Collections from 6 banks, with nobody in front of the screen
From 12 people doing repetitive work to a process that runs on its own
The problem
The company processed collections from six banks by hand. Two people per bank, four hours a day. The work was repetitive and mistakes got made. And it didn't scale. Every new bank meant hiring more people.
How we did it
We started with the highest-volume bank to prove the model worked. It was running in three weeks. The other five came online over the following month.
What we did
We built one process per bank. It goes into the portal, identifies itself, finds the day's payments and downloads them. Then it matches everything against the company's internal records and sets aside whatever doesn't line up for a person to look at. The rest runs on its own every day, without anyone starting it.
Results
- 960 hours a month of manual work, eliminated
- Fewer errors when matching payments
- Cash visible the same day instead of the next
- Every run recorded and auditable
How it is kept running
The ops team gets it bank by bank: whether it ran, how many payments went through, and any errors. When one bank changed its portal, we caught it the same day and fixed it before anyone noticed.
These processes predate Mesh, so they were never wired into it. Everything we put to work now reports there from its first run.