Banking & Finance Operations

RPA: Intelligent Finance Automation

From inbox to reconciliation, automated. A smart RPA platform that receives electricity bills by email, extracts the data with OCR, maps each bill to its branch, tracks payment status and supports reconciliation across large multi-branch operations.

RPA Automation Studio sign-in screen and operations dashboard
DisciplineAI & business automation
RegionMulti-branch banking
DurationIn production, ongoing
TeamAutomation pod
Year2026

01 The challenge

412h

Hours saved against the manual baseline

Finance teams in organisations running hundreds or thousands of branches spend a significant part of every month collecting bills, entering information by hand, chasing branches for missing documents, reconciling payments and maintaining MIS records.

Bills arrive by email in inconsistent formats. Each one has to be opened, read, matched to the right branch or consumer, recorded, and then followed through to payment. Nothing about that work is difficult, and all of it is slow.

The result is a fragmented process with no single view of what has been received, what is outstanding, what is due and where the exceptions are.

02 What we did

  1. 01

    Automated email reading

    The platform monitors centralised inboxes and processes incoming bills and attachments automatically, with no one having to open a mailbox to start the workflow.

  2. 02

    OCR and data extraction

    Electricity bills are read and the key fields extracted: consumer details, account numbers, amounts, due dates and billing periods.

  3. 03

    Branch mapping

    Each bill is associated automatically with the relevant bank branch or consumer, which is the step that previously required a person who knew the estate.

  4. 04

    Bill processing workflow

    Bills are tracked through received, pending, paid, unpaid and reconciliation stages, so status is a property of the record rather than something held in an inbox.

  5. 05

    Automated reconciliation

    Payment records, bills and finance data are matched automatically, reducing the manual reconciliation effort at period close.

  6. 06

    Centralised dashboard

    Finance teams get visibility of received and pending bills, due dates, processed records, exceptions by type and automation performance in one place.

Automation flow from email intake and OCR through branch mapping to per-branch payment status
Automation flow from email intake and OCR through branch mapping to per-branch payment status

03 Results

  • 412hHours saved vs manual baseline
  • 89.6%Automation success rate
  • 99.4%Bot availability
  • 50Bills processed this month

Built with

  • Email Automation
  • OCR
  • Reconciliation
  • Branch Mapping
  • Finance Workflows
  • Real-Time Dashboard

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