Solutions
Finance & Accounting
Month-end that runs on overtime, and a control environment that has to hold anyway.
Overview
Accounts payable and receivable, reconciliation, intercompany and reporting. The processes with the hardest deadlines and the least tolerance for an unexplained number.
Where it hurts
- 01
Month-end compression
The same work, always in the same five days.
- 02
Invoice exceptions
Matching failures that each need a human and a phone call.
- 03
Audit evidence
Assembled retrospectively because nothing captured it at the time.
Case studies
Fruit processing group · Bulgaria · major European processor, seasonal, export-led
Board-Level Power BI Reports on a Fruit Processor's Bespoke ERP
- reporting areas, one shared model
- 4
- reporting areas, one shared model
- pages of ERP documentation available
- 0
- pages of ERP documentation available
Retail and commercial bank · Italy · member of a European banking group, internal investment portfolio of €30-40M
A ServiceNow Investment Portal for an Italian Bank's Leadership
- in internal investments tracked
- €30-40M
- in internal investments tracked
- single CEO view across all initiatives
- 1
- single CEO view across all initiatives
Global pharmaceutical company · among the largest worldwide · used from the CEO downwards
Offline-Ready Investor Relations App for a Global Pharma Company
- slides turned into structured data
- ~350
- slides turned into structured data
- platforms, connected or offline
- 5
- platforms, connected or offline
US industrial distributor · 50+ locations · valves, pipe and flow-control products
Industrial Distributor Shipping Paperwork, Automated with UiPath
- documents separated out of each scanned batch
- 5-6
- documents separated out of each scanned batch
- signatures verified for each shipment
- 3-4
- signatures verified for each shipment
US oil and gas producer · listed on the NYSE, roughly 120 companies in the group
UiPath Robot Reconciles EnergyLink Partner Invoices for a US Producer
- of manual work taken over by automation
- 1 FTE
- of manual work taken over by automation
- of report downloads cut each month
- ~10 days
- of report downloads cut each month
Italian luxury fashion house · belongs to a worldwide luxury group · process spans seven sister companies
UiPath Robot Linking SAP and Esker Invoices for a Luxury House
- planned reduction in processing time
- 80%
- planned reduction in processing time
- sister companies handled by one routine
- 7
- sister companies handled by one routine
Insurer · Italy · life and non-life lines, more than €2B in yearly premiums
Automated Hail Claim Payouts for an Italian Insurer
- checks before any payment goes out
- 4
- checks before any payment goes out
- manual entries between document and transfer
- 0
- manual entries between document and transfer
Construction consortium · Europe · building a metro line, 1,200+ people badging through site gates
Catching Buddy Punching on a Metro Construction Project
- of staff reviewed flagged for clocking fraud
- 14%
- of staff reviewed flagged for clocking fraud
- time records analysed, day by day
- 61,000
- time records analysed, day by day
UK airline group · one mailbox reserved for in-flight wifi refund requests
In-Flight Wifi Refunds, Automated End to End, for a UK Airline Group
- mailbox, used as the trigger
- 1
- mailbox, used as the trigger
- stages between email and decision
- 2
- stages between email and decision
Listed multi-utility · Italy · energy, water, waste and public services across five provinces
UiPath Automation Programme for a Listed Italian Multi-Utility
- automations live in production
- 20+
- automations live in production
- in operation, from 2020 to 2025
- 5 yrs
- in operation, from 2020 to 2025
Italy · regional government acting as managing authority for EU structural funds
UiPath Checks EU Training Grant Expenses for an Italian Region
- evidence sources checked for each project
- 3
- evidence sources checked for each project
- stages the robot runs on each project
- 4
- stages the robot runs on each project
Organisation working with vendors and contractors · 4 document types, one flow
One UiPath Architecture for Four Contractor Document Types
- contractor document types now automated
- 4
- contractor document types now automated
- shared architecture covering all four
- 1
- shared architecture covering all four
Independent school with nursery · London · roughly 200 children
An Automation Plan for an Independent School's Finances
- of finance work each week
- 20 h → 1 h
- of finance work each week
- freed every year
- 780 h
- freed every year
Bulgarian road-construction group · ~300 employees · €100M+ revenue · in-house asphalt, concrete and fuel sites
Road Builder ERM: Fleet, Plants, Sites
- to management reports, instead of 30
- < 1 day
- to management reports, instead of 30
- vehicles, machines and plants managed in one place
- 180
- vehicles, machines and plants managed in one place
Accounting and advisory practice · Bulgaria · major clients in pharma, healthcare and R&D, some US-listed
On-Premise RPA for Bank Statement Entry
- working days returned each month
- ~9
- working days returned each month
- statement lines keyed in by the robot
- 200-300
- statement lines keyed in by the robot
Accounting practice · Bulgaria · 10-15 people, bookkeeping for 100+ client companies
Bank Statements That Reconcile and Post Themselves
- of transactions reconciled and posted automatically
- ~90%
- of transactions reconciled and posted automatically
- statement formats from Bulgarian banks
- 5
- statement formats from Bulgarian banks
Bulgarian accounting firm · 10-15 people · bookkeeping for 100+ client companies
Hands-Free Bank Statement Retrieval
- client companies handled twice a month
- 70+
- client companies handled twice a month
- bank portals driven by RPA
- 3
- bank portals driven by RPA
Accounting practice · Bulgaria · client: international data centre and hosting provider
Five Payment Channels Reconciled and Booked to AJUR Every Month
- invoices posted in one monthly run
- 600
- invoices posted in one monthly run
- of bank statement lines processed with no manual work
- 95%
- of bank statement lines processed with no manual work
Accounting practice, Bulgaria · monthly close for a web shop handling 1,000-1,500 orders
Month-End Close Automation for a 1,500-Order Online Store
- for a whole month, reconciled and posted
- < 2 min
- for a whole month, reconciled and posted
- of sale records matched with no manual work
- 98%
- of sale records matched with no manual work
Bulgarian accounting practice · 10-15 people · bookkeeping for 100+ companies
AI That Reads and Posts Accounting Invoices
- of documents go through uncorrected
- 97%
- of documents go through uncorrected
- less data entry every year
- 576 h
- less data entry every year
Offers
Managed Automation Care
Monthly retainer covering monitoring, incident response and the change work that keeps automations alive as the systems underneath them drift.
- Monitoring and alerting
- Vendor-change absorption
- Monthly evidence pack
Automation Rescue
Two weeks to audit an inherited bot estate that keeps breaking, stabilise the worst of it, and tell you what is worth keeping.
- An estate inventory
- Keep / fix / retire
Process Mining Diagnostic
Six weeks of event-log evidence answering where the cost actually sits - often upstream of the process you were told to fix.
- The real process
- Cost attribution
Automation Discovery Sprint
Four weeks. We measure what your process costs today and hand back a ranked backlog - including the candidates we tell you not to automate.
- A measured baseline
- A ranked backlog
- A go / no-go per candidate
Insights
Process intelligence
Your invoice process is mostly exceptions
Accounts payable teams describe a clean three-way match. The event data almost always shows something else, and the difference is the whole business case.
Read
Automation strategy
Your automation backlog is a list of opinions
Most backlogs rank candidates by who asked loudest. Event logs rank them by what they cost.
Read