Valenta’s RPA Solutions Helps Deutsche Leasing Save Critical Hours

The Approach

• Valenta designed and deployed an RPA solution using UiPath to automate data extraction, validation, and entry.
• Conducted thorough User Acceptance Testing (UAT) to refine the bot’s capabilities in real-world scenarios.
• The RPA bot used Adobe Reader and UiPath to extract data from multiple PDF formats and automatically insert it into balance sheets in Excel.
• Three key modules were implemented:

Data Extraction: Captured accounting figures from the input PDF files and organized the data into a tabular format.

Data Cleaning:  Ensured the data was complete, accurate, and consistent after data extraction using advanced parsing algorithms.

Data Insertion: Automated the placement of the extracted data into balance sheets.

• Human validation was integrated to review and correct any anomalies, ensuring high accuracy.
• Feedback loops allowed continuous optimization, such as capturing additional data fields and adjusting for new file formats.
• Exception management procedures were implemented, with a support team handling rare instances of inaccurate data.
• A Smartsheet log system was used to track bot performance and exceptions.
• Regular review meetings post-go-live were scheduled to monitor the bot’s performance and adjust as needed.