Automation is a key part in the digital transformation of companies. Applied to financial automation processes, it reduces rework, accelerates flows, and delivers data that supports decisions in real time.
Immediate benefits:
- Reduction of repetitive manual tasks and rework, increasing data accuracy.
- Financial information updated in real time to support decision-making with greater confidence.
Watch the video “The Reasons to Implement RPA: And Its Main Challenges” and learn more about the benefits.
Market studies and implementation cases show measurable efficiency gains. Consult sector reports and our material Automating processes with RPA to learn more.
Tools such as RPA (Robotic Process Automation) are widely used to automate financial processes and accounting routines. Typical cases include accounts payable automation, accounts receivable automation, bank reconciliation, and monthly financial closing. These solutions promote integration between ERP, banks, and reconciliation software, accelerating the flow of information and reducing human errors.
Practical examples aimed at HR automation with financial impact: automation of payroll integration with accounts payable to avoid duplicate payments; automatic extraction of admissions and dismissals data to update provisions and benefits; automation of reimbursement processing and approval, reducing the payment cycle.
Key Uses of Financial Automation and Measurable Benefits
- Accounts payable and receivable: automation of the receipt and processing of invoices, automatic validation of invoices, routing for approval and automated bank confirmation, reducing payment cycles and errors.
- Reconcilations: automatic matching between statements and entries, identification of exceptions for human review and generation of reports for internal auditing.
- Financial closing: automation of entries, reconcilations, and integrations between systems to reduce closing time and improve reporting quality.
Observed benefits (typical market ranges):
- Time reduction in reconciliation: between 40% and 70% in many projects, depending on the complexity of the legacy system and the maturity of the processes.
- Less rework and fewer manual errors, increasing data quality and reporting accuracy.
- Faster payment and receipt flow, with cash flow updates in real time when there is continuous integration between systems.
Mini-cases (synthetic)
- Case A — Retail Company: before: financial closing in 10 business days; after the automation of ERP-Bank entries and integrations: 4 business days (reduction ~ 60%). Partially modernized legacy system.
- Case B — B2B Services: before: manual reconciliation required 8 hours/week; after RPA and integration with reconciliation software: 2 hours/week (reduction ~ 75%). Implementation on modern systems with API.
These results vary depending on the scenario, such as system, volume of transactions, and maturity of processes, but they illustrate real gains in efficiency and data quality. For HR teams, there are direct financial impacts, for example: automating the importation of the sheet reduces errors in benefit provisions and automating the payment of reimbursements reduces operating expenses related to manual processing.
If your team wants to understand in detail how these technologies are applied, learn more about how to automate processes with RPA at Automating processes with RPA, this reading complements the vision of system integration, payment control, and cash flow management in real time.
Financial automation reduces paper circulation and minimizes the repetition of entries and reconcilations, generating concrete gains in time and productivity. With automated processes, workflows become more efficient, information quality improves, and teams start to dedicate less time to operational tasks and more time to analysis and strategic business management.
Benefits of Financial Automation for companies
1. Operational efficiency
- Reduction of time on routine tasks, such as conciliations, launches, and approvals. Market studies indicate typical cuts of between 30% and 70% in manual effort, depending on the system and the maturity of the processes.
- Suggested KPI: average monthly closing time (days) and percentage of entries processed automatically.
2. Data integrity and error reduction
- Less human intervention reduces errors and increases the reliability of financial data and reports.
- Suggested KPI: number of exceptions per month and rework rate. For HR, examples of financial KPIs are average time to process admissions that impact provisions and the error rate at closing the sheet.
3. Tax compliance and reporting
- Automated processes facilitate the preparation of reports and the fulfillment of tax obligations, for example in the generation of files for SPED and ancillary obligations.
- Suggested KPI: time spent preparing tax deliveries and number of non-compliances detected.
4. Real-time view and cash flow control
- Integration between systems and automatic updates allow you to monitor cash flow in real time, supporting quick decisions about payments and receipts.
- Suggested KPI: real-time update of available balance and average payment/receipt cycle.
These results vary depending on the process, the legacy system, and the level of automation implemented, but the trend is consistent: automation and system integration increase the predictability of financial performance, improve management information, and strengthen internal control.
Quick checklist for measuring impact (execute in order):
- Map priority processes: accounts payable/receivable, reconciliation, and closing.
- Define operational KPIs and goals before automation: cycle time, errors, and rework.
- Document integrations and data requirements: APIs, field mapping, and security.
- Run pilot with KPI monitoring and adjust flows according to results.
Automation is not a substitute for human interaction; it frees financial teams from manual tasks to focus on analysis, governance, and strategic decision-making, increasing the accuracy of management information.
People, skills and training
Key Competencies
- Data analysis for management: interpret financial metrics and transform data into actionable insights that guide decisions.
- Interpretation of information in real time: use of updated dashboards and reports to make decisions with agility.
- Knowledge of integration between systems: familiarity with ERP, APIs, field mapping, and automation platforms.
- Process governance and internal control: design flows followed by policies that reduce human errors and compliance risks.
- Operational skills in payroll and people management: essential when automation impacts provisions, benefits, and payments.
Recommended training and trails
- Data analysis training: Advanced Excel, Power BI/Tableau, and basic SQL for preparing reports and analyses.
- Practical training in RPA and integration: hands-on workshops that teach process automation, API mapping, and integration testing.
- Governance and Internal Control Course: focusing on tax compliance and data security.
- 60-90-day upskilling programs: short modules, practical exercises and controlled environment to apply automation to real scenarios.
Implementing a training plan converts automation into real impact. Combine technical training with process redesign and clear definition of responsibilities so that resources make more strategic decisions.
Quick plan suggestion (90 days):
- Initial diagnosis of competence gaps and identification of priority processes.
- Weekly practical training in RPA, reconciliation tools, and dashboard construction for 6 to 8 weeks.
- Implementation of pilots with supervision, measurement of KPIs and operational adjustments in the final weeks.
With this approach, automation now facilitates human work, expanding the organization's capacity to generate insights, improve financial performance, and ensure compliance. For HR teams, we recommend specific trails, such as sheet automation workshop, RPA pilot for admission and shutdown, and integration between ATS and sheet ERP.
Suggested next step: execute a competency assessment pilot and a skills checklist for financial and HR teams, mapping minimum needs and deliverables for automation.
Automation-related services
- Assessment of financial processes and flow prioritization for automation, including mapping accounts, payments, and reconciliation, and estimating benefits and reducing expenses.
- Solution design and implementation: RPA, integration with ERP, banking APIs, and reconciliation software to accelerate flows and increase data accuracy.
- Team training and empowerment: hands-on workshops, 60-90-day trails, and practical exercises to operationalize automation and adopt new tools and processes.
- Operational support and performance monitoring: post-implementation monitoring to ensure compliance and make adjustments if necessary, always focusing on data security.
Next step — contact us
Ready to implement financial automation in your company? Schedule a personalized assessment with TATICCA Allinial Global.
Our team combines market experience, certified methodologies, and tools that generate reliable financial reports to support decision-making and management of your organization's resources.
