Automation of new ledger accounts
in Sage Business Cloud Accounting

TLDR

With ElectroNeek Sage built an RPA bot that helped quickly and effectively transfer data from clients’ charts of accounts into Sage Business Cloud Accounting, accelerating the customer onboarding process from several hours to minutes.

Background

A multinational enterprise software company, Sage is the market leader for integrated accounting, payroll, and payment systems. 

Sage has 13,000 employees and serves over three million customers in 23 countries across mainland Europe, Africa, Australia, Asia, and Latin America. In 2018, Sage launched Sage Business Cloud.

Challenges

Sage offers a corporate system called Sage Business Cloud Accounting (SBCA). Onboarding new users into SBCA may require accountants to manually enter data siloed in spreadsheets, scans, and multiple accounting programs, for example when uploading ledger accounts stored in an Excel file. The task was time-consuming and often caused operational inefficiencies, increasing the cost of onboarding or switching to SBCA from other, less robust accounting systems.

Customer onboarding process made 25+ times faster due to automation of new ledger accounts

Using ElectroNeek, Sage built an RPA bot that helped them quickly and effectively onboard their clients’ charts of accounts. The bot cleaned up the default charts of accounts that typically come with new companies’ systems and migrated new ledger account data from an Excel template into the individual ledger account fields in SBCA. This significantly decreased the cost of onboarding or switching to SBCA from other, less robust accounting systems.

Typically, it can take quite a long time if you do that manually, like several hours. With bots, it takes several minutes.

Typically, it can take quite a long time if you do that manually, like several hours. With bots, it takes several minutes.

Rafael Casas, Senior Manager, Sage Accountant Solutions Team

01 A user launches a bot

02 The bot opens the browser window and logins into the system

03 The bot selects the Settings tab

04 The bot opens Chart of Accounts

05 The bot deactivates/cleans up the default Chart of Accounts

06 The bot migrates the relevant new ledger account data from an Excel template into the individual ledger account fields in SBCA

07 The bot confirms that all entries are transferred and finishes the task

Human in the loop:

Upon the completion of automated tasks, an employee launches the bot and verifies the accuracy of data entry.

Results
Among the benefits of automated customer onboarding are:
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15-25x decrease in time migrating data from ledger accounts into SBCA

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Customer onboarding cycle duration reduced by 50%

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Error rate reduced to 0

Plans

Sage has chosen ElectroNeek Robotics as its preferred RPA vendor, offering its clients the opportunity to utilize ElectroNeek solutions on preferred partner terms within the automation of a variety of accounting tasks. Sage plans to implement bots in inventory management and expand the variety of standard use cases in onboarding and account maintenance.

💼 Company
  • Sage

📒 Industry

  • Accounting Software

🌏 Headquarters

  • Newcastle upon Tyne, United Kingdom

🤖 Bots

  • Customer onboarding
  • Chart of Accounts management

💡 Features

  • Spreadsheet automation

🚀 Automated software

  • SBCA
  • Microsoft Excel
  • Microsoft Outlook
Ready to build bots for accounting operations? Get started with ElectroNeek!

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