机器人过程自动化(RPA)

机器人过程自动化(RPA) is a technology that uses software robots or “bots” to automate routine and repetitive tasks. RPA可用于自动化各种业务流程, 例如数据输入, 报告生成, 以及客户服务, among others. The benefits of RPA include increased efficiency, improved accuracy, and reduced costs.​

机器人过程自动化的好处

• 提高效率: RPA can perform repetitive tasks faster and more accurately than humans, 从而提高效率和生产力.​
• 改进的准确性: RPA can reduce errors and inconsistencies, leading to more accurate data and fewer mistakes.​
• Reduced Costs: RPA can help organizations save time and money by automating repetitive tasks and reducing the need for manual labor.​
• 更好的客户体验: RPA can help organizations provide better customer service by automating routine tasks and providing faster response times.​
• Compliance: RPA can help organizations comply with regulations by automating compliance-related tasks and providing accurate and auditable records.​

Overall, RPA is a powerful technology that can help organizations streamline their operations, reduce costs, improve accuracy, 并提供更好的客户服务.

Robotics Process Automation (RPA) is rapidly changing the accounting and finance operations, 可能比其他任何现代技术都快. Many accounting professionals have realized the need for automation, but few know where to start. 许多专业人士甚至问，什么是RPA? Robotic Process Automation describes the use of software for automating specific types of human activities.

RPA软件的目标是使日常工作自动化, repetitive, 基于规则的过程, enabling accounting staff to devote more time to serving clients and other higher-value work. 会计和财务中的RPA类似于Excel宏. The difference between previous legacy Excel automation and newer comprehensive automation solutions is that while macros are limited to Excel, RPA解决方案可以跨许多会计和财务系统运行.

First, it can be used to decrease many of the tasks previously required by humans to perform in tax accounting, accounts payable, financial close, 以及许多其他功能. 许多其他行业可以说，“有一个应用程序可以做到这一点!” The good news is Accounting and Finance staff can now say that about their areas of expertise, as there is a growing number of applications that can eliminate many of the copy/paste and transcribing tasks of data between different applications.

RPA in accounting is an increasingly popular solution for removing limitations of legacy and disparate systems found in many accounting departments, which has opened the door for increased operational efficiency and lower operational cost in areas that have been relatively untouched for many years. Here are five steps you should consider when incorporating RPA in your accounting department.

1. 识别手工流程

The first step requires the organization to identify the processes they want to automate. Almost all processes identified as potential RPA projects usually have a history of issues and can have a huge impact on both company efficiency and employee satisfaction. 优先考虑要转换的最不复杂的过程.

2. 文件要求和标准

以终为始. RPA解决方案需要建立标准. 在编制清单时, include your SMEs in all functional areas and make sure that all processes are identified. It is imperative that you identify all functionality and capabilities needed to be successful in the future. Also, this step provides an opportunity to critically scrutinize your process for anything that should be eliminated or consolidated.

3. Prepare the data

因为RPA依赖于稳定的数据, it is imperative that identification of any hurdles should be identified. Many times, data exists in different locations and/or formats which brings complexity to the process. It is recommended that you consolidate your data into a centralized data store, such as an 企业数据仓库，它允许创建一致的结构和格式.

4. 设计并实现一个流程

Start with designing a complete process map and highlight the critical areas you want to automate. The design should include specific instructions on what is expected from the RPA software and how the software will fit into the overall solution. During the development phase, establish project tollgates and team reviews. This will ensure that all departments and individuals are in sync and invested in the project. Finally, avoid hard-coding any external settings and provide methods of changing settings without requiring code changes.

5. Test the output

Before relying on your solution, compressive testing of the output should be completed. The reality is that most RPA scenarios are complicated and require attention to detail. 如前所述, the completeness of your data can play an enormous determination of success. 此外，RPA开发不应该是个人的追求. In an ideal scenario, all members of the team should be part of the testing process. 这意味着开发人员, 同行审稿人, 业务测试人员应该是不同的个体.

RPA可以成为您业务的许多领域的有效解决方案. 它减少了处理时间，最大限度地减少了输入错误，并降低了成本. 在会计部门执行时, 制定一个详细的计划是至关重要的, 一个完整的团队组成了, 对细节的关注是这个项目的重点. 按照上面的步骤, you can implement a process that will not only bring efficiency to the company but also employee satisfaction.

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