Industries

Agentic Excellence for
Finance and Accounting
Automation

Modernize Your Processes with Tailored Finance
Automation Solutions 

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Save Time and Reduce Costs in Accounting and Finance Management with AI Agents 

As the roles of CFOs and other finance leaders continue to evolve, keeping enterprises on a proactive, future-oriented path is more necessary than ever. To stay competitive, updating finance and accounting operations with the emerging technologies is extremely significant as that will ensure teams to meet consumer demands faster. 
Accelirate’s tailored Agentic AI and automation solutions enable banks and financial institutions to automate complex workflows, streamline compliance processes, and offer personalized services, all while ensuring accuracy and scalability. Also, by adopting finance and accounting automation, enterprises can optimize loan processing, enhance fraud detection, and deliver seamless customer services. 

How Leading Financial Institutions Are Transforming with Automation? 

Top finance organizations are setting new benchmarks by leveraging intelligent automation and AI to streamline operations, reduce operational costs, and deliver unparalleled customer experiences. 
Unloack Operational Efficiency

Unlock Operational Efficiency

Achieve60%

faster loan approvals by integrating AI-driven workflows into lending operations.

Operational Costs

Cut Operational Costs

Realize a25%

reduction in operational costs by automating repetitive tasks such as compliance reporting.

Enhance Retention

Enhance Customer Retention

Boost customer retention by20%

through personalized services powered by automation and AI insights.

Intelligent AI-Powered Finance and Accounting Operations Heatmap 

Manage policies and procedures Perform general accounting Perform fixed asset accounting Perform finance reporting Perform capital planning and approval
Negotiate service-level agreements Prepare, validate, review and post journal entries Process and record fixed-asset additions and retires Prepare business unit financials Develop capital investment polices and procedures
Establish accounting polices Process allocations Process and record fixed-asset adjusts, revalues and transfers Prepare consolidated financials Develop and approve capex plans and budgets
Publish accounting policies Process period end adjustments Process and record fixed-asset maintenance and repair expenses Perform BU reporting/review management reports Review and approve capital projects and FA acquisitions
Establish common financial systems Post and reconcile intercompany transactions Calculate and record depreciation expense Perform consolidated reporting of cost management reports Conduct financial justification for project approval
- Reconcile general ledger accounts Reconcile fixed-asset ledger Prepare statement for board review Monitor and track capital projects and budget spend
- Perform consolidation and process eliminations Maintain fixed-asset master data files Produce quarter/annual filings and shareholder reports Close/capitalize projects
- Prepare trial balance Provide data support tax, statutory and regulatory report Product regulatory reports Measure financial returns on completed capital projects
- Prepare and post management adjustments Establish fixed-asset polices and procedures Perform legal and management consolidation Create project account codes
- Maintain chart of accounts - - -
  • Highest Automation Potential

Innovative Finance & Accounting
Automation Solutions with
Agentic AI

Revolutionizing Loan Processing with Financial Automation

Automating loan processes ensures faster approvals, reduced errors, and enhanced customer satisfaction.

  • Automated Application Review

    AI tools validate and assess loan applications, ensuring accurate decisions in real-time.

  • Faster Approvals

    Automation eliminates bottlenecks, enabling banks to process loans up to 60% faster.

  • Risk Analysis

    AI-driven systems enhance risk assessments for better credit decisioning. 

Statistic

Automated loan processing reduces approval times by an average
of 50%

Success Stories

Proven Results with Financial
Automation

Leading Healthcare

Enhancing Customer Experience 

92.5%reduction in call times

was achieved by a top-tier North American financial services organization with the Money Out Digital Assistant (MODA), which also increased CSA productivity and improved customer satisfaction for 360 employees. 

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Mortgage Automation

Mortgage Automation

85%of wire payments

were automated by Cenlar FSB, resulting in a 51% reduction in processing time and enhanced customer satisfaction through Accelirate’s RPA solutions. 

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Invoice Processing

Invoice Processing

$16,000+saved monthly

by a Fortune 500 financial company through Accelirate’s automation solution for invoice processing, which also increased customer satisfaction and sped up dispute resolution. 

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Compliance

Regulatory Compliance: Optimizing KYC Processes 

80%of KYC templates

were automated by an RPA bot for a global financial services company, improving accuracy, reducing processing time, and securing fraud alerts. 

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Why Choose Accelirate for Finance Automation Solutions? 

Partner with Accelirate to unlock the full potential of Agentic AI in the financial services industry. We help you: 
Identify Automation
Identify automation
opportunities
customized to your
business needs. 
Deploy AI Driven
Deploy AI-driven
solutions for compliance,
customer service, and
fraud detection. 
Optimize Workflow
Optimize workflows with
ongoing support and
monitoring. 

