Use Cases

Thoughtful implemented Robotic Process Automation (RPA) to streamline company processes, saving them time, money, and resources. If you don't see your specific use case, don't hesitate to reach out to us. Our team can build a custom bot tailored to your specific requirements for RPA and automation solutions. Just visit our contact page.

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837 & 835

837 and 835 are industry standard files used for the electronic submission of healthcare claim and payment information, can bring several benefits to the healthcare industry.

healthcare; claims filing; advancedmd; kareo

AP

AP Approvals

Sends 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, 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

AS

Activity Statement Audits

Audit activity statements to make sure they are fully complete and uniform.

healthcare; behavioral health; dental; physical therapy; auditing; accupoint; advancedmd; centralreach; cerner; clinicsource; eclinicalworks; epic; kareo; lumary; medez; meditech expanse; nextgen; qgenda; solutionreach; theralytics; waystar; webaba; webpt; wellsky personal care

Auditing

AF

Appliance & Fixture Tracking

Review and schedule upcoming maintenance and replacements.

real estate; property management; yardi; mri software; appfolio; buildium; onsite; entrata; resman; realpage one site; rent manager

Appliance,Fixture

AP

Application of Patient Responsibility

After Primary and Secondary insurances have been paid, this bot applies any applicable Patient Responsibility.

healthcare; behavioral health; dental; physical therapy; accounts receivable; centralreach; epic; cerner; webpt; nextgen; qgenda; solutionreach; eclinicalworks; kareo; wellsky personal care; meditech expanse; lumary; accupoint; webaba; clinicsource; advancedmd; medez; theralytics; waystar

Medical Billing, Zero Pay, Zero Payment, Insurance Payments, Patient Responsibility

AL

Assembly Line Automation

Tracking production data, monitoring equipment performance, and managing inventory, making it easier to identify trends and make data-driven decisions.

manufacturing; productivity; operational efficiency; worker safety; sap

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

BR

Bank Reconciliation

After retrieving the bank statement, compare debits and credits from the bank to the ledger.

accounting finance; all industries; reconciliation; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books

Bank Reconciliation, Sage, ERP, Transaction, Finance, Accounts Receivable, Accounts Payable

BP

Batch Payment Reconciliation

Review all bank deposits and reconcile to individual payments.

real estate; property management; yardi; mri software; appfolio; buildium; onsite; entrata; resman; realpage one site; rent manager; surepayroll; rippling

Batch Payments

BP

Bill Payments

Determines which bills to pay from a data source 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

BR

Booking a Room

Quickly and accurately process bookings, reducing the risk of errors and ensuring customer happiness.

hospitality; customer service; sap; slack

CR

CAM Reconciliation

Automation can provide several advantages for reconciling each tenant's CAM charges.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one site,rent manager

CAM, CAM Reconciliation

CC

Candidate Communication

Automation streamlines repetitive tasks, such as sending emails and scheduling interviews, increasing efficiency and saving time for recruiters and HR staff.

human resources; employee management; candidate search; workday

CS

Candidate Screening

As an HR executive, streamlining the initial candidate screening process is crucial for ensuring the success and efficiency of your recruitment efforts.

human resources; candidate search; workday

CP

Case Preparation

This bot locates and prepares case documents.

legal; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books; caseaware; clio; mycase; pacer; smokeball; practice panther

Case Documents, Structured Forms

CS

Case Settlement Disbursement

When a case settles, this bot makes all of the entries both in the Accounting/ERP software and the Case Management software.

legal; accounting finance; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books; clio; caseaware; pacer; practice panther; smokeball; mycase

Reconciliation, IOLTA, Trust, Banking, Disbursement, Settlement

CA

Cash Application

The bot will get payments from multiple sources and post them against 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

Payment Processing, Cash Application, Accounts Receivable

CI

Certificate of Insurance Tracking

Manage the collection, receipt and documentation of vendor certificate of insurance.

real estate; property management; yardi; mri software; appfolio; buildium; onsite; entrata; resman; realpage one site; rent manager

Certificate of Insurance

PP

Charge or Payment Posting

Automation can increase operational efficiency by reducing the time and effort required to manually process charges or payments to patient accounts.

behavioral health; healthcare; medical; physical therapy; eyecare; dental; revenue cycle management; all; centralreach; epic; medez; meditech expanse; cerner; kareo; nextgen; qgenda

