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Custom reporting from financial systems

Case for Automation

Manual financial reporting is a time-consuming process which implies gathering
data from multiple sources including earlier reports and unstructured data siloed
in various formats. Very often it is accompanied by poor legacy systems and
compartmentalization among teams.

Bot Activities

  • Recognizes data by using OCR
  • Extracts data from various sources
  • Consolidates data from financial systems in the structured form
  • Reconciles data and reveals deviations and errors
  • Emails on reports finalization