Track and analyze email communications with vendors for follow-ups
Ensure vendor name consistency across Salesforce, W8, and ERP systems
Automate invoice validation, coding, and approval workflows
Follow up with stakeholders when POs are missing invoices and request invoice submission
Review and approve vendor payments based on predefined rules
Streamline new vendor setup and documentation collection
Generate and send customer invoices automatically
Create invoices from quotations by searching/creating customers and generating invoices
Monitor overdue accounts and initiate collection processes
Evaluate customer creditworthiness and set credit limits
Automate reminder notices and escalation procedures
Coordinate and monitor month-end closing activities
Calculate and post period-end accruals automatically
Review and validate journal entries for accuracy
Verify if the primary quote in Salesforce matches the correct quote from communications
Apply revenue recognition rules and schedule recognition
Track contract performance obligations and revenue allocation
Extract key terms and conditions from contracts
Monitor contract compliance and flag violations
Track contract expiration dates and manage renewals
Perform automated general ledger account reconciliations
Analyze account balances and identify anomalies
Calculate tax obligations and provisions automatically
Prepare and submit tax returns and compliance reports
Generate financial statements and management reports
Create executive dashboards and KPI reports
Maintain comprehensive audit trails for all transactions
Monitor regulatory compliance and flag violations
Review and approve employee expense reports
Process travel expenses and enforce travel policies