Process automation

Data entry and reconciliation automation

Data copied by hand between systems, spreadsheets and documents, with manual line-by-line checking. We automate the transfer and the reconciliation, and highlight only the discrepancies that need a human decision.

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Signs it is worth automating

  • Someone copies and pastes information from one system to another every day.
  • The month-end close depends on checking spreadsheets.
  • Typing errors only show up later and cost rework.

What we do

  1. We measure the volume, the time and the error rate of the current process.
  2. We automate reading, transferring and comparing across the sources.
  3. We produce a list of exceptions for review, instead of reviewing everything.

What we measure before and after

  • Hours of data entry and checking per month
  • Error and discrepancy rate
  • Time to close the period
  • Cost per entry
When it does not pay off

If the data sources have no stable format or no possible access, the integration cost can outweigh the gain. We assess this before proposing anything.

Shall we assess your process?

Tell us how it works today. We will tell you whether automation pays off and how we would measure the gain.

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Other processes we automate

Approvals and workflows See how it works → Reports and consolidation See how it works → Triage and support See how it works → Document extraction See how it works → System integration See how it works →