Financial Management Automation Bot

Customize your financial management process to fit in exactly the way you wish to operate using Conversational AI
Financial Management Automation

We have seen so many use cases from customer FAQs support to e-commerce support using bots, what if i tell you we can automate the complete financial management process using a Conversational AI? Yes, we are going to look at one of the use cases of Hybrid TAP, where you can customize your financial management process to fit in exactly the way you wish to operate using Conversational AI.

The best Conversational AI offers an end result that is indistinguishable from could have been delivered by a human. Think about the last time that you communicated with a business and you could have completed the same tasks, with the same if not less effort, than you could have if it was with a human. That’s Conversational AI at its highest quality. Though chatbots have gained popularity, conversational AI solutions can be offered over both text and voice modalities and hence various channels and devices that offer support these modalities — from SMS and web chat for text modality to phone call and smart speakers for voice modality.

AI powered Financial Management Insights Delivery

Querying relational data structures using state of the art natural language processors to retrieve and deliver accurate and personalized results. You can train the AI to answer effectively, choose your NLP engine based on its performance and your business need, and its speed and accuracy in retrieving data from a data structure varying from excel sheets to complex databases. We have state of art conversion algorithm to convert user needs to database queries and fetch accurate data in a lightning speed.

Financial Management Insights

How can we help you automate your financial  management?

Tally Integration

Automate your grunt work and reach your customers directly from Tally from invoices to other accounts messages and queries. Accounts software like Tally and other financial tools can be integrated to the Conversational AI using the simple endpoints or sdks, so that the whole process is automated and the AI will fetch and display the required data without having to go through so many records and accounting everything manually.

Omni-Channel Support

Support your customers’ complete journey across all platforms starting from the website, apps, SMS, email to all social media platforms. Provide 24/7 support to your customer with constant monitoring and managing which reduces the chances of drop-offs. Even if your agents are offline or the ticket is raised during non-business hours, our AI will handle it swiftly and allocate properly.

Table as a Knowledge-Base

Your bot’s knowledge-base can be anything from a mere table of records to complex and heavy higher level data structures/bases.Using the AI driven analysis of the user’s sentiments, personalise and enhance the knowledge base to support your customers better. Customize and edit the knowledge base or train the AI to answer effectively, choose your NLP conversion algorithm based on its performance and your business need, then deploy it and let it complete the job perfectly for you.

Automate Financial Management

Why US ?

To give you a glance or a teaser of what our ideology of no-code and customization is behind this AI system, look at few of our unique layering behind it,

  1. CUSTOM CRM INTEGRATIONS & API ENDPOINTS
  2. INTELLIGENT NLP SYSTEM AND INDUSTRY AI MODELS
  3. COMPLETE CUSTOMER AND AGENT ANALYTICS DASHBOARDS
  4. CONTINUOUS RECURSIVE LEARNING TO PROVIDE A PERSONALISED EXPERIENCE
  5. ANALYTICAL SEARCH ENGINE
  6. AUTOMATED E-REPORTS

It’s time to convert your visitors to customers

All you have to do is reach out for a free demo and convert your visitors to customers by customizing your financial management process to fit in exactly the way you wish to operate using HYBRID TAP’s Financial Accounts Automation Bot.

To get a glimpse of the work that we do, you can visit us anytime! Also do check out our social media accounts for interesting technical updates and new features and experiments !