Standardized Modules & Scenarios
Overview of prepared scenarios that we can deploy in your company within a few days.
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Automatic extraction and entry of received invoices (headers)
The robot monitors incoming mail (e-mail) or shared network storage and downloads received invoices in PDF or isdoc format. Using an intelligent data extraction tool (OCR/AI), it reads the necessary data and compares it with the supplier register in the ERP.
Creating issued invoices from Excel data
The robot reads the input structured Excel/CSV table with pre-prepared billing data. It logs into the ERP (via the user interface) and sequentially creates individual invoices.
Processing received purchase order invoices
The robot extracts data from the received PDF invoice. Within the ERP, it creates a new received invoice for organizations based on the extracted VAT ID. If a purchase order number is defined on the invoice, it validates its existence in the ERP.
Processing received non-order invoices with non-inventory items
The robot extracts the received invoice in PDF. Within the ERP, it creates a new received invoice for the organization based on the extracted VAT ID.
Processing received non-order invoices with inventory items
The robot extracts the received invoice in PDF. Within the ERP, it creates a new received invoice for the organization based on the extracted VAT ID. It inserts individual items into the ERP from the inventory items according to the invoice.
Automatic issuing and distribution of invoices from delivery notes
The robot handles the conversion of fulfilled stock issue slips or delivery notes into issued invoices in the ERP. Based on the set rules, it automatically groups multiple deliveries for a single customer onto one invoice.
Matching bank statements, payment gateways, and receivables
The robot ensures the matching of bank payments and payment gateways with receivables. The robot downloads bank statements in standardized financial formats (e.g., GPC/SEPA XML) from a designated shared folder or from incoming e-mails (if sent by the bank).
Receivables management and sending reminders
The robot regularly scans the balance in the ERP system, searches for overdue unpaid invoices (based on the defined number of days overdue), generates a personalized reminder / template reminder set by the ERP, and sends it via e-mail to the customer's financial contact.
Processing customs documents (SAD) and import into ERP
The robot monitors incoming e-mails, searches for messages with clearly defined labels, and recognizes attachments with the Single Administrative Document (SAD) in PDF.
Generating payment orders for individual currencies in ERP
On defined payment days and deadlines, the robot filters received invoices in the ERP due for payment according to individual currencies. It checks for the presence of mandatory details (e.g., recipient's bank account number, variable symbol, etc.).
Daily update of exchange rates in ERP
Every morning, the robot updates and loads exchange rates for defined foreign currencies in the ERP.
Interested in automation for your company?
Deploying these pre-configured scenarios takes only a few days. Let's discuss your needs in a brief meeting and select the most suitable processes for you.
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