An Approach towards Finance Receipting Using Robotic Process Automation Techniques

  • Unique Paper ID: 171375
  • Volume: 11
  • Issue: 7
  • PageNo: 3622-3629
  • Abstract:
  • This paper explores the implementation of Robotic Process Automation (RPA) using UiPath to automate the financial receipting process. In many business environments, the traditional method of manually generating and distributing financial receipts is time-consuming, error-prone, and inefficient. This paper aims to address these challenges by automating the extraction of transaction data from an Excel file, populating a predefined credit card receipt template with that data, and saving the generated receipts into specified folders. The automation process also includes emailing the receipts to customers based on the email addresses provided in the Excel sheet. The automation workflow ensures improved accuracy, efficiency, and scalability, eliminating the need for manual intervention in repetitive tasks. The paper is designed to handle large transaction volumes, enabling businesses to reduce operational costs while ensuring data security and compliance with relevant regulations. Key outcomes include faster turnaround times for receipt generation, reduced human errors, enhanced customer satisfaction, and the ability to scale the solution as transaction volumes grow. This paper demonstrates how RPA can transform back-office operations in finance by automating essential processes and improving overall business efficiency.

Copyright & License

Copyright © 2025 Authors retain the copyright of this article. This article is an open access article distributed under the Creative Commons Attribution License which permits unrestricted use, distribution, and reproduction in any medium, provided the original work is properly cited.

BibTeX

@article{171375,
        author = {Dr. Sasidhar Babu Suvanam and M. Abhishek, K. Srihari and MD. Sailesh and Tushar Sagore and Hrishikesh Karthikeya S and Dr. Vijayalakshmi Yellepeddi},
        title = {An Approach towards Finance Receipting Using Robotic Process Automation Techniques},
        journal = {International Journal of Innovative Research in Technology},
        year = {2024},
        volume = {11},
        number = {7},
        pages = {3622-3629},
        issn = {2349-6002},
        url = {https://ijirt.org/article?manuscript=171375},
        abstract = {This paper explores the implementation of Robotic Process Automation (RPA) using UiPath to automate the financial receipting process. In many business environments, the traditional method of manually generating and distributing financial receipts is time-consuming, error-prone, and inefficient. This paper aims to address these challenges by automating the extraction of transaction data from an Excel file, populating a predefined credit card receipt template with that data, and saving the generated receipts into specified folders. The automation process also includes emailing the receipts to customers based on the email addresses provided in the Excel sheet.
The automation workflow ensures improved accuracy, efficiency, and scalability, eliminating the need for manual intervention in repetitive tasks. The paper is designed to handle large transaction volumes, enabling businesses to reduce operational costs while ensuring data security and compliance with relevant regulations. Key outcomes include faster turnaround times for receipt generation, reduced human errors, enhanced customer satisfaction, and the ability to scale the solution as transaction volumes grow. This paper demonstrates how RPA can transform back-office operations in finance by automating essential processes and improving overall business efficiency.},
        keywords = {Finance Automation, Robotic Process Automation, UiPath, Receipt Generation, Financial Workflow.},
        month = {December},
        }

Cite This Article

  • ISSN: 2349-6002
  • Volume: 11
  • Issue: 7
  • PageNo: 3622-3629

An Approach towards Finance Receipting Using Robotic Process Automation Techniques

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