pythonrpa.

org

SELECTED CASES
OF RPA IMPLEMENTATION
BY PYTHON RPA
 pythonrpa.org

Industry
ACCOUNTING
Construction & Property management

Property data reconciliation between

registered property assets in ERP and e-
government website data
Direct API integration between the internal ERP (accounting system)
and the government website isn't possible, and RPA is the sole solution.
How it works:
Saving 85 hours of employee
• Each month, an employee launches the robot; work time per month and completely
• The robot accesses the website, logs in, and requests a property eliminating manual errors
availability certificate for each company within the Holding;

• It then logs into internal accounting system, downloads a report

containing cadastral numbers, reconciles this data with the
information from the certificates, and after completing the
reconciliation, sends the information to the responsible person via
email.

2
 pythonrpa.org

Industry
ACCOUNTING
Construction & Property management

Daily reconciliation of bank accounts data

and Trial balance

• The robot logs into online banking every day via API; Saving ≈ 50 hours of work for
• Downloads reports and bank statements from online banking and then accounting department employees
compares them against Balance sheet report in the internal
accounting system; daily
• Reconciliation results as well as information about discrepancies are
sent to responsible employees via email.

3
 pythonrpa.org

Industry
ACCOUNTING
Construction & Property management

Check E-Invoicing (electronic invoices) on

the state website and E-Invoicing in the
internal system
Savings ≈ 830 hours of work
There is no direct integration between the internal accounting system
and the government website, so RPA the only solution.
for accounting department
employees monthly and
• Once a week, a robot logs into the systems, uploads and compares
reports on issued and received E-Invoicing;
completely eliminating manual
errors
• Sends information about any discrepancies to the responsible
employees.

4
 pythonrpa.org

Industry
ACCOUNTING
FMCG

Linking receipt documents to electronic

invoices in accounting system
• Using a filter, the robot finds unlinked electronic invoices in
accounting system;

• Then, using the parameters of the invoice (amount, date of turnover, Savings ≈ 600 hours of work
name of the contractor, document number), finds unlinked receipt
documents in accounting system and begins linking;
for accounting department
employees monthly
• At the same time, the robot compares the names of the supplier, the
amounts between the electronic invoice and the receipt document;

• And, in case of discrepancies up to 1 cent, makes rounding; in the

case of more than 1 cent, records the electronic invoice data
separately in a file for manual processing by an accountant. If there
are no discrepancies, the robot processes the document.

5
 pythonrpa.org

Industry
ACCOUNTING
Transportation and logistic (railways)

Creation of receipt documents for goods,

materials and services based on electronic
invoices

Saving ≈ 3 hours of accountant

• The robot finds downloaded electronic invoices in accounting system;
• According to the mapping (table of correspondence of keywords in
the name of services in the electronic invoice with accounting items);
• Generates and posts receipt documents;
work daily
• After receiving the initial receipt from the branches, the accountant
double-checks the correctness of the created documents.

Thanks to the robot, the accountant sees current expenses in

management reporting every day.

6
 pythonrpa.org

Industry
ACCOUNTING
FMCG

Generating a report on accounts payable

• The robot finds downloaded electronic invoices in accounting system

and, according to the mapping (table of correspondence of

Saving ≈ 40 hours of
keywords in the name of services in the electronic invoice with
accounting items), generates and posts receipt documents;

• After receiving the initial receipt from the branches, the accountant
accountant work monthly
double-checks the correctness of the created documents;

• Thanks to the robot, the accountant sees current expenses in

management reporting every day.

7
 pythonrpa.org

Industry
ACCOUNTING
FMCG

Counterparty reliability check

• The robot downloads a daily report on debtors from the accounting

system;

• For 200 debtors, the robot uses the BIN (Business Identification Saving ≈ 10 hours of
Number) to gather information from websites that check the accountant work everyday or
reliability of legal entities;

• The robot collects data such as tax payments, reliability status in

200 hours monthly
government registers, fines, etc.;

• The collected information is then saved in an Excel file and stored

on a network drive for further uploading into the BI system.

