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Robotic Process Automation (RPA) for Finance & Accounting

Eliminate Mistakes, Streamline Routine Tasks & Boost Client Value

You might have heard about RPA in finance; you might only know robots from sci fi movies. It doesn’t matter. Fact is, automation is an affordable option that’s simple, easy to implement, and highly flexible.

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Transforming the Way Business is Done

Bring labor-intensive processes under control

According to McKinsey & Company, nearly 45% of business tasks can be automated based on business rules. Robotic Process Automation (RPA) can help you begin that process in a cost-effective and non-invasive way.

"Bots" are simply software programs that mimic the behavior of your human staff, eliminating mistakes from human error and freeing your team to focus on more complex tasks. Rather than replacing company software, RPA takes advantage of existing applications to perform tasks the same way your employees do.

Check out the video to discover how bots work.

Ready to learn more?

Connect with our Digital Innovation team to discuss your business needs
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Your Challenge

Looking for a competitive advantage?

Accounting firms have to be able to keep up with modern demands, and accounting process automation is the key to boosting your firm’s output and capacity.

The explosion of technology in accounting has helped firms increase efficiency in a variety of ways. However, does it sometimes feel challenging to harness that power?

RPA finance accounting office supplies

Our Solution

Streamline operations & boost client value

The accounting industry is uniquely positioned to benefit from automation, due to the amount of rule-based tasks that can be error-proofed and streamlined with simple bots.

With robotic process automation in finance and accounting, professionals in these departments are able to allocate more of their time to high-value, strategic, and advisory roles to help organizations remain competitive, innovative, and profitable.

rpa for finance accounting computer

RPA Bots in Action: Invoice to PO Process Automation

Watch the video to see a bot automating the invoice-to-purchase order process in QuickBooks, including what happens when it catches an error. For more use cases, visit our video landing page.

Discover How Bots Work

Ways We Can Help Your Clients Use RPA

The most powerful use-cases revolve around repetitive tasks that demand precision, such as common HR and finance-related processes, in addition to industry-specific opportunities. 

ACCOUNTING

The accounting industry is uniquely positioned to benefit from RPA, because there are many rule-based tasks that can be error-proofed and streamlined with simple bots.

BANKING

Banks and other financial institutions can streamline countless data entry, contact support center, and back-office banking functions with RPA.

HEALTHCARE

Take your IoT data and connect it with actual business context and relevant workflows.

INSURANCE

Offer your teams the ability to use efficient and effective financial services operations technology that allows for enhanced customer experience and elevated employee satisfaction.

TELECOM

Unify telecom ops - from infrastructure technologies to the end user - with ServiceNow and provide the ultimate customer experience. 

ACCOUNTING

Reduce Payroll Hours, Eliminate Errors & Improve Client Experiences

The accounting industry is uniquely positioned to benefit from RPA, because there are so many rule-based tasks that can be error-proofed and streamlined with simple bots. Some common use-cases include:

  • Collecting data from email/ spreadsheets and posting entries into a general ledger
  • Processing inter-company transfers
  • Collecting invoice data through PDFs, AP tools, or a central invoice library, and entering them into the AP system
  • Order taking, customer credit checking, stock checking & pricing calculations
  • Collecting data and entering it in a financial close application
  • Checking vendors and adding them as necessary
  • Pulling data from bank statements into reconciliation management
  • Automating email confirmation processes across the financial close cycle

We work with both accounting firms and departments to digitize manual processes and reduce payroll hours.

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BANKING

Experience Innovation at the Edge

In only a matter of clicks, connect your field teams with other stakeholders and innovative mobile resources to quickly respond to and prevent roadblocks. When you work with ServiceNow, you have access to:

  • Dynamic Scheduling 
  • Central Dispatch 
  • Asset and Cost Management and more...
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HEALTHCARE

Connectivity That Gets Results

Turn data into proactive decision making and realize the ROI of your IoT investment. By working with ServiceNow, you'll receive access to: 

  • IoT Bridge & Rule Builder 
  • Operations Incident Reporting
  • Connected Operations Incident and more...
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INSURANCE

Plan For Financial Success 

Bring your financial data and workforce together with ServiceNow. Utilize the exclusive financial services tools that are offered by ServiceNow - helping every decision maker achieve success. By working with ServiceNow you'll receive access to:

  • Financial Services Data Models
  • Card, Payment and Loan Operations 
  • Performance Analytics and Document Management and more...
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TELECOM

Clearer Communication Across Networks

ServiceNow offers essential telecom service management for companies who want to ensure that their network infrastructures are optimally utilized and managed appropriately. By working with ServiceNow, you'll receive access to: 

  • Order Management and eBonding 
  • Card, Payment and Loan Operations 
  • Performance Analytics and Document Management, and more...
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Deloitte Quote
"RPA continues to meet and exceed expectations across multiple dimensions including: improved compliance (92%), improved quality and accuracy (90%), improved productivity (86%) and cost reduction (59%)."

Deloitte

How We're Different

Our approach emphasizes the right balance between people, process, technology, and facilities, ensuring all our clients have a successful implementation.

We Are Expert Project Managers

We aren't just a technology company, we're process nerds. Our company-wide focus on project management ensures you feel supported and satisfied.

Proven Technology Expertise

With wide-ranging IT, customer service, and engineering experience, we're uniquely capable a of connecting all the dots in your business.

Precision When It Matters

Our methodology is based on delivering the right solution the first time, which is especially important for our clients in regulated industries.

We Deliver Value In Advance

We accept all the risk and deliver proofs-of-concept at no cost, because we're confident you'll want to work with us after you see what we can do.

When Does RPA Make Sense? 

Any high-volume, repeatable process based on business rules qualifies for automation. Bot workers are faster and make fewer errors, giving your team freedom to handle more complex tasks.

Enhancing Security & Traceability

Unlike your human staff, software bots are predictable, consistent and always track their work.

Eliminating Data Entry Errors

Bots don't commit copy-and-paste or transcription errors and frequently catch mistakes arising from manual processes.

Improving Cycle Times & Throughput

Not only are bots substantially faster, they also operate around the clock, helping to eliminate costly bottlenecks.

Boosting Employee Productivity

Your team can focus on more complex and creative tasks that drive innovation and move your business forward.

Automating Back-End Processes

The back office is a vital cost center, but with bots you can stay lean by automating many payroll and HR functions.

Auditing & Regulatory Compliance 

Bots always adhere to the process with 100% compliance, ensuring your organization is protected.

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