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Thoughtful implemented Robotic Process Automation (RPA) to streamline company processes, saving them time, money, and resources. If you don't see your specific use case, don't hesitate to reach out to us. Our team can build a custom bot tailored to your specific requirements for RPA and automation solutions. Just visit our contact page.
XX
837 & 835
837 and 835 are industry standard files used for the electronic submission of healthcare claim and payment information, can bring several benefits to the healthcare industry.
healthcare; claims filing; advancedmd; kareo
AP
AP Approvals
Sends vendor invoices for approval and pays the invoice when approved.
accounting finance; all industries; accounts payable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books; fiserv; ringcentral
Accounts Payable, Approval
AP
AP Discounts
This bot applies credit to a vendor bill when it has been paid within the discount period.
accounting finance; all industries; accounts payable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books
Accounts Payable, Terms, Discounts
AP
AP Document Storage
This bot gets the Vendor Invoice and uploads it to either the Accounting/ERP system or designated cloud folder.
accounting finance; all industries; accounts payable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books
Document Storage, AP Invoice, Accounts Payable, Invoice
AP
AP Invoice Coding
Based on the vendor, this bot codes the invoice to the correct general ledger account.
accounting finance; all industries; accounts payable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books; fiserv
AP Invoice Coding, Accounts Payable Invoice Coding, General Ledger
AP
AP Invoice Data Capture
The bot gathers Vendor invoice data either by using Optical Character Recognition (OCR) or from email, web portal or other predefined source.
accounting finance; all industries; accounts payable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books
Bill Pay, Bill Payments, Vendor Invoice, Voucher
AR
AR Discounts
This bot applies credit to an invoice when the customer has paid within the discount period.
accounting finance; all industries; accounts receivable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books
Accounts Receivable, Discounts, Invoice, AR, A/R
AR
AR Invoice Entry
This bot gets invoice information from Slack Channel and creates a new Customer Invoice in Accounting system.
finance/accounting,all industries,accounts receivable,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books,slack
Accounts Receivable, Customer Invoice, Invoice, AR
AR
AR Journal Entries
At the end of each month, this bot makes the predefined Accounts Receivable Journal Entries.
accounting finance; all industries; accounts receivable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books
Accounts Receivable, Month-End
AR
Account Reconciliation
The bot will reconcile each balance sheet account against source statements.
finance/accounting,all industries,general ledger,accounts receivable,accounts payable,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
Accounting, Account Reconciliation, Reconciliation,Month-end
AS
Activity Statement Audits
Audit activity statements to make sure they are fully complete and uniform.
healthcare; behavioral health; dental; physical therapy; auditing; accupoint; advancedmd; cerner; clinicsource; eclinicalworks; epic; kareo; lumary; medez; meditech expanse; nextgen; qgenda; solutionreach; theralytics; waystar; webaba; webpt; wellsky personal care
Auditing
AF
Appliance & Fixture Tracking
Review and schedule upcoming maintenance and replacements.
real estate; property management; yardi; mri software; appfolio; buildium; onsite; entrata; resman; realpage one site; rent manager
Appliance,Fixture
AP
Application of Patient Responsibility
After Primary and Secondary insurances have been paid, this bot applies any applicable Patient Responsibility.
healthcare; behavioral health; dental; physical therapy; accounts receivable; epic; cerner; webpt; nextgen; qgenda; solutionreach; eclinicalworks; kareo; wellsky personal care; meditech expanse; lumary; accupoint; webaba; clinicsource; advancedmd; medez; theralytics; waystar
Medical Billing, Zero Pay, Zero Payment, Insurance Payments, Patient Responsibility
AL
Assembly Line Automation
Tracking production data, monitoring equipment performance, and managing inventory, making it easier to identify trends and make data-driven decisions.
manufacturing; productivity; operational efficiency; worker safety; sap
BD
Bad Debt Write-Off
At a specific frequency, this bot will make the journal entries to write-off bad debt.
accounting finance; all industries; accounts receivable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books
Accounts Receivable, Bad Debt, Write-Off
BR
Bank Reconciliation
After retrieving the bank statement, compare debits and credits from the bank to the ledger.
accounting finance; all industries; reconciliation; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books
Bank Reconciliation, Sage, ERP, Transaction, Finance, Accounts Receivable, Accounts Payable
BP
Batch Payment Reconciliation
Review all bank deposits and reconcile to individual payments.
