This page describes the typical characteristics of a process that is well suited for automation including: Inputs Outputs Processing needed to get from inputs to outputs


Processes suitable for automation source data from almost any system. Typically data is provided in the form of files including:

  • Excel workbooks
  • Text/csv files
  • Access databases

Examples of inputs:

  • Extracts from general ledger such as SAP or Oracle
  • Data from a data warehouse
  • An Excel workbook produced by an upstream process
  • Master data (extracted to a file) such as lookup tables and referential data.


Processes suitable for automation often produce:

  • Reports in Excel, Word and PDF format.
  • Text/CSV files (often to be loaded into other systems).
  • Online reports and dashboards.

Example of outputs:

  • A KPI report in Excel.
  • Reconciliation results in Excel.
  • A Board Pack in PDF.
  • Journal uploads in CSV.
  • An ABA file for the bank.
  • A regulatory report in Word.

Processing (from inputs to outputs):

The types of actions most commonly seen when automating include:

  • Copying data between files.
  • Performing calculations.
  • Identifying and removing exceptions.
  • Aggregating and sorting.
  • Comparing and reconciling lists.
  • Merging or looking up data.
  • Importing/exporting data between file formats (e.g. Text to Excel).
  • Checking file formats and structure.
  • Sending emails and SMS.


  • Copying Oracle GL data from an extract into a report template.
  • Removing records that are from the incorrect state (e.g. WA when processing for NSW).
  • Looking up a product description from a master list extract using a product code.
  • Aggregating the number of exceptions by cost centre.
  • Applying the appropriate commission % to sales data.
  • Sending the board pack to the CFO for review.

Save time. Improve data quality. Empower your decision making.

Contact Us

To learn more about SolveXia, please use the form below to send us an email. One of our team members will contact you.

Not readable? Change text. captcha txt

Start typing and press Enter to search