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Harness the Power of Robotic Process Automation in Finance
Accelerate your financial services processes and improve accuracy while maintaining compliance. Here are six primary use cases we've helped implement for financial services clients:
Accounts Payable Automation
Most commonly, RPA can be implemented to automate the accounts payable process by extracting data from invoices, matching it with purchase orders and receipts, and initiating payment workflows. Bots can handle invoice validation, coding, and approval.
Financial Data Consolidation and Reporting
Get real-time insights to empower your decision-making. Automate the extraction, consolidation, and analysis of financial data from disparate sources. Bots can gather data from various systems, reconcile it, and generate reports on key financial metrics, such as revenue, expenses, and profitability.
Reconciliation and Transaction Matching
RPA can automate the reconciliation of financial transactions across multiple accounts and systems. Bots can compare transaction records, identify discrepancies, and flag exceptions for review. This improves accuracy, reduces manual effort, and speeds up the reconciliation process.
Fraud Detection and Risk Management
For most of our financial services clients, RPA plays a vital role in fraud detection and risk management by continuously monitoring financial transactions and patterns. Bots are able to analyze data, detect anomalies, and generate alerts for further investigation. They've seen enhanced fraud prevention measures, minimized financial losses, and strengthened internal controls.
Compliance and Regulatory Reporting
Automate compliance-related tasks and regulatory reporting processes through data extraction from various systems, consolidation, and generation of accurate reports for regulatory bodies. RPA can assist in monitoring and ensuring compliance with regulations while reducing the risk of errors or omissions.
Expense Management
Automate expense management processes, including expense report generation, validation, and reimbursement. Bots can extract expense data, verify it against policy rules, calculate reimbursements, and initiate payment workflows.
Robotic Process Automation allows you to propel forward your capabilities and experience outcomes with financial services processes that will increase revenue and improve the patient experience. At EnterBridge we'll work with you to:
Listen and Analyze
We lead discovery by taking a consultative approach. Tell us more about what's working, what needs improvement, and what your vision for the future is.
Approve, Design, and Implement
Our experienced and talented developers formulate the concept for your custom software. We review it with you and once approved, we meet accurate timelines to develop and deliver it.
Enable New Capabilities
Improve operations with cutting-edge software solutions that help you outpace the competition and scale with you as you grow.
Case Study: How RPA Helped an Insurance Company Increase Revenue by $100k Annually
DPL Financial Partners’ operations team was spending countless hours on a weekly basis checking contract statuses for pending annuity purchases on individual carrier websites and updating SalesForce. Now, a software bot accomplishes the same task in 10 minutes.
Keep reading the case study to learn how this client implemented RPA within their organization achieving annual cost savings and more.
We're dedicated to working with you as our partner in building and implementing RPA solutions. We’ll keep you informed about the progress of your project every step of the way, allowing you to keep stakeholders up-to-date and feel confident that things are moving toward your desired revenue metrics and growth outcomes.
