Automating Accounting, Tax, and Finance Processes with Alteryx (APA) and UiPath (RPA)

Accounting, tax, and finance have some of the most data-intensive processes within any company. Revenue, expenses, forecasting, and reporting require numbers from every part of the organization. Getting everything together is difficult. Making sure those numbers are accurate and building reports to communicate them is even more complicated.

Using Alteryx and UiPath together, we have been able to automate tasks, including:

• Compiling data, reports, and files from multiple systems and databases

Benefit: Stop exporting “data dumps” and moving them all over the place.

• Summarizing, pivoting, and transforming data to the format required for virtually any process

Benefit: Remove hours of tedious, repetitive, and error-prone Excel tasks.

• Reconciling and auditing data to ensure the results match the source systems

Benefit: Get out of the Excel VLOOKUP, SUMIF, COUNTIF world.

• Integrating systems to ensure everything is automatically in sync.

Benefit: No more export/import or hand-keying data from one system to another.

• Forecasts, Accruals, and other forward-looking metrics

Benefit: Build forecasts, check your results, and tweak your drivers more quickly.

• Reports, Dashboards, Emails

Benefit: Stop emailing dozens of people manually with Excel pivots and PowerPoints.