Intelligent document processing AI tool and RPA platform

End-to-end accounting process automation

Automate accounting processes with robotic process automation (RPA) and AI

Create bots using Intelgic’s RPA tool and document AI platform for accounting processes that are repetitive, manual and mundane. Our document AI platform includes pre-trained AI models that extract relevant data from invoices and receipts with high accuracy and RPA tool is used to build bots for monotonous tasks and integration with legacy desktop software such as QuickBooks Desktop and info Visual.

Robotic Accounting

Build have bots for every accounting processes

A bunch of software robots that mimic your actions such as mouse click, data entry, sending and reading emails, reading invoices, PDFs, checks etc. and automate almost everything that you do in your daily accounting and perform each task automatically in a secured cloud server.

Bots can work with all kinds of software such as QuickBooks, Excel, Billing.com, MS dynamics, Salesforce, Zoho etc.

Accounts payable (AP) automation: Intelligent invoice processing

Extract data from invoices and receipts using our pre-trained AI models with high accuracy and integrate your existing accounting system through API and Webhooks or RPA bots. We provide end-to-end AP automation.

Sourcing invoice

RPA bot can source invoices from emails, folders or other outside systems. Use our API to send invoices to the AI model directly.

Data extraction AI

Pre-trained AI models extract relevant data from invoices and receipts automatically and show them on the platform for the validation.

Data validation & transformation

Extracted data will be available along with the original invoice within the Intelgic invoice processing AI platform for data validation.

System integration

Once the data are validated and approved, data will be sent to your existing accounting system through a webhook. For legacy desktop ERP and accounting software, use our RPA for seamless integration.

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

Integrated system that communicates with multiple systems and sources such as bank, ERP, Checks, AR, etc. and do the automatic reconciliations.
Check deposit reconciliation.
Other payment reconciliations .
Flag exceptions for humans.

Credit Card reconciliations

Read and capture transactions through Credit card portal, excel etc.
Do reconciliation.
Flag exceptions.

External processors

Read and capture transactions sent by Amazon, Shopify, App stores or any aggregator.
Do reconciliation
Flag exceptions

Accounts receivable automation

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.
Sends 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.

Track and process customer payment

What a Bot can do-

Can read 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 customised 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 human in the loop.
Will record receivables and account for bad debt.
Utilize ASC 606 norms to calculate and document deferred payment entries.