ElectroNeek Bot Library

Sage

Case for Automation

Sage is accounting software that supports business owners in accounting process automation.

Sage’s platform allows organizations to track all of their financial operations, helping them forecast cash flow, invoice, and payment management; reduce manual data entry; and build clear reports from the cloud and mobile devices.

Further automating operations within Sage modules frees up accountants’ time for analytical tasks and reduces inefficiencies in their daily routine.

Bot Activities
  • Automates accounts receivable and payable processing among multiple sources
  • Automates customer onboarding within Chart of Accounts in SBCA from a custom Excel spreadsheet
  • Executes data entry and exports data within Sage invoicing processes
  • Collects and consolidates transactions for further reconciliation 
  • Automates pre-payment validation and reconciliation
  • Sends email/messenger notifications of pre-payment exceptions to relevant managers
  • Checks for and detects duplicate payments
  • Sets triggers for invoice generation based on sales orders
  • Extracts purchase order details from system
  • Forms and exports relevant financial reports from Sage system and emails them to stakeholders
  • Sends payment reminders based on Sage data
Automated software

MS Excel

MS Outlook

Sage

🚀 Author
  • Electroneek
📒 Bot Category
  • Software Automation
💡 Tags
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