Financial Reporting & Reviews

Financial Review Preparation

Automate the creation of management reports or slides by collating information from various finance management systems and reports. For example, a bot can extract data from a website, transfer it to Excel, and format it as needed. While this demo shows a simple process, it can be scaled to collect data from multiple sources based on your requirements.

Financial Reporting

Aggregate information from various systems to create comprehensive financial reports, reducing delays and errors caused by switching between different systems.

Scorecards & Dashboards for Performance Tracking

Collect data from various sources to create dashboards and scorecards, enabling analysis of performance over multiple periods.

 

Compliance & Discrepancy

Extract information from bank statements and compare it with company records in your enterprise systems. Validate the data against business rules to identify any discrepancies.