Resources
On-Demand Webinar

Why Your CRM System Needs RPA

By Pat Cameron
Watch our on-demand webinar to learn how you can use RPA to power your CRM system with the most up-to-date data from your critical business applications.
Automation
Robotic Process Automation (RPA)
On-Demand Webinar

Back to Basics Webinar Series

By Pat Cameron
Graduate your skill set to the next level and learn how Automate can help make your Inbox smarter, advance your Excel efficiency, learn web data scraping and extraction, and get an A+ in Automate’s best practices.
Automation
Blog

How to Generate Revenue in AP

Tue, 08/28/2018
Accounts Payable not only doesn't have to be a cost center these days. But automating AP can actually make it a profit center.
Automation
Designing Automated Workflows
On-Demand Webinar

Everything You Need to Know About RPA in 30 Minutes

By Pat Cameron
If you’re hearing terms like digital workforce, software robot, and automation center of excellence, but aren’t sure what it all means, this webinar is for you. Learn about the advantages of automation with RPA, real-life robotic process automation use cases, and common RPA terminology.
Automation
Robotic Process Automation (RPA)
Datasheet

Webdocs for AP

Webdocs streamlines invoice processing by capturing invoices electronically and routing them through every step of your accounts payable (AP) workflow.
Automation
Financial services
Case Study

Financial Services Firm Credits Automate with Saving 400 Hours per Month

Background Providing backend financial services to hundreds of credit unions is an IT-intensive job. For Florida-based PSCU Financial Services, it requires hours of repetitive tasks ranging from monitoring client websites for availability assurance to migrating files from a variety of sources to a central location for client retrieval. Managers in several PSCU departments have turned to Automate...
Automation