ATOmate vs. LlamaIndex

ATOmate has automated so many processes and we are now able to assign staff to more meaningful tasks rather than sorting out paper documents.

In saying that, there are times when manual intervention is required like sending out a big payment required.

Incentivized

• They are at the forefront of any changes with the way the ATO is working
• The pro-actively find solutions for problems that could arise
• They keep us informed of any downtime with their product or the ATO
• They get almost all documents from the portal without any input from us.

Incentivized

• Sometimes the ATOmate web portal is very slow
• There is a lack of logging of events that we as users can see
• We should be able to assign a partner to documents where the client is unknown

Incentivized

ATOmate has the ocr that is far superior to kofax and the client names and amounts on the ato forms are almost 99% captured. This was compared to about 80% with kofax

Incentivized

• ATOMATE has allowed us to redeploy admin staff to different tasks and we have been cable to expand without needing more staff
• The only downside to it is the admin staff used to keep excel sheets that would be checked off every quarter and the partners used that sheet to keep track of their workflow
• We no longer have to wait for paper correspondence from the ato as most gets picked up by ATOmate

Incentivized