[USE CASES] RPA: Tasks with high automation potential in finance

The digital revolution is changing the face of the financial sector, regardless of the business line: treasury, management control, accounting, finance management, etc. Transforming to innovate is becoming an obligation for these players, who must be ever faster, more reliable and more efficient in the execution of processes. Automation is the answer to these challenges and has become a strategic priority for finance departments in order to increase productivity, reduce costs and accelerate compliance with regulatory requirements.

Easy to implement, a process automation project generally has an ROI of less than 12 months. Sometimes less than 2 months!

Intelligent automation therefore offers both financial and qualitative benefits and can be applied to a wide range of processes with high automation potential.

Here are some examples:

  • Data capture and cleansing supports automated generation of regulatory reports
  • Automating the preparation of data collection review slides for multiple financial systems and reports
  • Automation of approval workflow and payment processing
  • Automate standard expense processing and approval based on predefined rules

Discover examples of tasks with high automation potential in finance by downloading these RPA Use Cases applied to this sector.

Automation of financial processes

Implementation of a digital strategy to gain in competitiveness

Dematerialization and automation of supplier invoice management

Consultant RPA / Smart Automation M/F

RPA – Permanent Contract – Paris, Oujda and Rabat – 2 years

Automation at the service of the customer experience

[White paper] Succeed in your automation project in 7 winning steps

Automation is implemented at the corporate level to better support digital transformation. Discover in this white paper, co-authored with our partner Blue Prism, how to succeed in your automation project in just 7 steps.

What are the key steps to automation?

  1. Define a vision and a strategy from the beginning
  2. Adapt your organizational structure
  3. Identify and select potential processes that can be automated
  4. Adopt an industrial approach
  5. Control the continuity of virtual agent activities
  6. Recruit and train a team of experts
  7. Design a scalable technical architecture

These seven interconnected factors allow the automation program to meet the objectives you have set. However, it must evolve as your business does, meet new needs and, as such, be regularly re-evaluated.

You don’t have to recreate the entire program, but make sure that its parameters are always in line with your business reality.

Download our white paper co-authored with automation leader Blue Prism.

[Webinar] Unlock the full potential of Automation with SmartRoby  

Unlock the full potential of automation with SmartRoby, the game-changing governance platform! 

In today’s fast-paced business landscape, automation has emerged as a transformative force that can drive efficiency, productivity, and innovation. Organizations around the world are harnessing the power of automation to streamline their processes and stay ahead in the competitive race.

Are you an Automation Enthusiast eager to take your automation projects to new heights? If so, join us for an illuminating webinar that promises to be a game-changer in the world of automation. Presented by Georges Abou Haidar, a Senior Consultant and Solutions Architect at Novelis.

SmartRoby is more than just a product; it’s a comprehensive governance platform designed to revolutionize the way you manage, plan, and execute automated processes. In this webinar, we will delve deep into SmartRoby’s revolutionary modules that empower organizations like yours to overcome pressing automation challenges. 

Key Highlights

  • Resource Planner and Optimization: See how SmartRoby intelligently allocates resources for peak efficiency. 
  • Real-time Monitoring: Discover how real-time insights and KPI tracking drive automation success.
  • Exception Handling: Learn how SmartRoby streamlines collaboration for efficient exception handling. 
  • Benefits Realization: Explore how SmartRoby quantifies the benefits of automation for your organization. 

Don’t miss this opportunity to embark on a transformative journey with us and unlock the full potential of automation with SmartRoby! Secure your spot today and be part of the automation revolution.  

Paris Summit 2023: Novelis at the annual SS&C Blue Prism event dedicated to automation

The Paris Summit 2023 is our partner SS&C Blue Prism‘s annual event dedicated to automation.

This morning of exchanges and discoveries will be an opportunity for customers and partners to share their experiences and best practices in intelligent automation. Much more than just conferences, the Paris Summit is a celebration of the innovation that is shaping the future of our businesses.

It’s at the Cercle d’Aumale that Novelis is invited to host a conference with one of its client around Process Intelligence. Novelis has been supporting its client in mapping its information system with a mind to overhauling it, and the deployment of BPPI – SS&C Blue Prim’s Process Intelligence solution. During the conference, we will go into the details of the project, its keys to success and the results obtained to date, as the project is still ongoing.
Our team, consisting of Mehdi Nafe – CEO of Novelis, Nassima Ait Bihi – VP Head of Sales & Marketing Southern Europe and Raphaël Brunel – Senior Business Analyst and Process Intelligence Expert, will be on hand to answer all your operational and technical questions: business and sector-specific issues, uses linked to AI, Intelligent Automation, evolution of RPA and Process Intelligence innovations.

It’s thanks to the unique synergies between these different technologies that our customers succeed in unlocking new levels of efficiency and productivity every day. By automating certain business processes and using AI, your company too – whatever its size – may be able to gain a crucial competitive edge in the digital age.

Discover our services and book an appointment to find out more.

cercle d'aumale

Podcast #Diveintothefuture: 2026 the year of automation [AUDIO]

Welcome to the future of intelligent automation!

Due to the technological revolution, organizations have had to find alternatives to remain competitive and find new levers for growth. With this podcast #Dive Into the Future: 2026 the Year of Everything Automated, we take you on a journey into a world where intelligent process automation has become the norm. Thanks to advances in AI and smart automation, people and machines are now working together to increase efficiency and productivity.

Listen to 3 experts in AI and automation to discover how far we have come to get to this augmented future (in which we will soon be): Mehdi Nafe – CEO & Cofounder of the consulting and technology firm Novelis; Dominique Duquennoy – Customer Success Director and Benoit Cayla – AI & Automation Evangelist at Blue Prism, leader in Robotic Process Automation.


About the participants:

Benoît Cayla, Dominique Duquennoy and Mehdi Nafe

Benoît Cayla is a Pre-Sales Solution Consultant at Blue Prism. Passionate about AI (Machine Learning, NLP and Deep Learning), he combines his skills in this field with automation to help his customers to robotize more efficiently sometimes complex business processes.

With several experiences at LivePerson and Expert System, Dominique Duquennoy joins Blue Prism in 2019 as Customer Success Director where he helps accelerate the industrialization of large organizations and helps them improve their processes.

Mehdi Nafe is the CEO & Co-Founder of Novelis. Trained as an engineer and a project manager, he positions Novelis on innovative projects involving cutting-edge technologies such as Artificial Intelligence, intelligent automation, OCR or RPA (Robotic Process Automation) to address the business challenges of organizations.