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General ledger management

Case for Automation

Creating entries in a general ledger may require accountants to manually
enter data that is siloed in spreadsheets, scans, and multiple accounting
software programs. The task is time consuming and often causes operational
inefficiencies, increasing the cost of onboarding.

Bot Activities

  • Enters account data
  • Reconciles data
  • Updates general ledger accounts
  • Creates reports on task status
  • Sends reminders to stakeholders
  • Notifies stakeholders of updates via messenger and email
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