CASE STUDY

Bot Automation increased reconciliation productivity by 80%

Client Overview

Our client is leading in NDIS Industry which provides Meals and Allied Health Therapy services to disabled people in Australia; aspiring to bring high-quality healthcare to everyone regardless of their location.
They are also the largest NDIS meal delivery provider in Australia, with their brands positively impacting the lives of tens of thousands of people in Australia

Client Challenges

The client had no system in place for managing their daily, weekly, monthly to quarterly and yearly bookkeeping and accounting activities.
Manual processes and absence of clear communication processes led to gaps in customer satisfaction.
Manual processing of 2K invoices a week as well as bulk payments received from NDIS and Ezidebit became a laborious and time consuming task which took 2-3 hours per day.
Almost 4-6 hours a day were spent to reconcile Proda and Ezidebit transactions.

befree's Solution

befree’s team delivered end-to-end bookkeeping and accounting services like Bank Reconciliations, Accounts Payables, Accounts Receivables, NDIS Proda claims, Month- end reconciliations, Payroll, Payroll tax, IAS, BAS.
Our team of RPA developers analyzed all the financial and accounting processes used by our client and identified major areas for implementing process automation using robotic process automation tools.
RPA bots were developed so that it provided higher ROI.
Our team also ensured RPA BOTs performs well in both the Staging and Production environment and there are no differences in the UI/UX, access level, etc.

Results/ Benefits

Higher ROI

Overall, we have achieved a higher ROI with financial process automation.

Reduced Manual Errors

Reduction of manual errors and optimized financial processes.

80% Time Saved

80% of the time is saved by the Reconciliation team.

80% Productivity Boost

Increased productivity by up to 80% by cutting down the manual and monotonous work out of their routine, enabling them to devote their time to higher value tasks.