Spinner
National Auto Care

Helped client automate their monthly process of maintaining general ledger in NetSuite using UiPath. The automated process includes downloading the Commission statement, entering it into NetSuite system, and sending it out to NAC team with commission statement file.

Outcome

  • This solution is completely built on UiPath platform.
  • Reduced human efforts and error.
  • Streamlined business process.
  • The automated process includes:
    • Download and extract commission statement: Getting the Commission Statement from various administrator's web portals or email, storing the same at specified location and extracting the statements.
    • Create Invoice in NetSuite: Inserting the Commission Statements into NetSuite, print out NetSuite Invoice and storing the same.
    • Once the robot completes the process, robots sends out email to NAC Team with details.

Overview

Industries

Financial Services
Financial Services

Capabilities

Managed (Automation) COE
Managed (Automation) COE

Scope of service

Requirement Gathering
Requirement Gathering
Development
Development
Testing
Testing
Go-Live activities
Go-Live activities
Production Support
Production Support

Technology

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