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Jorah: The software robot in Finance @Provident

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4 hours per week

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1 employee with more time

Jorah: The software robot in Finance @Provident

Jorah is a software robot built on the UiPath platform that helps Provident with the on-boarding and off-boarding. Every Thursday, Jorah is helping his colleagues from the finance department to centralize all the installment payments received from Provident clients. The process consists of transforming 8 bank statements into one single journal and adding the new transactions to the source Journal.

The transformation process is very complex. Each bank statement is formatted in a specific way, and each statement contains more transaction types.

The work is performed using excel only, and some of the skills required to process all the data are: filtering, pivoting, adding new columns with various string manipulation formulas, copying/pasting, deduplicating information, and performing various calculations. Because it’s a finance process all calculations need to be 100% precise.

The process MUST be completed on the same day because other departments depend on this file. The process is critical and carries a HUGE responsibility.