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Bank Reconciliation Automation

Industry

Banking, Financial Services and Insurance

Services

RPA

Overview

The customer is a UK-based 36+ billion-dollar multinational company and also one of the largest professional service firms in the world.

Challenges

  • Lack of standard process for all financial audits.
  • Manual effort needed to read bank balances from multiple sources.
  • Data received from various sources including Excel, PDF, website, etc.

Outcomes

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Quality and resiliency – improved accuracy

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Additional throughput and scale – ability to process more with less people

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Better customer experience – customer gets immediate feedback throughout process

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300% reduced reconciliation time

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Increase in reconciliation speed and efficiency