RP Sanjiv Goenka Group


Account Balance Reconciliation

Using RPA to check balances from client legacy system to reconcile with internal system

Bot Profile



Robotic Process Automation





Cost to Close


Improved productivity
Improved accuracy

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    Problem Statement

    Teams need to manually check old account balances in legacy systems and reconcile with internal systems to manage workflows leading to inefficient, error-prone processes.


    Automation helps check balances eliminating the need for manual processing and increasing workflow accuracy and reporting.

    Tech Specs

    Balances Check CoBot is an assisted bot that uses RPA to check balances on client systems delivering output in desired file format.


    • Leveraging automation to compare balances with internal systems.
    • Enabling operations team to verify balances accurately with automated comparisons and take appropriate actions
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