AP
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.
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
AS
Activity Statement Audits
This bot is designed to select random patients for each provider in a specified time period and audit activity statements to make sure they are fully complete and uniform.
insurance,healthcare, behavioral health, dental, physical therapy,auditing,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
Auditing
AF
Appliance & Fixture Tracking
This bot can provide several advantages for reviewing and scheduling upcoming maintenance and replacements. One benefit is that it can automate the process of identifying and scheduling maintenance tasks, reducing the workload for property managers. Additionally, the bot can also allow tenants and property managers to easily view and schedule maintenance tasks online, saving time for both the tenant and the property manager. The bot can also provide a record of all maintenance tasks, making it easy for the property manager to keep track of what needs to be done, and when. Overall, a smart bot can streamline the process of maintenance and replacements and make it more efficient for both tenants and property managers.
real estate,property management,yardi voyager,yardi breeze,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,medical,insurance,medical billing,accounts receivable,revenue cycle management,patient intake,patient appointments,insurance filing,centralreach,epic,cerner,webpt,nextgen,qgenda,solutionreach,eclinicalworks,kareo,wellsky personal care,meditech expanse,lumary,accupoint,webaba,clinicsource,advancedmd,medez,theralytics,domo,google sheets,waystar
Medical Billing, Zero Pay, Zero Payment, Insurance Payments, Patient Responsibility
BD
Bad Debt Write-Off
At a specific frequency, this bot will make the journal entries to write-off bad debt.
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, Bad Debt, Write-Off
BR
Bank Reconciliation
After retrieving the bank statement, the bot compares the amounts debited and credited from the bank to the ledger.
finance/accounting,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
Each month, this bot reviews all bank deposits and reconciles to individual payments.
real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager
Batch Payments
BP
Bill Payments
The bot gets what bills to pay from spreadsheet and pays them on payment website.
finance/accounting,all industries,restaurant,hospitality,accounts payable,sysco,plate iq,sassant,crunchtime,microsoft office 365,microsoft outlook,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
Bill Pay, Bill Payments
BR
Booking a Room
This bot can quickly and accurately process bookings, reducing the risk of errors and ensuring that customers can easily and quickly book a room. Additionally,RPA bots can handle a high volume of bookings without experiencing fatigue or other issues that might affect human staff, making them particularly useful for hotels that experience busy periods. Overall, automating the process of booking a hotel room using an RPA bot can help hotels streamline their operations and improve their business.
hospitality, customer service, sap, slack
CR
CAM Reconciliation
A smart bot, such as the one offered by Thoughtful, can provide several advantages for reconciling each tenant's CAM charges. One benefit is that it can automate the process of calculating and distributing CAM charges to tenants, reducing the workload for property managers. Additionally, the bot can also allow tenants to easily view and pay their CAM charges through an online portal, saving time for both the tenant and the property manager. The bot can also provide a record of all CAM charges and payments, making it easy for the property manager to keep track of who has and has not paid their CAM charges. Overall, a smart bot can streamline the process of CAM charge reconciliation and make it more efficient for both tenants and property managers. Additionally, it can also provide a more accurate and transparent billing process as it can track the usage of common area and assign charges accordingly.
real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager
CAM, CAM Reconciliation
CP
Case Preparation
This bot locates and prepares case documents.
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
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,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
Reconciliation, IOLTA, Trust, Banking, Disbursement, Settlement
CA
Cash Application
The bot will get payments from multiple sources and post them against invoices.
finance/accounting,all industries,accounts receivable,cash management,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
This bot manages the collection, receipt and documentation of vendor certificate of insurance.
real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager
Certificate of Insurance
CI
Check-ins & Check-outs
These bots can reduce the need for staff to handle these tasks, saving hotels money and improving data accuracy by accurately capturing and recording check-in and check-out data. Additionally, RPA bots are able to handle a high volume of check-ins and check-outs without experiencing fatigue or other issues that might affect human staff, making them especially useful for hotels that experience high levels of guest traffic. Overall, using an RPA bot to automate the check-in and check-out process can help hotels streamline their operations and improve their overall business performance.
hospitality, customer service, sap, slack, pdf
CP
Claims Processing
This bot files any claims that are unable to be directly filed through the EHR system.
healthcare, behavioral health, dental, physical therapy,eyecare,insurance filing,revenue cycle management,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
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,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
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
Closing Client File Checklist
When a case is closed, this bot performs the closing necessary tasks.
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
Case Management, Case Closing
CO
Collections
This bot executes collections workflow on past due invoices.
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
CC
Commission Calculation
At the end of each month, this bot calculates complex tiered sales commissions.
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, Commissions, Payroll
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.
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, 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,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
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.
