RPA and Intelligent Automation
for Finance and Accounting

RPA and Automation Solutions Built for Today’s Financial Industry

Automation in Finance

The financial industry faces unique challenges with efficiency, accuracy, timeliness, and compliance, resulting in redundant processes prone to human error. To make matters worse, errors can result in significant scrutiny from regulators and investors. EPSoft’s EZFlow platform solves these problems and more, with integrative features that simplify workflow and improve accounting and financial processes start to finish.

RPA & Intelligent Automation Built for Business Users

EZFlow is an end-to-end solution designed for fast implementation and supreme ease of use. Easily outline workflows and identify high-value areas best for automation. Use simple drag-and-drop to quickly build your automations, and keep everyone on the same page with EZFlow’s multi-persona structure. And, get started with no downtime and no additional IT team support.

The EZFlow Intelligent Automation Platform for Finance & Accounting

EZFlow offers accounting and finance teams a complete solution for end-to-end automation. Simplify processes, reduce errors,
let automation do the heavy lifting for intensive data management, improve productivity and so much more—all in one
easy-to-use platform.

  • Drive growth
  • Improve accuracy
  • Get more done with automations that work 24/7
  • Reduce business risk and fraud
  • Reduce errors and waste

EZFlow Features & Benefits

  • Administration and reporting
  • Existing reporting layer analysis
  • ERP entries and management
  • Invoice processing
  • Regulatory compliance tools
  • Fast data ingestion
  • Real-time risk management & pattern
  • Detection
  • Custom reporting & analytics
  • Multi-persona functionality

Intelligent Automation Use Cases for Accounting and Finance

Maintaining a CRM can be tedious work in any capacity, but with finance and accounting, the quantity of data alone makes it a particularly time-intensive business task. With RPA and intelligent automation, you can outsource the bulk of this work to automation bots, which can extract relevant customer details from various sources, both structured and unstructured, automatically updating records and maintaining a more accurate CRM.

More Finance-Specific Automation Use Cases

  • Mainframe Offload
  • Real-Time Apps
  • AML Payments Fraud
  • Unified Reporting
  • Customer Churn Analysis
  • Fraud Detection
  • Insider Threats
  • EDW / ETL Offload
  • Invoice Processing
  • Payment Matching & Processing
  • Unified Reporting
  • ERP Journal Entries
  • Account Reconciliations
  • Rules-Based AP Approvals
  • Financial Forecasts & Analysis
  • Regulatory Reporting
  • PO Management


Lower costs and improve productivity with automation tools that offer perfect accuracy and free up your talented team to dedicate time to higher value tasks

Improve Compliance
and Security

Ensure privacy and comply with regulatory requirements by better tracking and managing massive amounts of data

Faster Data

Improve effectiveness of data management with faster data ingestion, resulting in more precise data transformation

Customer Experiences

Recommend personalized products and services using our comprehensive system, which creates a 360-degree view of your customer


With graph algorithms that constantly monitor real-time risks and data patterns, you can detect fraudulent activity and prevent problems before they ever occur

Custom Reports
and Analytics

With a multi-tenancy model, each user has a personalized view, allowing for a rich user experience while still leveraging technical tool capabilities—without needing IT support

Getting Started With Intelligent Automation in Finance and Accounting

The finance and accounting industries face unique challenges, but with EZFlow, you can meet them all and accelerate digital transformation. Let’s schedule a demo and see what a hybrid workforce can do in your accounting business.


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