Some repetitive and low-value tasks quickly become tedious as they clutter your day. Thanks to its intuitive interface, you can easily automate them with NEOFI Link; your role is simply to monitor the smooth execution of each process. This is called RPA (Robotic Process Automation).
The result: You are more productive and more relaxed every day: your tasks are completed faster, with a reduced risk of error.
Contact an expert
In every company, the trend is to assign increasingly important functions to each job: contributing to decision-making, strategy, analysis, and financial optimization. Yet these responsibilities require performing a large number of basic and repetitive tasks that don't demand any particular thought but are time-consuming.
Let's take the example of a treasurer: cash management, payments, forecasting, processing of account statements, positioning of cash and fraud detection are all processes that can be facilitated or even entirely carried out thanks to RPA or RDA.
In this case, the robot is an assistant to the user while respecting business logic.
The robot carries out the tasks for the user (read the content of an application window, locate the fields containing useful data, copy them to another window, launch a transaction) then interrupts its process to ask the user to make a decision that can only be made with experience.
Once the option is chosen by the user, the automatic process resumes. An RDA project is very quick to implement because the automation takes place at the workstation level and not on application data; the return on investment is quite short (only a few months for a solution which provides affected users with a gain of around 20%) and beneficial in the long term.
In this case, the robot intervenes directly at the server level, without human interaction. It automatically performs all tasks (extracting files, checking data, creating new data, converting it according to the requirements of each application within the information system, etc.).
It is important that these tasks be monitored by another robot to verify their proper execution and alert a user in case of a problem; the user can then take control to understand the cause and restart the process once the issue is resolved.
RPA projects are longer than RDA projects because they work with application data, which requires preparation, programming, and extensive testing before deployment.
Robotic Desktop Automation (RDA) or monitored automation:
In this case, the robot acts as a user assistant, respecting business logic.
The robot performs tasks on behalf of the user (reading the content of an application window, identifying fields containing useful data, copying them to another window, initiating a transaction) and then interrupts its process to ask the user to make a decision that can only be made after reflection and experience. Once the user has chosen an option, the automated process resumes.
An RDA project is very quick to implement because the automation takes place at the workstation level and not on application data; the return on investment is quite short (just a few months for a solution that provides users with a gain of around 20%) and beneficial in the long term.
RPA (Robotic Process Automation or unattended automation)
In this case, the robot intervenes directly at the server level, without human interaction. It automatically performs all tasks (extracting files, checking data, creating new data, converting it according to the requirements of each application in the information system, etc.). This is what NEOFI Link does.
It is important that these tasks be managed by another robot (NEOFI Exchange Hub) to verify their proper execution and alert a user in case of a problem; the user can then take control to understand the cause and restart the process once it is resolved.
RPA projects are longer than RDA projects because they work with application data, which requires preparation, programming, and extensive testing before deployment.
At NEOFI, RPA relies on NEOFI Link, which transforms any human action into automated processing, eliminating the constraints associated with the diverse demands of multi-application workflows.
It can therefore handle various types of simple actions: sending emails, scanning documents, re-entering data, copying and pasting, retrieving data from a file, creating reports, and more.
Businesses have always strived to centralize, pool, and optimize their processes to reduce costs and streamline their organization. RPA follows the same logic: each process executes actions defined by rules you configure, allowing you to handle tasks faster and more efficiently.
The improvements associated with process automation are quickly apparent: reduced manual intervention, real-time information, increased visibility into cash flow, and more reliable financial risk assessment.
With NEOFI, you don't need to modify your IT infrastructure to integrate our RPA, even if your data sources are fragmented. NEOFI Link connects to all your applications regardless of the connection method (SFTP, FTPS, API, SharePoint, etc.), retrieves the data they contain, checks it, processes it, and transmits it to target applications.
On the single screen of NEOFI Exchange Hub, you can monitor all your data flows, track the status of each processing step, and identify at a glance which processes are lagging, active, or completed.
Who does what, when, how, and why? With NEOFI, you have the answers in real time. Maintain and manage history, filter your data streams on the fly, and analyze your data with the NEOFI Analytics reporting tool, which will help you make the best decisions.
Automated processes are easily auditable because they keep a record of every action performed.
