Description
Case for Automation
Creating entries in a general ledger may require accountants to manually enter data that is siloed in spreadsheets, scans, and multiple accounting software programs.
The task is time-consuming and often causes operational inefficiencies, increasing the cost of onboarding.
Bot Activities
- Enters account data
- Reconciles data
- Updates general ledger accounts
- Creates reports on task status
- Sends reminders to stakeholders
- Notifies stakeholders of updates via messenger and email
Automated software
 |
MS Excel |
 |
Sage |
 |
MS Outlook |
 |
MS Outlook |
