KeHE Remittance Advice Automation

Overview

A leading US-based bottled water company sought to streamline its remittance advice handling with one of its retail partners. The manual process required logging into a portal, applying multiple filters, extracting financial data, downloading attachments, and sending processed information via email. TechTiera implemented a fully automated RPA solution using Kofax RPA to minimize human intervention and improve processing efficiency.

The Challenge

The manual workflow involved:

• Accessing the retailer’s website
• Applying filters (ESN, date range, invoice amount, and status)
• Validating the presence of data
• Extracting financial and transaction information
• Downloading single or multiple attachments
• Sending customized email notifications

If no data was found, users had to manually notify stakeholders. The company needed an automated, scalable, and error-free approach to manage this repetitive task.

The Solution: RPA-Powered Remittance Automation by TechTiera

TechTiera deployed Kofax RPA bots to perform end-to-end automation of the KeHE remittance process. The solution applies the required filters, verifies data presence, and then either:

– Extracts relevant data and downloads all associated attachments (single or multiple), or
– Sends a ‘No Data Available’ notification when applicable.

Once the processing is complete, the bot automatically sends emails to designated recipients with subject lines and attachments based on extracted data.
Key Capabilities:

• Intelligent filtering and validation of search results
• Multi-attachment download and email integration
• Real-time decisioning and exception handling
• Dynamic subject line generation for emails
• Full audit trail and error-proof execution

Results & Business Impact

Estimated Benefits:

• 90+ hours/month saved through automation
• Enhanced accuracy in remittance processing and communication
• Timely delivery of structured remittance details
• Elimination of manual steps and errors

Estimated Annual Cost Savings: $40,000 to $55,000 from reduced labor overhead and faster throughput.

Why It Worked

• Adapted to structured and unstructured data variations
• Delivered accuracy, speed, and user notification in a single flow
• Flexible and scalable for high-volume environments
• Zero human intervention required post-deployment

Call to Action

Looking to streamline remittance workflows like this?
Let TechTiera help automate your financial operations with speed and confidence.