Automation

End Manual Processes. Start AI-Powered Efficiency

Traditional automation relies on IT or external experts and often breaks with even minor changes. ChatFin changes that.

Automation by End User

With ChatFin's AI automation, end users can automate tasks simply by describing what they need: no coding, no rigid workflows. It's smarter, faster, and far more flexible than traditional RPA. Just say it, and AI does the rest.

0% Coding Required
10x Faster Setup
100% Flexible Workflows
Accounting Department
IT Department
HR Department
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Accounting
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IT
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HR
No-Code Platform
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Customer
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THE FUTURE OF DOCUMENT AUTOMATION

Why AI Automation is Replacing Outdated RPA Systems

Traditional RPA

OUTDATED
❌
Rigid Rule-Based

Can only follow pre-programmed rules, fails when documents vary

❌
IT Dependency

Requires extensive IT support for setup, maintenance, and updates

❌
Brittle & Breaking

Breaks when document formats change, requires constant fixing

❌
Limited Intelligence

Cannot understand context or handle exceptions intelligently

VS

AI Automation

MODERN
βœ…
Intelligent & Flexible

Understands context, adapts to variations, learns from examples

βœ…
User-Driven Setup

Business users can configure and deploy without IT involvement

βœ…
Self-Healing

Automatically adapts to document changes, no manual fixes needed

βœ…
Contextual Understanding

Processes documents like a human would, handling exceptions gracefully

Why AI Automation is Taking Over

10x Faster Implementation

Deploy in days, not months. No complex programming or IT bottlenecks.

99.5% Accuracy

Superior accuracy even with complex, varied document formats.

Zero IT Dependency

Business users control their own automation destiny.

Self-Maintaining

Automatically adapts to changes without breaking or manual updates.

See AI Automation in Action

Input: Various Document Types

πŸ“„
Invoice_2024_001.pdf
Scanned Invoice
🧾
Receipt_Store_A.jpg
Photo Receipt
πŸ“‹
Contract_Draft.docx
Word Document
🧠
AI Processing

Output: Structured Data

Vendor Name
Acme Corp
98%
Invoice Number
INV-2024-001
99%
Total Amount
$2,450.00
100%
Due Date
2024-02-15
97%

Transform Your Document Processing

Increased Productivity & Profitability

Automate 95% of document processing tasks, freeing your team for strategic work

300% Productivity Increase

Version Control & Consistency

Ensure every document is processed with the same high standards and accuracy

99.8% Consistency Rate

Improved Compliance & Auditability

Complete audit trails and compliance reporting built into every process

100% Audit Coverage

Cost Savings

Reduce operational costs by up to 80% while improving processing speed and accuracy

$2.5M Average Annual Savings

Enhanced Customer Experience

Faster processing times and fewer errors lead to happier customers and partners

95% Customer Satisfaction

Ready to Leave RPA Behind?

Join thousands of companies who've already made the switch to intelligent AI automation

500+
Companies Migrated
90%
Cost Reduction
2 Days
Average Setup Time

Seamless Integration Ecosystem

Connect your AI reconciliation platform with your existing financial technology stack

ERP Systems
Banking
Payment Processors
Accounting Software

SAP

Bi-directional data flow with SAP ERP and S/4HANA

Real-time sync Custom fields Batch processing

Oracle NetSuite

Comprehensive integration with NetSuite ERP modules

SuiteScript API Workflows Custom records

Microsoft Dynamics

Seamless connection with Dynamics 365 Finance

Power Automate Azure integration Common Data Service

Enterprise-Grade Security & Compliance

Your financial data is protected with industry-leading security measures and compliance standards

SOC 2 Type II

Advanced Data Protection

Our platform employs end-to-end encryption, secure cloud infrastructure, and regular penetration testing to ensure your financial data remains protected.

  • 256-bit AES encryption at rest and in transit
  • Multi-factor authentication (MFA)
  • Role-based access controls (RBAC)
  • Secure API endpoints with OAuth 2.0

Compliance Certifications

Our platform is built to meet the most stringent regulatory requirements across industries.

SOX Compliance

Full audit trails and controls for Sarbanes-Oxley compliance

GDPR Ready

Data processing agreements and privacy controls for EU data

ISO 27001

Certified information security management system

Core Capabilities

Our AI reconciliation platform offers comprehensive solutions for all your financial matching needs

Automated Matching

Intelligent algorithms match transactions across multiple sources with up to 98% accuracy

Exception Handling

Automatically identify and flag discrepancies with suggested resolution paths

Multi-Source Integration

Connect and reconcile data from banks, ERPs, payment processors, and internal systems

Experience the Future

Don’t get left behind in the AI race. Discover how ChatFin can transform your finance function.

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