Financial Services

Accountants face constant pressure to ensure compliance, accuracy, and proper reconciliation. Our Digital Workforce solutions alleviate the stress of human error, time-consuming processes, and complex auditing.

Robotic Workforce Benefits for Financial Industry

Customer Onboarding

Streamline client information gathering, verification, and archiving to decrease onboarding complexity and cycle time.

Regulatory Compliance

Proactively identify and manage compliance by eliminating data gaps between disparate logs and sources.

Fraud Detection

Prevent future transactional fraud by detecting patterns.

Customer Query Resolution

With AI, RPA can understand natural language in emails and chats to provide resolution to customer queries.

Information Validation

Convert information from paper-based forms into a digital format and validate the information with multiple systems.

Quality Assurance

Reduce operational risk with consistent performance that does not deviate from defined business rules.

Improve Your Key Processes

Enhance Operational Accuracy

Transactions are matched faster with fewer errors. Changes in regulations can be applied to your processes with ease.

Reduce Manual Effort

Automation grants accountants more time to focus on analysis and discrepancies.

Decrease Operational Costs

Complete more work with fewer employees. Our Digital Workforce scales with your business, so you can grow with ease.

How does our Robotic Workforce work?

With our cloud-based Human-Machine Interaction, your business can execute processes across multiple systems, cloud solutions, and software-as-a-service offerings. Our intelligent automation ecosystem consists of advanced technologies and experts that are dedicated to creating customized, innovative automations for unique tasks. Our Intelligent RPA uses software robots that can be trained and assigned tasks to be completed autonomously. These robots are code-free, non-disruptive, non-invasive, and easy to implement.

Use Cases

Identity Verification

Identity Verification:

Speed up applicants' identity verification through submitted documentation and data. Streamline Customer Identification Program (CIP) requirements for faster customer on-boarding

Mortgage Income Verification

Mortgage Income Verification:

Manage spikes in mortage activities by automating the tedious income verification process and improve your customer satisfaction and retention.

Mortgage Insurance Updates

Mortgage Insurance Updates:

Stremline changes in insurance policies, policy updates, and policy cancellations by automating documentation that must be accepted, routed, interpreted, and associated with the right.

Invoice Data Entry

Invoice Data Entry:

Streamline the Accounts Payable process by collecting fields from invoice documents in a variety of layouts and structuring them for entry into a system of record.

Expense Validation

Expense Validation:

Automate expense validation end-to-end, including receiving, reviewing, and (if needed) re-routing an employee's expense report to the approve, then issuing and confirming payment.

Journal Entry

Journal Entry:

Automate journal entry into an accounting system/journal system after proprietary payments, including for vendors, real estate, invoices, etc., to significantly speed up the process, improve accuracy.

Automatically Import Data From


POS System



Set the Foundation for Efficiency


Reduce your errors, support costs, and compliance costs, while increasing your productivity, accuracy, and efficiency.


Your automated processes grow with your business, and implementation does not affect existing IT infrastructure.


Our cloud-based Intelligent RPA solutions provide cutting-edge technology that delivers optimal results for your business.

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