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Finance & Accounting
(F&A)

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Finance & Accounting

F&A teams face never ending pressure to cut costs, grow revenue and ensure control whilst simultaneously dealing with economic uncertainty, increased regulatory requirements and a multitude of risk.​

Improve the supplier experience, eliminate errors, improve days payable outstanding (DPO) and accelerate financial close.​

Digital Coworkers can automate and streamline tasks that commonly occur in Accounts Payable, such as:

  • New account setup ​
  • Create purchase orders​
  • Capture and process invoices​
  • PO matching ​
  • Shipment delivery receipts​
  • Payment authorization

Improve the Customer experience, speed up invoice processing and reduce days sales outstanding (DSO).

Digital Coworkers can automate and streamline tasks that commonly occur in Accounts Receivable, such as:

  • New Customer account opening
  • Receivables matching
  • Automated dispute resolution
  • Electronic bill presentment and payment
  • Send and receive collection notices
  • Process payments

Improve cash flow, automate reconciliation and improve accuracy of financial reporting.

Digital Coworkers can automate analysis and reporting tasks, such as :

  • Reconciliation and matching
  • Journal entries
  • Credit scoring and monitoring

Digital Coworkers can also:

  • Integrate financial data
  • Perform data analysis
  • Generate reports

Improve cash forecasting, enhance working capital management and support investment opportunities.

Digital Coworkers can automate and streamline data intensive processes that commonly occur in tax & treasury, such as:

  • Monitoring cash flows
  • Coordinate financial information and operations
  • Optimizing cash resources and liquidity
  • Identifying, analyzing and prioritizing risk positions
  • Preparing and submitting tax filings
  • Consolidating bank information

Improve decision making, enhance visibility and better forecast.

Digital Coworkers can enhance and automate key aspects in FP&A that impact planning and budgeting, such as:

  • Data extraction, transformation and analysis
  • Data aggregation and consolidation
  • Financial performance analysis
  • Data gathering for audit
  • Compliance monitoring and reporting
Accounts Payable - Procure to Pay (P2P)

Improve the supplier experience, eliminate errors, improve days payable outstanding (DPO) and accelerate financial close.​

Digital Coworkers can automate and streamline tasks that commonly occur in Accounts Payable, such as:

  • New account setup ​
  • Create purchase orders​
  • Capture and process invoices​
  • PO matching ​
  • Shipment delivery receipts​
  • Payment authorization
Accounts Receivable – Order to Cash (O2C)

Improve the Customer experience, speed up invoice processing and reduce days sales outstanding (DSO).

Digital Coworkers can automate and streamline tasks that commonly occur in Accounts Receivable, such as:

  • New Customer account opening
  • Receivables matching
  • Automated dispute resolution
  • Electronic bill presentment andpayment
  • Send and receive collection notices
  • Process payments
Record to Report (R2R)

Improve cashflow, automate reconciliation andimprove accuracy of financial reporting.

Digital Coworkers can automate analysis and reporting tasks, such as:

  • Reconciliation and matching
  • Journal entries
  • Credit scoring and monitoring

Digital Coworkers can also:

  • Integrate financial data
  • Perform data analysis
  • Generate reports
Tax & Treasury

Improve cash forecasting, enhance working capital management and support investment opportunities.

Digital Coworkers can automate and streamline data intensive processes that commonly occur in tax & treasury, such as:

  • Monitoring cash flows
  • Coordinate financial information and operations
  • Optimizing cash resources and liquidity
  • Identifying, analyzing and prioritizing risk positions
  • Preparing and submitting tax filings
  • Consolidating bank information
  • Complex national and international tax calculations
Financial Planning & Analysis

Improve decision making, enhance visibility and better forecast.

Digital Coworkers can enhance and automate key aspects in FP&A that impact planning and budgeting, such as:

  • Data extraction, transformation, analysis
  • Data aggregation and consolidation
  • Financial performance analysis
  • Data gathering for audit
  • Compliance monitoring and reporting

Machine Intelligence + Human Ingenuity

By bringing together technology, data, machine intelligence & human ingenuity, our Customers realize significant value, fast.

Increase Capacity

Expand your human workforce up to 90% with trained Digital Coworkers. Better manage fluctuating peaks and troughs in demand. Avoid burnout.

Reduce Cost

Process more work, faster, with greater accuracy. No need to build Centres of Excellence or significant internal capability to manage your Digital Workforce.

Rapid ROI

Each Digital Coworker comes pre-trained with knowledge of documents and processes, enabling them to be operational from day 1. Typically driving 250% ROI for our Customers.

Adopt AI Faster

Our AI models and algorithms are configured to work out of the box, built on a deep repository of tagged system and document data. No need for expensive data, IT or infrastructure investments.

Avoid Disruption

Digital Coworkers plug into your existing ways of working, minimizing disruption and risk associated with extensive change programs

Improve Work

Eliminate the mundane, manual part of people’s work that typically slows them down, produces errors and causes burnout.

CUSTOMER SUCCESS

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
WORKING ALONGSIDE LEADING BRANDS

EXPLORE MORE INSURANCE INSIGHTS​

Webinars

Webinar: The Worker of the Future: Enhancing the Employee Experience with Advanced Automation

Listen today for strategies to facilitate a work environment where the worker of the future can thrive.

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Whitepapers

EBook: Using AI & Cognitive Process Automation to Create Value for Millennial Policyholders

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Whitepapers

Whitepaper: Battling Business Uncertainty During the Pandemic

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Blogs

Can you rely on automated underwriting systems to approve loans?

Blogs

5 major benefits of accounting automation

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Let's make work more human, together.
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