Skip to content
Login

Cash Management

Robo Assistant

The Cobase Robo Assistant helps automate recurring tasks, monitor data quality, and flag exceptions — all based on configured logic and user-defined rules. It supports treasury and finance teams by proactively identifying anomalies, gaps, or missing data and offering suggestions for resolution. The Robo Assistant works in the background to improve efficiency, reduce manual checks, and ensure operational continuity.

cobase-payment-hub-hero

Smarter finance

Less manual work

The Cobase Robo Assistant acts as your operational co-pilot — scanning for issues, raising flags, and prompting action where needed. It gives teams peace of mind that the system is watching the details, so they can focus on strategy and decisions.

AuditTrail
Balance and payment monitoring

Automatically checks on balances, failed payments, and flags them for user attention.

SmartWorkFlow
Data quality alerts

Identifies inconsistencies or missing fields in transaction data, such as unmapped labels, incomplete references, or incorrect formats.

InHouseBanking
Task automation

Triggers automated workflows or reminders based on configurable thresholds (e.g. if a balance drops below a set amount or payment to be signed).

Notifications
User notifications

Sends contextual alerts via email or mobile to the right users or roles based on their access rights and responsibility scope — keeping teams informed without overloading them.

Key features

Automated monitoring of payment flow, and data consistency
Customizable rules
Proactive user alerts for exceptions, delays, or anomalies
Integrated across all Cobase modules
Role-based notifications to avoid irrelevant alerts
Configurable thresholds
Helps reduce manual checks and missed issues
Notifications via SMS or email

Frequently asked questions

What does the Robo Assistant do?

It monitors the Cobase environment for missing data, delays, or inconsistencies and alerts users based on configured rules.

Is it customizable?

Yes. You can set rules per account, bank, module, or threshold, and control how and when users are notified.

Does it take action on my behalf?

No. It does not execute actions — it flags issues and prompts the right users to act based on context.

Can notifications be set?

Yes. Receive notifications via SMS or email

Can alerts be role-based?

Yes. Notifications are sent based on user group permissions and access scope, ensuring relevance and control.

Interested?

Manage all your bank accounts centrally with Cobase

Simplify your cash management and save valuable time. One platform, complete control over all your financial flows.
Image