CI

Check-ins & Check-outs

Reducing the need for staff to handle repetitive, high-volume tasks and improve data accuracy.

hospitality; customer service; sap; slack; pdf

CD

Claims Denials

Automation can streamline the process by quickly identifying errors or discrepancies in claims and generating denial letters, reducing the workload for staff.

behavioral health; healthcare; medical; physical therapy; insurance; revenue cycle management; claims filing; accounting; centralreach; epic; nextgen; medez; meditech expanse; kareo; qgenda; clinicsource; eclinicalworks

CP

Claims Processing

File any claims that were unable to be filed through your EHR system.

healthcare; behavioral health; dental; physical therapy; eyecare; insurance; insurance filing; revenue cycle management; claims filing; accupoint; advancedmd; centralreach; cerner; clinicsource; eclinicalworks; epic; kareo; lumary; medez; meditech expanse; nextgen; qgenda; solutionreach; theralytics; waystar; webaba; webpt; wellsky personal care

Claims, Primary Claims, Secondary Claims, Primary and Secondary, Health Care, Health Payor, Insurance, Payor, RCM, Revenue Cycle Management

CT

Client Trust Ledger Creation

Daily, this bot creates a separate ledger for each client with funds held in trust.

legal; accounting finance; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books; clio; pacer; mycase; smokeball; practice panther; caseaware

Client Trust, Ledger

CT

Client Trust Ledger Reporting

This bot attaches a Client Trust Ledger Report to every invoice prior to sending it to the client.

legal,finance/accounting,accounting,reconciliation,auditing,case management,law firm management,banking,caseaware,clio,mycase,pacer,practice panther,smokeball,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books

Client Trust, Ledger

CC

Clinical Charting

The software can streamline the process of recording patient information, reducing the need for manual data entry and minimizing the risk of errors.

healthcare; record keeping; records management; eclinicalworks; medez; advancedmd; kareo; cerner

CC

Closing Client File Checklist

When a case is closed, this bot performs the closing necessary tasks.

legal; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books; caseaware; clio; mycase; pacer; practice panther; smokeball

Case Management, Case Closing

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

CD

Computer-aided Design

Track design revisions, monitor design performance, and manage design libraries, making it easier to identify trends and make data-driven decisions.

manufacturing; productivity; sap

CC

Conflict Checking of New Clients

This bot performs conflict checking on new clients.

legal,case management,law firm management,caseaware,clio,mycase,pacer,practice panther,smokeball,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books

Conflict Checking, New Clients

CR

Contract Renewal Invoicing

Each month the bot will prepare contract renewal invoice.

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

Contract Renewal, Invoice, Contract Management

CR

Contract Renewal Notification

Each month the bot will send contract renewal notification via email.

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

Contract Renewal, Contract Management

CT

Correspondence Tracking

The bot is designed to extracting information from an email to a tracking spreadsheet. It send the initial correspondence and follow-up emails until the requested correspondence is received.

all industries; all; microsoft office 365; google sheets

correspondence, tracking

CA

Credit Application

The bot gets the credit application, creates a Dun & Bradstreet report and records the result.

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,dun bradstreet

Credit, Collections, Accounts Receivable

CB

Credit Bureau Investigation

After retrieving a Dispute letter, the bot,automatically gets information from four credit bureaus and Accounting/ERP system.

legal; 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

Credit, Collections, Accounts Receivable

CC

Credit Card Fee Trust Account Adjustment

This bot locates and transfers back to the IOLTA account credit card processing fees.

legal,accounting,reconciliation,auditing,case management,law firm management,banking,caseaware,clio,mycase,pacer,practice panther,smokeball,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books

IOLTA, Trust Account, Credit Card Processing Fees

CS

Credit Scoring

After retrieving Credit Application and corresponding data, this bot reviews the results and sets the terms in the Accounting/ERP system.

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

Credit, Collections, Accounts Receivable

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

CM

Crop Monitoring

Provides real-time and accurate data on crop growth, soil moisture, and other vital parameters, enabling farmers to make informed decisions.

agriculture; agriculture management; farm management; precision agriculture; agrivi; granular; trimble

CI

Customer Intake & Setup

When a new customer fills out their intital form, the bot sets up all of the teams, groups, applications, and processes associated with the new client.

all industries; account management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books

Form Collection, Software Setup, Practice Management, CRM, Pipeline

CS

Customer Statements

At the end of each month, this bot sends statements to customers with any open balances.

