Gartner Research

When and Where to Use Robotic Process Automation in Finance and Accounting


Knowing if RPA is the best option instead of finance application modernization initiatives is a key challenge. Application leaders need to consider RPA against other technical options to realize business benefits and meet strategic goals.

Published: 19 February 2019

ID: G00377790

Analyst(s): Cathy Tornbohm Greg Leiter

Table Of Contents
  • Key Challenges



  • Where Can RPA Be Used in Finance and Accounting Activities?
    • Considerations for When to Use or Not Use RPA in Finance and Accounting

Case Studies

  • Case Study 1: RPA and Invoice Processing Tool for a Global Initiative to Automate the Processing of Purchase Orders
  • Case Study 2: Reconciling the General Ledger Monthly for BlackLine Open Designed by Consultancy WonderBotz Using the Blue Prism RPA Tool
  • Case Study 3: Automation of SAP Finance Processes Using Redwood Robotics Tool
  • Case Study 4: BPaaS Automation of Sales Order Process Using Automation Anywhere RPA
  • Case Study 5: SaaS Automation of Cash Application Processes for a Global Manufacturer Not Using an RPA Tool

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