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Tax data collection

Case for Automation

It can be very challenging for employees to obtain tax data from a variety of
sources such as invoices, balance sheets, and profit and loss sheets. Often
such information appears in multiple formats, all of which take time to be
recognized and processed.

Bot Activities

  • Extracts data from various sources (PDFs, spreadsheets) using OCR
  • Sorts data accordingly
  • Logs into tax software
  • Switches among systems to reconcile and transfer data
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