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

Accounts Receivable, Collections

DR

Dashboard / Report Generation

Data and Reports will be gathered by the bot and consolidated into a formatted Google Sheet dashboard.

all industries; all; google sheets; microsoft excel; crunchtime

Reporting, Dashboard, Generate Reports.

DE

Data Entry

Automates data entry tasks in any application, software, or system.

accounting finance, all industries, workday, slack, adp, sap

DR

Digital Radiography

The software can streamline the capturing and analyzing of X-ray images, reducing the need for manual data entry and minimizing the risk of errors.

healthcare; medical; patient intake; medical billing; advancedmd; carecloud; cerner; kareo; meditech expanse

DI

E-Discovery

This bot automates the gathering and processing of discovery information.

legal; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books

Discover, E-Discovery

EF

E-Filing Case Update

When there are updates to a case, this bot updates and submits the new version in E-Portals.

legal,case management,law firm management,payroll,human resources,caseaware,clio,mycase,pacer,practice panther,smokeball,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books

E-Portal, File, Case

EF

E-Filing Management

This bot files and tracks communication for new cases in E-Portals.

legal; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books

E-Portal, File, Case

ED

EDI Parsing

This bot takes EDI standardized documents and converts them to in-house document format.

accounting finance; all industries; accounts payable; accounts receivable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books

EDI, Electronic Data Interchange

ED

EDI Translation

This bot takes custom in-house documents and converts them to EDI standards.

accounting finance; all industries; accounts payable; accounts receivable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books

EDI, Electronic Data Interchange

EP

Electronic Prescribing

It can also help track patient progress and drive patient medication history, making it easier to identify trends and make data-driven decisions.

healthcare; behavioral health; medical; records management; record keeping; productivity; advancedmd; carecloud; kareo; meditech expanse; cerner

MC

Email Marketing Campaign

Ensures consistency and accuracy of message and brand. Automation also provides valuable insights and data analytics to help companies make informed decisions and optimize their email campaigns.

all industries; account management; customer service; gmail; linkedin; microsoft office 365; slack; pdf

ES

Email Sorting

The software can help to automatically sort and categorize incoming emails, reducing the need for manual sorting and making it easier to find important messages.

all industries; record keeping; account management; records management; microsoft outlook; gmail

ER

Emergency Response

Organizations can securely share emergency data with other providers and efficiently comply with regulations such as HIPAA and other welfare regulations.

government; public safety; gmail; microsoft outlook

EO

Employee Onboarding

Once the hiring process is initiated, the bot send the offer letter and adds the employee into all of the different systems used by the company.

all industries; human resources; payroll; adp; gusto; ultimate software; monday; workday

Onboarding, HRIS, Payroll, Employee Benefits

EM

Energy Management

Track energy usage, monitor energy performance, and manage energy systems, making it easier to identify trends and make data-driven decisions.

manufacturing; real estate; government; operational efficiency; any cloud software

EM

Environmental Monitoring

Track ecological parameters such as air and water quality, temperature, and weather conditions, making it easier to identify trends and make data-driven decisions.

government; productivity; public safety;

ER

Expense Report Processing

The bot gets the expense report data, validates it, and enters it into the Accounting/ERP system.

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

Expense Validation, Expense Report Approval, Expense Reports, Receipts, Accounts Payable

ER

Expense Report Receipt Recognition

The bot reads the receipt using Optical Character Recognition (OCR) and gathers the data for further use.

finance/accounting,all industries,accounts payable,expense reports,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books

Expense Reports,Expenses,Receipts, Accounts Payable

BE

Expense Tracking by Case

This bot gets legal expenses from variouos portals and enters them into Case Management Software.

legal,billing,case management,caseaware,clio,mycase,pacer,practice panther,smokeball,florida lsop,florida eportal filing

Billable Expense, Reimbursable Expense, Court Filing, Expense Tracking

FS

Financial Statement Auditing

This bot prepares the backup reports necessary to audit the Financial Statements and performs preliminary discrepancy report.

finance/accounting,all industries,general ledger,auditing,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books

Month-end, Audit, Financial Statements

FF

Flat Fee Payment Reconciliation

This bot checks to make sure that Flat Fee payments are deposited into the correct account.

legal; accounting finance; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books

IOLTA, Trust Account, Flat Fee

GF

Government Form Creation

This bot gets basic information from a spreadsheet, setups up a Box folder and fills out anywhere from 15-75 government forms.

