Streamline banking reconciliation process with RPA bots

Reduce manual efforts of bank statement reconciliation by extracting the data from bank statements and financial documents and feeding into ERP & DMS and highlighting any discrepancies.

Optimize KYC Process with RPA

Complete the data-intensive KYC process efficiently with minimal errors by simply uploading documents, extracting relevant data and validating it against government portals.

Expedite the credit lending process with Intelligent Automation

Extract and analyse relevant data from bank statements to identify credit eligibility of the applicant for faster loan process and approval

Digitize manual tasks involved in data gathering in Insurance underwriting

All the data required to be extracted from the physical documents and third-party sources for first time applicant is tedious. Also extracting data from premium receipts to propose insurance plans for subsequent years become cumbersome. With the help of RPA, this can be automated and can be done in fraction of minutes

Automate MIS reporting needs

Use RPA bots to extract data from ERP and translate and feed to other systems and generate MIS reports.

Improve Customer Support

Use RPA to automate such rule-based processes to respond to numerous requests from application status to balance information in real-time by generating automated responses.

Accomplish the data extraction and data entry tasks in no time

Use RPA bot to automate data extraction from multiple receipts and data entries on insurance portals, helping brokers to create policy proposals.

Why AutomationWhiz?

Tax Domain Expertise

With an extensive suite of tax technology products and expertise in the tax domain, we understand tax processes deeply. With bots for E-Invoicing, Bill of Entry, 15CA/CB, E-Way Bill, Reverse Integration etc. We can provide end-to-end services for the indirect and direct tax domain automation.

SAP reliant bots

We have a dedicated SAP practice. We know the SAP landscape extensively and our experts can help understand and create bots offering the solutions basis the pain-points of customers. Automate processes related to SAP, be it extracting details, validating it with some other documents or feeding back details to SAP, get easily configurable SAP-based bots.

Manage end-to-end automation needs

  • Our goal is to provide you with a functioning RPA bot to ease your tedious, repeated tasks and free up time to do more high-level things. We are flexible in how you choose to do this – if you already have a subscription /license to an RPA platform or if you need help in choosing which platform is best for you.
  • One can opt for RPA services with the AutomationWhiz platform, which comprises some ready-to-deploy bots and a platform to create customizable bots. With this platform, any customized bot can be created to automate mundane tasks.
  • If you’re already using any other RPA platform, we can help you create bots using that platform

Initiate your Hyperautomation Journey

With complex and disconnected systems, especially in sectors like tax compliance, a connected ecosystem is the need of the hour. An enterprise Robotic Process Automation (RPA) platform with cognitive abilities powered by Artificial Intelligence (AI) and Machine Learning (ML) and a third-party integration will help you enable Hyperautomation journey.

Benefits of AutomationWhiz

Non-invasive in nature

Plug the process gaps without disrupting underlying systems


Performs tasks with accuracy and uniformity – much less prone to errors


Faster processing time compared to manual process approaches


Plug the process gaps without disrupting underlying systems

Reduced costs

Quick and efficient compared to FTE costs


Bots tirelessly work 24/7/365 without interruption

Audit trial

Fully maintained log essential for compliance


Identical processes and tasks reduce the output variation

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