real estate; property management; yardi; mri software; appfolio; buildium; onsite; entrata; resman; realpage one site; rent manager; surepayroll; rippling
Batch Payments
BP
Bill Payments
Determines which bills to pay from a data source and pays them on payment website.
accounting finance; all industries; restaurant; hospitality; accounts payable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books; ringcentral; lighthouse payments
Bill Pay, Bill Payments
BR
Booking a Room
Quickly and accurately process bookings, reducing the risk of errors and ensuring customer happiness.
hospitality; customer service; sap; slack
CR
CAM Reconciliation
Automation can provide several advantages for reconciling each tenant's CAM charges.
real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one site,rent manager
CAM, CAM Reconciliation
CC
Candidate Communication
Automation streamlines repetitive tasks, such as sending emails and scheduling interviews, increasing efficiency and saving time for recruiters and HR staff.
human resources; employee management; candidate search; workday
CS
Candidate Screening
As an HR executive, streamlining the initial candidate screening process is crucial for ensuring the success and efficiency of your recruitment efforts.
human resources; candidate search; workday
CP
Case Preparation
This bot locates and prepares case documents.
legal; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books; caseaware; clio; mycase; pacer; smokeball; practice panther
Case Documents, Structured Forms
CS
Case Settlement Disbursement
When a case settles, this bot makes all of the entries both in the Accounting/ERP software and the Case Management software.
legal; accounting finance; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books; clio; caseaware; pacer; practice panther; smokeball; mycase
Reconciliation, IOLTA, Trust, Banking, Disbursement, Settlement
CA
Cash Application
The bot will get payments from multiple sources and post them against invoices.
accounting finance; all industries; accounts receivable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books
Payment Processing, Cash Application, Accounts Receivable
CI
Certificate of Insurance Tracking
Manage the collection, receipt and documentation of vendor certificate of insurance.
real estate; property management; yardi; mri software; appfolio; buildium; onsite; entrata; resman; realpage one site; rent manager
Certificate of Insurance
PP
Charge or Payment Posting
Automation can increase operational efficiency by reducing the time and effort required to manually process charges or payments to patient accounts.
behavioral health; healthcare; medical; physical therapy; eyecare; dental; revenue cycle management; all; epic; medez; meditech expanse; cerner; kareo; nextgen; qgenda
CI
Check-ins & Check-outs
Reducing the need for staff to handle repetitive, high-volume tasks and improve data accuracy.
hospitality; customer service; sap; slack; pdf
CD
Claims Denials
Automation can streamline the process by quickly identifying errors or discrepancies in claims and generating denial letters, reducing the workload for staff.
behavioral health; healthcare; medical; physical therapy; insurance; revenue cycle management; claims filing; accounting; epic; nextgen; medez; meditech expanse; kareo; qgenda; clinicsource; eclinicalworks
CP
Claims Processing
File any claims that were unable to be filed through your EHR system.
healthcare; behavioral health; dental; physical therapy; eyecare; insurance; insurance filing; revenue cycle management; claims filing; accupoint; advancedmd; cerner; clinicsource; eclinicalworks; epic; kareo; lumary; medez; meditech expanse; nextgen; qgenda; solutionreach; theralytics; waystar; webaba; webpt; wellsky personal care
Claims, Primary Claims, Secondary Claims, Primary and Secondary, Health Care, Health Payor, Insurance, Payor, RCM, Revenue Cycle Management
CT
Client Trust Ledger Creation
Daily, this bot creates a separate ledger for each client with funds held in trust.
legal; accounting finance; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books; clio; pacer; mycase; smokeball; practice panther; caseaware
Client Trust, Ledger
CT
Client Trust Ledger Reporting
This bot attaches a Client Trust Ledger Report to every invoice prior to sending it to the client.
legal,finance/accounting,accounting,reconciliation,auditing,case management,law firm management,banking,caseaware,clio,mycase,pacer,practice panther,smokeball,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
Client Trust, Ledger
CC
Clinical Charting
The software can streamline the process of recording patient information, reducing the need for manual data entry and minimizing the risk of errors.
healthcare; record keeping; records management; eclinicalworks; medez; advancedmd; kareo; cerner
CC
Closing Client File Checklist
When a case is closed, this bot performs the closing necessary tasks.
