Discover how Yesautomate has helped businesses streamline operations, boost efficiency, and reduce costs with automation
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Every business has its own challenges - and we have enjoyed working closely with our clients to solve them through smart automations. From finance automation to intelligent data workflows, our solutions have made a real difference.
Below are brief snapshots of some of our favorite success stories.
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REPORTING
MIS Preparation from Quickbooks
Our solution accessed Quickbooks Desktop to download financial reports, analysed data, transformed the raw excels to the desired templates and emailed to the management.
DATA ENTRY
Vendor Invoices to ZohoBooks
Our solution with Intelligent OCR read the scanned invoices, extracted relevant information, performed a 3-way match, 28 other validations and uploaded only the validated invoices into the ERP.
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RECONCILIATION
Broker Statement Reconciliation
Our solution accessed 2 different sources of data to download broker statements, validated data using mastersheet, reconciled transactions and balances and prepared a reconciliation summary with exception reporting for the process owner.
DATA ENTRY
New Customer Data into CRM
Our solution accessed the extensive excel sheet with new customer data, logged into the CRM tool, Go-to "Add" and selected New Customer. Once created, start feeding the data into the tool, to eventually generate customer lifecycle with the client.
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REPORTING
Performance Dashboards
Our solution accessed the e-commerce marketplace web-portals to download operational reports, sanitized and combined all the data, and uploaded the data into the source file for smart dashboards in Power BI.
DATA ENTRY
Extracting Data from Scanned Receipts
Our solution accessed the registration receipts from Shared Drive, and with Intelligent OCR extracted relevant information and saved the data in the excel. Conducted a detailed analysis of the data and sent the report to the management.
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RECONCILIATION
PaySlips from Biometric Data
Our solution extracted attendance data from excel biometrics, matched data with employee database, calculated working hours, applied rates and computed salary and eventually prepared Payslips to be imported into Payroll tool - Gusto.
REPORTING
Risk Exposure Report
Our solution downloaded the excel and pdf files from broker institutions portals/emails, extracted the relevant data, performed analysis and prepared a Risk Exposure report for each Fund to be sent to Head of Risk Management.
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DATA ENTRY
Lead data from ChatBOT to LMS
Our solution accessed data uploaded on the website chatbot, converted language into english, performed validations using APIs, and uploaded all data into Lead Management System, to create an application no. for further process.
It's time to write your success story
Let us help you make your automation journey a success. With hundreds of successful projects across various industries, our experts are well-prepared to help you succeed.
