Automation of all accounting related processes. With the ability for multiple sets of accounts to be managed within the same automation. I have a preferred solution that is Google Sheets > Microsoft Document Intelligence> Power Automate > Power BI.
If you have a cheaper alternative to Power Automate please feel free to suggest.
I am looking for an RPA service provider who can assist me with various tasks in the accounting field. Specifically, I require assistance with automating the following accounting sheets(see below), and the digitalization of physical invoices using OCR to be used for data entry purposes:
General Ledger
Income Statement (Profit and Loss)
Balance Sheet
Cash Flow Statement
Accounts Receivable (AR)
Accounts Payable (AP)
Expense Tracker
Bank Reconciliation
Budget vs. Actuals
The volume of data to be handled by the RPA service is dependent on each company but is expected to be relatively low as they are small and medium enterprises.
Ideal Skills and Experience:
- Proficiency in RPA software (specifically Power automate)
- Experience with data entry and data reconciliation in the accounting field
- Knowledge of invoice and payment processing
- Ability to generate financial reports
If you have expertise in these areas and can provide efficient and accurate RPA services, please reach out to discuss further details.
