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Invoice Reconciliation Process Automation

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    Year of implementation
    2024
    Industry
    Financial Services & Insurance

    Insurance company distinguished by its cooperative model and strong, long-standing connection with the entire Cooperative Credit sector.

    Gamma Innovation developed a process automation solution for a cooperative insurance company, aimed at optimizing the management workflow of accounts payable invoices. The platform integrates active robots on UiPath with an external artificial intelligence engine, enabling effective collaboration between operators and bots through dedicated forms that standardize the exchange of information, improving efficiency and accuracy in invoice verification and recording.

    Approach and methodology

    The project involved the development of an accounts payable invoice management automation solution, implemented using an agile approach on UiPath. The platform integrates an external artificial intelligence engine, used to automatically verify consistency between purchase orders and invoices, reducing the risk of errors and increasing the reliability of controls. The automation relies on 8 attended robots that collaborate with operators through a Human-Bot collaboration model. Dedicated forms standardize the exchange of information between bots and staff, ensuring that the operational workflow is smooth and transparent. This approach allowed for the optimization of time and resources, improved process accuracy, and facilitated the adoption of automation within the organization.

    The project, developed on UiPath using an agile approach, integrates an external AI engine, used to verify consistency between orders and invoices. The automation relies on 8 attended bots and a Human-Bot collaboration model, supported by dedicated forms that standardize the exchange of information between bots and operators.

    Staff involved in the project
    8 Specialists
    Execution time
    4 Months
    Technologies used
    • AGILE
    • RPA
    • UiPath integration
    -60
    %
    Reduction of operational errors
    70
    %
    Customer Satisfaction
    -75
    %
    Reduction in process execution time

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