Automation for finance with Agility RPA
Optimizes critical processes such as portfolio management, reconciliations and regulatory compliance.
How automation works in finance
Finance faces challenges in operational efficiency, data accuracy and regulatory compliance. Manual processes in accounts receivable and payable slow down operations and increase costs. Financial reconciliation is time-consuming and can lead to discrepancies, while financial reporting often relies on outdated data. Agility RPA automates these key processes, improving billing, bank reconciliation, reporting and ensuring compliance with accuracy and traceability.
Key benefits
Explore the main advantages we offer to meet your needs efficiently and effectively.
Payment and Accounts Receivable Management Optimization
Accelerates payment processing and reduces collection delays
- Automates the generation of invoices and tracking of due dates.
- Integrates with banking platforms for automatic payments and real-time reconciliations.
- Reduce the risk of payment errors with automated cross-validations.
Financial Reconciliations Without Errors
Reduces time and costs in the reconciliation of bank accounts and transactions.
- Automatically compares accounting records with bank statements.
- Identifies discrepancies and generates alerts for review.
- Streamline internal audits with automated reconciliation reporting.
Automation of Financial Reports
Generates accurate, real-time reports for more agile decision making
- Extracts data from multiple sources and consolidates it into automatic reports.
- Facilitates the generation of financial statements and cash flow projections.
- Reduces the manual burden in the preparation of regulatory reports.
Regulatory Compliance and Effortless Audits
Ensures regulatory compliance and minimizes financial risk
- Automates data collection for financial audits.
- Ensures compliance with local and international regulations (IFRS, SOX, etc.).
- Maintains complete traceability in each accounting transaction.
Reducing Operating Costs in Finance
Maximizes efficiency and lowers costs in financial operations
- Frees up the finance team's time for strategic tasks.
- Reduces errors and costs associated with financial reprocessing.
- Optimize cash flow management with automated processes.
Learn how our solutions adapt to different scenarios and help solve specific needs effectively.
Success stories in finance and accounting
Optimizing the billing process with Agility RPA
Manual invoice handling can become a time-consuming and costly process, affecting a company's operational efficiency. In this case, a company faced a manual process of downloading and sending invoices that consumed up to 3 hours a day, increasing operating costs and limiting its ability to respond to peaks in demand.
Problems identified
High operating costs: Manual intervention generated unnecessary expenses in time and resources.
Low responsiveness: Manual management made it difficult to process large volumes of invoices at times of high demand.
Lack of integration: The process was not connected to other key tools, which slowed down data management.
Solution with Agility RPA
Complete automation of the process, eliminating manual intervention and consequently reducing operating costs.
Increased responsiveness, allowing large volumes to be processed without additional effort.
Seamless integration with key tools such as Excel and web platforms.
Efficient processing of 30,000 transactions per year, with a set-up time of only 6 days.
Automating promissory note management and process optimization with BPO Recording
A BPO company was facing slow and costly manual processes. Note management was particularly inefficient: error-prone, with high processing times and a high operational burden. In addition, the printing of forms and manual uploading of compressed files took valuable time away from strategic tasks.
Solution:
- Download cases from Bizagi.
- Recording of promissory notes in AS400 according to the type of plan.
- Impresión de formatos de pagaré.
- Upload compressed files to Bizagi.
- Linking of physical and engraved promissory note codes.
- Arqueo y cambio de estado en sistema core bancario.
Results:
- Significant reduction of operating costs.
- Increased capacity and efficiency of the executors.
- Greater control and visibility of the process.
- Minimization of errors and risk of loss.
Testimonials
John Smith
CTO, financial institution
Working with Agility has been a game changer for our organization. Not only did they design strategies aligned with our objectives, but they also guided us step-by-step on how to implement them. The results speak for themselves: we have seen a 35% increase in operational efficiency in just six months. We couldn't be more grateful for their practical, case-based approach."
Maria Lopez
Operations Manager, logistics company
What really sets Agility apart is its ability to translate great ideas into concrete actions. Before, our strategies remained on paper; now, thanks to them, we have implemented practical improvements that have generated measurable benefits from the first quarter. Their experience in using real cases made the difference for us.
Discover how easy it is to automate with Agility RPA
An intuitive experience designed for everyone: Automate without being a technology expert.
