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RPA Use Cases in Finance and Profit & Loss:

Supplier On boarding and Market Intelligence


 Process will do detailed analysis of supplier credit scores, tax data, and other relevant
information from CRM application
 Creating Credentials of supplier
 Create report and send it to Admin for supplier approval

Daily Profit and Loss Statement


 Create of profit and loss reports on a day to day basis
 Generate PDF based reports and share it with related parties in the company

Audit Process:

 Scan emails from multiple clients


 Process attachments
 Validate- Confirm accuracy, content, and meta-data
 Process errors and exception
 Upload to audit system
 Generate dashboards report across all clients
Portal Queries and Price Comparison
 Process search for fluctuating prices of a product from different portals.
 Process should keep a track of all the changes and suggestions to get best deal

Resource

http://surensinffotek.com/rpa-use-cases-in-accounting/

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