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.
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