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Data Analyst

Bank Statement Automation Input

Starter Pack

This is the # 1 series of the UIPath small starter pack series. We provide tutorials for implementing automation with examples of cases that are commonly encountered in everyday life.

Why you need Small Starter Pack?

First time on Robotic Process Automation (RPA) and UiPath? Don't have an idea for automation?

Small starter pack will help you to learn and familiar with UiPath. We provide UiPath Starter Pack to let you experience the look and feel of UIPath and trial it yourself. We offer support for you to plan, build, manage, run, and measure automation using UiPath.

Input Bank Statement into the Accounting System

A bank statement is an official summary of financial transactions occurring within a given period for each bank account held by a person or business with a financial institution.

In this case, the Accounting user handles several Bank statements.
User needs to copy all the relevant information from these Bank Statement and data processing into an Excel and input into the accounting system.
If it needs to be processed each day and manually isn't the accounting user going to be overwhelmed?

Accounting System Manual Input.jpg

How UiPath help automate Input Bank Statement process?

UiPath robot capable of mimicking human user actions.

UiPath robot will help the Accounting user to improve the accuracy, speed of the operation and end the repetitive tasks.

Accounting System Automatic Input.jpg

Check our UiPath Starter pack series

Input Bank Statement Automation using UiPath

Build an automation with no code using UiPath StudioX

  • Create a new project by selecting blank task in the new project section.

  • Fill in the process name, location and description

  • Let's build the UiPath robot

  1. Drag & drop Resource "Use application/browser" to Activity section.

  2. Add activity "click" to let the robot log into the detail page Bank Statement of Accounting System.

  3. Add activity "use excel file", activity "click" and "type into" to let the robot input one by one data from bank statement to system

  4. Add activity "click" to let robot submit the data

  5. Click button "Run" to let the robot Input Bank Statement to Accounting System automatically

List of UiPath components on Input Bank Statement Automation :

  • Activity "Use application/browser"

  • Activity "Click"

  • Activity "Use Excel File"

  • Activity "For Each Excel Row"

  • Activity "Type Into"

  • Activity "IF"

UiPath - Input Bank Statement Automation: Text
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