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Digitize the lending journey

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Enable Account Aggregator (AA) solutions leveraging the power of aggregated data

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Leverage our RPA expertise in building your digital workforce

Streamline banking reconciliation process with RPA bots

Reduce manual efforts of bank statement reconciliation by extracting the data from bank statements and financial documents and feeding into ERP & DMS and highlighting any discrepancies.

Streamline banking reconciliation process with RPA bots

Optimize KYC Process with RPA

Complete the data-intensive KYC process efficiently with minimal errors by simply uploading documents, extracting relevant data and validating it against government portals.

Optimize KYC Process with RPA

Expedite the credit lending process with Intelligent Automation

Extract and analyse relevant data from bank statements to identify credit eligibility of the applicant for faster loan process and approval.

Expedite the credit lending process with Intelligent Automation

Digitize manual tasks involved in data gathering in Insurance underwriting

All the data required to be extracted from the physical documents and third-party sources for first time applicant is tedious. Also extracting data from premium receipts to propose insurance plans for subsequent years become cumbersome. With the help of RPA, this can be automated and can be done in fraction of minutes.

Digitize manual tasks involved in data gathering in Insurance underwriting

Automate MIS reporting needs

Use RPA bots to extract data from ERP and translate and feed to other systems and generate MIS reports.

Automate MIS reporting needs

Improve Customer Support

Use RPA to automate such rule-based processes to respond to numerous requests from application status to balance information in real-time by generating automated responses.

Improve Customer Support

Accomplish the data extraction and data entry tasks in no time

Use RPA bot to automate data extraction from multiple receipts and data entries on insurance portals, helping brokers to create policy proposals.

Accomplish the data extraction and data entry tasks in no time

Reduce operational costs and maximize efficiency for more significant ROI with RPA in logistics

Share exporter information in various formats

Use RPA in logistics to fetch IEC, IEC allotment date, exporter type, IEC status, and date establishment from the Indian Customs EDI system, and create the report in the required format to share the details with dedicated stakeholders.

Share exporter information in various formats

Extract data from Bill of Entry documents to auto-update in ERP systems

Extract 120+ data fields from Bill of Entry document, validate information like HSN from government portals and generate the CSV format report to be filled in respective ERP systems.

Extract data from Bill of Entry documents to auto-update in ERP systems

Estimate freight cost quickly

Save additional cost using RPA to extract details like the exact distance between source and destination, cost of shipments, and the time based on the pin code provided.

Estimate freight cost quickly

Save time and cost by automating the tracking of shipment

Deploy RPA bots in logistics operations to track the shipment information like location and status from the logistic operators.

Save time and cost by automating the tracking of shipment

Automate all the processes in logistics from PO receipt to delivery

End-to-end processes, from comparing order and delivery receipts and sending acknowledgment mails to respective teams to filling details in ERP, can be automated with RPA in logistics.

Automate all the processes in logistics from PO receipt to delivery

Automate manufacturing processes to generate smart insights for better decision making

Automate data extraction from auction bids

Use RPA bots for manufacturing to create standard purchase orders, extraction of data from auction bids that can help in generating contracts.

Automate data extraction from auction bids

Check material availability in real-time

Use RPA for effective and quick reports on materials required for a product, its availability for production, and send notifications in case of shortage or any change in material.

Check material availability in real-time

Get real-time status of cargo within few clicks

Automate shipment tracking with RPA to get information like location and status from the logistic operators and passing it on to respective teams.

Get real-time status of cargo within few clicks

Accurate and quick estimation of freight cost with RPA

Use RPA to fetch the details from the railway freight website and distribute the details to relevant departments and people.

Accurate and quick estimation of freight cost with RPA

Automate inventory management with RPA Bots

Get real-time status of inventory and generate timely reports for the purchasing department to save cost, stock, and space.

Automate inventory management with RPA Bots

Automate manual processes in logistics from PO receipt to delivery

Deploy RPA bots to check items from the warehouse, generate & validate delivery orders, and send acknowledgement mails to respective teams to fill details in ERP.

Automate manual processes in logistics from PO receipt to delivery

Invoice validation, reconciliation & processing in the import lifecycle

Deploy RPA bots to validate invoice details, reconcile the data of received invoices against the custom declaration data, and generate a report in the required format for filling details in ERP.

Invoice validation, reconciliation & processing in the import lifecycle

Streamline ERP processes

Enhance efficiency by deploying RPA bots for creating reports and sending them to necessary departments, processing invoices and checking payment status against agreements, and monitoring inventory.

Streamline ERP processes

Why AutomationWhiz?

Tax Domain Expertise

With an extensive suite of tax technology products and expertise in the tax domain, we understand tax processes deeply. With bots for E-Invoicing, Bill of Entry, 15CA/CB, E-Way Bill, Reverse Integration etc. We can provide end-to-end services for the indirect and direct tax domain automation.

SAP reliant bots

We have a dedicated SAP practice. We know the SAP landscape extensively and our experts can help understand and create bots offering the solutions basis the pain-points of customers. Automate processes related to SAP, be it extracting details, validating it with some other documents or feeding back details to SAP, get easily configurable SAP-based bots.

Manage end-to-end automation needs

  • Our goal is to provide you with a functioning RPA bot to ease your tedious, repeated tasks and free up time to do more high-level things. We are flexible in how you choose to do this – if you already have a subscription /license to an RPA platform or if you need help in choosing which platform is best for you.
  • One can opt for RPA services with the AutomationWhiz platform, which comprises some ready-to-deploy bots and a platform to create customizable bots. With this platform, any customized bot can be created to automate mundane tasks.
  • If you’re already using any other RPA platform, we can help you create bots using that platform

Initiate your Hyperautomation Journey

With complex and disconnected systems, especially in sectors like tax compliance, a connected ecosystem is the need of the hour. An enterprise Robotic Process Automation (RPA) platform with cognitive abilities powered by Artificial Intelligence (AI) and Machine Learning (ML) and a third-party integration will help you enable Hyperautomation journey.

Benefits of AutomationWhiz

Non-invasive in nature

Plug the process gaps without disrupting underlying systems

Accuracy

Performs tasks with accuracy and uniformity – much less prone to errors

Productivity

Faster processing time compared to manual process approaches

Scalability

Plug the process gaps without disrupting underlying systems

Reduced costs

Quick and efficient compared to FTE costs

Reliability

Bots tirelessly work 24/7/365 without interruption

Audit trial

Fully maintained log essential for compliance

Consistency

Identical processes and tasks reduce the output variation

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