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Outcome

MB2 Dental, a Dental Partnership Organization (DPO), saves a nominal amount of time extracting and manipulating financial data from reports.

MB2 Dental

Challenge

MB2 Dental wanted to automate an important, yet redundant task of obtaining and arranging financial data in a manner that best suited their purposes. Accuracy, speed, and efficiency were their top priorities.

Approach

Thoughtful developed a bot that would generate and download reports from the J.P. Morgan site and augment it - upon completion, the final product would be relayed to MB2 Dental via email.

Result

MB2 now has a bot with a scheduled routine that it follows quickly, efficiently, and accurately. This, in turn, facilitates accurate financial reporting needed for their business on-time, every time. Its employees now direct more time towards the company’s core processes and offerings.

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