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Business-wide Automation Solutions

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Onboarding Management

Using AI virtual assistant to guide new employees through every step of the onboarding process, providing links to the relevant information and engaging materials, reminding them of procedures and deadlines, and helping them fill out required forms

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Leavers Management

Checks and remove each leaver from relevant systems, with complex rules applied to control data and service access, which avoid ex-employees having access to company's sensitive information and property 

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Email Reroute

Categorises emails based on their content and forwards them to the appropriate departmental inbox for action or creates a transaction in an operational system e.g. a CRM case

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Cash allocation/Remittance 

Robots are set up to perform various checks based on the extracted transactional details from remittance advices. Once the remittance has been verified, the cash is allocated against invoices and cleared, freeing up your customers' credit limit. 

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Invoice Processing

Extracts invoice from PL inbox, auto-reject invoices without PO and send emails to the supplier in request of invoices with a valid PO.  Accepted invoices will then be registered and matched against Purchase orders with agreed rules 

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Trader Support Service Automation

Streamlines the manually intensive Trader Service Support declarations process from using our bot. The solution is well recognised by both HMRC and the TSS team 

Want to kickstart your Automation journey? We can help

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