accounting finance; all industries; case management; pdf; microsoft excel; freshbooks; accupoint

Form Filling, Folder, Veteran Affairs, Government

HB

HOA Board Members Reports

Each month, for each association, this Bot will prepare the HOA Financial Reports and distribute to each Board Member.

real estate; property management; yardi; mri software; appfolio; buildium; onsite; entrata; resman; realpage one site; rent manager; microsoft outlook

HOA, Association, Homeowner's Association

HP

Hotel Pricing

Automate hotel pricing to increase efficiency, reduce errors, and improve customer service.

hospitality; customer service; sap; microsoft outlook

IT

IOLTA (Trust) Account Reconciliation

This bot reconciles the IOLTA (Trust) account.

legal; accounting finance; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books

Reconciliation, IOLTA, Trust, Banking

IT

IOLTA (Trust) Account Self-Audit

Monthly, this bot performs a self-audit on the Client Trust bank account.

legal; accounting finance; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books

Audit, IOLTA, Trust, Bank Account

IA

IOLTA Account Interest Transactions

Monthly, this bot records interest on lawyers trust.

legal; accounting finance; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books

Interest on Lawyers Trust, Interest, IOLTA, Trust

IT

Inspection Tracking

Review and schedule upcoming inspections for property managers.

real estate; property management; yardi; mri software; appfolio; buildium; onsite; entrata; resman; realpage one site; rent manager

Inspection

IP

Insurance Payments

Once claims are identified as Paid, the bot will find the EOB/EOP, navigate to the patient record in the EMR system and update the patient ledger.

insurance,healthcare, behavioral health, dental, physical therapy,medical billing,insurance filing,revenue cycle management,therap,always care,compulink advantage,davis vision,eyecare,eyemed,eyequest,march,spectera,superior vision,accupoint,advancedmd,centralreach,cerner,clinicsource,eclinicalworks,epic,kareo,lumary,medez,meditech expanse,nextgen,qgenda,solutionreach,theralytics,waystar,webaba,webpt,wellsky personal care,carecloud

Medical Billing, Zero Pay, Zero Payment, Insurance Payments, Patient Responsibility

IT

Intercompany Transactions

Based on predefined rules, this bot locates intercompany transactions and makes the journal entries to each company's Accounting/ERP system.

accounting finance; all industries; general ledger; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books

Intercompany, Inter-company, Journal Entries, Month-end

IM

Inventory Management

Automates inventory management processes in any application, software or system.

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

IF

Investor Flip Reporting

Each month, for each investor/owner, this Bot will prepare and distribute the Property FLIP Report.

real estate; property management; yardi; mri software; appfolio; buildium; onsite; entrata; resman; realpage one site; rent manager

FLIP

IW

Investor WIP Reporting

Each month, for each investor/owner, this Bot will prepare and distribute the Property WIP Report.

real estate; property management; yardi; mri software; appfolio; buildium; onsite; entrata; resman; realpage one site; rent manager

WIP

IS

Invoice Status Verification

The bot verifies and ingests information from invoices, verify the status of the transaction, and update systems downstream.

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; fiserv; lighthouse payments

Invoice, Verification, Status, Accounts Receivable

IN

Invoicing

Grab customer invoice information from any data source and create an invoice in the accounting application.

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; lighthouse payments

Invoice, Accounts Receivable

IM

Irrigation Management

The bots can efficiently manage irrigation systems by monitoring soil moisture levels and weather patterns to determine when and how much water is needed.

agriculture; farm management; agriculture management; agrivi; granular; trimble

JB

Job Board Scraping

The bot will scrape multiple job boards and pull out pertinent information for each position (rate, start date, location, etc.) and populate a spreadsheet where it’s organized by Employment Type (full-time, contract, etc.)

human resources; recruiting; recruiting; candidate search; job posting; angel.co; gmail; google sheets; ultimate software

HR, Human Resources, Recruiting, Job Posts, Job Posting

LM

Laboratory Management

It can also help track case progress and order case history, making it easier to identify trends and make data-driven decisions.

healthcare; medical; record keeping; records management; productivity; advancedmd; carecloud; kareo; cerner; meditech expanse

LE

Lawfirm Employee Onboarding Checklist

When an new employee is hired, this bot performs the new hire tasks.

legal,case management,law firm management,payroll,human resources,caseaware,clio,mycase,pacer,practice panther,smokeball,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books

