RPA Case Study: Merging Tax and ERP Data into an Automatic Daily Report
RPA merges tax and ERP data through many intricate steps into a ready-to-use daily report, with automatic retries and only occasional human checks.
Problem
The team needs a tax report that combines two sources: data from the tax portal and data from the ERP. The result is used every day and its format must follow internal requirements. - Many steps: filtering, matching, merging, calculating, and final formatting. - Done daily: skipping even one step makes the report wrong. - Error-prone copying and manual formulas. - Dependence on specific people who remember the order of steps.
Solution
The Oneflux bot runs the entire chain of work: 1. Fetches the latest data from both sources. 2. Cleans it and standardizes the formats. 3. Matches and merges the data according to the agreed rules. 4. Calculates and builds the report from the template. 5. Saves the result and notifies the user. Failure handling: when a step fails because of a temporary disruption, the bot retries by itself until it succeeds (with a limit and an alert if it keeps failing), so constant supervision is not needed.
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