Issue of interest notes

Case Study

Issue of interest notes

About the company

Accounting department


Employees manually calculate interest notes for invoices paid in arrears, based on an ERP system report the note is qualified and then the interest is calculated (taking into account a number of conditions). The process was carried out irregularly due to its time-consuming nature.


An automation of the process was prepared, in which the robot:

  • Downloads a report
  • Verifies and groups invoices
  • Calculates note values


  • Minimising human time, freeing up human resources
  • Reduce losses – regular issuing of interest notes
  • Speeding up the process – transferring all the work to a robot
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