legal; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books; caseaware; clio; mycase; pacer; practice panther; smokeball
Case Management, Case Closing
CO
Collections
This bot executes collections workflow on past due invoices.
accounting finance; all industries; accounts receivable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books
Accounts Receivable, Collections
CC
Commission Calculation
At the end of each month, this bot calculates complex tiered sales commissions.
accounting finance; all industries; accounts receivable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books
Accounts Receivable, Commissions, Payroll
CD
Computer-aided Design
Track design revisions, monitor design performance, and manage design libraries, making it easier to identify trends and make data-driven decisions.
manufacturing; productivity; sap
CC
Conflict Checking of New Clients
This bot performs conflict checking on new clients.
legal,case management,law firm management,caseaware,clio,mycase,pacer,practice panther,smokeball,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
Conflict Checking, New Clients
CR
Contract Renewal Invoicing
Each month the bot will prepare contract renewal invoice.
finance/accounting,all industries,accounts receivable,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
Contract Renewal, Invoice, Contract Management
CR
Contract Renewal Notification
Each month the bot will send contract renewal notification via email.
accounting finance; all industries; accounts receivable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books
Contract Renewal, Contract Management
CT
Correspondence Tracking
The bot is designed to extracting information from an email to a tracking spreadsheet. It send the initial correspondence and follow-up emails until the requested correspondence is received.
all industries; all; microsoft office 365; google sheets
correspondence, tracking
CA
Credit Application
The bot gets the credit application, creates a Dun & Bradstreet report and records the result.
finance/accounting,all industries,accounts receivable,credit & collections,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books,dun bradstreet
Credit, Collections, Accounts Receivable
CB
Credit Bureau Investigation
After retrieving a Dispute letter, the bot,automatically gets information from four credit bureaus and Accounting/ERP system.
legal; accounting finance; all industries; accounts receivable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books
Credit, Collections, Accounts Receivable
CC
Credit Card Fee Trust Account Adjustment
This bot locates and transfers back to the IOLTA account credit card processing fees.
legal,accounting,reconciliation,auditing,case management,law firm management,banking,caseaware,clio,mycase,pacer,practice panther,smokeball,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
IOLTA, Trust Account, Credit Card Processing Fees
CS
Credit Scoring
After retrieving Credit Application and corresponding data, this bot reviews the results and sets the terms in the Accounting/ERP system.
accounting finance; all industries; accounts receivable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books
Credit, Collections, Accounts Receivable
CW
Credit Workflow
This bot cycles through entire Credit workflow and performs tasks based on status in Credit Dashboard.
finance/accounting,all industries,accounts receivable,credit & collections,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books,google sheets
Credit, Collections, Accounts Receivable
CM
Crop Monitoring
Provides real-time and accurate data on crop growth, soil moisture, and other vital parameters, enabling farmers to make informed decisions.
agriculture; agriculture management; farm management; precision agriculture; agrivi; granular; trimble
CI
Customer Intake & Setup
When a new customer fills out their intital form, the bot sets up all of the teams, groups, applications, and processes associated with the new client.
all industries; account management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books
Form Collection, Software Setup, Practice Management, CRM, Pipeline
CS
Customer Statements
At the end of each month, this bot sends statements to customers with any open balances.
finance/accounting,all industries,accounts receivable,credit & collections,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
Accounts Receivable, Collections
DR
Dashboard / Report Generation
Data and Reports will be gathered by the bot and consolidated into a formatted Google Sheet dashboard.
all industries; all; google sheets; microsoft excel; crunchtime
Reporting, Dashboard, Generate Reports.
DE
Data Entry
Automates data entry tasks in any application, software, or system.
accounting finance, all industries, workday, slack, adp, sap
DR
Digital Radiography
The software can streamline the capturing and analyzing of X-ray images, reducing the need for manual data entry and minimizing the risk of errors.
healthcare; medical; patient intake; medical billing; advancedmd; carecloud; cerner; kareo; meditech expanse
DI
E-Discovery
This bot automates the gathering and processing of discovery information.
legal; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books
Discover, E-Discovery
EF
E-Filing Case Update
When there are updates to a case, this bot updates and submits the new version in E-Portals.