8
 pythonrpa.org

Industry
ACCOUNTING
FMCG

Generating consolidated report on accounts

receivable
• Everyday at 9 AM the Telegram bot sends to each accountant in charge a
reminder to enter in the accounting system the payments and provide
confirmation upon completing the process;

• Accountants, having entered payments into accounting system, press the Saving ≈ 44 hours of
“Confirm” button in the Telegram bot;
accountant work monthly
• At 11 AM, the robot starts the procedure for generating reports for all
accounting system databases for which the accountant has confirmed
payments entry completion. Robot then consolidates reports into the
resulting file;

• The resulting file is saved on a network drive and then uploaded into the BI
system (Qlik Sense);

• The robot keeps on sending reminders to all accountants, who have not
confirmed payments entry completion, every hour until 2 o’clock in the
afternoon. 9
 pythonrpa.org

Industry
ACCOUNTING
Banking & Finance

Notifications from the taxpayer's account

There isn't a direct link between he internal accounting system and the
government website so RPA is the only the sole solution.

Here's what the robot does: Savings ≈ 40 hours of work

• It visits the kgd.gov.kz website daily; per month and completely
• Logs into the taxpayer account;
eliminating manual errors
• Captures a screenshot of any notifications;

• Emails the screenshot to the accountant.

10
 pythonrpa.org

Industry
ACCOUNTING
Oil & Gas

Generating of reconciliation reports for oil

transportation and transport expedition
services
Savings ≈ 32 hours of work
• Once a week, the robot generates a list of transactions in the per month; completely eliminating
internal accounting system;
manual errors
• Generates reconciliation reports with counterparties;

• Prepares a letter and sends it to counterparties for approval.

11
 pythonrpa.org

Industry
ACCOUNTING
Manufacturing

Invoice recognition and posting to the accounting

system
• The accountant of Shared Service Center uploads scanned documents, including
certificates of work performed, delivery notes, invoices, and receipt slips, to a
network folder. Using OCR, the robot extracts details such as document type,
contract number, company code, service or product type to determine the payment
purpose code, document date, and list of services/products with their amounts; Saving a full
• If the extracted data meets the confidence level threshold, the robot proceeds 25 accountant
automatically; otherwise, the document is sent to the OCR verification station for
manual review by an accountant; days per year
• Next, the robot checks for electronic invoices for these documents in the SAP
system. It extracts data from the invoices and verifies it against the scanned
documents. Discrepancies are recorded in a report, and the documents are held
from processing. If no discrepancies are found, the robot enters the scanned
document data into SAP using the appropriate postings for services/products;

• Finally, the robot sends the accountant a report on the processed documents.
Approximately 12,000 invoices for services and goods are processed annually.
12
 pythonrpa.org

Industry
ACCOUNTING
Gas station network

Reconciliation of daily session reports

• The robot exports shift reports in Excel format from the electronic
document management system;

• Then, the robot exports similar reports from the ERP system (sales
Savings 200 hours of work per
accounting); month
• Next, the robot performs a reconciliation of sales and stock levels at
the gas station. The results of the reconciliation are sent to the
manager's email.

13
 pythonrpa.org

Industry
ACCOUNTING
Oil & Gas

Reconciliation of invoices in the electronic

document management system with SAP

• The robot reads new work completion acts and invoices in the Savings 70 hours of work per
electronic document management system daily; month
• It then locates these documents in SAP and verifies the correctness
of the information entered in SAP.

14
 pythonrpa.org

Industry
ACCOUNTING
Waste management

Accounting for fuel consumption

• The robot downloads a vehicle mileage report from the GPS
monitoring system;

• Uploads a list of drivers from the accounting system to Google

Savings 45 hours of work per

spreadsheets;

• Uploads fuel consumption reports for each driver (by card) from
Sinoil’s personal account;
month

• Generates a report on the volume of transported cargo from emails

sent by employees;

• Generates a single report for calculating fuel and lubricants in a

Google spreadsheet.

15
 pythonrpa.org

Industry
FINANCIAL AND STATISTICAL REPORTING DEPARTMENT
Banking & Finance

Generating a Balance Sheet

• After the closing of the bank day, the bot begins to collect Saving 100 hours of working
information in the CBS about all transactions for the balance sheet;
time monthly
• By 7 am the document is ready - without manual labor, without
errors, just on time.

