RPA solutions for banking, finance, and accounting

RPA solutions for banking, finance, and accounting

We automate repetitive and time-consuming processes with the help of software bots, leaving you more time to take care of your clients and keep your employees happy.

Get in touch

5/5 CLUTCH VETTED:

Clutch 5 star review
What’s RPA? See the video!

RPA solutions for banking, finance, and accounting

We automate repetitive and time-consuming processes with the help of software bots, leaving you more time to take care of your clients and keep your employees happy.

Get in touch
What’s RPA? See the video!

PROVEN RPA DEVELOPMENT PARTNER

We are Official

Read UiPath’s story on how did we help PRGM, a California-based mortgage bank save $2M in just a few months with our Robotic Proces Automation solutions.

Read the full story

We are Official

Read UiPath’s story on how did we help PRGM, a California-based mortgage company, save $2M in just a few months with our Robotic Proces Automation solutions.

Read the full story
What RPA can do for finance & banking?

Unstructured data and document processing

Process enormous amounts of structured and unstructured data such as proofs of identity, proofs of address, tax returns, articles of incorporation, payments, wire instructions or chats, from emails, PDFs, documents, and forms. Move it automatically between CRMs, SAPs and databases you are using.

Insurance, lending, and mortgage operations

Automate your document validation and processing, automate the flow of most crucial data, increase quality control and speed up the processes up to 500%.

Compliance, security and risk management

Ensure compliance with fierce regulatory requirements (FINRA, SEC), automate compliance processes such as KYC or AML and secure the data of your customers.

Customer-facing functions and processes

Automate processes such as the second line of defense for Controls Testing, customer onboarding, Customer Due Diligence or loan processing and provide your clients with faster, more accurate client service.

Insurance, lending, and mortgage operations

Automate your document validation and processing, automate the flow of most crucial data, increase quality control and speed up the processes up to 500%.

Typical banking, financial and accounting processes we automate:

  • Data extraction, processing and migration
  • Mortgage and lending processes

  • Alerts Case management and fraud analysis

  • Anti-money laundering analysts and compliance

  • Credit card processing

  • Are my processes fit for automation?
  • What processes should I automate to achieve the highest ROI?
  • What are the automation standards in my industry?
  • How long does it take? How much does it cost?
  • Invoices and claims processing

  • Monitor and assess credit risk
  • Risk analysis, management and prediction
  • Collection processes

  • Accounts Payable and General Ledgers

  • +75%
    of transactional operations in finance can be automated (McKinsey)
  • 25-50%

    operational cost savings that RPA generates (Capgemini Research)

  • 45%

    of reporting, planning and strategic work can be automated (McKinsey)

Why RPA for finance, banking and accounting?

Learn more about RPA

 

The finance industry is a perfect playground for implementing process automation. Banks, fin-techs and insurance companies worldwide are utilizing Robotic Process Automation to achieve more while spending less.

Smoothed peak workloads

With RPA involved you will never miss a deadline and your revenue stream will be as streamlined as possible.

Decreased operational costs

Cut down your costs and free up financial resources, so you can reinvest and grow your business.

Higher team satisfaction and better client service

Keep your employees away from dull, mundane work and let them focus on tasks that bring value – keeping your customers fully satisfied.

Ensuring compliance and safety

Utilize RPA to monitor your compliance with SAC2 or other crucial industry regulations.

Reducing human errors and improving operational accuracy

Make no room for costly human mistakes (robots never make them and utilise RPA to monitor the correct flow of your data and tasks performability.

All your systems interconnected!

Connect together all your systems, such as CRMs, databases or helpdesk suites to create one, automated productivity machine.

With RPA involved you will never miss a deadline and your revenue stream will be as streamlined as possible.

Cut down your costs and free up financial resources, so you can reinvest and grow your business.

Keep your employees away from dull, mundane work and let them focus on tasks that bring value – keeping your customers fully satisfied.

Utilise RPA to monitor your compliance with SAC2 or other crucial industry regulations.

Make no room for costly human mistakes (robots never make them and utilise RPA to monitor the correct flow of your data and tasks’ performability.

Connect together all your systems, such as CRMs, databases or helpdesk suites to create one, automated productivity machine.

Test RPA – no strings attached!

Not sure if RPA can bring change to your business operations?

Let us build a trial automation of one of your processes, if you don’t like it, you won’t pay a dime!

Request trial automation

Why Flobotics for RPA development?

Why Flobotics for RPA development?

The automation you can afford

Thanks to our competitive rates we can build cost-efficient RPA automations and take maximize your ROI starting from the development phase.

Top RPA consultants

Our battle-proven developers are sourced from the “Big Four” of accounting: PwC, EY, KPMG & Deloitte, and combine extensive technical and business expertise.

We will work with all your apps and systems

Robotic Process Automation is our passion and core competence. We do what we do best – automate medical processes and build unbeatable robots!

Compliance and security

Compliance with ISO, SOC, HIPAA, and all necessary regulations is at the core of our automation.

  • 5/5

    Clutch review based on 20 reviews

  • 350%

    Average ROI increase from a single automation

  • 100+

    Successful RPA implementations

Proven RPA services for finance and banking:

  • I admire their ability to meet and exceed our requirements and expectations.

    They are experts in UiPath automation.

    Peter Gilbert

    CIO at Ayr Farmers Mutual Insurance

  • Their availability was impressive. They worked through the middle of the night during a weekend to get it done for us. This project wouldn’t have been possible without that access.

    It was a large return on investment.

    DClifford

    David Clifford

    CSO of Tectonic Financial

  • Our work with Flobotics helps facilitate the process. It leverages the capabilities of different systems, to make it happen, as no individual system has the capability on its own.
    We’re very satisfied with their work.

    We are very satisfied with their work!

    PRMG

    Brent Williams

    Enterprise Architect at PRMG

Our publications about Robotic Process Automation for finance and banking

Go to blog
Payroll Process Improvement Ideas

Payroll Process Improvement Ideas You Can Implement in 2022

Michal Rejman | 2 May 2022

Looking for payroll process improvement ideas to implement in your company? Here is the list of proven tactics you should consider.

Read the article

How Is RPA Disrupting The Banking And Finance Industry

Filip Nasiadko

Filip Nasiadko | 22 Jan 2022

Read about the top reasons why RPA and banking & finance work together well, where is better to apply automation and learn real use cases.

Read the article

Insurance Claims Processing With RPA: Reasons for Implementation and Use Cases

Bart Teodorczuk | 11 Mar 2022

What ways of optimizing your claims processing have you already considered? See the reasons for automating your processes and look through most popular use cases.

Read the article
Try out RPA for financial and accounting.

Bring Robotic Process Automation to your company.
Let us know what are your needs and challenges and we’ll build a free RPA demo solving one of them.

Request a free automation
Get in touch