Finance and Accounting
Agents, robots, and people on one governed platform. Finance and accounting teams ship work faster, spot risk earlier, and free people for the decisions only people should make.
Finance automation combines robotic process automation (RPA), intelligent document processing, AI agents, and orchestration above your ERP. Close faster, catch risk earlier, and free teams for higher-value work.
PURCHASE-TO-PAY
Reduce manual work and lower costs across requisitions, POs, invoices, and payments. Agents draft requisitions, route approvals, match invoices, and flag exceptions so accounts payable teams focus on the work that matters.
ORDER-TO-CASH
Cut days sales outstanding (DSO) across the order-to-cash process. Digitize data input, automate order entry and billing, and remove errors so revenue moves faster across order entry, billing, and collections.
INVOICE AUTOMATION
Lift touchless invoice processing across email, EDI, supplier portal, and SFTP. Agents extract data, match against POs and goods receipts, validate against policy, and post clean invoices across the accounts payable function.
The UiPath Solution for source-to-pay introduces an agentic execution layer above existing systems of record, combining AI agents, automation workflows, and end-to-end orchestration. Watch invoice processing and procurement management improve an essential process by reducing manual effort, lowering processing costs and breaking down communication barriers between finance teams, suppliers, and internal stakeholders.
CASE STUDY
In under nine months, Canon's intelligent document processing solution exceeded its target of 75% straight-through invoice processing, reaching about 90% with UiPath.
invoices processed monthly
hours saved annually
straight-through processing
employee administration ticket handling through automation
invoicing capacity as Process Mining enables implementation of new workflow
invoices processed annually
reduction in time needed to process invoices
accuracy in automated data collection
Connect to existing finance and accounting systems, ERPs, and business applications without rip-and-replace.
Combine automation, AI, and machine learning so complex financial work runs end to end on one platform.
Coordinate complex financial workflows across systems with Maestro so the work, not the wiring, gets the attention.
AI agents, RPA, and intelligent document processing on one platform. Orchestrated above your ERP and governed for the finance and accounting function at enterprise scale.
Prebuilt accelerators and connectors from the UiPath Marketplace for the most common finance and accounting work.
Drive instant ROI on invoice processing with industry-leading straight-through processing.
Ensure payments to vendors or suppliers are accurate and complete.
Increase data accuracy across incoming supplier packing slips and goods receipt workflows.
Reusable building blocks for finance and accounting work.
ROI CALCULATOR
Run the numbers and uncover where your processes hide the biggest ROI. Use your own data to see the true cost of reconciliations, reporting, and approvals, and where agentic automation delivers instant savings.
Streamline reporting, eliminate manual tasks, and gain real-time insight across your financial processes. Focus on driving performance, not processing numbers.
Accelerate planning, budgeting, and forecasting with AI-drafted scenarios
Catch cost variances and policy exceptions before they hit the P&L
Surface spend anomalies and category insights automatically
Run continuous reforecasting against live performance and market data
Generate trend-based scenario models in minutes, not days
Post journal entries, accruals, and adjustments straight through
Auto-match intercompany and subledger balances and route mismatches with full context
Speed up financial close by automating reconciliations, reporting, and approvals
Enforce accounting policy with AI-driven controls and exception handling
Stay audit-ready with continuous compliance monitoring and traceable logs
Accelerate capital planning and project approvals with AI-drafted business cases
Track capital project costs in real time, not at month-end
Automate asset capitalization and depreciation schedules across systems
Manage asset transfers, audits, and disposals without manual rework
Validate time entries and catch payroll errors before they post
Allocate payroll costs and accruals across cost centers automatically
Create journal entries and post to the GL straight from payroll runs
Generate payroll compliance reports on demand, with no manual prep
Finance teams on what changes when agents, robots, and people run on the same governed platform.
"We have a lot of complex processes like accounts payable, where we've only been able to automate parts of it. Those automations do well, but they don't span the process from one end to the other. Now with agentic automation and UiPath Maestro, we can automate the entire process, end to end."
Identify investment opportunities faster, decrease uninvested cash, and digitize reconciliation across treasury operations.
