Home
Services
Quadient Inspire 
Enterprise Services 
Migration 
Process Automation 
Staffing Services 
AI / Gen AI 
Download Brochure 
Products
Resource Center
Corporate Overview
Careers
Contact Us
Robotic Process Automation (RPA) is a rapidly emerging technology that is set to revolutionize the way businesses operate. RPA automates routine tasks, allowing human employees to focus on more cognitive and judgmental applications. In the financial industry, where accuracy, speed, and compliance are crucial, RPA can provide significant benefits.
Macrosoft understands the importance of staying ahead of the curve in today’s fast-paced business world and we want to share our insights with you. Here are three straightforward use cases in financial companies where you can start when exploring RPA.
Accounts Receivable and Payable:
Managing payments to and from vendors involves an immense amount of transactional processing. RPA can automate this process, with the option for human intervention for manual approval above a certain level or when certain thresholds are triggered, all while following tax guidelines.
Financial Closings:
Whether it’s month-end, quarter-end, or year-end closings, there’s a tremendous amount of expenses, receipts, and transactions that need to be properly recorded and entered into the ledgers. RPA can automate this reoccurring task, with the option for escalation for anything that is outside of the norm.
Customer On-boarding:
As your company grows, you’re constantly on-boarding new customers. With RPA, companies can use OCR (optical character recognition) to automatically scan and read handwritten information, convert it into digital bits and bytes, and enter that data across multiple systems throughout your organization.
At Macrosoft, we are dedicated to helping our customers stay ahead of the game by leveraging the power of RPA. Whether you’re in the financial industry or any other industry, we can work with you to determine the best course of action for your organization. Don’t wait any longer to start reaping the benefits of RPA – contact us today to talk to an RPA expert to custom-tailor your process automation venture.
ByJohn Kullmann | Published on February 7th, 2023 | Last updated on August 21st, 2023 | Robotic Process Automation
About the Author
John Kullmann
John is the Director for Special Projects at Macrosoft. In that capacity, he works with new and existing clients to clearly understand their requirements and translate them for the software development teams. John has extensive experience in Six Sigma, Lean Engineering and managing international operations. His background has allowed him to be responsible for ensuring ongoing client satisfaction. John consistently provides excellent customer service, ensuring the highest quality.
John is a frequent speaker at industry events and is the Chairman of the Morris County Chamber of Commerce Tech Talk Forum.
Though John always takes his work very seriously, he does not take himself so serious. Outside of work, John sits on the Board of Directors for Family Nature Summits. Additionally, he plays tennis and enjoys every outdoor activity.
Recent Blogs
Integrating AI for Smarter Decision-Making in Process Automation
Read Blog
Important Factors to Consider Before Hiring Any Salesforce Developer
Read Blog
AI Integration in Enterprise Development: Enhancing Efficiency and Innovation
Read Blog