Robotic Process Automation (RPA) Services

Finance and accounts payable bots that handle the rule-based data work consuming your finance team's time, invoice processing, ERP data entry, bank reconciliation, and period-close reporting, moving data between systems without the errors that accumulate during manual re-keying at volume. Invoice processing bot: monitors an email inbox or shared folder for new invoices, invokes an OCR extraction (UiPath Document Understanding or a custom Python extraction service) to pull vendor, amount, line items, and invoice number into structured fields, looks up the corresponding PO in the ERP via UI automation or API, and posts the matched invoice or routes mismatches to the AP team's review queue. ERP posting using UiPath RPA to navigate SAP GUI, Oracle EBS, or legacy ERP screens that expose no API, filling form fields, tabbing through entry screens, and confirming the transaction exactly as a human operator would. Payment processing automation: building the payment batch from approved invoices, exporting in the format your bank's portal requires (BAI2, MT940, or a custom CSV), navigating the bank portal UI to upload and submit, and confirming receipt with a screenshot and timestamp logged to the audit record. Bank reconciliation bot: downloads the daily transaction export from each bank account's portal, matches transactions against open accounting entries in the ERP or accounting software, flags unmatched items, and generates the reconciliation report. See our invoice processing automation page for deeper AP automation coverage.

HR bots that handle the multi-system data entry work that turns a new hire's first week into a coordination project for someone in HR, a typical onboarding process touches 5-8 separate systems and requires the same personal details entered into each one manually. New employee onboarding bot triggered from the HRIS when a hire record is created: the bot reads the new employee's data from the HR system and enters it into each downstream system in sequence, payroll (ADP, Workday, or Sage Payroll), IT provisioning (Active Directory account creation, Microsoft 365 licence assignment, VPN account creation), benefits platform (health insurance enrolment with the correct benefit tier and effective date), and any industry-specific systems (compliance training platform, expense management system, security access control). Offboarding automation: when a termination is recorded in the HRIS, the bot triggers the offboarding checklist, disabling Active Directory and Microsoft 365 accounts, removing VPN access, flagging open expense claims for final processing, and generating the final payroll calculation inputs. Timesheet and leave processing: weekly timesheet validation against contracted hours (flagging missing submissions and over-claimed overtime before payroll processing), leave request routing and approval recording across the HR system and team calendar. Payroll data validation bot: cross-checks payroll inputs against the HRIS before each payroll run, headcount changes, salary adjustments, and new starters matched between systems to catch discrepancies before they become payroll errors.

Customer data extraction and processing bots that eliminate the manual data work keeping your customer-facing teams at their keyboards instead of talking to customers, data entry, status lookups, and cross-system updates that are rule-based enough for a bot but currently assigned to account managers, customer success representatives, or operations staff. Customer data extraction from portals: bots that log into vendor, carrier, or government portals, navigate to the relevant data, extract records into structured format (customer details, order status, compliance data, certificate of insurance), and populate your CRM or database, handling the portal sessions, pagination, and authentication that make manual extraction time-consuming. CRM data entry from external sources: lead data extracted from marketing platforms, event registrations, and web form submissions entered into Salesforce, HubSpot, or your CRM with deduplication logic applied before creation, matching against existing records by email and phone rather than creating duplicates that require manual cleanup later. Order processing and status updates: orders received via email or form submission entered into the OMS, ERP, or fulfillment system; status updates from carrier tracking portals written back to the order record and customer notification sent automatically; confirmation emails generated from a template with the order details populated. Customer onboarding form processing for regulated industries: KYC document submissions extracted, fields validated against the submission form, and the structured data written to the onboarding system while the original documents are archived with the correct naming convention and customer reference.

Reporting and compliance bots that replace the scheduled manual process of extracting data from multiple systems, assembling it in Excel or a report template, formatting the output, and distributing it to the right recipients, a process that consumes 2-6 hours per report across finance, operations, and compliance teams when done manually at weekly or monthly cadence. Report generation bot: logs into each source system at the scheduled time (ERP for financial data, CRM for sales pipeline, WMS for inventory levels, HR system for headcount), extracts the required data via UI automation or API where available, populates the report template (Excel via openpyxl, Word via python-docx, or a PDF template), and distributes the completed report to the configured recipient list via email or uploads to SharePoint or Google Drive. Regulatory filing automation: data collection from the relevant source systems, validation against the filing schema (field formats, mandatory fields, value ranges), assembly into the submission format required by the regulator (XML, CSV, or portal form), and submission via the regulator's portal UI with confirmation screenshot archived to the compliance record. Compliance data aggregation from distributed systems: each subsidiary or business unit's data extracted from its local system, validated for completeness, and consolidated into the group reporting view, the aggregation process that currently requires a coordinator to chase each unit's submission and manually combine the spreadsheets. Audit trail bot for regulated processes: logging each step of a defined process (document received, reviewed, approved, filed) with timestamps and user IDs to a tamper-evident audit log, meeting the documentation requirements for ISO, SOC 2, and financial regulatory frameworks.

Industry-specific RPA built with the compliance requirements and workflow conventions of each vertical built into the bot design, not generic automation adapted to regulated industries after the fact. Healthcare: prior authorisation submission bots that log into payer portals (Availity, Navicure, or payer-specific portals), submit the clinical documentation, check status, and update the practice management system; claims processing bots that submit CMS-1500 and UB-04 claims with correct ICD-10 and CPT codes, monitor clearinghouse status, and post remittance advice back to the billing system. Finance: trade settlement bots for post-trade processing steps that still require portal interactions with exchange or clearinghouse systems; regulatory reporting bots that assemble CCAR, DFAST, or MiFID II reports from the trading system, risk engine, and position data. Insurance: policy issuance bots that move from the agency management system to the carrier portal for each policy type; renewal processing bots that pull renewal lists, generate quote requests, and update the AMS with the received quotes. Logistics: shipment status update bots that poll carrier portals (FedEx, UPS, DHL APIs or portal UI where API is unavailable), extract ETA and exception status, and update the TMS or customer portal. Retail: supplier order processing bots that receive purchase order confirmations from supplier portals, match against the PO in the ERP, and update the expected receipt date and quantity.

Bot type selection based on the actual workflow requirements rather than a default assumption that all automation should be fully unattended, because the right bot type depends on whether human judgment is required at any point in the process. Unattended bots: run on a schedule or triggered by a system event without any human involvement; deployed on a dedicated bot machine or cloud VM (UiPath Orchestrator, Automation Anywhere Control Room, or a scheduled container task); appropriate for high-volume, exception-free processes where the decision logic is entirely rule-based and the required data is available from the source systems. Infrastructure for unattended bots: a Windows Server VM or containerised environment sized for the bot's concurrent workload, connected to the Orchestrator or Control Room for scheduling, monitoring, and log aggregation; exception handling logic that catches unexpected UI states, logs the failure with a screenshot, and routes the failed item to a human review queue rather than silently dropping it. Attended bots: run on the desktop of the employee performing the task, triggered by a hotkey or a trigger event in the application; the bot handles the repetitive data-gathering and form-filling steps while the human retains control for the judgment steps that require discretion. UiPath StudioX for attended automation where a citizen developer in the business team needs to configure the bot themselves; UiPath Studio for complex automation requiring professional developer configuration. Bot monitoring dashboard: execution success rate per bot, exception count per run, average processing time per item, and items currently queued, the operational visibility that confirms the automation is running and catches degradation before it affects downstream processes.