Robots for Finance Teams

We help finance teams transform through our digitalisation programme powered by RPA and AI. Best of all, we use free and secure tools, meaning zero recurring costs and maximum long-term value.

Transform Your Finance Team in Just 2 Days

Our 2-Day Digital Transformation Programme is designed for finance and accounting professionals who are ready to embrace the future. This hands-on class is taught by experienced Chartered Accountants who understand the real challenges faced in finance teams.

Through practical exercises, your team will learn how to apply Robotic Process Automation (RPA) and AI to streamline everyday tasks. You will learn how to automate data extraction from PDFs, combine data from multiple files using AI, and much more. These are real-world solutions that your team can put into action immediately.

This programme has been successfully delivered to finance teams across the globe, helping them save time, reduce errors, and boost productivity. Participants walk away with a fresh perspective, stronger digital capabilities, and tools they can use from the very next day.

Your finance team will never look at their work or Excel the same way again.

Training the Finance team at Mayer

Empowering Finance Professionals in the Government of Bhutan

Our Most In-Demand Bots Designed For Finance Teams

Smart Report Downloads from Any Accounting System

For each of your entities, the robot seamlessly downloads schedules from accounting software like Xero, SAP, or others. Reports are saved as PDFs or Excel files and automatically renamed for easy organisation and review.

Automated Bank Transaction Categorisation

Using your keyword matrix, the robot classifies all bank statement transactions into revenue and expense categories. You can easily add new categories and keywords as needed. Totals are automatically generated for each category, saving time and improving accuracy.

Generate Upload templates

Seamlessly transform client Excel reports into ready-to-upload accounting templates like turning payment vouchers into Xero-ready files at the click of a button

E-commerce Report Automation and Consolidation

The robot downloads reports from e-commerce platforms like Lazada and Shopee, then maps the data using your GL codes for discount codes, revenue streams, and more. It transforms the raw reports into a standardised format ready for system upload and also consolidates all data into a single report for easy analysis.

Seamless Excel-to-Word Financial Statement Automation

Our robot transfers your Excel financial statement workings directly into your Word financial statements. The output is perfectly formatted for XBRL, reduces casting errors, and works seamlessly with your existing Excel files.

Seamless Excel-to-Word Financial Statement Automation

Simply drop multiple PDFs into a folder, and our robot takes care of the rest. Using advanced AI, it extracts key details and automatically populates them into Excel. Your data remains 100% confidential and secure at all times.

Robots for Excel Processes

The robot compiles data from multiple Excel sheets into a single, consolidated listing. Save time, reduce manual work, and ensure data consistency across your files.

The robot consolidates data from multiple Excel files into a single, organised Excel file. Eliminate manual copy-pasting and streamline your data management effortlessly.

One robot removes passwords from Excel files so staff can work on them without hassle. Once the work is done, another robot securely re-applies the passwords, ensuring both convenience and data protection.

The robot uses your debtor listing to generate and send customised reminder emails to clients. Each message is tailored to the recipient, streamlining your collections process and improving response rates.

The robot extracts the general ledger listing from various accounting software and automatically pastes the relevant entries into the appropriate accounting schedules. This streamlines your workflow and ensures accuracy across your working papers.

The robot compares purchase transactions against your approval matrix, splits them accordingly, and generates separate Excel files for each approver. These files are then sent directly for review and approval.

Simply upload your profit and loss statement and detailed P&L, and the robot will automatically prepare draft tax schedules. Fast, accurate, and ready for review—saving you time and reducing manual effort.

Staff log their work in Excel, and the robot imports it into a master file for review. Approvers can easily view each submission, approve it for update, or reject it, automatically notifying staff to make revisions. Simple, efficient, and fully trackable.

Robots for Data Entry, Reporting and Consolidation

The robot reads data directly from Excel files and inputs it into websites or applications. This eliminates manual data entry, speeds up workflows, and reduces the risk of human error.

The robot extracts data from multiple subsidiary Excel files and pulls it into your consolidation workbook. It then assists with the consolidation process and automatically transfers the results into your Word financial statements.

The robot extracts key details from bank statements such as credits card details and inputs them into Excel. It then runs analytics to sort, structure, and transform the data for easy review and reporting.

The robot logs into designated websites, extracts key data, and compiles it into management reports. It pulls KPI metrics from various sources to deliver timely, accurate insights for better decision-making.

The robot automatically saves each Excel sheet as a separate PDF file—no more printing and saving one by one. Fast, accurate, and hassle-free.

The robot generates employment contracts based on staff details, saving time and ensuring consistency. Fully customizable to suit any type of report or document your firm needs.

Robots for Internal Auditors

14 different tests to identify JE exceptions from the GL into the TOD template. Tests includes completeness testing, Benford's Law, identifying high risk JEs, transactions on weekends and more.

Paste your population in and the robot will pick the samples and populate them straight into your TOD template. Robot caters for different sampling methods.

Robots for Project Management

Store your email list in Excel and create multiple custom templates. Our robot helps you send personalised mass emails with ease—automatically addressing each recipient by name, like “Dear Tom” or “Dear Mary.” Perfect for client outreach, confirmations, and follow-ups.

Our robot tracks key deadlines. It automatically sends timely reminders to your staff, helping your firm stay on schedule and deliver work promptly.

We build custom systems from scratch to consolidate transactions and customer details, tailored specifically to your business needs. Our solutions include fully customised management reports for better decision-making. One example is a bespoke insurance system built for detailed tracking and reporting.

Proud To Support These Organisations And Many More

Ready To Transform Your Finance Team?

We’ve built a wide range of bespoke robots for finance departments, many more than listed above. Each solution is fully customised to your finance and accounting team’s unique needs. Let’s explore how Skybots can help you save time, reduce costs, improve accuracy, and boost productivity.so you can focus on what truly matters, both at work and at home.

Connect with us:

darylaw@skybotssg.com +65 8188 8104

60 Cecil Street ISCA House level 2, Skybots Room, Singapore 049709

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