RPA, Process & CX Automation
Streamline Operations with Enterprise-Ready Automation
Transform your business processes with best-of-breed automation solutions. Reduce costs, eliminate errors, and free your team to focus on strategic initiatives.
Services
Automation capabilities.
RPA Development
Agentic Automation
Process Discovery & Mining
Customer Experience (CX) Automation
Automation & Application Testing
Financial services
Financial Data Reconciliation
Bank and general-ledger data matched with rule-based exception handling and audit-ready output.
ManufacturingERP Report Automation
SAP report generation, dashboard refresh, and stakeholder distribution.
Payment processingFinancial Payment Automation
SAP and banking workflows connected with approval and validation steps.
BankingAccount Management Automation
Legacy account termination work automated across HR and access systems.
Tax and complianceTax Reporting Automation
Tax report creation and government portal preparation automated across recurring cycles.
Data processingHigh-Volume Data Validation
Identity checks, portal validation, and recurring data-entry work handled at scale.
RPA
Order Management Automation
Capture sales orders, validate required fields, update ERP records, and return order status.
RPABank Statement Import to ERP
Download bank statements, standardize the files, and import validated transactions into ERP.
RPAInvoice Processing
Capture invoices, validate supplier and tax data, and route exceptions before ERP posting.
RPACustomer Onboarding Automation
Validate onboarding documents and create consistent records across customer systems.
CX automationCredit Card Collections Automation
Prioritize eligible accounts, conduct approved outreach, capture promises to pay, and hand off hardship or dispute cases.
CX automationMarketing and Outreach Automation
Run segmented outreach, qualify responses, route high-intent contacts, and keep campaign records current.
CX automationCustomer Service Triage
Resolve routine requests with account context and route complex cases to the right team with the conversation attached.
CX automationReminders and Follow-up
Send timely appointment, renewal, or service reminders and direct responses to the appropriate next step.
Agentic automationRFx Co-pilot
Assist RFx drafting, comparison, routing, and human review.
Agentic automationDocument Review
Extract, compare, and route document findings with human review checkpoints.
Agentic automationThree-Way Matching and AP Processing
Compare purchase orders, receipts, and invoices before routing approved items for processing.
Agentic automationLoan Origination Quality Assurance
Review loan-origination files against policy and QA checks before accountable sign-off.
Data & BIMulti-Portal Data Integration
Combine recurring downloads from several web portals into one governed reporting dataset.
AI securityAI-Assisted SOC Automation
Enrich alerts, summarize incidents, prepare response actions, and retain analyst approval for consequential steps.
Technology stack
Technologies We Build On
RPA platforms
- UiPath Business Automation Platform
- SAP Build Process Automation
- Microsoft Power Automate
- Automation Anywhere
Orchestration and integration
- UiPath Integration Service & Maestro
- Workato
- APIs and enterprise workflow services
Agentic automation
- AI agents
- Document intelligence
- Human approval workflows
- RPA and agent orchestration
CX automation
- SimplAI
- Kore.ai
- Voice, WhatsApp, SMS, and web chat
- CRM and contact-center integrations
Next step