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RPA Use Cases
Account reconciliations
Automate the download of sub-account balances, perform validations and create balancing journal entries.
Legacy systems batch monitoring
Monitor schedulers for job status and send the status to the distribution list.
Vendor Onboarding
Vendor information can be looked up on third party websites to update your systems.
Automate healthcare Patient Pre-registration
Automate pre-registration of returning patients by automatic medical coding.
Automate Expense Reporting
Automate the logging of expenses and attaching of respective receipts.
Automate healthcare Patient Collections
Automate the follow-up and collection of payments from patients as required.
Bank Account Closure
Automatically close Bank accounts by carrying out closure activities.
Three-way matching
Before paying any invoice, Finance matches the PO) to goods and Invoice
Track Social media sentiment
Analyze social media feeds for the sentiment of your products and take initial action.
Financial closing with RPA
Bots carry out Close tasks as per checklist enabling you to Close within the tight deadlines.
Automate healthcare Claims Filing
Automate the data entry into Payer portals, Health Information Exchanges, etc.
Credit Checks
Bots check the credit limits of your customers before key transactions are executed.
Update address changes automatically
Update customer address automatically as part of KYC.
Anti Money Laundering
Check individuals against different sanction lists from Government or Legal entities.
Automate Rewards & Gifts
Automatically verify reward points, purchase and ship rewards.
Update external websites
Bot logs into a portal (eg. Vendor portal) and update information.
Currency Rate Updates
Track and update the latest currency rates in your system.
Payroll Payment
The Bot can log in to your bank and schedule the payments as per your payroll software or file.
Automate SLA Reports
End to end SLA report automation for IT / Network infrastructure.
Invoice processing
Extract invoice data and input into systems.
Legacy systems Report Generation
Log in, open datasets and submit the jobs automatically to generate reports.
Automate journal entries
Process email, perform compliance checks and process the Journal entries in ERP.
Update Salesforce
Automate most of the repetitive tasks of maintaining your CRM.
Legacy systems Swivel Chair
Login to the mainframe, navigate multiple screens, and make the updates automatically.
Invoice Creation & Distribution
Bots create Invoices and email to respective customers.
Payment matching
Match payments received against invoices.