A leading U.S. print, mailing, and marketing services provider partnered with XTGlobal to automate their manual invoice and journal management process using UiPath RPA. Previously reliant on time-consuming Excel-based workflows in D365, the client aimed to boost efficiency and reduce errors. XTGlobal designed and deployed a fully automated BOT that processes customer remittance files, updates journals, logs issues, and sends confirmations. This automation saved two FTEs—translating to \$160,000 annually—while improving accuracy, enabling scalability, and freeing staff for strategic tasks. The solution included design, testing, deployment, and ongoing monitoring for reliability and future growth.

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