16
 pythonrpa.org

Industry
OPERATIONAL DEPARMENT
Banking & Finance

Opening and closing of the bank day in

Core Banking System
• The robot logs into the Core Banking System daily according to a
Saving 60 hours of work time;
schedule and starts the processes of opening and closing the bank the task is completed accurately
day;
and on schedule
• In case of system error robot gives a call to responsible manager
and sends voice notification about occurred error.

17
 pythonrpa.org

Industry
LOANS DEPARTMENT
Banking & Finance

Opening customer accounts in the banking

system upon application in the BPM system
• The robot receives an application in BPM and checks the client’s Saving ≈ 150 hours of work
status: new, current;
time monthly
• For new clients, the robot checks the risks in the KYC system and
creates a client profile in the banking system and opens an account.

18
 pythonrpa.org

Industry
FOREIGN CURRENCY MONEY TRANSFER CONTROL DEPARTMENT
Banking & Finance

Validation and approval of foreign currency

money transfers

The robot analyzes information from BPM from requests for foreign
currency money transfers with an amount over 25 thousand US dollars:
Saving ≈ 200 hours work hour
of manager’s working time monthly;
• It verifies 16 parameters (including the transfer currency, sender and
recipient details, contract balance, recipient's code, and currency
error elimination
transaction code etc.) in the contract management system;

• If everything matches, the robot approves the transfer.

19
 pythonrpa.org

Industry
OPERATIONAL DEPARMENT
Banking & Finance

Checking with Visa, Mastercard, UnionPay

systems
Savings ≈
3 hours per day or
• Every evening the robot downloads a report on payments from the
banking system and a report from the Visa, Mastercard, UnionPay
systems;
60 hours of manager work
monthly
• Then the robot does line-by-line reconciliation and sends the results
to the manager by email.

20
 pythonrpa.org

Industry
OPERATIONAL DEPARMENT
Banking & Finance

Checking with card processing

From the Interbank Payment Center, files with information on card

payments are received via FTP. Additionally, files with payments made
through the Bank's mobile application for the previous day are received Savings ≈
30 mins per day or
via email from the Interbank Payment Center.

• The robot combines the data from the two files and performs a
10 hours of manager work
reconciliation (using the match function); monthly
• Payments with discrepancies are processed by comparing them with
data from another report from the Interbank Payment Center and
data in the remote banking system.

21
 pythonrpa.org

Industry
OPERATIONAL DEPARMENT
Banking & Finance

Editing customer data

• The robot checks the list of details of legal entities and generates a
Saving ≈ 30 work hours per
list of those who have not updated data for more than a year; month and completing the task on
• Generates a report and sends it to the responsible manager for time and without errors
further work with clients.

22
 pythonrpa.org

Industry
TREASURY
Banking & Finance

Exchange rate updates according to the

National Bank
Saving ≈ 20 work hours per
• Every morning the robot collects information on exchange rates from month and completing the task on
the National Bank website and bank interest rates;
time and without errors
• Creates a newsletter and sends out emails.

23
 pythonrpa.org

Industry
OPERATIONAL DEPARMENT
Banking & Finance

Resolution of disputes

• The robot reads a dispute related application in BPM;

Saving 150 hours of working
• Depending on the type of customer dispute, robot checks ATM logs;
time monthly
• If the logs match the type of dispute, the robot authorizes the
customer's application and indicates comments in BPMS.

24
 pythonrpa.org

Industry
OPERATIONAL DEPARMENT
Banking & Finance

Validation of partial early repayment of

loans

Saving more than 200 hours

• The robot reads the loan repayment application in BPM;

• Checks the presence of a seal and signature in the application;

of working time every month
• Checks the loan repayment schedule;

• If the criteria are met, the robot approves the client’s application..

25
 pythonrpa.org

Industry
MONEY TRANSFERS AND PAYMENTS DEPARMENT
Banking & Finance

Process of reconciliation of reports on

Western Union
• Every day, when the Western Union report for the previous day is
received in the core banking system, the robot downloads the Saving ≈ 40 work hours per
commission for payments to bank branches;
month and completing the task on
• Then the robot checks the amounts on the report and the turnover in time and without errors
the core banking system;

• In case of discrepancies, send it to the responsible manager for

verification.

