Remittance Processing Automation

Overview

A leading US-based bottled water company required automation for its remittance advice processing workflow. The manual process involved checking for new remittance entries, extracting details, downloading attachments, unzipping files, and distributing them via email. TechTiera streamlined this process using robotic process automation (RPA), reducing effort and enhancing accuracy.

The Challenge

Manually identifying new remittance records, extracting associated data, and managing attachments was both time-consuming and error-prone. The process required:

• Navigating a web portal
• Verifying the presence of new remittance advice
• Downloading zip attachments
• Extracting and distributing individual files via email

Handling these steps manually introduced risks of delay and data handling mistakes, with inconsistent communication and higher resource dependency.

The Solution: Kofax RPA for Remittance Workflow Automation

TechTiera developed and deployed an automated solution using Kofax RPA to handle the entire remittance advice process. The bot logs in, scans for new remittance advice, downloads available zip attachments, unzips the contents, and sends all extracted files in a single email to the specified recipient. If no attachments are present, the bot sends an informative email alerting the user to the absence of downloadable content.

Key Capabilities:

• Web-based remittance tracking and data extraction
• Automated download and unzip of ZIP attachments
• Email integration with dynamic content and error alerts
• End-to-end processing with exception handling
• Zero manual oversight required

Results & Business Impact

Estimated Benefits:

• 100+ hours/month saved in manual document handling
• Accelerated remittance processing cycle
• Reduced human errors in ZIP extraction and file delivery
• Consistent and traceable email notifications

Estimated Annual Cost Savings: $45,000 to $60,000 due to resource optimization and processing speed.

Why It Worked

• Automates every step of the remittance workflow without user input
• Provides fallback communication if no files are available
• Reduces dependency on human effort
• Supports continuous and scalable operations

Call to Action

Struggling with time-consuming remittance handling?
Let TechTiera show you how RPA can make your financial operations faster and error-free.