Increasing Employee Efficiency by Automating 93% of Benefit and Expense Reconciliation Processes

Our intelligent automation (IA) team worked with our operations department to automate various reconciliation processes. The benefit and expense reconciliation processes identified as ideal candidates for automation are manual, repetitive and often tedious to complete monthly. The IA team was able to establish a solid understanding of the business workflow to build automated reconciliation processes utilizing robotic process automation (RPA).



Monthly, tedious processes require consolidating employee benefit and expense costs and reconciling data against QuickBooks.


Build an automation to upload and reconcile benefit and expense data with QuickBooks seamlessly.


An automation that reduces manual processes for the operations team by 93% and eliminates human entry errors.

How We Did It

Business Process Analysis
Robotic Process Automation
Solution Architecture

Tech Stack

  • Benefit Vendors
  • Microsoft Excel
  • Microsoft Outlook
  • Quickbooks
  • Salesforce
  • UiPath