CoBot

Account Balance Reconciliation

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

Bot Profile

Efficiency

Complexity

Robotic Process Automation

Technology

Outcomes

Accuracy

Productivity

Cost to Close

Benefits

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.

Solution

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.

Expertise

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

Resource Type