Digital Worker

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Client Trust Ledger Creation

Daily, this Digital Worker (DW) creates a separate ledger for each client with funds held in trust.

Industry:

Legal

Banking

Function:

Accounting

Reconciliation

Auditing

Case Management

Law Firm Management

Steps

  1. Login to Accounting/ERP system.
  2. Get all un-allocated transactions in trust account.
  3. Based on predefined rules, allocate the transactions to each Client Ledger.
  4. Create new Client Ledger where applicable.
  5. Update exceptions and results log.

Benefits

No items found.

Popular Applications

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

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