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Robotic Process Automation

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Overview
About the client
The problem
Our solution
Key outcomes
Overview
About the client
The problem
Our solution
Key outcomes
  • overview

PRMT designed and implemented a Robotic Process Automation (RPA) solution to automate a manual banking workflow for Syzygy. The project eliminated a repetitive, error-prone task by creating a bot that autonomously downloads daily bank statements and imports them directly into their Acumatica ERP. This successful automation frees Syzygy’s finance team to focus on strategic, revenue-generating tasks while ensuring greater accuracy and consistency in their weekly financial close.

"Since PRMT implemented the RPA workflow, our bank statements import into our accounting system daily without manual effort, improving accuracy and cutting hours from our close. PRMT was able to resource a solution where our accounting system failed to live up to and support our process. Working with PRMT was seamless. Clear communication, smart problem-solving, and a clean handoff our team can own." - Tyler Burr, COO& Founder, Syzygy

  • About the client

Syzygy

Syzygy is a services firm that provides back-office support and operational strategy to advertising industry leaders. Driven by a mission to address the unique challenges of the modern production world, the company offers collaborative, process-oriented accounting and back-office services. Syzygy’s business is built on a foundation of technology and expertise, and they believe that strong operational support is crucial for sustaining growth.
  • The problem

A Manual, Repetitive Bottleneck

Manual Data Entry

Syzygy's finance team was burdened by a time-intensive, manual workflow of downloading and keying in weekly bank statements for every client.

Risk of Errors

This manual process was prone to human error, leading to inconsistencies and delays in a critical part of their weekly financial close.

Operational Friction

The repetitive chore diverted the team's focus away from higher-value, growth-oriented initiatives and client service.

Under-specced Infrastructure

The client's existing infrastructure was not equipped to support the unattended automation required to run an RPA bot reliably.
  • OUR SOLUTION

Custom RPA Bot for Automated Banking Workflow

PRMT developed and deployed a custom RPA bot to fully automate Syzygy’s banking workflow. By leveraging Azure's cloud compute services, we established a robust infrastructure for unattended automation. We closely mapped the existing manual process and collaborated with an ERP specialist to ensure the bot seamlessly integrates with their Acumatica system, providing a complete end-to-end solution.
  • Key outcomes

Accelerated Financial Processes

End-to-End Automation

Bank statements are now automatically imported into Acumatica daily, completely eliminating the need for manual data entry.

Improved Accuracy

Automated, standardized steps remove the risk of human error, ensuring consistent and accurate data for the weekly close.

Redeployed Talent

Syzygy’s finance team is now free from a tedious chore and can focus on more strategic, revenue-generating activities.

Scalable Infrastructure

The new cloud-based infrastructure and workflow provide a foundation to extend RPA to other back-office processes long-term.

"Since PRMT implemented the RPA workflow, our bank statements import into our accounting system daily without manual effort, improving accuracy and cutting hours from our close. PRMT was able to resource a solution where our accounting system failed to live up to and support our process. Working with PRMT was seamless. Clear communication, smart problem-solving, and a clean handoff our team can own." - Tyler Burr, COO& Founder, Syzygy

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