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Partner With a little help from our friends

Our Process and technology experts are here to help

Training & Coaching

Much like a new hire, your Digital Coworker will be trained to understand your documents, systems, data, workflow, business logic and exception handling.

Your human workers will also be trained on coaching, interacting and managing your new Digital Coworker

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Managed Services

Once your new Digital Coworker is up and running we can enhance its capabilities through a range of extended services – such as clearinghouse services, document scoring & QA services, reporting & management - to name a few.

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Claire offers an estimated Human Equivalent of 2 to 3 fully-loaded people

Key Responsibilities

  • Assisting with the compilation of operating budgets, financial statements and reports
  • Processing requisition and other business forms, checking account balances and approving purchases
  • Managing account records, issuing invoices and handling payments
  • Notifying internal departments around any accounting discrepancies
  • Analyzing financial data and assisting with audits, reviews and tax preparations
  • Updating financial spreadsheets and reports with the latest available data
  • Ensuring compliance with policies and procedures
  • Providing assistance with payroll administration
  • Keeping records and maintaining key financial processes

Key Skills

  • Extensive knowledge of accounting standards, fiscal procedures and applicable tax codes
  • Exceptional attention to detail
  • Great analytical and problem-solving abilities
  • Superb organizational and time-management skills
  • Critical understanding of financial processes

System Knowledge

  • Quickbooks
  • Oracle
  • SAP
  • Netsuite
  • Waystar
  • CubHub
  • PracticeEHR
  • Microsoft Excel, Word, Outlook
  • Availity
  • Provider Portals
  • ... Your own systems

Document Knowledge

  • Invoices
  • Individual and corporate tax filing documents
  • S Corp filings
  • EOBs (Explanation of Benefits or Remittance Advices)
  • Accounts receivable documents
  • Emails
  • ... Your custom documents


Never pay overtime

No benefits or 401k

Reduce reliance on temp staff

No relocation or migration costs

No sick days

No workers comp


Our Customers see Digital Coworkers as important members of their team

$1.3m Capacity Improvement

Delivered for a leading Global Services firm.

1,250% Return on Investment

Delivered for a multinational Financial Services Company.

99% Straight Through Processing

Delivered for a Fortune 500 Insurance Carrier.

“The Digital Coworkers Roots Automation provides work in conjunction with our Team to optimize our medical claims process. By leveraging these bots, it provides the simplicity and scalability necessary to deliver best-in-class productivity to our clients. Additionally, we value the insights from the Roots Automation Team about our processes, of which, we integrate into our continuous improvement plans for our business practices in order to provide industry leading solutions.”
Kevin Mahoney
President & COO, Carisk Partners
“Everything happened fast, our digital coworker ‘Roxy’ was trained and ready on time as promised! The team at Roots Automation have been a pleasure to work with! They’ve anticipated our questions and respond quickly to our asks and changes.”
Lea Lundquist
VP, Claims Administration, Protective Insurance
“We appreciate all of Roots Automation's efforts to automate a challenging initiative with 500,000+ transaction requests annually. Our internal Center of Excellence was able to get to production faster and more cost-effectively than what we originally planned.”
David Emmer
CIO, Anchin, Block & Anchin LLP
We appreciate all of Roots Automation's efforts to automate a challenging initiative with 500,000+ transaction requests annually. Our internal Center of Excellence was able to get to production faster and more cost-effectively than what we originally planned.
Fortune 250 Life Insurance Carrier
Automation Leader
Insurance companies have a desperate need to automate many business processes for efficiency, but current solutions are limited to rule-based tasks and aren’t insurance industry-specific, limiting their potential, Digital Coworkers lessen our stress over finding and retaining talent, and unburden our teams so they can focus on more impactful work. Roots Automation’s unique approach to automation has improved our employee retention while offering superior economics and enhanced customer experience.
Cathy Carr
VP of Insurance Support Services, Berkshire Hathaway Guard President


Let's make work more human, together.
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