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The Challenge

Auditing of accounts receivable requires AR confirmation sign-offs from both the client and client’s customers. This process was manual, repetitive, and time consuming for both the auditor and the client. In addition, these manual processes also produced data transcription accuracy risks, which created the potential for time consuming follow-up tasks.

The Goal

The client wanted to automatically prepare, send, and receive accounts receivable confirmations via DocuSign.

The Solution

CEI partnered with the client to standardize and simplify the process. This transformation implemented a low-touch information gathering process coupled with automation to generate and send out confirmation sign-off forms.

This solution automatically reads information from relevant MS Excel files, inserts that information into templated MS Word files, generates a PDF sign-off file, and sends it out for electronic signature through DocuSign – all in a matter of minutes.


The Stack

PowerAutomate | Outlook | Excel | Word | SharePoint | DocuSign