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Automation

Increasing Employee Efficiency by Automating 93% of Benefit and Expense Reconciliation Processes

Increasing Employee Efficiency by Automating 93% of Benefit and Expense Reconciliation Processes

Our intelligent automation (IA) team worked with our operations department to automate various reconciliation processes. The benefit and expense reconciliation processes identified as ideal candidates for automation are manual, repetitive and often tedious to complete monthly. The IA team was able to establish a solid understanding of the business workflow to build automated reconciliation processes utilizing robotic process automation (RPA).

How We Went from Ideas to Impact

  • The Idea

    Monthly, tedious processes require consolidating employee benefit and expense costs and reconciling data against QuickBooks.​

  • The Process

    Build an automation to upload and reconcile benefit and expense data with QuickBooks seamlessly.​

  • The Impact

    An automation that reduces manual processes for the operations team by 93% and eliminates human entry errors.​

  • How We Did It
    Business Process AnalysisRobotic Process AutomationSolution Architecture
  • Tech Stack
    Benefit VendorsMicrosoft ExcelMicrosoft OutlookQuickbooksSalesforceUiPath

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