26
 pythonrpa.org

Industry
ACCOUNTING
Banking & Finance

Unloading the trial balance sheet

Completing the task on

time
The robots upload the reports from the banking system “Trial balance
sheet in the context of personal accounts”, “Customer registration book
correction statement”, “General ledger balance sheet with balances and
turnover”, “Account registration book correction statement”, “Customer and without errors
registration book”, “Book registration of accounts" on the first working
day of the month (monthly).

27
 pythonrpa.org

Industry
CALL CENTER
Banking & Finance

Employee performance management

The robot generates a report on the effective time worked by the call
Saving ≈ 60 work hours per
center employee (report by type of call, outgoing/incoming, month
telephone/video).

28
 pythonrpa.org

Industry
RISK MANAGEMENT
Banking & Finance

Calculation of LGD level

• When the borrower's LGD level changes (monthly), the robot

identifies all of the borrower's bank loan agreements in the BPMS
Saving ≈ 50 work hours per
and updates the LGD level based on the Excel file; month and completing the task on
• It then creates a summary file of all changes made and emails it to time and without errors
the contractor.

29
 pythonrpa.org

Industry
COMPLIANCE
Banking & Finance

Customer KYC
• The robot checks clients on a schedule according to ID and
Business ID in third-party databases (AML, services for checking the
Saving ≈ 120 work hours
reliability of legal entities); per month
• Generates a report based on the received data and sends it to the
responsible employee.

30
 pythonrpa.org

Industry
ACCOUNTING
Banking & Finance

Checking of transit accounts for transfers

from national payment system cards to VISA
cards and from VISA cards through the
Interbank Payment Center
Checking is based on transfer reports from: Saving ≈ 60 work hours per
• Interbank Payment Center;
month and completing the task on
time and without errors
• Cards of the national payment system;

• Visa cards;

• If the robot finds discrepancies, it forwards the information to the

responsible manager.

31
 pythonrpa.org

Industry
PROCUREMENT
Public sector

Monitoring supplier statuses

Every day the robot processes about three thousand contracts:

• The robot goes to the government procurement website, searches

Saving 25 work hours per
the supplier’s data in the register of unreliable suppliers; month
• If, as a result of the check, the robot finds a supplier on the list of
unreliable suppliers, it notifies the responsible manager by email.

32
 pythonrpa.org

Industry
PROCUREMENT
Public sector

Notifications about the need to approve and

sign documents on the procurement portal

• The robot checks the procurement statuses on the portal daily and Saving 20 work hours per
tracks the remaining days for the formation and signing of the
protocol for reviewing competitive bids and the report on the results month
of the contract conclusion;

• The robot sends notifications every 3 days and daily during the last
3 days before the deadline.

33
 pythonrpa.org

Industry
PROCUREMENT
Oil & Gas

Creating a payment order in the SAP

The robot processes approximately 2,500 contracts per year,

saving 6 hours of a manager’s work each day. The robot:
Saving 6 work hours per day
• Downloads and verifies concluded electronic contracts,
electronic certificates of completed work, and delivery notes and 120 per month
from the procurement website;

• Creates a payment request in SAP based on signed and

completed certificates of work and delivery note.

34
 pythonrpa.org

Industry
PROCUREMENT
Oil & Gas

Generating a purchase request in the SAP

The robot processes about 2.5 thousand contracts per year:

• The robot downloads the concluded supply contract from the Saving 8 work hours per day
and 160 per month
procurement site;

• Creates a purchase request in the SAP using data from the

downloaded contract, and fills in the fields “creditor number”,
“contract date”, “contract number”.

35
 pythonrpa.org

Industry
PROCUREMENT
Oil & Gas

Monitoring the execution of the

procurement plan

Monitoring and reporting on procurement procedures:

Saving 180 manager work
• The robot checks whether the procurement protocol has been
issued; days, complete elimination of
• Tracks how many days are left before repurchase;
errors and timely procurement

• Keeps records of repeat purchases for each item of the

procurement plan;

• Generates a report on the execution of procurement plans.

