

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

Data Cleaning, Scrubbing, Scrub, Data Cleansing

SC

Secondary Claims Filing

This bot continually navigates to Central Reach (ABA Software) and files Secondary 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,waystar

ABA, RCM, Insurance Processing, Claims Filing, Secondary Claim

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

SI

Slack to Invoice Creation

Every hour, this bot automatically creates new invoices, checks invoice paid status and notifies the customer.

finance/accounting,all industries,human resources,accounts receivable,google sheets,slack,quickbooks

Invoicing, Accounts Receivable

TA

Tenant Aging Reports

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

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

Lease Expiration

TA

Tenant Application Filtering

Each week, this Bot reviews and filters out tenant applications based on predefined criteria.

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

Rental Applications

TC

Tenant Credit Check

Each week, this Bot pulls credit checks for tenant applications.

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

Tenant Credit Check,Rental Applications

TC

Tenant Criminal Background Check

Each week, this Bot pulls criminal background checks for tenant applications.

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

Rental Applications,Criminal Background Check

TD

Tenant Document Audit

Each month, this Bot reviews all Tenant documents and prepares an "Out of Compliance" list.

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

Tenant Documents

TE

Tenant Employment Check

Each week, this Bot pulls employment checks for tenant applications.

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

Rental Applications, Employment Check

TI

Tenant Insurance Expiration Management

Each week, this Bot notifies tenants who have not submitted proof of insurance renewal and adds insurance assessment to bill.

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

Insurance Expiration

TR

Tenant Rent Check Reader

This Bot reads the rent check 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

Rent, Rent Income, Tenant Checks

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

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

TM

Time and Expense Billing

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

finance/accounting,all industries,billing,expense reports,accounts payable,google sheets,therap

Billing, eBilling, Expense, Expense Report

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

VP

Vacant Property Listings

Each week, this Bot reviews newly vacant properties and creates a listing on the listing web application.

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

Vacancy, Listing

VA

Vendor Aging and Payments

Each week, this Bot prepares a Vendor Aging Report and Pays Bills Selected for Payment.

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

Vendor Bill Pay

VC

Vendor Catalog Upload

At a specified time interval, this Bot retrieves the vendor catalog and adds it to the Vendor or Property Management System.

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

Vendor Catalog

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

VW

Vendor W9 Tracking

This Bot manages the collection, receipt and documentation of Vendor W9 forms.

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

W9,Vendor

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

WC

Workers Compensation Claim Filing

Once this bot finds relevant medical records, it will combine them with the workers compensation claims.

insurance,healthcare,insurance filing,revenue cycle management,carecloud,ringcentral,quickbase

Workers Compensation, Workers Comp, Worker Comp, Claims Filing

ZP

Zero Pays

Once claims are identified as Zero Pays, the bot will find the EOB, navigate to the patient record in the EMR system and update the patient record according to the mapping rules.

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

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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.