Slide 1

RPA in

Finance & Accounting

People gathering to discuss data
People gathering to discuss data

RPA in Finance and Accounting

RPA plays a crucial role in transforming financial operations. It improves operational efficiency and cost-effectiveness, without the increased risks or degraded customer experience to transaction-heavy accounting processes. Discover all the ways that robots can free up your workforce so your employees can work on higher value and business-critical activities.

Business Use Case:
Credit Bureau
Report Validation

Credit Bureau Report Validation is a common, tedious process of evaluating customers based on their credit reports. The data in these reports are formatted in a standard report which can easily be read by robots.

Find out how this process was automated.

Human working at a computer

RPA in Finance and Accounting

RPA plays a crucial role in transforming financial operations. It improves operational efficiency and cost-effectiveness, without the increased risks or degraded customer experience to transaction-heavy accounting processes. Discover all the ways that robots can free up your workforce so your employees can work on higher value and business-critical activities.

Business Use Case:
Credit Bureau Report Validation

Credit Bureau Report Validation is a common, tedious process of evaluating customers based on their credit reports. The data in these reports are formatted in a standard report which can easily be read by robots.

Find out how this process was automated.

Other Processes

Unallocated Payments

Unallocated Payments

Bank Charges and Journal Entry

Bank Charges and Journal Entry

Pricing Matrix

Pricing Matrix

Post Deal Funding (Broker Commission Payments)

Post Deal Funding (Broker Commission Payments)

Payroll and Subcontractor Payments

Payroll and Subcontractor Payments

Reconciliation and Updating of Property Taxes

Reconciliation and Updating of Property Taxes

Report Consolidation (Accounting)

Report Consolidation (Accounting)

Broker Management and Watchlist for Mortgage Industry

Broker Management and Watchlist for Mortgage Industry

Other Processes

Pricing Matrix

Unallocated Payments

Payroll and Subcontractor Payments

Reporting Consolidation (Accounting)

Bank Charges and Journal Entry

Post Deal Funding

Time and Attendance Management

Employee History VerificationBroker Management and Watchlist

Other Processes

Pricing Matrix

Unallocated Payments

Payroll and Subcontractor Payments

Reporting Consolidation (Accounting)

Bank Charges and Journal Entry

Post Deal Funding

Time and Attendance Management

Employee History VerificationBroker Management and Watchlist

Ready to starting automating?

Contact our team of experts to learn how your organization could benefit from automation.

AUTOMATE YOUR ENTERPRISE

Explore the limitless potential of automation in your organization.

6 people sitting a their desks on their computers

Scaling your automation program doesn’t mean you have to deprioritize small-scale automations. Citizen Development is the solution.

Man reviewing a candidate

Human Resources is a great candidate for RPA. With standard documentation, data-critical tasks, and spikes in volume, RPA improves speed and accuracy.

5 people standing around a computer and banking items, such as money, credit cards, coins, and calculators

In the BFSI industry, streamline complex processes and ensure compliance with Robotic Process Automation.