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Power Automate for Accounting & Finance: 1 Month Implementation

Smartbridge, LLC

RPA for invoice processing, payments, tracking compliance mandates and onboarding customers. Accounting and Finance

Operate more efficiently by streamlining repetitive, mundane tasks. Accounting and Finance employees can focus on meaningful work and accomplish more strategic, creative tasks.

Power Automate is the go-to intelligent digital automation platform that empowers your low-code users to quickly automate manual workflows, seamlessly integrate with diverse systems and boost productivity. Are you sufficiently staffed to support the growing demand of Power Automate? Is your organization prepared with the knowledge, skill set and capacity to absorb the responsibilities of supporting these possibilities?

For over 20 years, Smartbridge has been providing experienced staff and professional services support business and IT for our large and enterprise clients. Your Power Automate projects deserve the best subject matter experts, and they’re right here at Smartbridge.

Accounting & Finance Use Cases with Power Automate:

  • Invoice Processing: Extract information from vendor invoices and purchase orders without human intervention.
  • Payment Processing: Automate payment validation and reconciliation while staying notified of all important details.
  • Customer Onboarding: Automate the process of onboarding new customer data such as forms, invoices, and sales orders.
  • Tracking Compliance Mandates: Respond and track changing compliance mandates while maintaining accurate reporting.

Examples of Deliverables that may be included in this project:

  • Process Design Document (PDD) – Documents the Business Process Flow, Automation design and technical details such as API, notifications, triggers etc.
  • Test Cases – Documentation of testing scenarios along with input data used and expected output.
  • Operations Manual - Document describing the operation and functionality of the flow for hand-off to the support team. May contain governance and security related checklists necessary to support the flow.

Visit our website to read a case study on a fast-food restaurant franchise that automated key accounting functions across their 800+ stores - financial reconciliation processes, digital sales process, and accounts receivable statements.

In our first call, a Smartbridge automation manager or director will discuss your goals and requirements. Implementations may range from deployment of one bot to many. We will give you an idea of timelines and costs and potentially schedule an assessment or strategy call as the next step.

Do you just need temporary staffing? Find our listing for Power Automate Staff Augmentation. Smartbridge staffing options and rates vary depending on your need. Contact us to learn more about complementing your internal staff.

About Smartbridge

Smartbridge is a Microsoft Digital & App Innovation, and Data & AI Solutions Partner, and a 20-year-old IT consultancy focusing on simplifying business transformation. We partner alongside you in your journey towards building a modernized, digital ecosystem.

Smartbridge provides the strategy, implementation, and support to bring your digital agenda to reality. With digital innovation and analytics, establish a sharper understanding of your customer’s needs. Automation and modernization services propel you to your goals of operating as a mature digital ecosystem.

The Smartbridge culture is founded on an understanding of customer challenges, coupled with an empathetic approach. It is endorsed with a track record of providing exceptional experiences driven by our thought leadership.

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