Build data-driven treasury governance and operations scope
Adapt treasury policies dynamically as markets shift
Monitor treasury procedures continuously for drift and exceptions
Strengthen internal controls with real-time risk scoring
Update security requirements automatically as new threats emerge
Generate cash flow analysis with predictive insights
Reconcile cash positions across accounts and currencies automatically
Spot cash drift early with built-in trend analysis on equivalents reports
Move funds with stronger controls and audit-ready approval trails
Forecast cash with ML models that learn from your transaction history
Score banking relationships with live activity data, not last quarter's snapshot
Cut bank fees by spotting waste in historical activity
Centralize in-house bank accounts and incoming payments in one view
Reconcile internal payments automatically and resolve breaks fast
Calculate interest and fees with live market data, not stale rates
Generate account statements on demand for any reporting need
Manage inter-company loans end to end with audit-ready logs
Schedule outgoing payments intelligently to protect liquidity
Optimize liquidity with real-time cash and exposure analysis
Score exposures continuously against policy thresholds
Process debt and investment transactions across systems without manual handoffs
Execute forex transactions with live rates and trade-time controls
Produce transaction reports on demand, audit-ready by default
Execute interest rate transactions inside defined risk guardrails
Strengthen intermediary relationships with data-driven engagement
Execute hedging transactions with real-time market data
Generate hedge account transactions and reports with automated analysis
Manage interest rate risk with predictive modeling on live exposure
Adapt FX hedging strategies as currency conditions shift
Monitor exposure risk in real time with proactive alerts
How finance automation works across the full finance and accounting function, where AI agents change the work, and how to think about end-to-end strategy.
Finance automation is the use of software to run finance and accounting work end to end across procure-to-pay, order-to-cash, record-to-report, treasury, and the controls that surround them. Modern finance automation combines robotic process automation (RPA) across ERP and source systems, intelligent document processing (IDP) for invoices and statements, AI agents that reason inside policy on exceptions and approvals, and orchestration that keeps the full process moving. Humans stay in charge of decisions outside defined guardrails.
Accounting automation is the part of finance automation that runs accounting-side work: close, reconciliations, accounts payable, accounts receivable, expenses, fixed assets, and payroll accounting. It uses the same capability stack as broader finance automation (RPA, IDP, AI agents, orchestration), applied to the work owned by controllers and accounting managers.
AI is used in accounting and finance at every stage where judgment used to require a person. Spend-analysis and forecasting agents surface category insights. Invoice processing agents extract data from emailed PDFs and portal submissions, match to purchase orders and goods receipts, and resolve mismatches with supplier follow-up. Close agents draft reconciliations, flag anomalies, and prepare audit evidence. Treasury agents generate cash flow analysis with predictive insights. Every decision runs inside the UiPath AI Trust Layer, with audit-ready logs and human review for cases above defined thresholds.
Finance automation runs as an execution layer above the ERP. Robots and API workflows move data across procurement, accounts payable, accounts receivable, treasury, and finance systems. AI agents handle the reasoning steps that used to take a person: validating requisitions against policy, matching invoices to POs and goods receipts, drafting reconciliations, classifying anomalies, and routing exceptions with full context. The ERP remains the system of record. UiPath Maestro orchestrates every step with audit trails, SLA tracking, and human-in-the-loop oversight.
Finance and accounting automation runs on four capability layers. Robotic process automation (RPA) handles rule-based work across ERP, procurement, and source systems. Intelligent document processing (IDP) extracts data from invoices, statements, receipts, and supplier documents. AI agents reason inside policy on judgment work like exceptions, reconciliations, and approvals. Orchestration through Maestro manages state across long-running processes, so a single case can pause, resume, and complete reliably.
Common outcomes include faster month-end close, higher touchless invoice processing rates, lower cost per invoice, fewer duplicate and incorrect payments, shorter days sales outstanding (DSO) and days payable outstanding (DPO), improved cash-forecast reliability, and audit-ready compliance. Indirect outcomes include better cash management, stronger supplier relationships, and finance and accounting staff time freed for strategic work like FP&A, treasury strategy, and audit response.
No. UiPath is platform-agnostic and works on top of the ERPs and finance systems already in place: SAP, Oracle, NetSuite, Workday, Coupa, SAP Ariba, and others. The ERP stays the system of record. UiPath is the agentic execution layer that orchestrates work across procurement, accounts payable, accounts receivable, treasury, document stores, and ERP, so a single finance process can run end to end without manual handoffs between systems.
