AP
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 smart bots 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 smart bots 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 bots 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
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...
Service Now
Fiserv
Wells Fargo
Lighthouse Payments
All Online Banking
Dun & Bradstreet
Zoho Books
ZarMoney
ProfitBooks
SAP
Xero
Bill.com
Sage Intacct
QuickBooks
Microsoft Dynamics GP
NetSuite
FinancePal
Crunch Accounting
FreshBooks
Infor
And more! Search your application on our use cases page!
Check out our blog
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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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How RPA Helps Remarkably Streamline Your Accounting and Finance Processes
How can finance and accounting departments today simultaneously satisfy their customers' needs, reduce overhead, and cut costs? You need a robot. That's right: a robot. And no, we're not talking the "Terminator" kind of robot. We're talking about RPA.
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