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RPA Use Case Examples

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Finance & Accounting

HR Services

IT Services

Higher Education

Billing / Invoicing

Payment processing

Cash application


JE support


Fixed Assets

Incentive claims

Closing procedures

A/R follow up & credit analysis


Closing procedures

Incentive claims

Closing procedures

A/R follow up & credit analysis


Closing procedures



Payroll processing

Benefits administration

Time & attendance management

Education and training


Compliance Reporting

Software Installations

Data migrations

Application testing

Server application monitoring

Identity & access management

Security monitoring

Help Desk management

Policy distribution & compliance reporting

Course registration

Enrollment process

Shortlist candidates

Attendance management

Eligibility criteria check

Schedule meetings

Equipment reservations


State reporting

Risk & Controls

Supply Chain

Revenue Cycle

Customer Relationship Management

Quality audits

Compliance audits

Internal audit enablement

Security tracking & monitoring

Technical threat & vulnerability management

Access management

Spend categorization & reporting

New vendor setup

Contract creation & updates

Contract compliance audits

Quote & invoice management

Returns processing

Freight management

Inventory management

Capital equipment requests

New patient appointment requests

Patient pre-arrival and arrival

Claim denials

Credit balances

Medically Unlikely Edits

Billing inquiries

Code changes

Customer setup and master data mgmt.

Password resets

Appointment scheduling

Downloading customer profile to Contact Center employee

Automated Contact Center reporting

Anticipate customer needs and follow up

Pareto ranking of issues

Automating internal reporting of customer inquiries and issues



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