AI INVOICE PROCESSING

Calvetti Ferguson, a leading accounting and advisory company, faced challenges in their tax filing & account assurance processes. Manual tasks were time-consuming, error-prone, and hindered overall efficiency. The business team wanted to reduce the need to increase FTE to scale up operations on demand by creating virtual assistant for the identified personas.

• qBotica’s solution helped to put in place a continuous discovery approach to build a Persona based skill discovery using UiPath Task mining and document understanding in Automation hub.

• Created multiple task mining projects to identify automation candidates to add new skills to the virtual assistant for Tax and Assurance associates.

• Presented the Persona’s automation opportunities to the client’s business leadership committee.