Bank Statement Download Bot

The Problem

• Accounts team needs the bank statements daily to work on multiple processes. User has to download the statements for 250+ accounts and Bank login otp will go to finance head.
• User unable to provide the statements to the team on time.

The Solution

• The process was automated end-to-end leveraging the RPA tool.
• Bot is scheduled to download the statements for particular period without manual intervention.
• Bot is extracting the otp which is triggered to mobile number and login to bank
• Bot downloads the statements and places in shared drive which is accessible to accounts team.

The Benefits

• Redeployment of staff to more value-added tasks
• Saves 1 person time of 5 hours daily
• Degree of robotization: 100% of effort automated
• Higher standardization of process
• Quality improvement to 100% accuracy and no manual errors.
• Automated the otp also without manual intervention.