One of the greatest technologies being highlighted in the tech marketplace today is Robotic Process Automation. You could say that it’s all the rage. As many companies are ready to jump on the bandwagon and take advantage of these amazing technologies that can almost instantaneously increase your efficiency, there are some considerations to take in mind first. Obviously, you need to ensure that the robotic process automation is a good fit for your company and accounts receivable department first. However, most important is the your properly implement the accounts receivable robotic process automation.

Below are some of our tips to ensure your implementation process goes smoothly and allows you to gain the most out of enabling a new tool in your accounts receivable department.


Robotic Process Automation is built off of workflows and rules. Any manual pattern-based task currently being completed by humans, such as sending out collection emails to individual accounts based on days late or escalating invoice disputes to department managers based on reason code, can be easily completed and automated by a robot. To truly take advantage of this possibility, however, it’s important that you understand your workflows from the inside out. Robotic Process Automation for accounts receivable can only complete what you tell it to do. If you’re creating workflows that don’t make sense, are confusing or have the automation working in circles, it likely won’t do anything to improve your current situation or make you more efficient. Start your implementation by doing a deep dive into your current processes and ensure they make sense. If not, take this opportunity to create and map out workflows that are more streamlined.


Once you’ve taken a look at your workflows and took a dive into your current processes, it’s time to map out what your implementation will look like. This meeting should include all the employees that will be using the robotic process automation every day. These people will be able to provide valuable input on how customers are currently responding to their contact attempts, which customers need to be placed in which buckets and what exceptions there might be to the rule to ensure every customer is being touched by the automation.


It doesn’t matter if you have the most simplistic workflows or the most complex robotic process automation, you always need to test in the development stage before taking it all to go live. The last thing you want to happen is to realize data was entered incorrectly or a mistake was made on a workflow and customers are being left out of the email automation or new customers are receiving 90 day late follow up emails! Test the system, test the workflows – and then test it again. This helps to guarantee you have the smoothest go live once you turn on your robotic process automation for real.


When you’re using Robotic Process Automation, you’re going to be able to open cash flow and grow your business. The more efficient the accounts receivable department is, the more availability there will be for the rest of the company to expand and invest in resources, people and equipment. Due to this, it’s important to consider growth in your plans for the workflow. For example, if implementing the system and limiting to only the functionality you need right now, you’re not allowing the robotic process automation to grow and become scalable with you.