36
 pythonrpa.org

Industry
HR
Transportation and logistic (railways)

Registration and termination of employment

contracts, social leave, maternity leave on
the state website

Saving ≈ 70 work hours per

• The robot extracts information from the HR module about: new
employees, dismissed, displaced employees, employees on social
leave;
month
• Registers information on the state website (without integration via
API), signing the digital signature of the HR manager;

• The robot can be configured to register employment contracts

“retroactively”.

37
 pythonrpa.org

Industry
HR
Information Technology

Processing requests to change passwords

• The robot verifies the presence of new vacation requests in the

Electronic Document Management System;

• It then extracts information from vacation request and generates a Saving ≈ 40 work hours per
vacation order in ERP;
month
• The order is added to a request in the EDMS/BPMS and forwarded
along the designated route;

• Finally, the robot notifies the responsible HR employee about the

successful processing of the official vacation.

38
 pythonrpa.org

Industry
HR
Information Technology

Processing business trips requests

• The robot verifies the presence of new vacation requests in the

Electronic Document Management System;

• It then extracts information from vacation request and generates a Saving ≈ 40 work hours per
vacation order in ERP;
month
• The order is added to a request in the EDMS/BPMS and forwarded
along the designated route;

• Finally, the robot notifies the responsible HR employee about the

successful processing of the official vacation.

39
 pythonrpa.org

Industry
HR
Transportation and logistic (railways)

Recruiting

• The robot posts job openings on headhunting websites;

Saving ≈ 55 work hours per
• Searches for suitable candidates using keywords and parameters
(e.g. work experience, industry, etc.); month
• Downloads and saves suitable CVs on shared network drive for
processing by manager.

40
 pythonrpa.org

Industry
HR
Information Technology

Filling out an employee card when applying

for a job
• After being hired, a new employee fills out an online form
(questionnaire); Saving ≈ 20 work hours per
• The robot reads and extracts data for reception from the month and error elimination
questionnaire;

• Creates a receipt document in the accounting system and enters

data from the questionnaire.

41
 pythonrpa.org

Industry
HR
Information Technology

HR reporting

• The robot downloads reports from the accounting system (HR

Saving ≈ 30 work hours per

module), on the basis of which a single report is generated on all
personnel metrics (reception, staff turnover, absence from work,
etc.); month and error elimination
• Based on the report data, it creates a presentation with charts and
tables for all metrics broken down by blocks and branches.

42
 pythonrpa.org

Industry
HR
Information Technology

Processing employee time sheets

• The robot downloads a list from the BPMS the list of vacation
requests, from the list the robot generates a list of employees for
whom it needs to check and fill out a timesheet;

• The robot then finds the employee for whom it needs to fill out a
timesheet in the Core banking system (Colvir), checks the dates of
vacations and business trips;
Saving ≈ 20 work hours per
• If vacation days and business trips fall on weekends, or the time month and error elimination
sheet is not filled out, then the robot fills out the time sheet in
accordance with business trips, vacations and days off;

• In case of discrepancies in dates between the travel order, vacation

and timesheet, notes are made in the consolidated Excel file - The
HR manager needs to check;

• The robot in Colvir then assigns working hours to all employees.

Downloads the final report card from Colvir and sends it to the
perform.
43
 pythonrpa.org

Industry
INFORMATION TECHNOLOGY
Banking & Finance

Blocking and revoking access rights in

accounting systems for dismissed
employees and employees on leave Execution of tasks strictly
• Each leave or resignation application must specify a date; according to schedule,
• At 18:30, the robot runs at the end of the business day and blocks compliance control
access rights in internal systems based on the date given in the
application.

44
 pythonrpa.org

Industry
INFORMATION TECHNOLOGY
Banking & Finance

Processing requests to change passwords

• The robot accesses the BPM system to find password reset

requests; Saving ≈ 25 work hours per
• Completes the password reset process on behalf of the user; month and error elimination
• Generates an email with the new credentials to send to the user.

45
 pythonrpa.org

Industry
INFORMATION TECHNOLOGY
Banking & Finance

Creating accounts for the contracted

employees
The robot checks for new orders to hire an employee in BPM, reads the
Saving ≈ 20 work hours per
data, and then, based on the requested data, creates accounts in the month and error elimination
systems (BPM, Banking system, Electronic document management
system and others).

