RPA Drives

RPA can automate any business process and is independent of ERP/Software/Application as it works on user interface level without the need of any integration, customization & development of database. Following is the list (not exhaustive) of business areas with example which RPA drives:

  1. Finance and Accounts:

    – Recording transactions

    – Account closure/Month End Closing/Year End Closing/Day End Closing

    – Account audit request

    – Tax calculation as per rates

    – Reporting requirements

    – Manual Journals in ERP

  2. Source to Pay:

    – PR/PO documents recording

    – Invoice entry

    – Financial authorizations

    – RFQ’s/Quotation analysis

    – Payments recording

  3. Order to Cash:

    – Customer orders

    – Invoice entry

    – Payments

  4. Record to Report

    – Reconciliations

    – Month end closing

    – Accounting processes

  5. Master Data Management

    – Creating master data in ERP

    – Updating master data

    – Data cleansing

    – Data migration

  6. Call Center/Helpdesk

    -Ticket processing

    – Email to customers

    – Data analysis of tickets

  7. Human Resource


    -Offer letters

    – Recruitment

    -Joiners  & leavers


  8. Information Technology

    -Password resetting

    -System maintenance

    -Data cleansing & analytics

    -Service desk

  9. Other applicable in every department

    – Document scanning

    – Reading excel files

    – Reading CSV files

    – Reading text files

    – Reading word documents

    – Reading PDF

    – Reading email from Outlook

    – Sending bulk emails

    – Report preparation

    – Sending messages through whatsapp


    -Desktop automation

    -Web automation

    -Citrix automation

    -Image recognition

Leave a Reply

Your email address will not be published. Required fields are marked *