What RPA is and how it works

Featuring Danielle Supkis Cheek, CPA, director of entrepreneurial advisory services at PKF Texas


Video transcript:

RPA is robotic process automation. If you think of like an Excel macro where you can sit there and script different tasks, even just hit a little record button and do your steps, in effect that’s the same thing that you can do across multiple applications using the existing user interface.

A lot of times there’s a high volume of data that needs to be entered into a general ledger system or ERP, and it’s coming out from another system and maybe there’s not an import tool or there’s not an open API type of ability to integrate between two different systems. You have a lot of temporary temp workers or even professional accounting staff that are having to just do pure data entry, so there’s a lot of application for putting in robotic process automation.

So it allows you to use legacy software and existing processes and not potentially disrupt your network architecture as much by just putting in some kind of RPA technology that’ll let you script each step along the way.

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