Auto Bot by Directional
AUTOMATE YOUR BUSINESS WITH AUTO BOT
Smart Intelligence, Save Time & Cost
Say goodbye to manual document handling. Auto Bot streamlines your processes and boosts efficiency.
Auto Bot can be seamlessly integrated into various business functions, including AP & Sales Automation, Bank Reconciliation and more.
Streamline Your Accounts Payable Process with Auto Bot
Auto Bot revolutionizes your accounts payable process, giving your team enhanced visibility into spend and significantly reducing the time spent managing invoices. Stop wasting valuable time on manual tasks and start automating with Auto Bot today.
Key Benefits: ​
-
Eliminate the hassle of sorting through paper invoices
-
Boost employee productivity and morale
-
Ensure timely vendor payments and reduce vendor inquiries
-
Automate data entry to minimize errors
-
Leverage data-driven insights for better decision-making and business growth
Optimize Your Accounts Payable Process
Automating your accounts payable process can unlock a range of benefits, including:
-
Capturing full invoices from images and integrating them seamlessly into your system
-
Selecting payment options that best fit your business, enabling automated payments
-
Gaining pre-payment authorization to optimize cash flow and ensure compliance
-
Ensuring accurate payments with a three-way matching process, verifying PO, receipt, and invoice information
Our solution also allows you to easily monitor, review, and approve invoices on the go, via mobile or tablet.
Auto Bot Features
AP AUTOMATION
Accounts Payable (AP) Automation is the digital transformation of accounts payable processes, replacing manual tasks with streamlined, automated workflows. It revolutionizes the way companies handle and pay invoices by enabling businesses to automatically receive, review, approve, and process payments—all through a single, unified platform.
SALES AUTOMATION
Sales are a critical component of every business, regardless of size or industry. However, operational tasks such as data entry, invoice preparation, and delivery can be repetitive and time-consuming. By automating these processes, businesses can not only enhance accuracy but also significantly accelerate their sales cycle, achieving results much faster than with manual methods.
BANK RECONCILIATION
Struggling to reconcile your bank statements? You're not alone—many businesses find this process tedious and frustrating. Auto Bot is here to help. It streamlines the matching process by quickly identifying discrepancies between your records and the bank's, making bank reconciliation faster, easier, and stress-free.
Unlock the Power of Sales Automation with Auto Bot
Auto Bot automates repetitive tasks, freeing up valuable time and resources for your business. Its versatile capabilities include:
​
-
Automated Data Entry: Eliminate manual entry for sales inquiries in the D365 BC system with seamless automation.
-
Flexible Format Processing: Effortlessly handle various sales inquiry formats, including PDFs, Excel files, images, and unstructured data.
-
AI-Powered Reconciliation: Detect content discrepancies and errors with AI, transforming a time-consuming manual process and saving sales teams hundreds of hours monthly.
-
Order Automation: Automatically process customer purchase orders and convert them into sales orders, streamlining the workflow.
Our integrated AI capabilities automate the identification and formatting of customer quotes or purchase data, including PDFs, Excel files, images, and unstructured data. This streamlines sales processing in the D365 BC system, enhancing efficiency and enabling smarter operations.
By leveraging automated sales processes, organizations can optimize sales performance and productivity. Time-consuming tasks like data entry and order verification are handled automatically, allowing sales teams to focus on high-value activities such as competitor analysis and upselling opportunities.
