Finance ops · Production

Global Retailer Automates 'Impossible' Financial Journal Entries with Blue Prism Digital Workers

The problem

An anonymous high-end retailer generated 18,000 financial journal entries per year through a laborious manual process requiring data gathering from multiple sources, spreadsheet entry, pivot-table validation, and template submission to internal financial systems, with volume spikes at month-end and year-end forcing employees to log in at unusual hours to meet deadlines.

Workflow diagram · grounded in source

Finance team creates templates

trigger

“employees on the finance team create journal-specific templates which are used in combination with a complicated business rules document to inform the digital workers”

First worker collects data

integration

“The first digital worker kicks things off, collects journal entry data and deposits it in a central location”

Second worker identifies journals

routing

“The second digital worker then reviews the master scheduling document, identifies scheduled journals and gathers relevant data and the unique journal template”

Standardize, complete, and submit

output

“This digital worker standardizes the data using macros and pivot tables, completes the template and submits the journal entry to the company's financial system for approval”

Reported outcome

With two digital workers handling the journal entry process, employees are freed to pursue more rewarding work and job satisfaction has increased because employees no longer need to log in at all hours during month-end and year-end.

Reported metrics

Financial journal entries created per year18,000

Employee job satisfactionjob satisfaction has increased

Employee after-hours workno longer logging in at all hours of the day and night

Reported stack

SS&C Blue Prism

Source

https://www.blueprism.com/resources/case-studies/retailer-automates-impossible-journal-entries-with-help-from-rpa/

Read source ↗

Frequently asked questions

What did this team achieve with this AI workflow?

With two digital workers handling the journal entry process, employees are freed to pursue more rewarding work and job satisfaction has increased because employees no longer need to log in at all hours during month-en…

What tools did this team use?

SS&C Blue Prism.

What results were reported?

Financial journal entries created per year: 18,000; Employee job satisfaction: job satisfaction has increased; Employee after-hours work: no longer logging in at all hours of the day and night (source-reported, not independently verified).

How is this finance ops AI workflow structured?

Finance team creates templates → First worker collects data → Second worker identifies journals → Standardize, complete, and submit.