RPA can be used in four key areas in finance: customer service, intercompany reconciliations, statement preparation, and operational finance and accounting. It allows companies to automate tasks like gathering customer information through OCR, reconciling orders and transactions from multiple sources, preparing regular profit and loss reports, and digitizing and modernizing processes such as formatting data and updating systems. Implementing RPA in finance can increase productivity, enhance compliance, and guide stakeholders towards continued growth.

1. RPA USE CASES IN FINANCE

2. Introduction
RPA Use Cases in Finance
 Customer service
 Intercompany reconciliations
 Statement preparation
 Operational finance and accounting
AGENDA
1
2
3
5
3 Conclusion

3. With a shortage of skilled workforce and
technical complications, there is room for
opportunities to increase productivity and
enhance compliance. Implementing RPA in
financial services, therefore, becomes the
hidden force that continually guides the
stakeholders forward along a growth-
oriented path.
INTRODUCTION

4. RPA USE CASES IN FINANCE
Customer
service
Intercompany
Reconciliations
Statement
Preparation
Operational Finance
And Accounting

5. By configuring RPA, companies can
automate the process of gathering all
the relevant information through OCR.
This extracted data is matched with the
information on file and a report the
presented to the compliance manager
so that they can make an informed
decision.
CUSTOMER SERVICE

6. Financial services companies have
various accounts reconciliation tasks by
the end of the reporting period. The
figurative bots can be set up to check
different orders and transactional data
collected from multiple sources.
INTERCOMPANY RECONCILIATIONS

7. Tracking a company’s profit and loss
reports regularly is a safe way to keep a
check on the financial performance.
However, implementation of robotic
process automation in finance can make
the task easier and simple.
STATEMENT PREPARATION

8. With robotic process automation in
place, the management can digitize and
modernize processes including formatting
data into s treasure system, general ledger
updates, updating the treasury systems,
sending out reports, and many more.
OPERATIONAL FINANCE AND ACCOUNTING

9. CONCLUSION
The new-wave technologies such as robotic process
automation have the potential to revolutionize businesses
irrespective of the industries they deal in. There are
numerous RPA use cases in finance, finding one that fits your
scenario is ideally the key.

10. THANK YOU
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