Bank Statement Scanning

The Bank Statement Scanning is a Robotic Process Automation (RPA) solution that converts bank statement PDFs into comprehensive records within M3. By using RPA, Intelligent Document Processing (IDP), and Generative AI (GenAI), this solution enhances accuracy and streamlines the integration of financial data into your system.

These tasks are automated:

• Extraction of data from the bank statement PDF attachments from unread emails.
• Identification of attributes such as bank details, division, and transaction summaries.
• Creation of bank statements in M3 through BOD integration.