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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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Featured
Energy & UtilitiesEnergyLink Invoice Reconciliation Automation for a US Oil ProducerTen working days a month of an accountant's time went on downloading reports before reconciliation could even start, and discrepancies in partner invoices surfaced late, if at all. Now a UiPath robot collects the data for about 120 group companies, reconciles the invoices against well data and sends every discrepancy to the team that owns it. One full-time role of manual work is gone.
Energy & UtilitiesIntelligent Automation Program for an Italian Multi-UtilityThe security alert that matters is the one nobody had time to read. A listed Italian multi-utility was checking network alerts, telecom invoices and fuel-card statements by hand, each a place where a threat, an overcharge or a misused card could slip through. From 2020 to 2025 we built and ran a programme of 20+ UiPath robots, owned by a Centre of Excellence inside the company and reviewed quarterly with leadership.
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%.
Everything else
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.
E-commerce OperationsHigh-Volume E-Commerce Reconciliation and Accounting AutomationAt 1,500 orders a month, month-end stops being an accounting task and becomes a throughput problem. Card batches, cash collected by couriers, returns crossing the fiscal year: every extra order meant more manual work, until the month closed late. Now the whole month reconciles and books itself in under two minutes.
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.
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.
EducationAI-Powered Student Admissions Validation for an Italian UniversityTwice a year, four to eight admissions staff spent one to two months checking around 20,000 applications by hand: does the form match the ID, is the photo a proper portrait, is it the same face. Every check missed is a wrong identity in the student record. Now a robot does the checking, around 90-95% of it correctly, and people see only the cases that need judgement.
Professional ServicesKYC and AML Case Management Platform for a UK Compliance PracticeA KYC file is only as good as its weakest step: a director missed in Companies House, a news hit nobody screened, an ID never checked. For a UK compliance practice we built a case management platform from the ground up that walks every case through 13 steps, with registers, screening, ID checks, evidence and QA in one place. It was meant as an internal accelerator; it was later sold as a product.
ManufacturingPower BI Executive Reporting on a Custom ERP for a Fruit ProcessorIn a seasonal fruit business, stock drives every sales and production decision, and the CEO and the board were making those decisions without a clear picture. The custom-built ERP recorded everything, reported almost nothing and came with no documentation. Now leadership reads stock, sales, production and finance in Power BI, on live ERP data, each audience seeing what it should.
Accounting & BookkeepingBank Statement Download AutomationOne missed bank account and the month closes on incomplete data. For this firm that risk came round twice a month: 70+ client companies, three bank portals, every login behind 2FA. Now nobody downloads a statement by hand.
Accounting & BookkeepingClient Onboarding Portal with Dataverse for a UK Accountancy FirmFor a firm that has to verify every new client, onboarding by email is slow, insecure and hard to evidence: passports as attachments, questions lost in threads, staff retyping everything before checks could start. Now clients sign in to a secure portal, submit their details and ID documents once and chat with the staff on their case, and everything lands as structured data in the firm's Dataverse app, where driving licence and public-record checks run.
Retail Customer ServiceEmail Triage and Agent-Assist Automation for a Car Rental CompanyEvery rental extension, cancellation or vehicle swap meant an agent clicking through screen after screen of Salesforce while the customer waited, and every email meant someone reading it just to work out what the customer wanted. We put UiPath robots behind the agents: emails for five request types sorted and actioned automatically, and the same requests on a call handled with one click.
Retail Customer ServiceAutomated In-Flight Wifi Refund Processing for a UK Airline GroupA generic "the wifi was bad, refund me" email should not need a person to read it before the right form goes out, and every one that does is a person not handling the cases that need judgement. We built the flow that takes a free-text complaint to a checked, automatic refund, or to a ticket for the refunds team when something does not add up.
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