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Plena Bots in Action

Use Plena Bots to automate manual processes in Great Plains

Great Plains Accounts Payable Bot

Automate your entire AP process with a Plena Bot
The Robot takes over the keyboard, mouse, and screen controls of the computer and automates the process from start to finish.
“My department depends on this bot. If it doesn’t run for even a single day, thousands of unpaid invoices pile up on my desk.”
Director of Accounting
UFA.com

Value

Save 2-8 hours/day with an Plena Bot
Robot can handle thousands of invoices each month

$5K-$10K/month of hard savings

Bot Explanation

The robot reads PDF invoices, logs into ERP
It enters the invoice information just like a person would
The robot captures the vendor name, invoice date and number

Orchestrate the best approval flow for your organization

Accounts Payable

Great Plains Accounts Receivable Bot

Automate your entire AR process with a Plena Bot

The Robot takes over the keyboard, mouse, and screen controls of the computer and automates the process from start to finish.
“My department depends on this bot. If it doesn’t run for even a single day, thousands of unpaid invoices pile up on my desk.”
Director of Accounting
UFA.com

Value

Save 3-5 hours/day with a Plena Bot
Process thousands of payments with no human intervention

Bot Explanation

Recording customer payments doesn’t have to be a manual process. A Plena Bot can automate this process from start to finish.
Whether you get paid via check, lockbox, ACH, wire, or all of the above, a Plena Robot can read the payment file, login to ERP, and record the payment.
If the invoice or customer can be identified on the payment file, the Robot can even record the payment to the correct invoice.
Accounts Receivable

Great Plains Reconciliation Bot

Automate your entire Recon process with a Plena Bot

The Robot takes over the keyboard, mouse, and screen controls of the computer and automates the process from start to finish.
“The robot took care of 89% transactions this month. We are not staffed to do this kind of work manually"​
CFO
Roots

Value

Save 3-4 hours/day with a Plena Bot
Reconcile 200+ bank accounts in matter of few hours

Bot Explanation

A Plena robot will log into bank accounts or use uploaded statements to gather a list of all transactions. Then log into NetSuite to perform reconciliation
The robot uses one-to-one or one-to-many matching logic between transactions in the bank statement and NetSuite. Complex rules can be applied to use descriptions, date or any other fields to perform matching
Finally the robot creates and emails a report of unmatched, missing or duplicate transactions that require human attention
Bank Reconciliation
Use Cases

AR Robot

AP Robot

Reconciliation

Company

Marketplace

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Contact Info
2168 W Grove Pkwy, Suite 200,
Pleasant Grove, UT 84062
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