Intelgic

Easy Integration

The accounting applications with which our accounting bots can function satisfactorily are

Our accounting bots can work with all types of accounting software; both desktop and online systems. Our bot is capable of working with any accounting software within your digital local environment or in the cloud. All of your client data are safe and secured and stay with you, within your network.

Our RPA and automation platform supports all kinds of accounting/ERP software applications that are in use in today's world. Our platform also supports both desktop and web-based ERP/Accounting systems.

If your existing ERP/Accounting software does not provide APIs, our RPA platform can still be integrated with your system without any APIs. What you achieve is quicker deployments and high ROI.

Account receivable (AR) Bot

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.

Account Payable (AP) Bot

Robots 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

Intelligent Invoice Processing with AI and RPA

Intelgic bot reads every invoice that you receive through email, captures data such as line items, vendor name, etc., matches with the purchase order and receipts to ensure it matches before approving the invoice for payment. It allows you to enhance cycle times, compliance, supplier relationships, and early payment discount opportunities.

What you can achieve with automated invoice processing

Increased process transparency

Better compliance and process control

Significant improvement in data accuracy

Improved turnaround time

Reduced human errors and costs

Improved relation with vendors

Enhanced customer satisfaction

Improved cashflow

Account Reconciliation Bot

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

Benefit for AI embedded Accounting RPA service

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.

DO IT RIGHTLY

4 steps automation approach ensures success and maximize ROI

Follow the easy steps to automate your processes and successful digital transformation. Our process oriented and transparent approach ensures a successful and smooth automation journey.

How to get start

Discover

Our team engages with stakeholders to understand and document your AS IS accounting process and find the automation opportunity.

Design TO BE

Embedding the RPA bots and AI, we design the TO BE processes and show you the ROI.

Automate

RPA developers build bots on our RPA platform within a few weeks and show you how bots are performing in the test environment.

Deploy and Monitor

We deploy the bots, train your workers and constantly monitor for a few weeks to ensure successful digital transformation

Call: +1 385 477 7152 | +1 801 824 5640

Accounting Automation

Automate your Accounting Processes with our RPA Bots.

11+

6+

10K+

100+

Robotic Accounting

Easy Integration

The accounting applications with which our accounting bots can function satisfactorily are

Account receivable (AR) Bot

Create Invoice and follow up on collection

Track and process customer payment

Reconcile and journal entries

Account Payable (AP) Bot

Read Inbox, vendor portal and capture invoice data

Validate and Perform the three-way matching

Handle payments

Intelligent Invoice Processing with AI and RPA

What you can achieve with automated invoice processing

Increased process transparency

Better compliance and process control

Significant improvement in data accuracy

Improved turnaround time

Reduced human errors and costs

Improved relation with vendors

Enhanced customer satisfaction

Improved cashflow

Account Reconciliation Bot

Bank reconciliation

Credit Card reconciliations

External processors

Benefit for AI embedded Accounting RPA service

DO IT RIGHTLY

4 steps automation approach ensures success and maximize ROI

How to get start

Discover

Design TO BE

Automate

Deploy and Monitor

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