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
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
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,microsoft office 365,microsoft excel,microsoft sharepoint,microsoft teams,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
Reporting, Dashboard, Generate Reports.
DE
Data Entry
By automating data entry tasks, organizations can experience an efficient and streamlined process. This not only saves time but allows employees to focus on more complex or valuable tasks. Automation also ensures accuracy and consistency by following pre-established rules and procedures. Furthermore, automation eliminates the risk of errors or mistakes caused by human fatigue or inattention. Overall, automating data entry can significantly improve the efficiency and precision of an organization's processes.
accounting finance, all industries, workday, slack, adp, sap
DI
E-Discovery
This bot automates the gathering and processing of discovery information.
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
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,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
ED
EDI Parsing
This bot takes EDI standardized documents and converts them to in-house document format.
finance/accounting,all industries,accounts payable,accounts receivable,purchasing,procurement,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.
finance/accounting,all industries,accounts payable,accounts receivable,purchasing,procurement,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
EDI, Electronic Data Interchange
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
ER
Expense Report Processing
The bot gets the expense report data, validates it, and enters it into the Accounting/ERP system.
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 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,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
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.
finance/accounting,sales,all industries,government,case management,pdf,box,google sheets
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 voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager
HOA, Association, Homeowner's Association
HP
Hotel Pricing
This bot can offer several benefits to hotels when it comes to automating the pricing process. These bots can increase efficiency and reduce errors by handling repetitive tasks, while also improving customer service. Additionally, by automating these tasks, hotels can save money on staffing costs and improve data accuracy through accurate capture and recording of pricing information. Furthermore, RPA bots can quickly and accurately adjust pricing based on market demand, allowing hotels to optimize their pricing strategy for maximum revenue. Overall, using an RPA bot to automate the pricing process can help hotels streamline their operations and improve their overall business performance.
hospitality, customer service, sap
IT
IOLTA (Trust) Account Reconciliation
This bot reconciles the IOLTA (Trust) account.
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
Reconciliation, IOLTA, Trust, Banking
IT
IOLTA (Trust) Account Self-Audit
Monthly, this bot performs a self-audit on the Client Trust bank account.
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
Audit, IOLTA, Trust, Bank Account
IA
IOLTA Account Interest Transactions
Monthly, this bot records interest on lawyers trust.
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
Interest on Lawyers Trust, Interest, IOLTA, Trust
IT
Inspection Tracking
Thoughtful's bots, can provide several advantages for reviewing and scheduling upcoming inspections. One benefit is that it can automate the process of identifying and scheduling inspections, reducing the workload for property managers. Additionally, the bot can also allow tenants and property managers to easily view and schedule inspections online, saving time for both the tenant and the property manager. The bot can also provide a record of all inspections, making it easy for the property manager to keep track of what needs to be done, and when. Overall, a smart bot can streamline the process of inspections and make it more efficient for both tenants and property managers. Additionally, it can also provide a more proactive and preventive maintenance process, by analyzing data and predicting future inspection needs. Moreover, it can also send automatic notifications to tenants about upcoming inspections and remind them to prepare the property accordingly.
real estate,property management,yardi voyager,yardi breeze,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.
finance/accounting,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
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
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.
finance/accounting,all industries,accounts payable,procurement,purchasing,inventory management,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
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 voyager,yardi breeze,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 voyager,yardi breeze,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.
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
Invoice, Verification, Status, Accounts Receivable
IN
Invoicing
The bot gets customer invoice information from a data source and creates a new invoice in the accounting application.
finance/accounting,all industries,accounts receivable,sales,invoicing,google sheets,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
Invoice, Accounts Receivable
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
HR, Human Resources, Recruiting, Job Posts, Job Posting
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 voyager,yardi breeze,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,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
Contract, Abstraction
LR
Legal Contract Risk Assessment
This bot locates missing signatures or inconsistent data in contracts.
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
Contracts, Signatures, Amendments
LD
Legal Document Creation
This bot creates standardized agreements, motions, and other legal documents.
legal,accounts receivable,payroll,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, 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
HR, Human Resources, Recruiting, LinkedIn
LB
Lock Box Deposit Entry
This bot parses lockbox data and posts it against open accounts.
legal,finance/accounting,all industries,banking,accounts receivable,revenue posting,credit & collections,wells fargo,fiserv,lighthouse payments,all online banking
Collections, Lockbox, Payments
LP
Loyalty Program Processing
This bot can quickly and accurately process benefits and rewards, reducing the risk of errors and ensuring that customers receive their benefits in a timely manner. They can also handle a high volume of benefit requests without experiencing fatigue, making them particularly useful for loyalty programs with many members.Automating the process of distributing loyalty program benefits using RPA can also help companies save money by reducing the need for staff to handle these tasks. Overall, automating loyalty program benefits using RPA can help companies streamline their operations and improve the customer experience.
hospitality, customer service, sap
ME
Medicaid Eligibility Verification
Verifying Medicaid eligibility can be tedious, costly and error prone. It doesn’t have to be. For mission-driven healthcare organizations, every minute and dollar saved in the back office is a minute and dollar that can instead go towards providing excellent patient care.
