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use cases
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
IM
Inventory Management
The use of automation in inventory management can yield several benefits. One of the key advantages is its ability to streamline the process, as automation can handle inventory management tasks without the need for human involvement. This can save time and free up employees to focus on more complex or value-added tasks. Automation also ensures accuracy and consistency in the inventory management process, as it follows pre-set rules and procedures. Furthermore, automation can help reduce the risk of errors or mistakes caused by human error. In summary, incorporating automation into inventory management can enhance the efficiency, accuracy, and inventory tracking of an organization's operations.
retail; restaurant; manufacturing; accounting; auditing; microsoft-excel; microsoft-office-365; microsoft-sharepoint; crunchtime; plate-iq
IR
Inventory Receiving
After retrieving the Packing Slip data and locating the Purchase Order, the bot receives each quantity, item, and amount on the Packing Slip into the system.
accounting-finance; all-industries; restaurant; accounts-payable; bill-com; crunch-accounting; financepal; freshbooks; infor; microsoft-dynamics-gp; netsuite; profitbooks; quickbooks; sage-intacct; sap; xero; zarmoney; zoho-books; crunchtime
Packing Slip, Purchase Order, PO, Receiving, Purchasing, Procurement
SO
Sales Order Automation
This bot automatically receives, processes and extracts data from email and fax orders.
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, Customer Invoice, Invoice, AR, Sales Order
TS
Time Sheet Entry
The bot gets time sheets from time tracking system, verifies overtime, time-off and enters into Accounting/ERP system.
finance/accounting,all industries,accounts payable,payroll,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
Time Sheets, Time Entry, Time Tracking
These are just some of the systems our bots work with...
CrunchTime
Plate IQ
Sysco
And more! Search your application on our use cases page!