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Custom Accounting Bots

Accounting Reinvented: Custom Bots for Smarter Finances

Why Accounting Firms Need Custom AI Accounting Bots?

Robotic automation powered by AI has the potential to significantly streamline and automate repetitive accounting tasks, providing numerous benefits to accounting firms. Recognizing these advantages, accounting firms have increasingly embraced the use of this technology in various departments within their organizations.

Our team of accounting robot software experts specializes in creating AI powered customized bots tailored to the specific needs of your organization. We have already developed bots for several areas, and we are capable of developing bots for additional departments as well.

Here are some basic reasons why accounting firms need custom accounting bots:

  • Efficiency and time savings
  • Reduced human errors
  • Improved compliance
  • Enhanced data analysis
  • Scalability and flexibility
  • Cost savings
  • Streamlined processes
  • Real-time reporting
  • Improved client service
  • Competitive advantage

Here are a few more reasons to convince you to consider custom accounting bots:

  • Enhanced cybersecurity
  • Improved audit trail
  • Increased employee satisfaction
  • Advanced anomaly detection
  • Strategic forecasting and predictive analytics
  • Seamless integration with existing systems
  • Improved data quality and integrity
  • Increased compliance agility
  • Enhanced collaboration and teamwork
  • Better resource allocation

Custom Accounting Bots

Integra Custom Accounting Bots

Don't miss out on the benefits of automation – contact us now and stay ahead of the competition!

What Our Bots Can Do?

Integra can help you get the custom AI bot based on your accounting firm’s requirements. Here are some tasks bots can do:

Bookkeeping AI bot

  • Record daily transactions in QuickBooks, Xero or other accounting software
  • Appropriately classify the transactions
  • Reconcile bank and credit card statements
  • Post general ledger entries
  • Automate download of bank/credit card statements for bookkeeping
  • Organize and save documents in the correct folders

Accounts receivables AI robot

  • Read email requests
  • Create and send invoices/notices by email
  • Process A/R payments
  • Credit checks and approvals
  • Customer database maintenance

Accounts payable automation

  • Read incoming email and separate emails with invoices
  • Read invoice information using computer vision OCR technology
  • Enter invoices into accounting software
  • Enter GL codes for each line items
  • Two way and three way matching
  • Automating invoice workflow and approvals
  • Vendor payment list preparation
  • Set up and maintain supplier information
  • Expense and travel payments and processing
  • Purchase order processing

Operational finance and accounting AI bots

  • Download detailed monthly sales data
  • Calculate commissions
  • Calculate and process rebates
  • Posting details to general ledger
  • Flexible pricing based on contracts and pre-approved lists for standard journal entries bots.
  • Perform validation
  • Create monthly journal entries by receiving templates from different business users
  • Post to accounting systems

Payroll automation

  • Maintain attendance records and reminders
  • Add new staff and remove staff who have quit
  • Data entry from timesheets
  • Enter travel, benefits, commission and similar information
  • Validation and reconciliation of payroll
  • Prepare payment checks for approval
  • Check and identify error prior to processing
  • Salary reviews
  • Statutory tax reporting

Other custom accounting robots

  • Custom reports
  • Compile data from multiple reports to generate customized reports
  • Do data analysis of accounting information
  • Client onboarding
  • Intercompany transfers and reconciliation
  • Calculate commissions
  • Calculate and process rebates
  • Posting details to general ledger
  • Perform validation
  • Create monthly journal entries by receiving templates from different business users
  • Post to accounting systems
  • Review information and resolve discrepancies
  • Prepare management reports and presentations for financial review
  • Financial close
  • Data management
  • Other custom robots specific to your requirements

With Integra, you can unleash the power of customized AI-powered bots with tailored solutions for your firm’s unique needs.

Call Us

Prefer to talk?

Call now to speak with our friendly consultants. You can explain your requirements and get a quick quote.

Why Integra?

Explore the benefits of automation with Integra.

  • Industry Expertise: With over two decades of experience in outsourced accounting services, we possess a deep understanding of accounting industry language and requirements.
  • Intelligent Automation Skills: Our combination of hands-on accounting industry experience and expertise in intelligent AI automation makes us the perfect partner for your automation needs.
  • Efficient Development and Deployment: Leveraging our extensive experience with major accounting software, we can develop and deploy your AI accounting robotic automation solution faster than other companies.
  • End-to-End Solution: We offer a comprehensive solution that includes process assessment, strategy planning, automation design, implementation, and ongoing support.
  • Commitment to Intelligent Automation: Our focus on "Intelligent automation" encompasses expertise in accounting, finance, and payroll RPA design and implementation.
  • Proof of Concept: We analyze your firm's processes and swiftly develop a proof of concept, allowing you to understand the value and potential of the RPA solution before implementation.
  • Speed to Market: By partnering with us, you can improve your speed to market and gain a competitive edge in the industry.
  • Stay Ahead of Competitors: Our expertise in accounting automation helps you stay ahead of your competitors by streamlining processes and enhancing efficiency.

Here’s what our clients have to say!

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The custom accounting AI bot developed by Integra has provided us with a competitive edge in the industry. It automates client onboarding, data entry, and reporting, allowing us to deliver faster and more accurate services. Our clients are delighted with the efficiency and professionalism we now offer.

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The custom accounting AI bot developed by Integra has transformed our expense management. It automates the capture and categorization of expenses, ensuring accuracy and saving us hours of manual work. It has greatly improved our financial control and visibility.

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Working with Integra to create a custom accounting AI bot was a seamless process. Their team of experts guided us through every step, from initial consultation to implementation. The bot has transformed our payroll processing, reducing errors and saving us significant time and effort.

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