legal,case management,law firm management,payroll,human resources,caseaware,clio,mycase,pacer,practice panther,smokeball,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
E-Portal, File, Case
EF
E-Filing Management
This bot files and tracks communication for new cases in E-Portals.
legal; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books
E-Portal, File, Case
ED
EDI Parsing
This bot takes EDI standardized documents and converts them to in-house document format.
accounting finance; all industries; accounts payable; accounts receivable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books
EDI, Electronic Data Interchange
ED
EDI Translation
This bot takes custom in-house documents and converts them to EDI standards.
accounting finance; all industries; accounts payable; accounts receivable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books
EDI, Electronic Data Interchange
EP
Electronic Prescribing
It can also help track patient progress and drive patient medication history, making it easier to identify trends and make data-driven decisions.
healthcare; behavioral health; medical; records management; record keeping; productivity; advancedmd; carecloud; kareo; meditech expanse; cerner
MC
Email Marketing Campaign
Ensures consistency and accuracy of message and brand. Automation also provides valuable insights and data analytics to help companies make informed decisions and optimize their email campaigns.
all industries; account management; customer service; gmail; linkedin; microsoft office 365; slack; pdf
ES
Email Sorting
The software can help to automatically sort and categorize incoming emails, reducing the need for manual sorting and making it easier to find important messages.
all industries; record keeping; account management; records management; microsoft outlook; gmail
ER
Emergency Response
Organizations can securely share emergency data with other providers and efficiently comply with regulations such as HIPAA and other welfare regulations.
government; public safety; gmail; microsoft outlook
EO
Employee Onboarding
Once the hiring process is initiated, the bot send the offer letter and adds the employee into all of the different systems used by the company.
all industries; human resources; payroll; adp; gusto; ultimate software; monday; workday
Onboarding, HRIS, Payroll, Employee Benefits
EM
Energy Management
Track energy usage, monitor energy performance, and manage energy systems, making it easier to identify trends and make data-driven decisions.
manufacturing; real estate; government; operational efficiency; any cloud software
EM
Environmental Monitoring
Track ecological parameters such as air and water quality, temperature, and weather conditions, making it easier to identify trends and make data-driven decisions.
government; productivity; public safety;
ER
Expense Report Processing
The bot gets the expense report data, validates it, and enters it into the Accounting/ERP system.
accounting finance; all industries; accounts payable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books
Expense Validation, Expense Report Approval, Expense Reports, Receipts, Accounts Payable
ER
Expense Report Receipt Recognition
The bot reads the receipt using Optical Character Recognition (OCR) and gathers the data for further use.
finance/accounting,all industries,accounts payable,expense reports,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
Expense Reports,Expenses,Receipts, Accounts Payable
BE
Expense Tracking by Case
This bot gets legal expenses from variouos portals and enters them into Case Management Software.
legal,billing,case management,caseaware,clio,mycase,pacer,practice panther,smokeball,florida lsop,florida eportal filing
Billable Expense, Reimbursable Expense, Court Filing, Expense Tracking
FS
Financial Statement Auditing
This bot prepares the backup reports necessary to audit the Financial Statements and performs preliminary discrepancy report.
finance/accounting,all industries,general ledger,auditing,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
Month-end, Audit, Financial Statements
FF
Flat Fee Payment Reconciliation
This bot checks to make sure that Flat Fee payments are deposited into the correct account.
legal; accounting finance; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books
IOLTA, Trust Account, Flat Fee
GF
Government Form Creation
This bot gets basic information from a spreadsheet, setups up a Box folder and fills out anywhere from 15-75 government forms.
accounting finance; all industries; case management; pdf; microsoft excel; freshbooks; accupoint
Form Filling, Folder, Veteran Affairs, Government
HB
HOA Board Members Reports
Each month, for each association, this Bot will prepare the HOA Financial Reports and distribute to each Board Member.
real estate; property management; yardi; mri software; appfolio; buildium; onsite; entrata; resman; realpage one site; rent manager; microsoft outlook
HOA, Association, Homeowner's Association
HP
Hotel Pricing
Automate hotel pricing to increase efficiency, reduce errors, and improve customer service.
hospitality; customer service; sap; microsoft outlook
IT
IOLTA (Trust) Account Reconciliation
This bot reconciles the IOLTA (Trust) account.
