Client:Allegis Global Solutions
Region:Global
Allegis Global Solutions modernizes invoice reconciliation with agentic automation
50%
reduction in development time
30%
increase in data accuracy
80%
decrease in yearly automation maintenance effort
Client Overview
Allegis Global Solutions (AGS), part of Allegis Group, is a global leader in workforce solutions. Operating in more than 100 countries, AGS helps organizations attract, engage, and manage talent using data, technology, and its Universal Workforce Model. AGS’s invoice reconciliation process spanned more than 150 client programs, each with its own rules, approval flows, and remittance file formats that frequently changed without notice. Analysts were spending hours extracting data, reconciling in PeopleSoft, and validating spreadsheets with multiple handoffs. This created bottlenecks, onboarding delays, and a cycle of constant automation breakage.
AI-driven reconciliation model that scales across 150+ client programs
Allegis Global Solutions partnered with UiPath to completely transform its invoice reconciliation process using agentic automation. Leveraging UiPath Document Understanding™, UiPath Agents, and UiPath Maestro™ orchestration, AGS created one adaptive workflow that works across 150+ client programs, each with unique rules, approval flows, and file formats that change frequently.
Robots now handle structured, repeatable steps such as extracting invoice and remittance data from multiple sources, consolidating it, reconciling it in Oracle PeopleSoft, performing ETL routines, updating tracking spreadsheets, and routing payment files for approval. Agents dynamically adapt to unexpected changes—like a new column added by a client, an altered layout, or mismatched data fields—applying business rules or escalating to analysts only when necessary. UiPath Maestro orchestrates the flow across robots, agents, and analysts, ensuring global standardization while respecting regional differences.
Business Impact
This shift didn’t just automate tasks—it freed analysts from hours of manual reconciliation per client program each week, allowing them to focus on customer advisory, process improvement, and accelerating onboarding for new accounts. Engineers moved from reactive maintenance to strategic innovation, expanding automation to adjacent financial and operational processes. Clients now experience a more reliable, scalable, and transparent service, reinforcing AGS’s position as a trusted workforce solutions partner and enabling the company to deliver faster, smarter, and more resilient financial operations.
With UiPath’s document understanding and agents, we can handle changing invoice formats without breaking the process. It’s no longer about maintaining automation—it’s about scaling it and expanding its impact across the business.
Outcomes:
Streamlined handling of unstructured customer data, resulting in enhanced efficiency of customer support and operations
Enabled teams to shift focus from routine tasks to strategic initiatives, increasing job satisfaction and productivity
Empowered revenue growth by freeing up teams' time, paving the way for fostering better business relationships and optimizing performance
Additional resource:
Allegis Global Solutions was a 2025 UiPath AI25 Award honorable mention. Meet all the 2025 award winners and see how these leading companies are using the UiPath Platform™ to drive innovation, boost efficiency, and redefine success.
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