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NONPROFIT CASE STUDY

Better Accounting for a Better World

Streamlining treasury operations with low-code and RPA
What We Built: Advocacy Foundation Reconciliation Automation

Business Area: Accounting
Initial Delivery Time: 2 – 4 Months
Product Releases: 2

Objective & Key Goals

The Advocacy Foundation Reconciliation project integrates low-code with UiPath to automate the reconciliation of daily remittance source files. It streamlines data processing and enhances accuracy, while the low-code interface provides seamless access for treasury staff to review and validate data efficiently.

Automate data ingestion and reconciliation for faster processing

Provide real-time data visibility and simplified reporting

Enhance operational accuracy and reduce manual effort.

Ampcus Strategic Impact

By leveraging Appian and RPA, the client’s treasury department benefits from improved operational efficiency, reduced errors, and accelerated reconciliation cycles.

The integrated platform ensures transparent reporting, supporting better financial decision-making.


Reduced manual effort

by 6-8 hours per day, transforming a previously tedious process into one that can now be completed in just 30 minutes


Real-Time Transaction Matching

Automated reconciliation instantly matches incoming funds across multiple sources, reducing manual errors and improving accuracy


90% Faster Close Cycles

Eliminated time-consuming Excel processes with real-time data sync from banks, accounting systems, and donation platforms.


Clear Fund Separation

Custom tagging and logic ensure legal and financial separation between Advocacy (501(c)(4)) and Foundation (501(c)(3)) revenue streams.


Audit-Ready Trails

Every transaction is time-stamped and documented, streamlining IRS and internal audits with reliable digital records.


Compliance Controls Built-In

Predefined rules enforce usage restrictions on grant funds and donations, reducing risk and ensuring accountability.


Integrated Dashboards

Finance, Legal, and Compliance teams access unified views of reconciled and unreconciled items, enhancing collaboration.


Scalable Infrastructure

Handles thousands of transactions across multiple departments and programs without added complexity or manual overhead.


Alerts & Notifications

Automated workflows flag mismatches, overdue tasks, and high-risk items, driving faster resolutions and improved oversight.