• Quality Assurance – Maintaining accuracy and consistency in automated processes.
• Complex Decision-Making – Handling exceptions that require human judgment.
• Continuous Improvement – Refining automation through human feedback.
• Regulatory Compliance – Ensuring adherence to industry standards and legal requirements.
• Ethical Considerations – Preserving fairness, transparency, and accountability.

• Invoice Upload – Manual submission by employees.
• Automated Processing – BOTs extract, validate, and process invoices using straight-through processing (STP).
• Exception Handling – If validation fails, human reviewers step in for manual verification.
• Final Processing – After manual validation, BOTs complete the workflow.
• Real-Time Monitoring – A leadership dashboard provides full visibility into process status and performance.

Reconciliation and reporting automation play pivotal roles in organizational efficiency and accuracy. By automating these processes, businesses reduce human error, save time, and enhance decision-making through real-time data access. Reconciliation automation ensures financial transactions align across accounts, mitigating discrepancies and fraud risks. Meanwhile, automated reporting streamlines data aggregation, analysis, and presentation, empowering stakeholders with timely insights for informed actions. Ultimately, these technologies foster transparency, compliance, and trust within the organization and with external stakeholders, laying a foundation for sustainable growth.

• Data Sourcing – Collecting relevant data from various structured and unstructured sources.
• Data Validation & Massaging – Ensuring data accuracy, consistency, and readiness for processing.
• Report / Message Creation –Transforming validated data into meaningful reports or messages.
• Data Storage & Communication – Storing processed data securely and distributing insights through

Commonly used scenarios

• Bank reconciliation – reconciling balance and transactions
• GST reconciliation – GSTR1, GSTR2B
• TDS (Form 26AS reconciliation)
• Marketplace Recon – Flipkart, Amazon
• Timesheet/ attendance data reconciliation for Payroll
• ESI/ PF contribution recon for contract staff
• Digital payments recon for AR and AP- Wallets & UPI Recon
• Cash Card Reconciliation
• Vendor Invoice – payment -shipment reconciliation
• Stock/inventory reconciliation
• Vendor statement reconciliation
• Time reconciliation for payroll
• Internal / External audit validations
• Operations reports/ Management reports
• External reporting for Customers/ Vendors
• Compliance reports
• Regulatory reports