Preconfigured Automation SmartBot Execute SmartFlow Skills
The SmartFlow Platform connects to ERP applications, collaboration, email systems, and other systems of record via a data abstraction layer using simple, secure, and hardened APIs, integrated with NetSuite directly.
SmartFlow Skills are discrete, pre-packaged, finance savvy, purpose-built accounting applications that automatically perform a wide range of critical finance office functions.
SmartBots act as “junior accountants” to execute the SmartFlow Skills, engaging with systems of record, shared inboxes and key stakeholders to capture actions and hand-off to humans when intervention is needed.
Auditoria's "Smart" solutions allow your teams to:
- Run powerful, automated business workflows for Procure-to-Pay, Invoice-to-Cash, Record-to-Report, Accounting, and FP&A, designed specifically for corporate finance tasks
- Translate requests into actionable sequenced processes executed on behalf of the business user reconciling data back into the systems of record
- Reuse and maintain existing enterprise controls and compliance over access and data flows
- Automatically detect incoming messages’ sentiment and intent, bringing in the human operator when specific action is required
- Perform intelligent document processing and information extraction services for a wide-ranging set of documents from tax forms to invoices, lease statements, vendor and customer contracts within the finance office
SmartCustomer - Invoice to Cash Smartflow Skills
Auditoria's SmartCustomer improves cash flow, reduces DSO, and increases efficiency in the finance office using AI-enabled SmartBots to automate redundant and manual accounts receivable processes to derive greater cash position visibility. Purpose-built for finance, SmartBots streamline collections, speed up payments, prioritize AR team performance, and handle helpdesk inquiries and requests, using the data generated to provide key insights into cash performance.
- SmartCollections leverages Artificial Intelligence, Machine Learning, Cognitive Robotic Process Automation (RPA), Optical Character Recognition (OCR), and Natural Language Processing to overhaul your collections function while smoothly executing A/R business workflows.
- SmartPay significantly expands Auditoria SmartCollections capabilities by streamlining and automating payments, one of the most manual and time-consuming aspects of the order-to-cash business process. SmartPay offers full-featured enhanced payment processing, automated cash posting, and support for global currencies and payment methods, securely, rapidly, and cost-effectively.
- AR Helpdesk deploys SmartBots to monitor shared AR inboxes, categorizing emails and responding conversationally to inquiries and requests, including sending copies of invoices or POs, within minutes. Available 24/7, SmartBots process email content and understand finance-specific intent to email authorized customers securely and protect sensitive accounting information.
- SmartInsights is built on SnowFlake Data Cloud, SmartInsights ushers in a new era of surgical order-to-cash insights autonomously generated through analytical algorithms, providing real-time visibility of critical cash-centric indicators to revenue accounting teams.
SmartVendor - Procure to Pay Smartflow Skills
Auditoria's SmartVendor reduces manual work, reduces risk, and improves accuracy in the finance office using AI-enabled SmartBots to automate redundant and manual accounts payable processes to derive greater cash position visibility. Purpose-built for finance, SmartBots streamline procurement spend and data extraction, optimize vendor management, and handle helpdesk inquiries and requests, using the data generated to provide key insights into cash performance.
- Vendor Onboarding automatically collects vendor account information from tax forms for domestic and international suppliers. SmartBots identify unauthorized vendors, activating and onboarding through an approval process to securely capture information. No custom portals needed to safely maintain private vendor interactions, and get new vendors up and running quickly to reduce risk and increase productivity.
- Vendor Invoice Data Extraction uses advanced cognitive OCR and Computer Vision with SmartBots that extract information from unstructured and structured documents such as PDFs, invoices, and remittance memos, regardless of format, to streamline data input activities. Approval workflows ensure data written to the system of record is checked and approved before being uploaded to verify inputs and improve accuracy.
- Vendor W-9 Data Refresh ensures sustained compliance for the procurement function by regularly capturing updated IRS W-9s and W-8s. SmartBots make sure vendor tax data is accurately captured and leveraged before issuing annual tax documentation to reduce errors and missing data issues.
- AP Helpdesk deploys SmartBots to monitor email inboxes and respond conversationally to inquiries on approval status, invoice payments, short pay issues, and missed invoices. Available 24/7, SmartBots process email content and understand finance-specific intent to email authorized vendors securely and protect sensitive payment information. SmartBots respond with answers, documentation, or escalations, minimizing interruptions to the AP team throughout the day and increasing timely vendor service. The net result is improved vendor serviceability, lowered vendor risk, and ongoing sustained compliance.
Auditoria's SmartGL reduces risk, improves accuracy, and simplifies close in the finance office using AI-enabled SmartBots to automate redundant and manual accounting processes to derive greater cash position visibility. Purpose-built for finance, SmartBots integrate with systems of record such as ERP applications, procurement systems, and revenue operations platforms and act as a system of engagement to streamline journal entry creation, track and manage accrual capture, and reconcile bank statement matching, using the data generated to provide key insights into cash performance.
- Advanced Accruals For Suppliers SmartBots automate monthly outreach to suppliers and estimate accruals using supplier input along with Purchase Order and Purchase Requisition data. Journal entries are automatically created, reviewed, and reconciled to the general ledger. SmartBots detect anomalies and identify erroneous or unusual activity such as backdating or in some cases fraudulent transactions in the general ledger, delivering an industry-first capability to automate the typically arduous and error-prone monthly accruals processing.
- Bank Statement GL Matching SmartBots autonomously review bank statement and retrieve specified transactions to reconcile bank entries to general ledger entries. The SmartBots integrate with systems of record and automatically generate journal entries while supporting segregation of duties. Entries get approved for export and then updated in the general ledger.
Enterprise Integrations and Security
Auditoria delivers the industry’s most robust information security and privacy coverage for vendor and customer management workflows. With SOC2 Type 2 compliance, comprehensive access control, end-to-end encryption for data at rest/data in motion, threat protection, vulnerability management, and breach prevention, Auditoria brings peace of mind and assurance that financial data is safe and protected at all times.
- Connect an Auditoria tenant to your existing Oracle Netsuite, Microsoft 365, Google Workspace, and other applications in your back office using simple, secure, and hardened APIs
- Feel safe and secure with comprehensive access control, end-to-end encryption for data at rest/data in motion, threat protection, vulnerability management, and breach prevention
- Reuse and maintain existing enterprise controls and compliance over access and data flows
