Financial Robotic Process Automation

RPA in Finance

Robotic Process Automation (RPA) is the software solution that allows financial institutions to automate processes by driving user interfaces as a human would do. Through automating at the user level, you can leverage the benefits of automation without the cost and investment of integrating at a system or program level.

Many financial data jobs can be repetitive or mundane. For example, in banking or accounting organisations, combining excel spreadsheet data sets for reporting or consolidation purposes, is work that can be achieved using software robots. We are not talking here about a utopian society run by shiny metallic robots, but software aligning with user processes to record and playback actions to robotise business processes.

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Deus Ex Machina

Employing software robots can be seen as divine intervention to a business problem of how to free up employee resources. I.e. re-tasking workloads so that they can concentrate on more rewarding, and ultimately more profitable fee-earning enterprises.

Similar to engineering robots which have transformed manufacturing industries. Software robots used in RPA offer many advantages over human workers performing repetitive tasks.

  • Combining data from multiple Microsoft Excel Spreadsheets
  • Account reconciliations against information stored in databases
  • Picking up file drops into folders and processing file information for reporting
  • Invoice matching against purchase orders using OCR (Optical Character Recognition)
  • Payment processing via Payspan and Excel
  • Cross-department administration functions for HR joiners/leavers

Cost Saving

No integration or development costs. User level surface automation = user friendly robotics.

Control & Audit

Records of robotic actions stored & captured. Governance oversight of business process.

Flexible Licensing

Pay for what you use flexible pricing means that you control the costs of your virtual workforce.

Recent Case Studies

How T-Plan Helped a Defence Organisation Automate Testing for a Critical COVID-19 App

At T-Plan, we work with organisations that require precision, security, and efficiency in their software testing. One of our recent clients—a leading defence sector organisation—needed a robust automation solution to support the development of a critical COVID-19 application. This application was designed to manage and distribute public health information, requiring seamless cross-platform performance across iOS,

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NHS – Robotic Process Automation (RPA) Healthcare Case Study

Case Study Automating Nurse Rostering in the NHS The NHS faced significant challenges in automating their nurse rostering process due to the diverse range of legacy and new systems used across both front and back office operations.  It’s common in large organisations that systems differ in versions of Windows or browsers, making successful automation at

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German Telco – Robotic Process Automation (RPA) Telecommunications Case Study

Case Study Account Automation for the Telco Industry Call Centre Automation for the Telecommunications Market. Market Telecommunications / Telecoms The Challenge Creation of accounts in multi-systems by call centre agents. Solution Robotic automation of the creation, update & disabling of accounts. Delivering Automated Call Centre Processes Each time external call centre agents are hired to

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  • No code access required
  • Visual UI testing tool
  • iOS and Mac compatible
  • All platforms supported
  • Mimics real time user experience
  • Record and playback function
  • Award winning support