legal; accounting finance; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books
Reconciliation, IOLTA, Trust, Banking
IT
IOLTA (Trust) Account Self-Audit
Monthly, this bot performs a self-audit on the Client Trust bank account.
legal; accounting finance; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books
Audit, IOLTA, Trust, Bank Account
IA
IOLTA Account Interest Transactions
Monthly, this bot records interest on lawyers trust.
legal; accounting finance; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books
Interest on Lawyers Trust, Interest, IOLTA, Trust
IT
Inspection Tracking
Review and schedule upcoming inspections for property managers.
real estate; property management; yardi; mri software; appfolio; buildium; onsite; entrata; resman; realpage one site; rent manager
Inspection
IP
Insurance Payments
Once claims are identified as Paid, the bot will find the EOB/EOP, navigate to the patient record in the EMR system and update the patient ledger.
insurance,healthcare, behavioral health, dental, physical therapy,medical billing,insurance filing,revenue cycle management,therap,always care,compulink advantage,davis vision,eyecare,eyemed,eyequest,march,spectera,superior vision,accupoint,advancedmd,cerner,clinicsource,eclinicalworks,epic,kareo,lumary,medez,meditech expanse,nextgen,qgenda,solutionreach,theralytics,waystar,webaba,webpt,wellsky personal care,carecloud
Medical Billing, Zero Pay, Zero Payment, Insurance Payments, Patient Responsibility
IT
Intercompany Transactions
Based on predefined rules, this bot locates intercompany transactions and makes the journal entries to each company's Accounting/ERP system.
accounting finance; all industries; general ledger; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books
Intercompany, Inter-company, Journal Entries, Month-end
IM
Inventory Management
Automates inventory management processes in any application, software or system.
retail; restaurant; manufacturing; accounting; auditing; microsoft excel; microsoft office 365; microsoft sharepoint; crunchtime; plate iq
IR
Inventory Receiving
After retrieving the Packing Slip data and locating the Purchase Order, the bot receives each quantity, item, and amount on the Packing Slip into the system.
accounting finance; all industries; restaurant; accounts payable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books; crunchtime
Packing Slip, Purchase Order, PO, Receiving, Purchasing, Procurement
IF
Investor Flip Reporting
Each month, for each investor/owner, this Bot will prepare and distribute the Property FLIP Report.
real estate; property management; yardi; mri software; appfolio; buildium; onsite; entrata; resman; realpage one site; rent manager
FLIP
IW
Investor WIP Reporting
Each month, for each investor/owner, this Bot will prepare and distribute the Property WIP Report.
real estate; property management; yardi; mri software; appfolio; buildium; onsite; entrata; resman; realpage one site; rent manager
WIP
IS
Invoice Status Verification
The bot verifies and ingests information from invoices, verify the status of the transaction, and update systems downstream.
accounting finance; all industries; accounts receivable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books; fiserv; lighthouse payments
Invoice, Verification, Status, Accounts Receivable
IN
Invoicing
Grab customer invoice information from any data source and create an invoice in the accounting application.
accounting finance; all industries; accounts receivable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books; lighthouse payments
Invoice, Accounts Receivable
IM
Irrigation Management
The bots can efficiently manage irrigation systems by monitoring soil moisture levels and weather patterns to determine when and how much water is needed.
agriculture; farm management; agriculture management; agrivi; granular; trimble
JB
Job Board Scraping
The bot will scrape multiple job boards and pull out pertinent information for each position (rate, start date, location, etc.) and populate a spreadsheet where it’s organized by Employment Type (full-time, contract, etc.)
human resources; recruiting; recruiting; candidate search; job posting; angel.co; gmail; google sheets; ultimate software
HR, Human Resources, Recruiting, Job Posts, Job Posting
LM
Laboratory Management
It can also help track case progress and order case history, making it easier to identify trends and make data-driven decisions.
healthcare; medical; record keeping; records management; productivity; advancedmd; carecloud; kareo; cerner; meditech expanse
LE
Lawfirm Employee Onboarding Checklist
When an new employee is hired, this bot performs the new hire tasks.
legal,case management,law firm management,payroll,human resources,caseaware,clio,mycase,pacer,practice panther,smokeball,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
Onboarding, HRIS, Payroll, Employee Benefits
LE
Lease Expiration by Month
Each month, for each investor/owner, this Bot will print and distribute the Lease Expiration by Month Report.
