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Use case / Automation

Bank Statement Import to ERP

Download bank statements, standardize the files, and import validated transactions into ERP.

Workflow

Typical process.

  1. 01Download statements from bank portals
  2. 02Standardize file formats
  3. 03Validate balances and required fields
  4. 04Import transactions into ERP

Technology

Typical building blocks.

01

RPA platform

02

Bank web portals

03

SAP or other ERP

04

Excel or structured files

Next step

Assess this use case.