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All Industries

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automating processes in a checklist

Work just became less work.

use cases

These companies have
already seen the benefits of automation

Healthcare

Ally Pediatric

Ally Pediatric Accomplished a 90% Reduction in Their Invoice Processing Time

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Healthcare

Keplr Vision

Keplr Vision Experiences an Impressive 95% Reduction in Processing Time

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Healthcare

MB2 Dental

MB2 Dental Innovates with Bots and Saves 80 Hours Per Month by Automating

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all case studies

Thoughtful is ready to automate your All Industries processes.

AP

AP Approvals

The bot sends a list of vendor invoices for approval and pays the invoice when approved.

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, Approval

AP

AP Discounts

This bot applies credit to a vendor bill when it has been paid within the discount period.

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

Accounts Payable, Terms, Discounts

AP

AP Document Storage

This bot gets the Vendor Invoice and uploads it to either the Accounting/ERP system or designated cloud folder.

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

Document Storage, AP Invoice, Accounts Payable, Invoice

AP

AP Invoice Coding

Based on the vendor matching, this bot codes the invoice to the correct general ledger account.

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

AP Invoice Coding, Accounts Payable Invoice Coding, General Ledger

AP

AP Invoice Data Capture

The bot gathers Vendor invoice data either by using Optical Character Recognition (OCR) or from email, web portal or other predefined source.

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

Bill Pay, Bill Payments, Vendor Invoice, Voucher

AR

AR Discounts

This bot applies credit to an invoice when the customer has paid within the discount period.

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, Discounts, Invoice, AR, A/R

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.

finance/accounting,all industries,accounts receivable,revenue cycle management,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

These are just some of the systems our bots work with...

QuickBase

Sysco

PDF

Slack

SassAnt

RingCentral

Microsoft Teams

Google Sheets

Microsoft SharePoint

Microsoft Office 365

Microsoft Outlook

Microsoft Excel

Gmail

Box

Any Cloud Software

And more! Search your application on our use cases page!

Our bots are better, faster, smarter.

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