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Finance/Accounting
Automated accounting is guaranteed ROI for the CFO.
Auditing, income statement preparation, invoice processing, and bank account reconciliation are all tasks that can benefit from automation. Using automation modules to perform these tasks can help increase productivity and efficiency, allowing you to do more with less. Automation can also provide an immediate return on investment by reducing the time and effort required to complete these tasks. Additionally, our modules are compatible with a wide range of software, so no additional integrations are required. This makes it easy to automate a variety of everyday tasks, such as activity statement audits, credit scoring, and financial statement audits.
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Work just became less work.
We train automation modules to work in just about any accounting scenario. Submitting invoices, collecting payments, and communicating transactions. If you have a complex accounting process, chances are we can automate those routines to provide accurate and error-free data every time.
use cases
These companies have
already seen the benefits of automation
Behavioral Health
Behavioral Health Works
Behavioral Health Works Reduced Overhead, Making Collections Faster and Cleaner
viewall case studies
AR
AR Invoice Entry
This bot gets invoice information from Slack Channel and creates a new Customer Invoice in Accounting system.
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,slack
Accounts Receivable, Customer Invoice, Invoice, AR
AR
AR Journal Entries
At the end of each month, this bot makes the predefined Accounts Receivable Journal Entries.
accounting finance; 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, Month-End
AR
Account Reconciliation
The bot will reconcile each balance sheet account against source statements.
finance/accounting,all industries,general ledger,accounts receivable,accounts payable,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
Accounting, Account Reconciliation, Reconciliation,Month-end
BD
Bad Debt Write-Off
At a specific frequency, this bot will make the journal entries to write-off bad debt.
accounting finance; 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, Bad Debt, Write-Off
BP
Bill Payments
The bot gets what bills to pay from spreadsheet and pays them on payment website.
accounting finance; all industries; restaurant; hospitality; accounts payable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books; ringcentral; lighthouse payments
Bill Pay, Bill Payments
CA
Cash Application
Automating Cash Applications has several advantages for companies, especially in accounting and finance departments. By automating this process, companies can significantly reduce the time and resources required to process payments and post them against invoices manually. This, in turn, leads to faster and more accurate payment posting, reducing the risk of errors or delays. Automation also enables companies to identify and resolve payment discrepancies more efficiently, improving customer satisfaction and reducing the workload on staff. Furthermore, automated Cash Applications can provide real-time visibility into payment status and trends, enabling better decision-making and improved cash flow management. Ultimately, automation can help finance departments work more efficiently, reduce costs, and improve overall operational performance.
accounting finance; all industries; accounts receivable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books
Payment Processing, Cash Application, Accounts Receivable
CO
Collections
This bot executes collections workflow on past due invoices.
accounting finance; 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, Collections
CC
Commission Calculation
At the end of each month, this bot calculates complex tiered sales commissions.
accounting finance; 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, Commissions, Payroll
CW
Credit Workflow
This bot cycles through entire Credit workflow and performs tasks based on status in Credit Dashboard.
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,google sheets
Credit, Collections, Accounts Receivable
These are just some of the systems our bots work with...
Service Now
ProfitBooks
Xero
Bill.com
Sage Intacct
NetSuite
Infor
And more! Search your application on our use cases page!
Check out our blog
6 Ways to Improve Business Efficiency With Robotic Process Automation
Today's business climate is constantly under fire from multiple forces. This makes it imperative for businesses to take advantage of anything that will increase the efficiency of the organization within a cost-effective model.
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Best Ways to Streamline Your Invoicing With Robotic Process Automation
Streamline your invoicing process with RPA. You've likely heard of or even considered using robotic process automation (RPA) technology to streamline your business processes and workflows.
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