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RPA Use Cases

HIGH PERFORMANCE WITH 25+ RPA USE CASES FOR FINANCE & ACCOUNTING

Leverage Robotic Process Automation (RPA) to automate your critical finance processes and eliminate the constant errors and reduce the cycle time.

Robotic Process Automation (RPA) in Finance & accounting (F&A) Use Case
Invoice Data Capture Process in Finance & Accounting (F&A) using RPA- Use Case

Invoice Data Capture

Scan, transform and automatically upload data from paper invoices into the ERP system by using Intelligent Data Capture with RPA.

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Invoice Creation From Unstructured Data Using Robotic Process Automation (RPA) - Use Case

Invoice Creation From Unstructured Data

Auto-read the email invoice request and file attachment and log the data in the Accounting system. In case of missing information, send an email to the concerned. Else create the invoice through proper transactions.

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Invoice Creation In Accounting System Using Robotic Process Automation (RPA) - Use Case

Invoice Creation In Accounting System

Auto-read the Excel file in the shared folder for details and store in the database. Log in accounting system such as SAP and update the data. Repeats the steps for all records in the input file and email to the stakeholders.

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Invoice Process Automation in Finance & Accounting (F&A) using RPA- Use Case

Invoice Process Automation

End-to-end automate invoice processing. Companies automating this process have experienced average effort reduction by 85% and improvement in TAT by 10x times.

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Invoice Updation in ERP Using Robotic Process Automation (RPA) - Use Case

Invoice Updation in ERP

Capture invoice data in the ERP system to maintain tight control over administrative and finance operations and automate routine activities in Shared Services.

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Invoice Processing Using Robotic Process Automation (RPA) - Use Case

Invoice Processing

Automate the process by inwarding the invoice in ERP, performing 2/3 way matching, notifying the concerned, and paying out if validations are in order to finally update the status in ERP.

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Invoice Reporting Using Robotic Process Automation (RPA) - Use Case

Invoice Reporting

Automate and streamline invoice reporting. This includes navigating to different web portals to obtain the invoicing figures, merging it into a separate spreadsheet, which is sent to AP management.

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Billing Process Using Robotic Process Automation (RPA) - Use Case

Billing Process

Assist in end-to-end processing of billing related tasks and sub-processes. Eliminate error and reduce turnaround time by almost 25%.

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PO linking to Invoice using Robotic Process Automation (RPA) Use Case

PO linking to Invoice

Receive PO data available in the accounting system with that of invoices and inform the right stakeholders in case of any open PO/debit memos, void POs and exceptions. Auto-collect the data for the received and processed POs. In the accounting system auto-search based on invoice and PO, confirm the availability in the open PO and debit memo queues. Check for the correct vendor and for any amount variance allowed, create a log for the exceptions, and email it to the stakeholders.

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Transaction Posting using Robotic Process Automation (RPA) Use Case

Transaction Posting

Download, auto-process, and auto-validate the journal vouchers for the format and data accuracy. Auto-email to respective approvers and on approval, upload the journal voucher into the specific general ledger accounts in the business system. Inform the submitter about the journal voucher status, and store it in a pre-defined format.

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Robotic Process Automation (RPA) Use Case for Order Booking Automation

Order Booking Automation

Update relevant data from the Purchase Order (PO) received from the vendor into the enterprise systems as a new record

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Robotic Process Automation (RPA) for Book Closures in Finance & Accounting - Use Case

Book Closures

Post entries in GL, total the accounts, prepare Trial Balance, report discrepancies, manually adjust journal entries, prepare the adjusted Trial Balance, create statements, close entries, and create post-closure Trial Balance.

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Assets Capitalization using Robotic Process Automation (RPA) Use Case

Assets Capitalization

Automate many tasks such as Assets creation in SAP, Posting of Assets in SAP, Approval in DMS, and Reporting. Auto-generate reports including Shift Factor Update, Depreciation, Comparison, Fixed Assets Report Preparation, and Capital WIP Report, which involve tracking data across multiple touch points.

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Payment Session using Robotic Process Automation (RPA) Use Case

Payment Session

Track the payment status related to the usage of the leased assets in the business system.

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Payment Service using Robotic Process Automation (RPA) Use Case

Payment Service

Navigate to different customer websites to get the payment status for different invoices raised over a period of time. Based on the status, create a report and send it to the collectors to do the needful. Upload the invoice and the supporting documents on the customer portal for which payment status is required after a pre-defined time.

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Miscellaneous Accounts using Robotic Process Automation (RPA) Use Case

Miscellaneous Accounts

Book invoice amount in miscellaneous accounts for one time customers. It includes reading Excel report, Searchable PDFs, and Text Invoices for getting data from finance related system and transaction in business system. Post approval, auto-execute a cash transfer to the required accounts.

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Credit Card Charges using Robotic Process Automation (RPA) Use Case

Credit Card Charges

Auto-apply additional service fee of applicable tax by credit card and charge to the customer.

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Finance, Accounting & Tax Process Using Robotic Process Automation (RPA) - Use Case

Finance, Accounting & Tax

Automate finance, accounting, and taxation related tasks. Replace slow, time-consuming tasks with automation and enable employees to focus on more productive work.

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Bank Reconciliation Process Using Robotic Process Automation (RPA) - Use Case

Bank Reconciliation Process

Reconcile data downloaded in unstructured format from emails as well as bank websites and validate it as per business rules.

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Credit Assessment Report Using Robotic Process Automation (RPA) - Use Case

Credit Assessment Report

Extract financial data from balance sheets of companies and create the credit assessment profiles before enrolling in different programs.

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Robotic Process Automation (RPA) Use Case for Tax Reconciliation in Finance & Accounting

Tax Reconciliation

Export trial balance and other related data from the ERP, determine the tax filing status of each legal entity, review accounts, reconcile inter-company transactions, calculate tax, and apply it to the trial balance.

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Compliance & Discrepancy Report in F&A using RPA - Use Case

Compliance & Discrepancy Report

Extract data from the bank's statements, compare it with the company records across Excel files and ERP systems, validate it against complex business rules and creates report for compliance and discrepancy.

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Drawback Fund Transfer using Robotic Process Automation (RPA) Use Case

Drawback Fund Transfer

Reconcile data between bank accounts and the company database. In case of a match, upload the data to the company site. If not, email it to the respective stakeholders.

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Tax Compliance using Robotic Process Automation (RPA) - Use Case

Tax Compliance

Automate various registers such as Premium Register and integrate with the Application Service Provider (ASP) tool. Also automate the TDS (Tax Deducted at Source) ledger and TDS Master processes.

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Installment Tracking using Robotic Process Automation (RPA) - Use Case

Installment Tracking

Track installment due date and automate generation of installment letter at pre-defined intervals from the core business system.

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Financial Reporting in Finance and Accounting using RPA - Use Case

Financial Reporting

Automate pulling in data from different legacy systems for financial reporting across the board, reduce errors involved in the manual swivel chair operations, improve productivity of the Accounting team.

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Top 10 RPA Use Cases for Finance and Accounting
What you get:

Top 10 most popular RPA use cases in finance & Accounting

list of 25+ automation use cases

Industry case studies

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