Streamlining Merchant Statement Reconciliation with Power Automate Desktop for a Global Fashion & Footwear Leader

Streamlining Merchant Statement Reconciliation with Power Automate Desktop

Streamlining Merchant Statement Reconciliation with Power Automate Desktop for a Global Fashion & Footwear Leader

The Client 

A US-based global leader in the fashion industry and shoe manufacturing, operating a vast network of brick-and-mortar retail stores alongside thriving online eCommerce platforms

The Need 

The client faced operational inefficiencies in reconciling merchant statements across multiple channels. Their manual process of extracting sales, inventory, and cash flow data from Excel reports was time-consuming, error-prone, and delayed critical updates in their SAP Business One system. 

Key Challenges: 

  • Weekly sales, inventory, and cash flow reports needed from each store and platform 
  • Manual reconciliation of data from Excel files and bank statements 
  • Time-consuming updates to the on-premise SAP Business One ERP system 
  • Lack of standardized reporting for stakeholders.
     

The Solution 

Leveraging Star Knowledge’s expertise in Power Automate Desktop, we designed and implemented a merchant reconciliation automation framework to streamline the process end-to-end. 

Key Solution Components: 

  • Weekly Automation – Automated processing of weekly Excel reports from each outlet and online store 
  • Attended Automation – Operated through a designated folder path on a shared drive for efficient handling 
  • Data Normalization – Grouped and standardized sales, inventory, and cash flow data by merchant 
  • Report Generation – Produced reconciled PDF summaries in a consistent reporting format for distribution 

Results & Benefits Obtained 

  • 60% reduction in reconciliation time 
  • Improved accuracy in financial statements with minimal manual intervention 
  • Consistent, standardized reporting for management and stakeholders 
  • Direct integration with SAP Business One enhanced operational efficiency 

 

Star Knowledge – Automate. Integrate. Accelerate. 

With 15+ years of delivering intelligent automation and system integration solutions, Star Knowledge empowers global brands to streamline operations, improve accuracy, and scale effortlessly. Our expertise spans retail, eCommerce, finance, and manufacturing, helping enterprises embrace the future of work with Power Automate, AI, and cloud integration. 

Ready to automate your reconciliation process? 
 
Contact us today to explore our tailored automation solutions. 

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