We design, build and run automation programs that hold up under month-end load, regulator scrutiny and the real-world chaos of multi-system back offices. Multi-platform RPA, blended with applied AI where judgment matters, governed like the production systems they feed.
Bot run · AP-INV-042
Live- Invoice arrivesEmail / EDI / portal
- OCR & extractHeader, lines, tax
- Validate & matchPO + GRN + vendor
- Post to ERPSAP / Oracle / D365
- Reconcile & closeAudit trail + KPI
- Cycle
- 38s
- Today
- 2,184
- Exceptions
- 0.6%
- Bots in production
- 0+
- Hours returned / year
- 0
- FTE equivalents reclaimed
- 0
- Pipeline reliability
- 99.4%
The ROI we underwrite
Two columns. The same back office, before and after.
The numbers below are the median across our last forty programs in finance, banking and healthcare ops. We’ll baseline yours in discovery before we put a number on the proposal.
Before automation
Manual handling
Error rate
Audit risk
Throughput ceiling
After SHRAS automation
Lights-out processing
Sub-1 percent error rate
Audit trail by default
Linear cost to scale
Use cases in production
Six domains. Each one is a real customer pattern, not a slide.
- Banking & compliance
01
KYC, AML & reg reporting
- Customer onboarding with sanctions and PEP screening
- AML transaction monitoring with case packaging
- Regulatory reports lifted from core banking nightly
UiPath · Automation Anywhere
- Finance ops
02
AP, AR & reconciliations
- Three-way match on PO, GRN and invoice with exception queue
- Bank, intercompany and GL reconciliations end-of-day
- Journal posting and accruals with supporting evidence pack
UiPath · Power Automate
- HR & payroll
03
Onboarding & lifecycle
- Joiner-mover-leaver across HRIS, AD, payroll and benefits
- Payroll input consolidation, validation and run preparation
- Timesheet ingestion, leave accrual and statutory filings
Power Automate · Blue Prism
- Healthcare ops
04
Claims, pre-auth & coding
- Insurance pre-authorization across payer portals
- Claims submission, follow-up and denial management
- Discharge coding handoff to ICD-10 and CPT routines
UiPath · OpenAI (assist)
- Insurance
05
Underwriting & policy ops
- Submission triage and risk-document extraction
- Policy issuance, endorsement and renewal across LOBs
- FNOL intake, fraud signals and segmented routing
Pega · Automation Anywhere
- Supply chain
06
Order, freight & supplier
- Order entry from EDI, email and customer portals
- Freight invoice audit with carrier-rate reconciliation
- Supplier onboarding, master-data hygiene and quote chasing
UiPath · Python custom
Cognitive automation
Where a deterministic bot ends, the AI layer begins.
Pure RPA is a power tool for stable, rule-bound work. The interesting back-office isn’t stable: invoices arrive as scans, claim notes arrive as paragraphs, and approvals require judgment. We blend both, cleanly, so the bot still owns the transaction and the AI owns only the messy edge.
Deterministic bots
- Three-way invoice match
- Bank reconciliation
- Master-data hygiene
- Statutory filing extraction
AI-augmented decisioning
- Document understanding (OCR + LLM)
- Email and case-note triage
- Free-text to structured fields
- Exception summarization for reviewers
The split rule
Tooling bench
We’re tool-agnostic by policy. The estate decides.
Certified developers and architects on every major platform, with a shared component library that travels. If your shop already runs one of these, we extend it. If it doesn’t, we’ll recommend based on volume, integration surface and audit posture.
Primary
Default- UiPath
- Automation Anywhere
- Power Automate
Secondary
- Blue Prism
- Pega
- Python custom
AI layer
- OpenAI
- Anthropic
- Hugging Face
Governance & ops
Bots that don’t go quiet on month-end.
A bot in production is a piece of operations infrastructure. Treated that way from day one, automation programs scale. Treated as a project that ended at go-live, they decay quietly until the next quarterly close exposes them.
Center of excellence
Bot monitoring
Change control
Audit trails & secrets
Engagement model
Discover. Build. Run. Each phase has a deliverable a CFO will sign.
- Phase 012 to 4 weeks
Discover
Success criteria
A ranked pipeline a CFO can defend in a steering committee.
- Phase 026 to 12 weeks per wave
Build
Success criteria
Bots in production hitting target volume with sub-1 percent error.
- Phase 03Ongoing, quarterly cadence
Run
Success criteria
Every quarter ends with more capacity than it started with.
Sectors served
Where automation pays for itself in the first quarter.
Every sector chip below has a live program reference and a named practice lead who has shipped the work, not just sold it.
Frequently asked
The questions buyers actually ask in the first call.
Are we locked into the RPA vendor you pick?
Who owns the bots once you leave?
When is RPA the wrong answer?
RPA versus AI agents, how do you decide?
What does the security model look like?
Adjacent practices
