Meet XO your
Invoice Assistant

By automating billing, the Collections department is able to spend more time on collections. This reduces manual effort needed for this process and improves cash flows.

01

Bot extracts each invoice to a separate file

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Invoice Separate

02

Bot reads the data that will be matched against the service contract database to determine which invoices will be mailed

Bot RFC
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Openbots Platform Graph

03

Bot reads the service contracts file

Bot Reads The Service
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07

Email is sent to the email addresses found in the service contract file

Specific Emails

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04

Bot matches the invoice data from Step 2 to the data found in step 3

Bot Matches The Invoice

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06

Bot creates email containing collection datat personalized signature, and attached invoice to be paid

Bot Creates Email Containing

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05

Bot produces an execution plan for the matched invoices

Matched Invoices

  • Vendor

    Roth Automation
  • Apps/CRM/System

    Specific Emails
  • Category

    Productivity

  • Complexity

    Simple

  • Industry

    Accounting

 
 
 

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