Automate Processes, Improve Accuracy, and Achieve Financial Excellence 

From loan processing to customer support, Accelirate’s Agentic Automation solutions are tailored to meet the unique challenges of the accounting and finance sector. Enhance efficiency, reduce costs, and deliver superior customer experiences with intelligent automation. 
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FAQs

Question Mark

Got Questions?
Talk to Our Experts!

Interested in learning more about our
Accounting and Finance solutions and
services?  Reach out to our automation
experts today!  
Get Started Today
Automated financial accounting involves using technology like RPA and AI to handle repetitive accounting tasks, such as bookkeeping, transaction processing, and financial reporting. It reduces manual effort, ensures accuracy, and improves operational efficiency. 
To automate your finance processes, identify repetitive tasks like invoicing, payroll, and expense management. Then, implement tools like RPA, AI-powered software, or ERP systems that can handle these tasks seamlessly while integrating with your existing systems. 
Yes, AI is revolutionizing finance by automating processes such as fraud detection, risk analysis, financial forecasting, and customer service. While AI won’t fully replace human roles, it will enhance decision-making and operational efficiency in finance. 
Invoice processing can be automated using OCR (Optical Character Recognition) to extract data from invoices, RPA to validate and match invoices to purchase orders, and AI to flag discrepancies. This reduces errors and accelerates payment cycles. 
RPA (Robotic Process Automation) in finance and accounting refers to using bots to handle repetitive tasks like reconciliation, compliance reporting, and data entry. Its future scope includes integrating with AI to enable intelligent decision-making, ensuring scalability, and transforming finance operations. 
Agentic AI is used in accounting and finance to automate complex workflows, enhance fraud detection, improve compliance processes, and deliver personalized financial services. It enables real-time insights, faster processing, and greater scalability, transforming financial operations.
Businesses partnering with Accelirate can achieve faster process turnaround times, reduced operational costs, enhanced accuracy, improved customer satisfaction, and better compliance, leading to significant ROI.
Yes, Accelirate offers comprehensive support and monitoring for all automation implementations. Our managed services ensure that automated workflows run smoothly, with updates and scalability tailored to business needs.
As a Platinum UiPath Partner and a proven leader in intelligent automation, Accelirate combines expertise, innovative solutions, and industry-specific insights to deliver unparalleled automation services for financial institutions.

Home › Industries › Accounting and Finance Solutions

Industries

Accounting and Finance Solutions

As the roles of CFOs and other finance leaders continue evolving to keep organizations on a proactive, future-oriented path, the use of emerging technologies have become more necessary than ever. Accelirate’s Emerging Technology Pods enable finance and accounting teams to succeed in today’s digital business landscape and meet consumer demands.

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Improve Cash Flow

Improve Cash Flow

Streamline the accounts payable and accounts receivable functions by automating invoicing and reconciliation tasks.

Create Business Resilience

Create Business Resilience

Our Emerging Technology Pods deliver Process Intelligence solutions that provide full transparency into your processes, keeping your organization’s operations running at full capacity and prepared to adapt to change.

Improve Risk Management

Improve Risk Management

Leverage the untapped power of data to uncover valuable insights and identify behavioral patterns in consumers and the market to significantly improve risk management.

Minimize Business Risk

Minimize Business Risk

Emerging technologies like Advanced Data Analytics and Intelligent Process Automation enable faster, more accurate reporting and allow finance organizations to proactively respond to changing compliance mandates.

Customer Onboarding & Invoicing

Customer Onboarding & Invoicing

Process customer forms, master data, aggregate invoice data and trigger invoices on sales order and goods receipt.

Financial Planning & Analysis

Financial Planning & Analysis

Business Intelligence and Data Analytics Solutions can aggregate and consolidate critical financial data for budgeting and forecasting, perform variance analysis, and prepare management reports.

How Emerging Technology Is Transforming Accounting and Finance

Enhance Financial Planning and
Analysis

Streamline the accounts payable and accounts receivable functions by automating invoicing and reconciliation tasks.

Streamline Customer Onboarding and Invoicing

Process customer forms, master data, aggregate invoice data and trigger invoices on sales order and goods receipt.

Improve Cash Flow

Streamline the accounts payable and accounts receivable functions by automating invoicing and reconciliation tasks.

Increase Resource Capacity

Alleviate finance professionals of the rote, swivel chair tasks that involve switching between various disparate systems, and empower your team to take on more strategic work.