- Multiple document channels
- Manual file sorting
- Repetitive deficiency letters
- Customer status is difficult to track
Accounting document-management case study
Sample project for collecting and pre-checking customer documents.
01 / STARTING POSITION
The operating situation that can be automated
Receipts were received by e-mail, in a shared folder and on paper. Deficiency detection and customer reminders restarted every month.
- Ordering documents for a customer and for a period
- Recognition of proof type and basic data
- Automatic preparation of absence list
- Only accounting verification of uncertain items
Arrangedcustomer documents
Earliervisible deficiencies
Lessrepetitive correspondence
02 / SYSTEM CONNECTIONS
Automation working between existing devices
The following are examples, not a closed list. Robots can also work between legacy and unique systems with API, webhook, database connection or controlled file transfer. The process can be fully automatic or, where necessary, supervised by human control points.
EmailGoogle DriveSharePointAccounting programNAVMicrosoft 365Google WorkspaceExcel / Google SheetsSharePoint / Google DriveTeams / SlackREST API / WebhookSFTP/CSVSQL databaseUnique internal system
Are you using a different system? We can also include it in the process with a unique API, import-export connection or robotic handling.
Illustrative, anonymized sample project. The actual result can be determined after assessing the process, data and systems.
Our measurement methodology →Free automation test
Show a problematic process. We look at whether it can be automated, what systems need to be connected, and how to get started.