Genta - Finance Automation - Use Cases

Genta - Finance Automation - Use Cases

Our Mission Genta has changed the game with productivity. We take your tasks in plain English and convert them into actionable items almost any software can use - an AI assistant for all!

The Genta AI Automation Advantage in Financial Services Use our text to action based chat bot to run your software tasks on the fly, or access our premade workflows

Extract information from all unpaid invoices (pdfs) and add to outstanding invoices excel
Add information from outstanding invoices excel sheet and add into SAP invoices outstanding
Check all paid invoices and export contact information into excel and send emails
Generate report on sales to date
Process this new application
Take this application and add into Dynamics
Create Purchase order for this invoice

Pre Built Ai Workflows in Financial Services Genta has created pre built workflows to make automating your tasks even easier.

Prompt me for a folder with PDF 1040 Tax forms, then for each tax form, extract all information and save to Excel.
Copy fields from excel into Salesforce Invoices outstanding
Get me a report on sales MTD from SAP as excel and send back to me
Prompt me for a folder of PDF invoices, then for each invoice, extract Invoice No., Customer, Invoice Date and Total Amount to Excel
Add new Customer into Salesforce
Check SAP for open invoices and export to excel file and send back to me

Genta Ai Automation has emerged as a game-changing solution in the Financial Services Sector.

Genta is at the forefront of revolutionizing the sector with its text to action automation, enabling banks and financial institutions to streamline their operations effectively.

In today's fast-paced financial services industry, where precision and speed are of the utmost importance, keeping up with the demands is imperative. The complexity of financial operations has grown significantly.

In the ever-evolving landscape of banking and financial services, Genta AI Automation is a transformative force. With its ability to automate a wide range of tasks it is a valuable ally for banks and financial services providers looking to thrive in the digital age.

Just some of the 1000’s of applications that Genta can automate

  • Quick Books
  • Zero
  • Oracle Financial
  • Salesforce
  • Adobe PDF
  • Excel
  • Adaptive Insights