real estate; property management; yardi; mri software; appfolio; buildium; onsite; entrata; resman; realpage one site; rent manager
Lease Expiration
LE
Lease Expiration by Property
Each month, for each investor/owner, this Bot will print and distribute the Lease Expiration by Property Report.
real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one site,rent manager
Lease Expiration
LC
Legal Contract Abstraction
This bot reads a contract and prepares a Contract Abstraction.
legal; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books
Contract, Abstraction
LR
Legal Contract Risk Assessment
This bot locates missing signatures or inconsistent data in contracts.
legal; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books
Contracts, Signatures, Amendments
LD
Legal Document Creation
This bot creates standardized agreements, motions, and other legal documents.
legal; accounts receivable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books
Document, Standardization
LD
Legal Document Management
This bot manages and tracks documents from creation to final signature.
legal,case management,law firm management,payroll,human resources,caseaware,clio,mycase,pacer,practice panther,smokeball,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
Document Management
LR
LinkedIn Recruiting
After searching by specific location and criteria, the bot will send templated emails to specific candidates on LinkedIn.
human resources; recruiting; recruiting; candidate search; google sheets; linkedin; ultimate software
HR, Human Resources, Recruiting, LinkedIn
LB
Lock Box Deposit Entry
This bot parses lockbox data and posts it against open accounts.
legal; accounting finance; all industries; accounts receivable; fiserv
Collections, Lockbox, Payments
LA
Logistics Automation
Track inventory levels, warehouse locations, and shipping information, making it easier to identify trends and make data-driven decisions.
all industries; manufacturing; productivity;
LP
Loss Prevention
It can monitor transactions, access logs, and other data to identify suspicious activities and potential threats.
accounting finance; retail; government; records management; account management; banking; all; any cloud software; sap
LP
Loyalty Program Processing
Quickly and accurately process benefits and rewards, eliminating errors and ensuring that customers receive their benefits.
hospitality, customer service, sap
ME
Medicaid Eligibility Verification
Conduct Medicaid eligibility verification for your patient population.
healthcare; behavioral health; dental; physical therapy; government; accounts receivable; epic; cerner; webpt; nextgen; qgenda; solutionreach; eclinicalworks; kareo; wellsky personal care; meditech expanse; lumary; accupoint; webaba; clinicsource; advancedmd; medez; theralytics; sc medicaid; pa medicaid; fl medicaid; ga medicaid; ky medicaid; eyefinity
ABA, EHR, RCM, Invoicing, Patient Eligibility, Medicaid
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PV
Pre-Visit Payment Collection
Automating pre-visit payment collection offers numerous advantages. Automating the billing process can reduce the number of unpaid patient accounts after service delivery, which improves the financial health of the organization. It also provides accurate and transparent cost estimates to patients, empowering them to make informed decisions about their healthcare. Automation streamlines insurance coverage and eligibility identification, and allows patients to conveniently make payments, thus increasing the efficiency of the billing process. Overall, automating pre-visit payment collection can result in better financial stability for the organization, improved patient experience, and decreased administrative costs.
PS
Patient Scheduling
Automating patient scheduling offers several advantages. Firstly, it enhances the patient experience by providing flexible scheduling options, such as online booking or appointment reminders. This helps to reduce wait times and streamline the scheduling process. Secondly, automation optimizes resource utilization, such as doctors and equipment, by scheduling appointments efficiently. This reduces idle time and improves the overall efficiency of the clinic or hospital. Lastly, automation ensures accurate and consistent scheduling by using predefined criteria and rules. This minimizes errors and ensures that appointments are scheduled correctly. In summary, automating patient scheduling can improve patient experience, optimize resource utilization, and reduce administrative costs.
pc
Patient Collections
Automating patient collections can bring several advantages to health companies. Firstly, it can improve patient satisfaction by providing convenient and flexible payment options, such as online bill pay or automatic payments. This can help reduce the financial stress and burden on patients and make the payment process more convenient and efficient. Secondly, automation can increase collection rates and reduce collection costs by streamlining the process and reducing the time and resources required for manual collection efforts. This can improve cash flow and revenue cycle management, ensuring that payments are collected in a timely and efficient manner. Overall, automating patient collections can help companies provide a better patient experience, while improving financial performance and reducing administrative costs.