Giving enterprises the power of automation with no coding required

The client serves finance and insurance companies looking to digitize and automate key processes that are heavily manual and paper-based. They partnered with us to automate manual, paper-based processes without the need for coding expertise.

Invoice extraction during bot calibration, with a confidence score and a question about how often a field appears

Project details and story

Industry
RPA (Robotic process automation)
Solution
  • Discovery
  • Design
  • Customer validation
  • AI model development
  • Development
Year
2024

Challenges

To enable the automation, Machine Learning Experts and Data Analysts have to be involved as the automated machine learning engine used is highly technical and calls for an understanding of machine learning and design principles. This process is usually carried out with minimal involvement of SMEs, which leads to complex communication issues and implementation delays.

Approach

By simplifying the complex technical requirements, we helped create a solution that enables users to discover, customize, and deploy AI bots for intelligent automation, boosting efficiency and reducing operational costs. We designed an intuitive, user-friendly platform that allows customers to easily select or create AI bots suited to their needs. Through a guided experience, users can validate bots on their own data, train them for increased accuracy, and implement automation without requiring technical expertise.

Automation dashboards for tax-form extraction, showing an 80 percent automation rate, document statistics, and bot testing runs

Solution

Our team analyzed the business processes inside the application and connections with other applications within the client's set of products.

On the technology front, we used the latest version of Angular for the backend and developed a custom OCR module. The front-end files were fully re-developed to optimize the code as per the business goals and modern techniques. The front-end and back-end teams worked in close co-operation to ensure continued accuracy and high performance.

We designed a simplified, intuitive, user-centric flow for customers to effortlessly discover the best-matching bot for their use case and objectives or create their own. The solution empowers them to validate the bot on their data, assess potential impact, and train the bot for enhanced accuracy.

A quiz asking which actions you perform at work, with sorting documents and analyzing information selected

Pick the best-suited bot for your needs

Search for the bot or take a short quiz to let the system find the best option for you.

An invoice date set as a mandatory data point, with a highlight color chosen

Calibrate the Bot

Define and set the data points to be extracted. Test it on your own set of documents.

A laptop showing invoice extraction in progress, with field checks and a panel for how often a field appears

Impact

An intuitive human-in-the-loop interface empowers users to build or configure AI bots for document processing automation without needing data scientists or engineers. Intelligent automation increases accuracy, reduces manual effort and operational costs, boosts productivity, never tires, and can be scaled to handle the workload of tens or hundreds of employees—freeing up their time for more meaningful projects.

Results include a 70% average reduction of manual work, with Scotiabank achieving a 95% reduction in false positives, Carter Bank & Trust saving $3M annually through AML automation, Deutsche Bank saving tens of thousands of hours annually for high-value work, and Standard Bank automating 1M transactions monthly.