Robotic Process Automation in Finance & Banking

Having the Digital Workmate as part of your team, managing some of your finance processes will not only improve the process and lower the cost, but it will also leave you free for more constructive tasks or to leave a bit earlier on a Friday! Here are some examples of how the Digital Workmate can revolutionise your finance function: 

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Accounts Payable

Accounts Receivable

Reconciliation

Let the Digital Workmate manage invoice approvals and PO matching, the data entry into your accounting system and the payment due dates. 

The Digital Workmate will pick up accounts receivables emails, download and read invoices, extracting all the relevant data, upload invoices into your accounting system and set tasks. It can even review and approve customer orders against predefined credit limits. 

Manually cross-checking money spent and money received is a time consuming and error prone task, the Digital Workmate can manage this with ease, matching payment details with bank accounts and providing you an accurate final figure, fast.

Compliance checks, VAT based activities, payment follow ups and many more… 

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Reporting

The Digital Workmate will pull together management reports or legal and external reports for external bodies with ease and format into a defined template. Locating and consolidating data, even from fragmented systems, accurately and with speed. 

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In Short, The List is Endless

No matter what processes you decide to give to your Digital Workmate, you can be sure they will be delivered with speed and accuracy, the Digital Workmate will work around the clock to make sure the job is done! Allowing your team the freedom and time to deploy your services where they are needed most, treating people, in turn building employee and patient satisfaction and engagement. 

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Book a Free Demo

We can do a bespoke demo to show you the magic in action. There is no-obligation and the demos are free!
To book your free demo, simply fill in the form provided

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Download Our Free Finance and RPA Guide

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Book a Call With Us

Book a call with us to discuss...
  • Your current processes
  • How Cevitr can help you
  • Any questions or queries you may have
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What Our Customers Have to Say

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I couldn’t recommend Cevitr enough. When it came to understanding what we needed in our RPA process, and then developing the solution, Jaideep and his team were fantastic.

PLS
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Complementing the work we do, Cevitr’s Digital Workmate has opened up exciting possibilities for Onogo and empowered us to focus on our core business, whilst relying on Cevitr to focus on the challenge of enabling Jo to take on computer-based tasks, which it does with ease, delivering every day.

Onogo
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The journey with Cevitr on enabling RPA based processes across our business has been phenomenal. The simplicity of the engagement model, the speed of execution and most importantly the service delivery attitude of Cevitr has been the most striking feature of the relationship.

Reelabs
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Working in partnership with Cevitr over the past three to four years has been a real benefit to the Murphy business in reducing resource requirements in both time-critical activities and day-to-day operations. Their professionalism, business understanding and customer service have been excellent.

David Neve, IT Director at J Murphy and Sons
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All business have manual process’ & an aspiration continually improve these through automation & what the team at Cevitr have helped us achieve is just that.  In a few small weeks, they have helped us automate several complex & very labour-intensive manual processes.   The best bit, our new team Member Jo does the work while we are all tucked up in bed,  leaving the working day free for our teams to focus on priorities which achieve our business goals...

Allan Farrell, CTO, Mandata
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