Accountancy reconciliation process Full version

Here is shown how can we automate Accountancy reconciliation repetitive process. Few steps are being performed every day by Accountant. Our G1ANT Robot can save approx. 20-30% accountants time – without any breaks, mistakes, and also can be launched after working hours.
Steps done by our robot:
1. Opens excel file, filling the headers
2. Takes “Unexplained” record from Capium software
3. Match the Reference Name with Supplier Name (can be a lot of records)
4. If name is similar with Reference Name – click it, put Name into Excel
5. Invoices are being shown (not on video, client’s data) and robot is finding the same invoice amount as it is in Amount Field, if it’s not found, tries to find another similar supplier name and do the same
6. If it’s found clicks Save&Close, add Inovice number into Excel, if not clicks cancel.
7. Go to another “Unexplained” record and repeat the task.

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Here is shown how can we automate Accountancy reconciliation repetitive process. Few steps are being performed every day by Accountant. Our G1ANT Robot can save approx. 20-30% accountants time – without any breaks, mistakes, and also can be launched after working hours.

Steps done by our robot:

1. Opens excel file, filling the headers

2. Takes “Unexplained” record from Capium software

3. Match the Reference Name with Supplier Name (can be a lot of records)

4. If name is similar with Reference Name – click it, put Name into Excel

5. Invoices are being shown (not on video, client’s data) and robot is finding the same invoice amount as it is in Amount Field, if it’s not found, tries to find another similar supplier name and do the same

6. If it’s found clicks Save&Close, add Inovice number into Excel, if not clicks cancel.

7. Go to another “Unexplained” record and repeat the task.

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