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1. Invoice Processing

Invoice processing has many challenges such as invoices with formats; require consolidated data from various sources into the single financial database system etc. RPA automatically processes invoices once received. The paper-based invoice format can automate using OCR. RPA can automate the data input, reconciliation error, and even it can process certain decision-making required for invoice processing, which minimizes the need for human intervention. RPA can automate end-to-end process from receipt to payment.

Sample Process:

Pick up some sample invoices in PDF format and attempt to extract certain information out of it and prepare a report.


Download a sample invoice from here 

2. Data extraction and validation

Often RPA is used to extract data from various sources example, web, PDF, excel and etc. Those extracted data are validated and processed based on some business condition. Finally a report is generated after the processing. 

Sample Process:

Follow the below PDD to design a data extraction process. Use this website to automate this process,

Download the process PDD from here.

3. Report Generation

RPA is widely used to generate all sort of reports by consolidating various data points. RPA is expected to generate accurate reports along with minimal report generation time. Any organization which implements RPA will plan to automate any reporting process that is currently been performed manually.  

Sample Process:

Assume there are multiple excel files in a shared path which has some reporting data that changes every day. The RPA process should read those reports, consolidate and finally send out a report email that has a table where the reporting data is populated. 

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