RPA in finance: 10 processes to automate first

After more than 300 automated processes, the pattern is clear: the fastest payback comes from tasks that are frequent, rule-based and done in the same systems every time. Finance and administration are full of them.

These are the ten we automate most often, and where most customers see a return within three to six months.

1. Purchase order to invoice matching

A robot reads each incoming invoice, finds the matching purchase order and goods receipt, and checks amounts, quantities and VAT. Only the exceptions reach a person.

2. Invoice posting

Once matched, the robot posts the invoice in the ERP system with the right account and cost centre, and attaches the document.

3. Payroll reconciliation, including e-Indkomst

The robot compares payroll with what was reported to e-Indkomst and flags differences before they become a problem.

4. Tax card downloads

Downloading tax cards into payroll systems such as Lessor is repetitive and time-critical. A robot does it on schedule.

5. Time registration checks

Robots collect time registrations, check them against rules and remind people who are missing hours.

6. Vacation day checks

Balances are compared across HR and payroll systems so that what employees see is what the books say.

7. NemRefusion submissions

Sickness and maternity refunds are prepared and submitted automatically, so no refund is lost to a missed deadline.

8. Dunning and collections

Overdue invoices are found, reminders sent and escalations created, following your rules for each customer type.

9. Credit checks

New customers are checked against external registers before an order is approved.

10. Tax data gathering

Data for tax reporting is pulled from several systems into one validated set, with a full audit trail.

How to start

Pick one process with high volume and clear rules, run a pilot and measure the hours saved. Then scale step by step. Run your robots with SmartBoard and every robot’s KPIs and exceptions are visible in real time. Want to know which process to start with? Book a call.