Routine automation

Automation hands the system the repetitive tasks that now depend on someone remembering, copying data from one screen to another or checking two reports against each other. Each routine starts at a scheduled time, on an event in the system or when a file arrives, and leaves a record of what it did.

Data from the bank, the ERP and spreadsheets is matched under rules defined with the company, and whatever does not match is set aside for a person to review. Results go to other systems and to government agencies when an API or a digital certificate is available. In a panel, the company sees what ran and what failed and reprocesses a run with no risk of a duplicate entry. If a routine does not run at its scheduled time, the team is alerted.

It applies to processes that are already in a system and repeat under clear rules, such as reconciliations, mailings, billing and filings with government agencies.