The library
Case studies & publications
Everything we have shipped and everything we have written about shipping it, in one place. Filter by what you run, what you own, or what kind of thing you want to read.
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Retail & E-commerceSAP and Esker Invoice Integration for a Luxury Fashion HouseEvery intercompany invoice had to be registered twice, posted in SAP and linked in Esker, with an accountant copying dates, numbers and amounts between the two for every invoice from seven sister companies. We built a UiPath robot that matches the invoices across both platforms, posts them in SAP and links them back in Esker, designed to cut processing time by 80%.
Accounting & BookkeepingAI Invoice Processing AutomationEvery re-keyed invoice field is an error waiting for the closing. One scanned batch could hold 200 mixed documents, each split, read and typed in by hand. Now the batch lands in the accounting system already split, read and posted, and 97% of it needs no correction.
Accounting & BookkeepingMulti-Channel Payment Reconciliation and Accounting Import AutomationCard, PayPal, bank wire and two crypto channels, each settling in batches days later and hopping through intermediary accounts. Every month an accountant lost 3-4 days working out which order sat inside which deposit, and one mismatch meant unpicking the whole month. Now the month reconciles itself and lands in the accounting software as a ready import file.
Everything else
Accounting & BookkeepingBank Reconciliation AutomationA payment registered twice, or an invoice left open weeks after it was paid: that is what line-by-line manual reconciliation produces at month-end. Now about 90% of bank transactions reconcile and post themselves, and accountants only see the lines that need judgement.
Accounting & BookkeepingRPA Bank Statement Processing AutomationWhen the accounting system has no import and barely any export, every bank line is typed by hand, for clients who cannot afford a single wrong entry. Their data cannot leave the building, so cloud AI is not an option either. We automated it anyway, entirely on premise.
Supply Chain ManagementShipping Document Processing with UiPath for an Industrial DistributorA missing signature or bill of materials meant paying for goods nobody had confirmed, and every shipment's paperwork arrived as one scanned PDF of five or six documents in no fixed order. Now a UiPath robot splits each batch, checks every document and signature, and puts the data into Infor, with people stepping in only to fill the gaps.
InsuranceHail Claim Payment Automation for an Italian InsurerOne mistyped IBAN sends a claim payment to the wrong person, and after a hailstorm there are thousands of payments to key. We built a UiPath robot that reads the settlement document, runs four controls, keys the bank transfer itself and reports every payment and every refusal to the claims team.
EducationFinance Automation Strategy for an Independent SchoolA London school and nursery ran its entire finance function through one bursar, and the bursar was leaving. Every invoice, direct debit, bank line and supplier bill passed through one person's hands and one person's memory. We mapped every process, designed the automation that connects their systems, and gave the directors a plan for month-end to survive the resignation letter.
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