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Auditing bank rules

Case for Automation

Cloud accounting programs enable users to quickly and easily create rules to automatically categorize bank transactions. These rules are the cornerstone of efficient bookkeeping work, but they are not standardized across different accounting files. The ability of any user to add or modify an existing bank rule can result in the incorrect categorization of activity.

Bot Activities
  • Logs into each accounting file
  • Extracts a list of bank rules in a standardized format
  • Assesses changes to bank rules from previous export
  • Assesses differences in bank rules across different accounting files
  • Creates report showing updates and conflicts between files
  
Automated software

QuickBooks Desktop

QuickBooks Online

Xero

See other Bots
🚀 Author
  • Realize
📒 Bot Category
  • Finance and Accounting
💡 Tags
Related Blog Post
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26th June 2020
RPA in Banking: 4 Use Cases and 4 Key Concerns
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