46
 pythonrpa.org

Industry
INFORMATION TECHNOLOGY
Telecommunications company

Adding entries to counterparty directorie

• The robot processes applications to add counterparties (debtors,

creditors) to the directory in the electronic document management
system, submitted as Excel files;
Saving ≈ 40 work hours per
• It verifies the accuracy of the fields and cross-checks the information month and error elimination
with the State Revenue Committee's portal (business identifier,
organization name, activity code);

• If no discrepancies are found, the robot adds the entry to the

accounting system directory; otherwise, it notifies the responsible
manager of the discrepancies.

47
 pythonrpa.org

Industry
INFORMATION TECHNOLOGY
Banking & Finance

Monitoring of critical bank systems

The robot checks that all bank systems are working:

Saving ≈ 30 work hours per
• The robot clicks and logs in to the systems;
month and error elimination
• Pings servers via the admin console;

• The robot runs daily, every 15 minutes.

48
 pythonrpa.org

Industry
TREASURY
Oil & Gas

Uploading bank statement file n the SAP

ERP system

• The robot receives a daily file export from the Online banking Saving ≈ 10 work hours per
application to a network drive;
month and error elimination
• Then, the robot uploads the file to SAP and checks the status of the
upload to ensure it was successful.

49
 pythonrpa.org

Industry
TREASURY
Manufacturing

Daily newsletter of exchange rates and

interest rates
Saving ≈ 10 work hours per
• Every morning, the robot collects information about exchange rates
from the National Bank's website; month and error elimination
• Gathers data on bank interest rates, and sends this information in a
newsletter format via email.

50
 pythonrpa.org

Industry
TREASURY
Manufacturing

Development of the report "Daily balances

and monitoring of compliance with limits"
• The treasurer exports bank statements from the Bank-client Saving ≈ 20 work hours per
application and saves them to a network drive;
month and error elimination
• The robot then reads the information and generates an aggregated
report on account balances by branch, including the limits for each
branch.

51
 pythonrpa.org

Industry
TREASURY
Manufacturing

Creating a REPO financial transaction in the

ERP system

• The treasurer exports the REPO transaction report from the bank's Saving ≈ 30 work hours per
personal account and saves it to a network drive; month and error elimination
• The robot then reads the information from the file and inputs the
REPO transaction details into SAP.

52
 pythonrpa.org

Industry
TREASURY
Manufacturing

Creating a financial transaction Notes in the

ERP system

• The treasurer exports the NOTES financial transactions report from Saving ≈ 30 work hours per
the bank's personal account and saves it to a network drive;
month and error elimination
• The robot then reads the information from the file and inputs the
NOTES transaction details into SAP.

53
 pythonrpa.org

Industry
ACCOUNTING. RPA + AI
Manufacturing

Document recognition and processing

• The accountant scans the document and activates the robot;

• The robot retrieves the scanned documents such as invoice, e-

invoices etc.;
Saving ≈ 60 work hours per
• Uses the OCR (optical character recognition) module to digitize, month and error elimination
recognize, and classify the data;

• Then either inputs the extracted data into the accounting system
SAP or forwards it to the appropriate employee for manual
verification.

54
 pythonrpa.org

Industry
SALES. RPA + AI
Banking & Finance

Registering leads from email

• The robot extracts information from each letter and sends it to GPT
for analysis;
Saving 120 hours of working
• Receives a response about the content of the letter and categorizes time monthly
the request;

• Contacts from potential clients are registered by CRM as a lead.

55
 pythonrpa.org

Industry
ACCOUNTING. RPA + AI
Construction & Property management

Posting incoming and outgoing payments

from bank statements into the accounting
system

• The robot downloads the bank statement via an API request from
the Bank-client application;
Saving ≈ 320 work hours
per month and error elimination
• It then uses business rules for the most frequent, recurring
payments and a trained ML model to categorize the transactions,
determine the account, department code, and so on;

• Finally, the robot records the transaction data in the accounting

system.

56
pythonrpa.org

+1 929 243 9827 (Whatsapp)

+7 701 333 8383 (Whatsapp)

appsupport@pythonrpa.org