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Tax data collection

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Case for Automation

Case for Automation

It can be challenging for employees to obtain tax data from a variety of sources such as invoices, balance sheets, and profit and loss sheets.

Often such information appears in multiple formats, all of which take time to be recognized and processed.

Bot Activities

Extracts data from various sources (PDFs, spreadsheets) using OCR
Sorts data accordingly
Logs into tax software
Switches among systems to reconcile and transfer data

Automated software

MS Excel

Sage

SAP

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