Automating Financial System Configuration

RPA Solution for Visma using UiPath.

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About project

Horizon RPA Automation

This project focused on the development of a Robotic Process Automation solution for Horizon, designed to automate repetitive configuration tasks across multiple company accounts.

Due to the absence of production environment access, the solution was developed and tested in a controlled test environment and later validated together with a client employee in production. The automation significantly reduced manual effort, eliminated configuration errors, and ensured consistency across all processed companies.

Project
Area

Robotic Process Automation (RPA), Financial Systems, Process Optimization

Project
Name

Horizon RPA Automation

Technology
Stack

UiPath, Computer Vision Automation, Windows Desktop

From challenge to solution

Problem Definition

The client faced time-consuming and error-prone manual configuration across multiple companies, constrained by UI-only workflows and non-automatable authentication. This created a clear need for a reliable desktop automation solution that could operate within these system limitations.

Methodology

The solution was developed in UiPath Studio using both native UI automation and computer vision, validated through test-first development and final execution on a client workstation, and delivered with comprehensive documentation to enable independent internal use.

Automation Objectives

  • Automate configuration changes in Horizon.
  • Iterate through all companies automatically.
  • Modify order type settings consistently.
  • Ensure safe execution within UI constraints.
  • Deliver full documentation for internal use.
  • Support controlled validation with the client in production.
Results & Impact

Reliable automation inside real system limits

Efficiency

  • Eliminated repetitive manual configuration.
  • Saved employee time.
  • Enabled internal execution without developer involvement.

Quality

  • Reduced operational risk and human error.
  • Ensured consistent system settings.
  • Improved confidence in repeated configuration tasks.
Conclusion

Fast ROI for constrained enterprise processes

The RPA solution successfully automated a complex, UI-bound configuration task that would otherwise require extensive manual effort. By leveraging UiPath's computer vision capabilities and delivering clear operational documentation, the project achieved high reliability and immediate business value.

This case demonstrates how targeted RPA solutions can deliver fast ROI even for single-run or highly constrained enterprise processes.

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Need to automate repetitive desktop or financial-system workflows? Tell us about the process and we will help identify the safest automation path.

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