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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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Butterfly Effects
Butterfly Effects Experienced an Astounding 235% Return On Investment
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Recruiting
Flux Resources
Flux Resources Freed Up 400 Hours Using the Advantages of Process Automation
viewall case studies
AP
AP Approvals
The bot sends a list of vendor invoices for approval and pays the invoice when approved.
accounting finance; all industries; accounts payable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books; fiserv; ringcentral
Accounts Payable, Approval
AP
AP Discounts
This bot applies credit to a vendor bill when it has been paid within the discount period.
accounting finance; 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, 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.
accounting finance; 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.
accounting finance; all industries; accounts payable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books; fiserv
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.
accounting finance; 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.
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, 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.
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
These are just some of the systems our bots work with...
Sales Force
Tableau
Service Now
Stripe
Square
QuickBase
Sysco
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!