Regularly checking Medicaid eligibility, especially for healthcare organizations with a large population of recurring patients, is one of many administrative tasks that keep providers away from their mission-oriented work – caring for patients. The good news: this tedious process no longer requires a human brain to perform. Our bots can be trained to log into any website and any EHR or CRM to identify patients that require an eligibility check, subsequently perform that eligibility check within the State’s Medicaid portals, and then make the corresponding updates in the system of record.
Looking at labor costs alone, hiring a claims analyst to perform this task could cost as much $2.50 per record*. For a bot performing the exact same task, it could cost you less than a dollar per record, and it will be processed in a fraction of the time. And that labor cost isn’t including the high cost of turnover in this industry and the associated productivity dip as new hires are onboarded and trained. A bot only needs to be trained once, and can handle a near infinite workload without ever needing to take a weekend or even a break. Humans are also, well, human. Mistakes in processing claims can be a huge hit to your organization at a time when efficiency is everything. Bot a bot will do exactly what it is trained to do with perfect accuracy - it doesn’t even know how to deviate.
The labor market is tightening across all industries, and the healthcare industry is of course not immune. With the pandemic, national nursing shortage, and more, budgets are tightening to ensure that the top priority – patient care – doesn’t fall victim to the economic dips. On top of that, the federal Public Health Emergency is on it’s way out in 2023, including continuous coverage. To ensure patients continue to receive the care they need, there will be a huge bolus of work to check and recheck their Medicaid eligibility. Now is the time to invest in tools that will help your team improve the efficiency of back office operations, freeing up your team to focus on patient-facing engagement.
Automating your eligibility verification processes with Thoughtful is quick and easy; no technical experience required. You walk us through your unique requirements, and we’ll build a fully custom bot that will start delivering real value within 6-8 weeks. With just a small lift from your team, you’ll start seeing massive cost savings, up to a 10-fold improvement in OpEx, virtually perfect output, and a happier human workforce. Let us do the heavy lifting so you can continue to focus on delivering exceptional patient care.
healthcare, behavioral health, dental, physical therapy,medical,insurance,medical billing,accounts receivable,revenue cycle management,patient intake,patient appointments,eligibility verification,centralreach,epic,cerner,webpt,nextgen,qgenda,solutionreach,eclinicalworks,kareo,wellsky personal care,meditech expanse,lumary,accupoint,webaba,clinicsource,advancedmd,medez,theralytics,fl medicaid,ga medicaid,ky medicaid,pa medicaid,sc medicaid
ABA, EHR, RCM, Invoicing, Patient Eligibility, Medicaid
ME
Month-End Reporting
The bot gathers month end financial statements, organizes and sends to various stakeholders.
finance/accounting,all industries,accounting,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
Month-End,Financial Statements
MO
Move Out Send Deposit
This Bot reviews the Tenant Ledger and prepares check request and AP voucher for deposit refund.
real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager
Move Out, Security Deposit
MI
Move-In Checklist
This Bot prepares a Move-In Checklist and all the necessary paperwork and forms for the Property Manager.
real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager
Move-In
MC
Move-Out Checklist
This Bot prepares a Move-Out Checklist and all the necessary paperwork and forms for the Property Manager.
real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager
Move-Out
MC
Multiple Case Invoice Parsing
This bot parses and separates single invoices into individual transactions by case.
legal,case management,accounts payable,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
Invoice Parsing, Vendor Invoicing, Voucher Entry
NC
New Case Entry
The bot pulls case information and documents from different online portals and enters a new into the Case Management System.
legal,case management,mycase,clio,practice panther,smokeball,caseaware,pacer
Case Management, Legal, Portal, Subpoena, Court Records, New Case Entry, Bankruptcy
NT
New Tenant Setup
When a new tenant signs a lease, this Bot will setup the Tenant file in the Property Management System.
real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager
New Tenant Setup
NP
Non-PO Matching
Based on a defined set of rules, this bot either codes and enters Non-PO invoices directly into the acocunting/ERP system or sends to approver.
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
Non-PO, Non-Purchase Order, Matching
ON
Onboarding New Clients
This bot performs all the necessary tasks to onboard a new client.
