About the Client
The client that manages large-scale Account Receivables (AR) reporting and financial data processing. required an automated, scalable, and error-free approach to handle high volumes of data ingestion and processing between various systems, including SFTP, AWS, and NetSuite.
Business Challenge
The client faced significant challenges in managing Account Receivables (AR) reporting and data ingestion due to:
- Manual Data Processing: Reliance on manual processes led to delays, inefficiencies, and a high error rate.
- Scalability Issues: Growing data volume increased processing time, impacting decision-making.
- Lack of System Integration: Disparate data sources, including SFTP servers, cloud platforms and financial platforms like NetSuite, created bottlenecks.
Services Offered
RT Global provided a Robotic Process Automation (RPA) solution to streamline the client’s financial and data ingestion workflows, including:
- Automated Account Receivables Reporting: Designed and deployed RPA bots to process and generate AR reports with zero manual intervention.
- SFTP to AWS Data Ingestion Automation: Built RPA-driven workflows to extract, validate, and load financial data from SFTP servers into AWS for real-time availability.
- NetSuite Data Integration: Developed bots to ingest AR files into NetSuite, ensuring accurate and timely financial reconciliation.
Our Approach / How RT Global Helped
RT Global executed a structured four-phase automation approach:
- Process Discovery & Solution Designing:
- Mapped the existing AR reporting and data ingestion workflows.
- Identified inefficiencies and opportunities for automation.
- RPA Development & Integration:
- Built intelligent RPA bots for extracting, validating, and processing financial data.
- Established seamless integration between SFTP to AWS, and AR file to NetSuite.
- Testing & Optimization:
- Conducted end-to-end testing to ensure data accuracy and process stability.
- Optimized workflows for faster execution and minimal resource usage.
- Deployment & Training:
- Deployed RPA bots across the client’s financial operations.
- Provided training and support to ensure smooth adoption and ongoing maintenance.
Results & Outcomes
The RPA-driven automation solutions provided by RT Global delivered significant business improvements, including:
- 95% Reduction in Processing Time: Automated AR reporting and data ingestion reduced turnaround times drastically.
- Elimination of Manual Errors: RPA ensured 100% accuracy in data extraction and processing.
- Seamless Integration: Real-time data availability across SFTP, AWS, and NetSuite improved financial reporting and decision-making.
RT Global empowered the client to streamline financial operations, enhance efficiency, and drive digital transformation through Robotic Process Automation (RPA).
