Case 1: Accounting Industry – Automated Financial Reconciliation and Invoice Processing

Challenges Faced

Customer Background

A small-sized accounting firm, serving over 200 SME clients, needs to process a large number of invoices and bank statements monthly

• Need to manually process thousands of invoices each month, with low OCR recognition rates

• The reconciliation process is time-consuming and prone to human errors

• Increasing customer demand for real-time financial reports

Solution

We have built an integrated workflow combining RPA + OCR + accounting software (Xero/QuickBooks).

• Automatically download invoice attachments from Gmail

• Perform OCR recognition and categorise by supplier/customer

• Automatically generate vouchers and sync to Xero

• Fully automate bank statement reconciliation

Results Achieved

• Invoice processing efficiency increased by 80%

• 150+ hours saved in manual work each month

• Error rate reduced to below 1%

• Financial reports delivered within 24 hours

Customer Feedback

“Managing invoices and vouchers used to be time-consuming. Now with one-click OCR recognition and posting, efficiency improved by 70%.”

— Ms Zhang, Accountant,      A CPA Firm

“After automating report generation, we can provide financial analysis to clients much faster, greatly enhancing competitiveness.”

—Ms Li, Partner, A CPA Firm

“With system integration, we import clients’ bank transactions directly into ledgers. Data is more accurate, and error rates dropped significantly.”

— Mr Chen, Client Manager, A small accounting firm

Customer Background

• Multi-platform order synchronisation is slow, easily leading to inventory inconsistencies

• Customer service requires manual updates of logistics tracking numbers, which is time-consuming and labor-intensive

• Financial settlement requires manual aggregation, resulting in low efficiency

Solution

• Automatically fetch order data from various platforms

• Real-time inventory synchronisation to the ERP system

• Automatically generate logistics tracking numbers and send them back to the platforms

• Automated generation of monthly settlement reports.

Results Achieved

• Inventory error rate reduced by 90%

• Manual updates for customer service reduced by 70%

• Order processing time shortened from 2 hours to 15 minutes

• Customer satisfaction improved, and return rate decreased

Customer Feedback

“With automated order processing, our shipping efficiency improved by 40%, and inventory errors are almost zero. Now we can focus more on customer experience.”

— Ms Wong, Operations Manager, An E-commerce Firm

“We used to spend hours on manual reconciliations every day. Now the system handles it automatically with higher accuracy, saving significant manpower costs.”

— Mr Chen, Finance Director, An Mall

“Automation tools helped us quickly sync multi-channel sales data, making campaign analysis more precise and improving ROI significantly.”

— Ms Liu, Marketing Lead, A Retail Firm

Challenges Faced

We have built and deploy the RPA E-commerce Automation Hub which:

Case 3: Healthcare Industry – Electronic Health Records and Automated Insurance Claims Processing

Customer Background

Solution

We have built a healthcare data RPA process which:

• Patient chart entry time reduced by 75%

• Claim form error rate decreased from 15% to <1%

• Healthcare staff have more time to focus on patient care

• Average patient wait time shortened by 30%

• OCR to recognise doctor's handwritten medical records and automatically enter them into the HIS system

• Automatically generate and fill out insurance claim forms

• Synchronise patient visit records in real-time to the EMR (Electronic Medical Records) system

Facing challenges

• Doctors' handwritten medical records need to be manually entered into the system, which is inefficient

• The insurance claim forms are tedious, and manual filling is prone to errors

• Medical staff are tied down by administrative tasks, which affects the patient experience

Customer Feedback

A private clinic, handling hundreds of patient consultations and insurance claims each month.

“Automating patient appointments, payments, and invoices significantly reduced waiting times and improved patient satisfaction.”

— Mr Wang, Director,
A Clinic

“Previously, medical record organisation relied on manual work. Now the system automatically classifies and archives, allowing doctors to find information much faster.”
— Mr Liu, IT Director,
A Hospital

“The automated reimbursement system made integration with insurance companies much smoother, speeding up claims processing by over 50%.”

— Ms Zhou, Finance Supervisor, A Pharmacy

Results Achieved

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