Accounting & Finance
Finance teams constantly face tight deadlines imposed by regulatory bodies. Engaging in manual processes such as payroll, billing, and journal entries eats into valuable time that could be better spent on strategic financial planning goals. Streamlining and automating repetitive, rules-based tasks and data entry will lead to a more content and efficient team.
Month-end reporting
By the conclusion of each month, you have the capability to streamline your workflow with automated logins to various platforms, report generation, data export to spreadsheets, and even data validation to ensure accurate and compliant reporting.
Payroll
Managing payroll involves a multitude of tasks, including employee timesheets, approvals, holiday pay calculations, and bank draft scheduling, making it feel like an endless process. But now, you can offload these responsibilities to automated systems and let the robots take care of it.
Expense reporting
Streamline your expense management by automating the entire process, including logging expenses, attaching receipts to each entry, and conducting regular checks on the expense and receipt logs to ensure accuracy and error-free records.
Accounts payable
Say goodbye to manual invoice logging and embrace automation. Effortlessly extract relevant data from emails, access vendor applications, retrieve invoice information, and seamlessly input the data into your accounting software for a more efficient and error-free process.
Customer service
Effective customer communication management is vital for delivering a positive customer experience, regardless of whether they reach out through phone, email, or chat. Optimizing your team's efficiency in handling and directing communications, as well as responding promptly, will contribute to a happier and more satisfied customer base.
Update CRM
CRMs play a crucial role for businesses in maintaining accurate customer databases and communication records. Now, you can streamline your CRM processes by automating updates with relevant data, covering call logs, e-commerce orders, and all other pertinent information, ensuring an up-to-date and comprehensive customer database.
Email routing
Streamline the management of incoming emails by automating the process, including parsing emails, creating tickets, and attaching records. With this automated triaging and routing system, your team can promptly access and respond to emails, providing more targeted and efficient responses to your customers.
Call center management
Centralize customer information in one unified platform and, if necessary, perform any required manipulations for the call center staff, offering them a comprehensive view with all the essential details at their fingertips.
Support tickets
By incorporating automation in support ticket management, your staff can save valuable time and improve the overall customer experience. Automation streamlines various tasks, including processing new incoming tickets, triggering alerts, and facilitating communication with customers, leading to more efficient and effective support services.
Human resources
Instead of engaging in repetitive tasks such as copying, pasting, or typing employee information across numerous platforms, allow automation to take charge and handle these processes for you. Robots can efficiently manage the transfer of employee data, freeing up your time for more valuable endeavors.
Talent acquisition
When a candidate applies for a role in your Applicant Tracking System (ATS), automation can seamlessly send the data to its designated destination. By utilizing rules-based triggers, you can promptly alert staff, communicate with the applicant, or initiate an onboarding workflow when a candidate successfully becomes an employee.
Employee onboarding
Automation can be applied to various areas, including insurance providers, HR systems, Payroll, ERP, and expense reporting systems, among others. By implementing automation, the time required for essential onboarding activities can be reduced by over 80%, leading to enhanced accuracy in data entry processes.
Employee data management
HR departments frequently face a significant influx of data concerning current and past employees, contractors, and interns, spread across multiple office locations and company branches. Embrace automation to effectively manage this data and ensure its continuous update across various systems.
Benefits administration
When an employee undergoes a change of address, adds a spouse or dependent, or experiences any other significant life event, your HR team can rely on automation to streamline the process of updating their benefit data. Additionally, automation can greatly simplify the enrollment process for new employees, making it a smoother experience overall.
IT
Efficiently handle large volumes of data using software robots. Instead of burdening your IT staff with manual tasks like uploading, downloading reports, and transferring data, leverage automation to seamlessly connect your data systems.
Connecting mainframes
Mainframes continue to play a critical role in powering numerous essential businesses and serve as a central part of infrastructure for companies. Despite their significance in supporting various processes, their legacy nature can present challenges when it comes to managing and maintaining them.
Master data administration
In today's digital landscape, organizations are grappling with unprecedented amounts of data. By automating data transfers between systems, it becomes possible to seamlessly and securely connect legacy systems and facilitate the smooth transfer of data between different platforms.
Data backups & restorations
You can achieve full automation of these processes by equipping employees with the necessary credentials, along with source and destination details, enabling the entire data backup or restoration task to be automated smoothly and efficiently.