Finance – According to a Gartner Report, “Around 80% of finance leaders have implemented or are planning to implement RPA. Finance robotics is evolving from simple individual task automation to full process automation that could improve the accuracy of financial analysis and forecasts.”

Consider the full-steam RoI when your transactions are completed in an average of 45 seconds per transaction or less.

Automation areas with use cases

• Customer Onboarding & KYC
  • Verification of the Documents
  • Data Entry of the Customer Forms
• Account Closure Processing
  • Identifying Account Closure Request in the Banking Application
  • Checking Customer’s Outstanding Loans
  • Verification of Documents
  • Transfer of Funds
  • Updating Bank Records

Investment management:

• Execute trades at pre-specified conditions / triggers
• Create intelligent alerts based on market scenario
• Making decisions as per pre-defined business rules
• E-KYC Verifications and fraud detections
• Maintain record of all automated activites for economic esearch
• Auto-download daily data from Exchange website
• Data Entry with 100% accuracy and automation
• Data entry from Excel / PDF / Browser / 3rd Party Apps directly to Excel / PDF / Browser / 3rd Party Apps
• Copy data from emails to ERP / browser / any Application
• Send alert emails as and when needed
• Document processing / uploading / downloading / emailing / sending over WhatsApp and more

Accounts payable & receivables:

Variety of transactions automated with 100% accuracy

Data recording:

Data entry from Excel / PDF / Browser / 3rd Party Apps directly to Excel / PDF / Browser / 3rd Party Apps. MIS Reporting cadence (create, publish and email reports on hourly / daily / monthly basis).

Invoice management:

Collect information from incoming emails as soon as they arrive and transfer it to other files / systems with zero / least manual efforts.

Financial closing:

Auto-audits of financial reports based on pre-defined rules and conditions, and all other closing activities (Compliance and regulatory, Report consolidation activities etc)