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AI Agent - Financial Report Analyst

Automation Anywhere, Inc.

Reviews from AWS customer

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4-star reviews ( Show all reviews )

    Rajneesh Prajapati

Automation has saved hours daily and delivers accurate invoice data from complex documents

  • January 19, 2026
  • Review provided by PeerSpot

What is our primary use case?

My main use case for Automation Anywhere AI Agent is to extract data from different invoices such as bills of lading, document automation, OCR extraction, and speech-to-text.

In a recent project, a client sends me documents via their respective email, and I use document automation to extract invoice details such as invoice date, vendor name, amount, currency, PO number, and delivery note. After extracting the data, I receive the values in Excel format.

Mostly, I use Automation Anywhere AI Agent for document automation where there is a GenAI prompt to extract both unstructured and structured data in a structured format. The GenAI prompt helps me extract only the relevant fields, not other fields.

What is most valuable?

The best features Automation Anywhere AI Agent offers include the ability to extract data from unstructured data, such as invoice document formats that are not always the same, sometimes being handwritten or perhaps a low-quality scan.

Automation Anywhere AI Agent positively impacts my organization as it reduces manual effort and delivers output very quickly, allowing me to process documents for their intended purpose very quickly and effectively, cutting down the time significantly.

It saves me approximately four to five hours per day as I automate repetitive processes.

What needs improvement?

Automation Anywhere AI Agent is quite good overall, and I believe the main area for improvement is working on different OCRs to extract data properly.

The OCR and document understanding of Automation Anywhere AI Agent still struggle with complex and unstructured formats such as invoices with multiple layouts, poor scan quality, or handwritten fields. Even after training IQ Bot, I sometimes see accuracy issues and a need for manual validation.

Another improvement area is error handling and debugging since when a bot fails in production, the logs are not always detailed enough, increasing troubleshooting time.

For how long have I used the solution?

I have been using Automation Anywhere AI Agent for approximately one year.

What do I think about the stability of the solution?

Automation Anywhere AI Agent is quite stable in its operations.

What do I think about the scalability of the solution?

Automation Anywhere AI Agent scales very well in an enterprise environment as the Control Room handles multiple bots, users, and environments efficiently, allowing me to scale from a few bots to many in production without major performance issues.

How are customer service and support?

The customer support provided by Automation Anywhere AI Agent is the best, being available 24/7, and they solve problems most of the time with a very high success rate.

I would rate the customer support of Automation Anywhere AI Agent a 10.

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

I am purely using Automation Anywhere AI Agent and did not use a different solution before.

What was our ROI?

I have definitely seen a return on investment with Automation Anywhere AI Agent. By automating repetitive processes such as data entry, report generation, and transaction processing, I reduced manual effort significantly as tasks that earlier took hours now take minutes, resulting in clear time savings.

What's my experience with pricing, setup cost, and licensing?

My experience with the pricing, setup cost, and licensing of Automation Anywhere AI Agent is that the pricing and licensing model is suitable for large enterprises, but it can be expensive for organizations with high automation volume. However, the cost is justified because of its stability, scalability, and governance features.

For small and mid-sized businesses, the licensing cost can feel high compared to other RPA tools, and the license structure is not always very transparent at the beginning, requiring proper planning to avoid over-licensing.

Which other solutions did I evaluate?

Before choosing Automation Anywhere AI Agent, I did not evaluate other options because there are many features and options available to me, and I do not need to choose another AI agent.

What other advice do I have?

My advice for others looking into using Automation Anywhere AI Agent is to start with a well-defined, stable process rather than a very complex one, as it works best when the process is standardized and repetitive. It is also important to plan for licensing, infrastructure, and scalability early to avoid cost or performance issues later.

Sometimes it does not capture what I am trying to extract, such as the date format, and it becomes confused with the date or currency. For example, if the amount is AED and there is something such as a bracket or a line, it may be confused and provide AFD or other incorrect values.

Overall, Automation Anywhere AI Agent is a strong enterprise RPA platform that delivers good value when implemented correctly, working best for organizations that plan automation strategically and invest in proper governance and training. With continued improvement in AI accuracy and usability, it can become even more competitive. I would rate this review an 8.


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