Automating Data Entry and Reporting in Banking Application using RPA


Our client, a prominent banking institution, faced a time-consuming and error-prone data entry and reporting process. Every month, they had to input around 1000 records from an Excel file into their core banking application. This manual process took approximately 12 hours per month, leading to inefficiencies, increased risk of errors, and reduced employee productivity.


To address these challenges and optimize the data entry and reporting process, the banking institution decided to implement Robotic Process Automation (RPA) into their operations. The objective was to automate the data entry, analysis, and reporting tasks, significantly reducing the processing time and improving accuracy.

Process Flow of the Robotic Process Automation

Data Entry Automation

  • The RPA bot was programmed to log into the core banking application securely using designated credentials.
  • It then accessed the Excel file containing the financial data to be entered into the application.
  • The bot efficiently extracted the required data from the Excel file and accurately entered it into the appropriate fields of the banking application.
  • The bot also performed data validation checks to ensure accuracy and compliance with predefined rules.

Data Analysis and Reporting

  • After successfully entering the data, the RPA bot initiated data analysis processes to generate insightful reports.
  • It utilized various algorithms and calculations to derive meaningful insights from the entered data.
  • The bot then created comprehensive reports in PDF format, presenting the analysis findings in a visually appealing and easily understandable manner.

Logging and Monitoring

  • Throughout the entire process, the RPA bot diligently maintained detailed logs of each step taken, including data entry, analysis, and reporting.
  • The logs served as an audit trail, providing complete transparency and traceability of actions performed by the bot.

Benefits of RPA

  • The implementation of RPA has revolutionized the data entry and reporting process for our client. The once labor-intensive and time-consuming task that took 12 hours per month can now be completed in just 30 minutes by the RPA bot, saving over 11.5 hours of manual effort.
  • The RPA solution significantly reduced the risk of data entry errors, enhancing the data accuracy and integrity. By minimizing manual intervention, the bot eliminated the possibility of human errors, thereby increasing the overall data quality.
  • The swift data entry and reporting process enabled faster decision-making, allowing the banking institution to respond promptly to market changes and customer demands.
  • The RPA bot’s detailed logs provided complete visibility into the process, making it easier for the banking institution to track and audit data entry and reporting activities.


With the successful implementation of RPA in data entry and reporting, our client has achieved exceptional efficiency gains, improved data accuracy, and reduced operational costs. The RPA-powered automation has empowered their employees to focus on more strategic tasks, driving innovation, and enhancing customer experience. As a result, the banking institution has positioned itself as an industry leader, leveraging cutting-edge technology to streamline critical processes, achieve operational excellence, and drive sustainable growth.