Billing Process Automation - Reconciliation & Dispute Resolution

Billing Process Automation - Reconciliation & Dispute Resolution

Use Case Description

Billing process involves lot of manual steps to collect all data and compare the amount to the usage metrics and \ or the rate negotiated with vendors is a time consuming and error prone task. Below are some of the key steps automated via UiPath bots & products:

1-Leveraging UiPath automation streamlines the overall process reducing manual review time up to 80% and completely take out the possibility of human error.
2- All the billing invoices are logged into the tracking system, OCR through Doc Understanding \ ABBYY and logged as orchestrator queue - “Inbound Bills”.
3- Each queue item is then picked by the bots to compare with the rate chart to identify any discrepancies.
4- Invoices with discrepancies are sorted out and sent to a separate “Dispute Queue” for manual review before a dispute is logged with the vendor.
5- Invoices with no issues are moved a separate queue “Process Payment Queue” to get logged into “Payment Processing Applications” like Salesforce.
6- Once the process is marked complete the final bot will pick up the queue items and submit the data to FTP for archival.

There are 6 stages of this process, it can be further broken down as well to provide isolation and review at various steps to ensure compliance.


Billing Automation.pdf

Other information about the use case

Industry categories for this use case: Compliance, Finance, Operations

Skill level required: Advanced

UiPath Products that were used: UiPath Studio, UiPath Assistant, UiPath Document Understanding, UiPath Orchestrator

Other applications that were used: Salesforce, ABBYY, FTP

Other resources: Orchestrator for RPA Developers (v2019.4)
Document Understanding Tutorial - Processing Invoices

What is the top ROI driver for this use case?: Minimize risk and ensure compliance in operations

1 Like