Processes
What is Workflow Automation?
Workflow automation uses software to execute a series of tasks in a defined sequence automatically — replacing manual steps, handoffs, and decisions with rules-based or AI-driven logic.
Explanation
In accounting, workflow automation covers the movement of documents and data through multi-step processes: an invoice arrives, is extracted, matched, routed for approval, coded, and posted. Each step is a handoff that in manual workflows requires a human action. Automating the workflow means these steps happen automatically, with humans only intervening at defined exception points. The key metric for workflow automation is straight-through processing rate (STP%) — the percentage of documents that are processed end-to-end without human intervention. High STP% (80–95%) is the goal for high-volume, repetitive workflows.
How Rima relates
Rima's Blueprints are workflow automations for document-heavy accounting processes. Each Blueprint defines the steps, and Rima executes them automatically for every new document batch.
Explore workflow automationRelated Terms
Blueprint Automation
A configurable automation for a specific document workflow, built by describing the process in plain language.
Intelligent Automation
The combination of AI and process automation to handle complex, judgment-intensive tasks.
Straight-Through Processing (STP)
The percentage of transactions processed end-to-end without manual intervention.
Document Workflow
The defined sequence of steps a document goes through from receipt to final processing and storage.
See it in action
Rima automates the manual document workflows accounting teams spend hours on every week.