Customer Background

The client is an accounting firm based in the US. It offers financial services to entertainment companies. They were looking to integrate their accounting software within a web application and wanted to automate data reporting with RPA. They also wanted a feature that would allow them to automate report sharing.

  • Industry

    BSFI

  • Technologies

    React Native, UIPath

Challenges

With multiple customers having multiple franchise, the company was overwhelmed with the number of data and reporting that needed to be managed manually. Using multiple databases to manage multi-company accounts as well as multiple branches was challenging when it comes to sharing and consolidating financial information. The company’s consumers were given a certain spend requirements; and for any further financial requirements they had to process a request. Managing such requests was time-consuming and needed too much manual efforts.

  • Time and resource consuming manual processes
  • Lack of tracking financial information
  • Integration with third-party tools
  • Lack of shareability of auto-generated reports

Solution

Softweb Solutions’ team of UIPath developers consulted the company to understand their requirements and various accounting tools that they used. We created a web application and integrated their accounting tools using APIs to provide them with seamless data management. Our client offers automated approval for each request and generates a report in case the spend amount exceeds the requested amount. These reports are easily shareable with the respective franchise as well as with the headquarters of the end-client.

  • The company saved time and gained ability to produce more with minimal efforts
  • They can create thousands of ledger entries in seconds
  • Report generation made easy with API integration
  • With automation, data retrieval and transferring information to the users became ease

Benefits

  • Save time and costs
  • Enhance productivity
  • Data accuracy
  • Real-time integration
  • Data accessibility
  • Automated data reporting with RPA

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