Automate real work across your business systems
The reliability of RPA, enhanced by AI. Robomotion completes multi-step work across ERPs, banks, CRMs, tax portals, help desks, and other business systems, from signing in and updating records to reconciling data and handling exceptions.
Bank Reconciliation
Reconcile the payments finance could not tie out: read the ERP's exceptions, then check each one against the real bank statement and label every discrepancy - missing payment, transposed amount, double payment or unapplied cash.
Bulk Shipment Tracking Sweep
Check ~200 shipment tracking numbers at once with 8 parallel workers pulling from a shared queue. Write a full status file plus an exceptions-only file for the customs holds, delays and failed deliveries.
Clinic Eligibility Morning Run
Run insurance-eligibility checks for a clinic's whole appointment worklist on 9 parallel browsers. Read back each coverage answer and flag the lapsed and not-covered patients the front desk has to chase.
CRM Duplicate Cleanup
Merge duplicate CRM contacts - the same person entered twice under name variants like Bob and Robert. Keep the primary, fold the variant in, repeat until none are left, then write a before-and-after report.
Denial Worklist Triage
Work a clinic's denied insurance claims, choosing a different action per denial code: fix-and-resubmit, write off, void a duplicate, or escalate to a human. Wait for the resubmissions to clear, then report every claim's real outcome.
E-Invoice Portal Harvest
Download every e-invoice for a tax period from a government portal - signing in with a one-time code, paging the whole register, clearing the confirm dialog and "I am not a robot" box for each, and saving the XML and PDF. Then build an index spreadsheet.
Friday Payment Run
Prepare a weekly vendor payment run in the ERP: propose every bill due within seven days, and separately list the blocked bills with the reason each is on hold - a pending goods receipt, a price mismatch, or a missing PO.
Invoice Inbox to Ledger
Read vendor-invoice e-mails and post each as a bill in the ERP. Cancel a duplicate reference instead of paying twice, and post-but-block anything that fails the 3-way match against the purchase order.
Leave Request Policing
Process pending HR leave requests by policy: approve the clean ones and deny the rule-breakers - an insufficient balance, an overlap with a teammate, or a month-end blackout - writing the reason on each denial.
Logistics Exception Center
Build one worklist of every active delivery exception from the carrier, then dedupe it against the mailbox that was notified and the help desk where a ticket may already exist. Join all three on the tracking number to see which nobody has picked up.
Monday Morning Briefing
One robot, five systems, the whole week's work on a page. Sign in to the CRM, mailbox, ERP, carrier and help desk in turn, read the one number that matters from each, and write a single briefing with a grand total.
Payroll Validation Gate
Check a month's payroll before it posts. Refuse to finalize if any row is missing its cost centre, and prove the net total matches the salary debit in the bank. The robot stops on bad data instead of posting it.
Tax Portal ERP Reconciliation
Reconcile the e-invoices a government tax portal received against the vendor bills booked in the ERP, and report the three ways they disagree: an amount that drifted, a portal-only invoice never booked, and a booked bill never filed.
Quote-to-Cash Gap Audit
Find revenue the business won but never billed - deals marked Won in the CRM with no invoice. Read the deal board, keep the unbilled cards, total what is owed, and hand finance the list of invoices to raise.
Refund Request Triage
Verify "you charged me twice" refund tickets against the real bank. Group charges by reference, then decide each ticket: two charges is a genuine duplicate to refund, one charge escalates to a human with the evidence.
Tax Portal Morning Board
Sweep every client mandate on a government tax portal into one status board. Switch the active company for each and read its unread notices, open penalties and looming deadlines - then sort the board worst-first for the accountant.
Vendor Onboarding
Turn a procurement onboarding e-mail into a vendor master record in the ERP, filling the General, Payment and Contact tabs from the request. The IBAN is mod-97 checked on save, so a bad account number is refused before it becomes a payable.
17 use cases