HelpSystems AutoMate Primary Use Case

Manager at a consultancy with 501-1,000 employees
We are a service provider and we use this solution to automate processes for our clients. Our customers are in a variety of businesses including banking, insurance, energy, and healthcare. There are lots of use cases, especially in the insurance and banking industries, but we are expanding into other industries as well. An example use case for our clients is the automation of invoice payments. View full review »
Chief Technology Officer at a software R&D company with 51-200 employees
Our use case for this solution is in the HR department. We are a company that has external consultants that perform services for other companies, and each employee has to give us reports describing their hours each month. Based on these reports, we charge the customer accordingly. We have PDF files that are scanned and sent to us by phone. These are from our employees on the customer's site, and our human resources personnel review them afterward. The reports are compared with our in-house system, the files are reviewed, and the hours are approved. Once this is complete, an invoice is sent to the customer. View full review »
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