Repetitive work
Reporting involved the same Excel steps over and over.
Order-to-Cash Reporting Automation: Finance report scheduling and Excel-based O2C automation
Finance report scheduling and Excel-based O2C automation
We defined reporting workflows and used UiPath to automate debtor follow-up and MAAT reporting, including report generation, scheduling, Excel processing and retries.
The Challenge
What stood in the way.
Debtor follow-up and MAAT reporting used repetitive Excel-heavy processing, with delays and exposure to errors. When reports are built by hand, every manual step is a chance to slip.
Delays
Manual processing slowed reports down.
Error exposure
Hand-built spreadsheets left room for mistakes.
Our Solution
How we answered it.
We defined the reporting workflows and used UiPath for report generation and scheduling, Excel and data manipulation, and retry handling.
- ProblemReports were delayed by manual processing.Our answerWe automated report generation and scheduling with UiPath.
- ProblemExcel-heavy steps were exposed to error.Our answerWe automated the Excel and data manipulation.
- ProblemAutomated runs can hit temporary failures.Our answerWe built in retry handling.
How It Works
The parts that made the difference.
Workflow definition
We mapped the reporting workflows before automating them.
Report generation and scheduling
UiPath generates reports and runs them on a schedule.
Excel and data manipulation
Bots carry out the Excel and data steps.
Retry handling
Failed steps are retried rather than stopping the run.
Results
What changed for the client.
Order-to-cash reporting now runs through scheduled automation instead of manual Excel work.
- Reports generated and scheduled automatically
- Excel processing handled by bots
- Retry handling for failed steps
Technology
What it was built with.
Part of our RPA and workflow automation work.
- UiPath
- Excel
- MAAT reporting tools
Let’s Talk
The next big thing starts with a conversation.
An idea, a challenge, a “what if”. Tell us what you have in mind, and we’ll figure out the next step together.
What happens next
- Share your ideaSend the form or book a call, whichever suits you.
- Discovery callWe talk through your goals, timeline and scope.
- A clear proposalA fixed price or monthly rate before any work begins.
- info@technomous.com
- Phone
- +92 333 0440459
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