Scribd
Upload
91 views

RPA Use Cases in Finance and Profit & Loss:: Supplier On Boarding and Market Intelligence

The document outlines several RPA use cases in finance and profit & loss. It describes processes for supplier onboarding that analyzes credit scores and tax data to create credentials and reports. It also describes generating daily profit and loss reports in PDF format and sharing with relevant parties. An audit process is described that scans emails, processes attachments, validates accuracy, handles exceptions, uploads to an audit system, and generates dashboard reports. A final use case involves processing price comparisons from multiple portals to track changes and find the best deals.

Uploaded by

chandana1465
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
91 views

RPA Use Cases in Finance and Profit & Loss:: Supplier On Boarding and Market Intelligence

The document outlines several RPA use cases in finance and profit & loss. It describes processes for supplier onboarding that analyzes credit scores and tax data to create credentials and reports. It also describes generating daily profit and loss reports in PDF format and sharing with relevant parties. An audit process is described that scans emails, processes attachments, validates accuracy, handles exceptions, uploads to an audit system, and generates dashboard reports. A final use case involves processing price comparisons from multiple portals to track changes and find the best deals.

Uploaded by

chandana1465
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
You are on page 1/ 1

RPA Use Cases in Finance and Profit & Loss:

Supplier On boarding and Market Intelligence


 Process will do detailed analysis of supplier credit scores, tax data, and other relevant
information from CRM application
 Creating Credentials of supplier
 Create report and send it to Admin for supplier approval

Daily Profit and Loss Statement


 Create of profit and loss reports on a day to day basis
 Generate PDF based reports and share it with related parties in the company

Audit Process:

 Scan emails from multiple clients


 Process attachments
 Validate- Confirm accuracy, content, and meta-data
 Process errors and exception
 Upload to audit system
 Generate dashboards report across all clients
Portal Queries and Price Comparison
 Process search for fluctuating prices of a product from different portals.
 Process should keep a track of all the changes and suggestions to get best deal

Resource

http://surensinffotek.com/rpa-use-cases-in-accounting/

You might also like