Solutions
Professional Services
Firms whose product is other people's back office - accounting, payroll and compliance work run at volume for a portfolio of clients.
Overview
An accounting firm carries the same process a hundred times over, once per client company, with a different portal, chart of accounts and filing convention each time. The work is deadline-driven, the tolerance for error is low, and the constraint is almost always the few people who hold the credentials. That shape rewards automation more than most sectors do, and punishes it harder when it is built without an audit trail.
Includes
Accounting & Bookkeeping
Statement collection, invoice capture, reconciliation and month-end close, repeated per client company.
Case studies
Chartered accountancy practice · London · works with high-net-worth clients
Secure Client Onboarding on Dataverse for a UK Accountancy Firm
- secure portal covering details, ID and chat
- 1
- secure portal covering details, ID and chat
- client details typed again by staff
- 0
- client details typed again by staff
UK risk and compliance practice · KYC and AML reviews for financial-services firms and other UK organisations
A 13-Step KYC and AML Case Platform for a UK Compliance Practice
- steps structure each KYC case
- 13
- steps structure each KYC case
- roles that keep duties separate
- 3
- roles that keep duties separate
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
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
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
Engineering practice
Bots that survive contact with production
Every RPA failure we have inherited traces back to one of four things.
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