Case Study: Global Financial Services Company achieves 100% accuracy and 70% reduction in P&L processing time with UiPath

Daily Profit and Loss (P&L) Reporting 100% Accuracy, 70% Reduction in AHT

Global Financial Services Company struggled with a time-consuming, error-prone process to produce daily P&L reports made up of more than a dozen individual reports and metrics. The product control team had to import multiple General Ledger reports into Excel and legacy systems, manually edit and combine them for front-office submission—creating delays and accuracy risk. UiPath was engaged to address this challenge using Robotic Process Automation.

UiPath implemented a software robot that is triggered daily to gather data, populate and validate the P&L, generate the final report and email it to the front office without manual intervention. The UiPath solution delivered 100% accuracy, a 70% reduction in average handling time (AHT) and saved 150 hours, streamlining reporting and improving operational productivity.