Finance teams are always running against deadlines set by regulators. The more time you spend on payroll, billing, and journal entries, the less time you have to spend on strategic financial planning objectives. Automate your repetitive, rules-based tasks and data entry for a happier and more efficient team.
At the end of every month, you can automatically log into your platforms, generate reports, export data to spreadsheets, and even validate the data for accurate and compliant reporting.
From employee timesheets and approvals to calculating holiday pay and scheduling the bank draft, the number of steps involved with payroll may seem endless. From now on, let the robots handle it.
Automate the process of logging expenses, attaching corresponding receipts to each expense entry, and checking the expense and receipt logs to verify that no mistake has been made.
Instead of logging invoices by hand, you can automate the process of extracting relevant data from emails, log in to vendor applications, retrieve invoice information, and enter data into your own accounting software.
Whether they contact you by phone, email, or chat, managing communication with your customers is critical to giving them a positive experience. The more efficient your team is in routing communications and replying to customers, the happier you will make them.
Businesses rely on CRMs to maintain an accurate database of customer information and communication. Automatically update your CRM with relevant data, from call logs to e-commerce orders and everything in between.
From parsing emails to ticket creation and record attachment, automate the triaging and routing of your incoming emails. Your team will get to the emails faster and offer more targeted responses.
Pull customer information into a single place and do the required manipulation (if any) for the call center staff, giving them the only one view with all the required details.
From processing new incoming tickets to triggering alerts and communication to customers, using automation in support tickets saves your staff time and enhances the customer experience.
Employee information is used in a variety of ways across countless platforms. Rather than copying and pasting or repeatedly typing the same information, let robots handle it for you.
When a candidate applies to a role in your ATS, automation can send the data where it needs to go. Used rules-based triggers to alert staff, communicate with the applicant, or send start an onboarding workflow when a candidate becomes an employee.
From insurance providers, HR systems, Payroll, ERP, expense reporting systems, and more, there are. Automation reduces the time it takes for key onboarding activities by more than 80% while increasing the accuracy of data entry.
HR departments are constantly inundated with data on current and past employees, contractors, and interns—often across various office locations and company branches. Use automation to manage this data and keep the data updated across systems.
When an employee has a change of address, adds a spouse or dependant, or has another life event, your HR team can automate the process of updating their benefit data. Not to mention how much easier that enrollment can be for new employees.
Manage massive amounts of data with the help of software robots. Rather than your IT staff manually uploading and downloading reports and transferring data manually, let automation connect your data systems.
Even today, mainframes power many important businesses and are a central part of infrastructure in companies. These systems are central to many processes, but their legacy nature can make them difficult to manage.
Organizations are dealing with more data than they ever have. Automating data transfers between systems can connect legacy systems and make transferring data between platforms seamless and secure.
These processes can be fully automated by providing employees with the required credentials, as well as source and destination details for the whole data backup or restoration task to be automated.