Overview
UiPath is an Intelligent Automation platform that enables organizations to automate and orchestrate operational and financial processes. It combines traditional process automation with AI, allowing both predictable tasks and tasks requiring interpretation to be automated.
Organizations often work with multiple applications, data sources, and manual process steps. Not every system has the right integrations, and not every process step can be handled with fixed rules. iPath forms an automation layer over this existing application landscape and connects systems, data, software robots, AI, and employees within a single process.
In doing so, it always employs the technology best suited to the task: deterministic automation where processes are predictable, AI where interpretation is needed, and human decision-making where oversight or expertise remains essential.
Benefits
UiPath helps organizations further automate processes without replacing existing applications and systems.
- Performance: Automate manual and repetitive tasks and reduce turnaround times.
- Scalability: Apply automation across multiple processes, systems, and business units.
- Intelligence: Use AI for tasks that require the interpretation of documents, communications, or other unstructured information.
- Governance: Manage automation centrally and maintain visibility into executed actions, decisions, and exceptions.
How UiPath works
UiPath brings together various forms of automation within a single platform. Processes can be executed in a fully deterministic manner, incorporate AI, or involve employees at specific points in the workflow.
Orchestration
Processes often span multiple systems, departments, and technologies. UiPath orchestrates these individual steps into a single end-to-end process.
In doing so, software robots, AI agents, APIs, and employees can each execute a part of the process. The platform monitors progress and ensures that tasks are routed to the correct next step.
Robotic Process Automation
RPA automates predictable tasks based on predefined rules. Software robots can interact with applications just as an employee would and process data between systems without always requiring technical integration.
Examples:
- Entering or transferring data between applications
- Processing files and reports
- Retrieving information from systems
- Performing checks and calculations
- Automating recurring administrative tasks
RPA thus serves as the deterministic execution layer for tasks where the steps to be taken are clearly defined in advance.
AI and agents
Not every process step can be fully defined in advance by rules. UiPath can use AI for tasks that require interpretation, classification, or decision-making.
AI agents can analyze information, take context into account, and determine which next step is required within a process. Software robots, APIs, or other systems can then be directed to perform the corresponding actions.
This allows deterministic automation and AI to be used side by side within the same process.
Intelligent Document Processing
Many business processes begin with documents, emails, forms, or other unstructured information. Intelligent Document Processing converts this information into data that can be used to further automate processes.
UiPath can recognize, classify, and extract information from sources such as:
- Invoices
- Orders
- Emails
- Forms
- Contracts
- Other business documents
Where automated processing does not provide sufficient certainty, an employee may be involved to verify or supplement the information.
System integration
UiPath works across existing applications and infrastructures. Processes can be automated via user interfaces as well as through APIs and other integration methods.
This also allows for the integration of processes in which modern cloud applications, ERP systems, databases, and older legacy applications are used side by side.
Governance and control
As more tasks are performed automatically, control over execution becomes increasingly important.
UiPath supports centralized management and monitoring of automations. Organizations can determine which processes may be executed automatically, when human approval is required, and what permissions robots and AI agents are granted.
Actions, process steps, and exceptions can be documented, ensuring that automated processes remain manageable and traceable.
UiPath in Finance Operations
Within Finance Operations, UiPath is used to automate tasks that involve multiple systems, documents, and decision points.
Purchase to Pay
Automate tasks related to suppliers, invoices, and procurement processes, such as retrieving and processing information from portals, verifying data, or handling exceptions.
Order to Cash
Support processes related to customers, invoicing, payments, and collections by consolidating information from various systems and automatically performing recurring tasks.
Financial Control
Automate controls, reconciliations, and reporting tasks that require data to be collected, compared, and processed from multiple sources.
Cross-Process Automation
UiPath is not limited to a single financial process. Automations can connect tasks across Finance, Operations, HR, IT, customers, and suppliers when a process spans multiple systems or departments.