Automate your finance with RPA, AI and OCR

Most of the accounting processes have manual and repetitive tasks that are slow, inefficient and mundane. Intelgic has automation solution for every accounting process.

For end-to-end automation, we need multiple technologies and tools working together seamlessly. For all kinds of repetitive and mundane tasks, we would need RPA; similarly to automate decision making and document capturing, AI is needed. Intelgic is a one stop shop for end-to-end automation.

Integrate with your existing systems

Intelgic RPA can be integrated with any ERP or accounting system.

Integrate with API

Integrate Desktop ERP

Integrate with UI Web automation with Integic RPA

Account receivable automation

(AR)

Automate almost every task in AR processes through RPA bots and save a lot of time and tons of money. AR bots also give 100% accuracy.

Create Invoice and follow up on collection

What a Bot can do-

Pulls client details from CRM or additional sources
Constructs custom invoices by determining the line items for each client in the ERP system Or create invoices through the software system that you use.
Send invoices through email or the application that you use.
Sends payment reminders through automated calls and texts for aging invoices.
Responds to customer questions and demands through Chatbot or automated email system

Track and process customer payment

What a Bot can do-

Document AI reads images, PDFs, checks, ACH payments, wire receipts, and credit card dealings to use for payments from clients toward their open invoices.
Can extract checks from the bank lockbox and do the further processing.
Can apply customized rules and logic for repayments, partial payments, refunds, credit notes, etc.
Brings humans in loop for any discrepancies.

Reconcile and journal entries

What a Bot can do-

Do the reconciliation on deposits automatically
Reports on any uncleared entities or missing transactions from POS or e-commerce portals and brings humans in the loop.
Will record receivables and account for bad debt.
Utilize ASC 606 norms to calculate and document deferred payment entries.

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Account Payable automation

(AP)

RPA and AI can automate 80% to 90% of invoice processing work and save 40% to 55% on their invoice processing costs.

Read Inbox, vendor portal and capture invoice data

Read inbox that has seller invoices, download invoices.
Monitor vendor portal and download invoices.
Source invoices from other sources
Capture invoice data such as PO no, amount, line items, date etc. with AI and OCR technologies.

Validate and Perform the three-way matching

Pull PO, Receipts and other related data from ERP or other sources.
Validate vendor.
Match invoice, purchase order and receipts/GRN (inventory) to validate the invoice.
Use business rules for tax and GL code etc.

Handle payments

Follow business rules and apply splits.
Make journal entries.
Reconcile payments with the bank account

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Account Reconciliation Automation

Account Reconciliation is the most tedious and time consuming task for any account department. Survey says that more than 90% time get consumed only for the transactions that are already matched and valid.

Bank reconciliation

Source band statements from inbox or folder or other systems using RPA.
Capture transaction details using Dcoument AI.
RPA bot connects with any ERP or accounting system.
RPA bot follows the business rules and reconcile transactions in the existing ERP and accounting system.
Flag exceptions for humans.

Credit Card reconciliations

Source credit card statements from inbox or folders or external sources using RPA bot
Read and capture transactions using Document AI.
RPA bot follows the business rules and do the reconciliation.
Flag exceptions for human.

External processors

Read and capture transactions sent by Amazon, Shopify, App stores or any aggregator using RPA or other integration methods.
RPA bot goes to the existing ERP or accounting system and do the reconciliation automatically.
Flag exceptions

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Benefit for AI enabled finance

Automate about 80% to 90% manual tasks.
Save 40% to 60% of cost in accounting department.
Save huge amounts of time for everyone in accounting departments.
Get 100% accuracy.
Happy workers.
Increase productivity and scale business without extra costs.

Success Stories

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