Praxio.io

Finance & Accounting Operations

Potential Impact: Reduce processing costs from 1.6% to 0.75% of transaction value

Invoice & Payment Processing

Vendor invoice data entry

Extracting data from PDFs/emails and entering into ERP systems

Three-way matching

Comparing purchase orders, receipts, and invoices before approval

Payment processing and scheduling

Setting up ACH transfers, check runs, and payment files

Accounts payable/receivable posting

Recording payments and generating customer statements

Expense report processing

Reviewing, validating, and entering employee expense reports

Financial Operations & Reporting

Bank reconciliation

Matching bank transactions to accounting records across multiple accounts

Month-end close processes

Compiling trial balances, posting journals, and distributing reports

Financial report generation

Pulling data from multiple systems to create routine reports

Sales & Revenue Operations

Potential Impact: 30 employees → 1 bot; 30 minutes/order → 2 minutes

Order Management & Processing

Sales order entry

Converting emails, PDFs, and web forms into ERP orders

Quote-to-order conversion

Transferring approved quotes into order management systems

Order fulfillment coordination

Managing complex order workflows across 60+ different paths

Pricing and discount approvals

Validating pricing rules and routing for approval

Customer & Lead Management

CRM data synchronization

Keeping sales and service systems aligned in real-time

Lead qualification and routing

Enriching lead data and assigning to appropriate sales reps

Customer account updates

Synchronizing changes across all customer-facing systems

Customer Service & Account Operations

Potential Impact: 15-minute tasks → under 1 minute

Account Setup & Maintenance

New customer onboarding

Creating accounts across 15+ different platforms simultaneously

User provisioning and deprovisioning

Setting up or removing access across multiple systems

Service activation and configuration

Configuring new services and features automatically

Account information updates

Propagating customer changes across all systems instantly

Support Operations

Ticket triage and routing

Analyzing inbound requests and routing to appropriate queues

SLA monitoring and escalations

Tracking response times and triggering alerts before breaches

Order status inquiries

Providing automated updates from ERP to customer communications

Human Resources & Payroll

Potential Impact: Eliminate manual errors, ensure 100% compliance

Employee Lifecycle Management

Employee onboarding workflows

Setting up new hire accounts, access, and training assignments

Employee offboarding processes

Deactivating accounts and removing access across all systems

Payroll data compilation

Gathering hours, expenses, and deductions from multiple sources

Benefits enrollment processing

Managing open enrollment changes and updates

HR Data Management

HR data updates

Synchronizing employee information across HR, IT, and benefits systems

Timesheet and attendance validation

Checking policy compliance and preparing payroll inputs

Compliance reporting and filing

Generating required regulatory reports automatically

Operations & Supply Chain

Potential Impact: Real-time inventory accuracy, automated reordering

Procurement & Inventory

Purchase order creation and tracking

Generating POs based on reorder rules and tracking acknowledgments

Inventory level monitoring

Checking stock levels and triggering reorder alerts automatically

Vendor invoice processing (Supply Chain)

AI-powered reading and entry of 800+ unique vendor invoices monthly

Shipping and logistics coordination

Managing carrier selection, tracking, and customer notifications

Supply Chain Operations

Returns and RMA processing

Validating entitlements, creating RMAs, and generating return labels

Inventory reconciliation

Syncing WMS, e-commerce, and ERP with variance alerts

Supplier performance reporting

Analyzing delivery times and quality metrics automatically

IT Operations & Data Management

Potential Impact: 24/7 monitoring with zero human error

System Administration

Data backup and verification

Ensuring backups complete successfully with automated validation

System monitoring and alerting

Checking system health and triggering alerts for anomalies

User access reviews

Pulling entitlement reports and sending certification reminders

Software deployment and updates

Scheduling and managing patch deployments across systems

Data Operations

Data migration and synchronization

Moving data between systems while maintaining integrity

Report compilation and distribution

Creating and sending scheduled reports to stakeholders

Data cleanup and standardization

Deduplicating records and enriching from approved sources

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