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Uploading Bank Statements to 1C with an RPA Robot

Eliminate routine work and wasted time in accounting departments of any size

••THE PROBLEM


Uploading bank statements into 1C manually takes an accountant's time and attention. Even when Direct Bank integration is set up, it often still relies on receiving SMS codes.
For a shared service center (SSC) or an accounting outsourcing firm, the staff time lost on these operations becomes significant.

••THE SOLUTION


Robotizing bank statement uploads into 1C.
An RPA robot will upload any number of statements into any number of 1C databases. Free your accountants from routine work, and free executives and clients from having to read out SMS codes or send statements manually.

  1. The robot starts on a schedule, or manually.
  2. It finds emails from banks containing statements in the mailbox.
  3. It opens the 1C databases one by one, selecting the required organizations in each.
  4. It uploads the statements and closes the databases.
  5. [Optional] It saves a PDF version of the statements to the required folders locally.
  6. [Optional] It saves a PDF version to your document management system, CRM, etc.

Need more than just receiving statements by email — want to download them directly from online banking too? Our robots can do that as well.
Learn more →

Access settings for email and 1C databases (paths, logins, passwords) are stored locally on your side — never entrusted to third-party services!

Interaction with 1C happens through the user interface.

On request, we'll customize the robot for your specific needs. For example, the robot can track particular payments and then notify relevant parties via email, messengers, CRM, and so on.

Submit a request