The Solution
Through detailed analysis with the client’s team, Valenta quickly identified repetitive tasks within the bookkeeping process that were prime candidates for automation.
The team proceeded to implement a 3-hour bot leveraging UI Path to automate routine transactions for key accounts.
Now instead of a human, a bot accessed applications such as QuickBooks Online, Practice Protect, Bill.Com, and bank portals for transaction reconciliation. This included managing bank transfers, credit card payments, direct expenses, and month-end reconciliations efficiently, significantly enhancing overall efficiency and accuracy.
Consulting