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
Onboarding, Clients
OF
Order Processing
Automating order fulfillment in an Order Management System (OMS) can have several advantages. One of the main benefits is increased efficiency, as RPA can handle repetitive and time-consuming tasks quickly and accurately. This can free up employees to focus on more value-added work, improving productivity and reducing the workload. RPA can also improve accuracy by reducing the potential for human error, leading to fewer mistakes and higher quality output.It can also reduce costs by decreasing the need for labor and increasing speed.In addition, RPA can improve the customer experience by providing faster and more accurate service. It can also facilitate compliance by ensuring that processes are carried out consistently and in line with regulations. Overall,RPA can bring significant benefits to the order fulfillment process in an OMS by streamlining operations and improving efficiency.
retail, manufacturing, purchasing, adp, sap, microsoft office 365
EF
PDF Creation & Indexing
When a document is retrieved, this bot creates indexable PDFs with Bates Numbering.
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
PDF Indexing, Bates Numbering, OCR
PD
PDF Document Split & Validation
The PDF will be split and categorized by the bot into separate documents based on the information identified on each page using Optical Character Recognition (OCR). The information is also validated against a predefined set of rules.
all industries,all,pdf
E-Filing, PDF, parse, split
PS
Packing Slip Recognition
The bot reads the packing slip using Optical Character Recognition (OCR), gathers the data for further use.
finance/accounting,all industries,accounts payable,procurement,purchasing,inventory management,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
Packing Slip, Inventory, Receiving
PE
Patient Eligibility Verification
On a daily basis, this bot will look at appointments 3 days ahead and verify insurance eligibility for multiple insurances.
healthcare, behavioral health, dental, physical therapy,eyecare,patient appointments,eligibility verification,patient intake,revenue cycle management,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
EyeCare, Compulink, EyeMed, HL7, Eligibility, Verification, Insurance, Authorization, Medicaid
PI
Patient Invoicing & Statements
At the end of each month, this bot generates and sends invoices for prior month and outstanding balance statements to each account.
healthcare, behavioral health, dental, physical therapy,medical,insurance,medical billing,accounts receivable,revenue cycle management,patient intake,patient appointments,insurance filing,centralreach,epic,cerner,webpt,nextgen,qgenda,solutionreach,eclinicalworks,kareo,wellsky personal care,meditech expanse,lumary,accupoint,webaba,clinicsource,advancedmd,medez,theralytics,domo,google sheets,waystar
Medical Billing, Zero Pay, Zero Payment, Insurance Payments, Patient Responsibility, Invoices, Statements, Outstanding Balances
PR
Patient Responsibility Invoicing
After filtering to specific Criteria, this bot creates and emails bulk Patient Responsibility invoices.
legal,finance/accounting,all industries,medical billing,accounts receivable,revenue cycle management,centralreach,epic,cerner,webpt,nextgen,qgenda,solutionreach,eclinicalworks,kareo,wellsky personal care,meditech expanse,lumary,accupoint,webaba,clinicsource,advancedmd,medez,theralytics
ABA, EHR, RCM, Invoicing, Patient Responsibility, Bulk Payments
PI
Payable Invoice Entry
This Bot enters multiple (batch) Payable invoices in the Property Management System.
real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager
Payables, Vendor Invoice
PI
Payable Invoice Reader
This Bot reads the vendor invoice using Optical Character Recognition (OCR) and gathers the data for further use.
real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager
Vendor Invoice, Payables
PE
Payroll Entry
The bot will verify working and PTO hours from various reports, calculate the pay, and submit time.
finance/accounting,all industries,payroll,gusto,rippling,onpay,surepayroll,quickbooks
Payroll, Hours, Payroll Processing
PT
Posting Tenant Rent Income
Each month, this Bot posts Rent Income and/or Management Fees in the Property Management System.
real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager
Rent Income, Tenant Rent, Management Fees
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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.
DE
Data Entry
By automating data entry tasks, organizations can experience an efficient and streamlined process. This not only saves time but allows employees to focus on more complex or valuable tasks. Automation also ensures accuracy and consistency by following pre-established rules and procedures. Furthermore, automation eliminates the risk of errors or mistakes caused by human fatigue or inattention. Overall, automating data entry can significantly improve the efficiency and precision of an organization's processes.
RA
Review & Approve Documents
Automating the review and approval of documents can lead to a more efficient and streamlined process. It eliminates the need for human intervention, which saves time and allows employees to focus on more complex or valuable tasks. Automation also ensures accuracy and consistency by following pre-established rules and procedures. Furthermore, automation eliminates the risk of errors or mistakes caused by human fatigue or inattention. Overall, automating document review and approval can significantly improve the efficiency and precision of an organization's processes.