Onboarding, HRIS, Payroll, Employee Benefits

LE

Lease Expiration by Month

Each month, for each investor/owner, this Bot will print and distribute the Lease Expiration by Month Report.

real estate; property management; yardi; mri software; appfolio; buildium; onsite; entrata; resman; realpage one site; rent manager

Lease Expiration

LE

Lease Expiration by Property

Each month, for each investor/owner, this Bot will print and distribute the Lease Expiration by Property Report.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one site,rent manager

Lease Expiration

LC

Legal Contract Abstraction

This bot reads a contract and prepares a Contract Abstraction.

legal; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books

Contract, Abstraction

LR

Legal Contract Risk Assessment

This bot locates missing signatures or inconsistent data in contracts.

legal; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books

Contracts, Signatures, Amendments

LD

Legal Document Creation

This bot creates standardized agreements, motions, and other legal documents.

legal; accounts receivable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books

Document, Standardization

LD

Legal Document Management

This bot manages and tracks documents from creation to final signature.

legal,case management,law firm management,payroll,human resources,caseaware,clio,mycase,pacer,practice panther,smokeball,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books

Document Management

LR

LinkedIn Recruiting

After searching by specific location and criteria, the bot will send templated emails to specific candidates on LinkedIn.

human resources; recruiting; recruiting; candidate search; google sheets; linkedin; ultimate software

HR, Human Resources, Recruiting, LinkedIn

LB

Lock Box Deposit Entry

This bot parses lockbox data and posts it against open accounts.

legal; accounting finance; all industries; accounts receivable; fiserv

Collections, Lockbox, Payments

LA

Logistics Automation

Track inventory levels, warehouse locations, and shipping information, making it easier to identify trends and make data-driven decisions.

all industries; manufacturing; productivity;

LP

Loss Prevention

It can monitor transactions, access logs, and other data to identify suspicious activities and potential threats.

accounting finance; retail; government; records management; account management; banking; all; any cloud software; sap

LP

Loyalty Program Processing

Quickly and accurately process benefits and rewards, eliminating errors and ensuring that customers receive their benefits.

hospitality, customer service, sap

ME

Medicaid Eligibility Verification

Conduct Medicaid eligibility verification for your patient population.

healthcare; behavioral health; dental; physical therapy; government; accounts receivable; centralreach; epic; cerner; webpt; nextgen; qgenda; solutionreach; eclinicalworks; kareo; wellsky personal care; meditech expanse; lumary; accupoint; webaba; clinicsource; advancedmd; medez; theralytics; sc medicaid; pa medicaid; fl medicaid; ga medicaid; ky medicaid; eyefinity

ABA, EHR, RCM, Invoicing, Patient Eligibility, Medicaid

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PV

Pre-Visit Payment Collection

Automating pre-visit payment collection offers numerous advantages. Automating the billing process can reduce the number of unpaid patient accounts after service delivery, which improves the financial health of the organization. It also provides accurate and transparent cost estimates to patients, empowering them to make informed decisions about their healthcare. Automation streamlines insurance coverage and eligibility identification, and allows patients to conveniently make payments, thus increasing the efficiency of the billing process. Overall, automating pre-visit payment collection can result in better financial stability for the organization, improved patient experience, and decreased administrative costs.

PS

Patient Scheduling

Automating patient scheduling offers several advantages. Firstly, it enhances the patient experience by providing flexible scheduling options, such as online booking or appointment reminders. This helps to reduce wait times and streamline the scheduling process. Secondly, automation optimizes resource utilization, such as doctors and equipment, by scheduling appointments efficiently. This reduces idle time and improves the overall efficiency of the clinic or hospital. Lastly, automation ensures accurate and consistent scheduling by using predefined criteria and rules. This minimizes errors and ensures that appointments are scheduled correctly. In summary, automating patient scheduling can improve patient experience, optimize resource utilization, and reduce administrative costs.

pc

Patient Collections

Automating patient collections can bring several advantages to health companies. Firstly, it can improve patient satisfaction by providing convenient and flexible payment options, such as online bill pay or automatic payments. This can help reduce the financial stress and burden on patients and make the payment process more convenient and efficient. Secondly, automation can increase collection rates and reduce collection costs by streamlining the process and reducing the time and resources required for manual collection efforts. This can improve cash flow and revenue cycle management, ensuring that payments are collected in a timely and efficient manner. Overall, automating patient collections can help companies provide a better patient experience, while improving financial performance and reducing administrative costs.