Custom Robots

Robots/robotic automation can reduce your repetitive and manually intensive accounting tasks. Accounting firms have started realizing the benefits of using this technology across a variety of departments across the firm.

Our accounting robot software experts can develop bots that are specific to your organization. Here are some of the areas that we have already developed or can develop a bot

Bookkeeping robot

• Enter daily transactions in QuickBooks, Xero and other accounting software
• Appropriately classify the transactions
• Reconcile bank and credit card statements
• Post general ledger entries
• Automate download of bank/credit card statements for bookkeeping
• Create files and store the documents in appropriate folders

Other custom accounting robots

• Custom reports
• Gather information from several reports to create custom reports
• Do data analysis of accounting information
• Client onboarding
• Intercompany transfers and reconciliation
• Calculate commissions
• Calculate and process rebates
• Posting details to general ledger
• Perform validation
• Create monthly journal entries by receiving templates from different business users
• Post to accounting systems
• Review information and resolve discrepancies
• Prepare management reports and presentations for financial review
• Financial close
• Data management
• Other custom robots specific to your requirements

Accounts receivables robot

• Read email requests
• Create and send invoices/notices by email
• Process A/R payments
• Credit checks and approvals
• Customer database maintenance

Accounts payable automation

• Read incoming email and separate emails with invoices
• Read invoice information using computer vision OCR technology
• Enter invoices into accounting software
• Enter GL codes for each line items
• Two way and three way matching
• Automating invoice workflow and approvals
• Vendor payment list preparation
• Set up and maintain supplier information
• Expense and travel payments and processing
• Purchase order processing

Payroll automation

• Manage attendance and leave records
• Manage adding and removing of staff
• Time sheet data entry
• Reconciliation and validation of payroll
• Prepare payment checks for approval
• Statutory tax reporting

Why choose Integra for creating your custom robot?

• We are a pioneer in accounting robotic automation for accounting firms.
• We have been helping accounting and bookkeeping companies since 2004 with our outsourced back office services.
• We understand the pain points of accounting and bookkeeping firms which helps us to tailor our automation solutions better to you.
• Our hands-on experience in accounting industry combined with our intelligent robotic automation skills make us your ideal partner.
• We use our vast expertise in this industry to provide you with quick and affordable robotic solutions.
• We deliver a complete end to end solution that includes process assessment and strategy planning, then enable automation design, implementation and support.
• Our robotic solutions are used by small and large accounting firms