Lead to customer
- Lead qualification
- CRM updates
- Follow-ups
- Client onboarding
AI-powered workflow automation
Business process automation that takes the manual work off your team.
We automate the work your team shouldn't have to do manually, from the email arriving to the report going out, with AI connected to the software you already use.
Find What You Can AutomateYou don't need to know what to automate. Free assessment, no commitment.
The problem
Your team shouldn't be spending hours on work AI can handle.
It's necessary. It's repetitive. And it quietly eats a big part of your team's week.
If someone on your team does the same task over and over, there's a good chance at least part of it can be automated.
- Copying the same information from one system into another
- Opening documents and retyping what's inside them
- Sorting and answering the same kinds of email, day after day
- Updating the CRM after every call, email and deal
- Chasing approvals and routing requests to the right person
- Following up with leads before they go cold
We don't sell you another AI tool.
We don't start with a chatbot, an AI platform or a list of features.
We start with your business.
As a business process automation company, we learn how work actually gets done, find where automation genuinely makes sense, and build a solution around your existing systems, so your team doesn't have to change the way they work.
And if a process isn't worth automating, we'll tell you.
You don't need to know what should be automated.
Tell us what your team spends too much time doing. We'll identify what AI can handle.
Find What You Can AutomateWhat our business process automation services cover
We automate whole processes, not just single tasks. These are the four we see most, with the steps inside each one.
Order to cash
- Order entry
- Invoicing
- Payment chasing
- Reconciliation
Procure to pay
- Invoice processing
- Purchase order matching
- Approvals
- Expense processing
Service and operations
- Document processing
- Inbox and email triage
- Ticket triage
- Request routing
Not sure where your process fits? That's normal: every business runs these a little differently, and we map yours before building anything. New to the idea? Read what business process automation is, with examples. Common starting points: automated lead qualification, client onboarding automation, inbox automation, document processing automation, invoice processing automation and reconciliation automation.
Industries we work with
We work best with 10–100 person companies in the US, UK, Australia, the UAE and Saudi Arabia, whose work follows a familiar pattern: email → document → data → decision → approval → follow-up → report.
Accounting firms
Client document chasing, receipt and bill processing, onboarding and month-end admin.
- Client document collection
- Bank, receipt and bill processing
- Client onboarding
- Inbox triage
Client job, automated
- Document request sentPersonalized, with remindersChased
- Receipts and bills readDetails extracted, coding suggestedPre-filled
- Practice system updatedJob status changes itselfTracked
- Management report draftedReady for reviewReview
Anything unusual goes to your team to review first.
Insurance brokers
Submissions, renewals, certificates, policy checks and a shared inbox that never empties.
- Submission intake
- Quote comparison
- Policy checking
- Renewals
Policy admin, automated
- Submission arrivesEmail, form and attachmentsRead
- Client record updatedRisk details pre-filledMissing flagged
- Quotes comparedLimits, exclusions, premiumsSide by side
- Broker reviews and advisesAdvice stays humanYour call
Anything unusual goes to your team to review first.
Healthcare providers
Patient intake, referrals, scheduling, claims paperwork and records requests.
- Patient intake
- Referral processing
- Scheduling and reminders
- Billing and claims paperwork
Patient admin, automated
- Intake form receivedOnline form and attached documentsRead
- Patient record updatedPractice management systemNo retyping
- Reminder sentAppointment confirmed by the patientConfirmed
- Staff review exceptionsAnything unclear goes to a personYour call
Anything unusual goes to your team to review first.
Law firms
Client intake, document collection, matter updates, billing prep and a busy shared inbox.
- Client intake
- Document collection and filing
- Engagement letters and routine documents
- Matter updates
New matter, automated
- Enquiry arrivesWeb form or emailRead
- Intake completedDetails and documents collectedChased
- Matter openedPractice system updatedNo retyping
- Lawyer reviewsAdvice stays with your teamYour call
Anything unusual goes to your team to review first.
Consulting and professional services
Proposals, client onboarding, timesheets and billing, research and client reporting.
- Proposals and statements of work
- Client onboarding
- Timesheets and billing
- Research and information gathering
Brief to project, automated
- Brief arrivesEmail or call notesRead
- Proposal draftedFrom your templates and past workDraft ready
- Project set upCRM, project tool and billingSynced
- Partner reviewsJudgment stays with youYour call
Anything unusual goes to your team to review first.
Recruitment agencies
CV parsing, screening shortlists, interview scheduling, client updates and timesheets.
- CV parsing and data entry
- Screening support
- Interview scheduling
- Client updates
Application to shortlist, automated
- Application arrivesJob board or emailRead
- CV parsedSkills, experience, availabilityIn your ATS
- Compared with the briefSuggested, not decidedSummarized
- Recruiter reviewsHiring decisions stay humanYour call
Anything unusual goes to your team to review first.
Property management
Maintenance requests, tenant enquiries, lease documents, rent reminders and owner statements.
- Maintenance requests
- Tenant enquiries
- Lease and tenancy documents
- Rent reminders and arrears
Maintenance request, automated
- Tenant reports an issueEmail, portal or WhatsAppRead
- Request triagedUrgency and trade identifiedPrioritized
- Contractor bookedTenant and owner updatedScheduled
- Invoice matched to the jobReady for approvalMatched
Anything unusual goes to your team to review first.
Logistics and freight
Shipping documents, quote requests, bookings, shipment updates and carrier invoices.
- Shipping document processing
- Quote requests
- Booking entry
- Shipment status updates
Shipment documents, automated
- Documents arrive by emailBills of lading, PODs, delivery notesRead
- Details extractedReferences, weights, chargesChecked
- TMS updatedMatched to the shipmentNo retyping
- Exceptions flaggedMismatches go to your teamReview
Anything unusual goes to your team to review first.
FinTech companies
Onboarding checks, application intake, reconciliation, disputes and the reports that go with them.
- Customer onboarding checks
- Application intake
- Reconciliation
- Disputes and chargebacks
Customer onboarding, automated
- Application submittedForm, ID and bank statementRead
- Documents checkedDetails matched to the applicationVerified
- Records updatedCRM and core platformSynced
- Analyst reviews exceptionsDecisions stay with your teamYour call
Anything unusual goes to your team to review first.
Education providers
Admissions, enrollment, student records, inbox triage and certificates.
- Admissions and applications
- Enrollment and onboarding
- Student and parent inbox
- Course changes and requests
Admissions, automated
- Application receivedForm, transcript and IDRead
- Documents checkedMissing items requestedChased
- Student record createdStudent information systemNo retyping
- Enrollment report updatedReady for the weekly meetingDone
Anything unusual goes to your team to review first.
Retail and ecommerce
Orders from every channel, stock levels, supplier invoices, returns and customer service.
- Order processing
- Inventory sync
- Supplier invoices and purchase orders
- Returns and refunds
Order to report, automated
- Order receivedOnline store and marketplacesCaptured
- Stock updated everywhereStore, back office and spreadsheetSynced
- Supplier invoice matchedAgainst the purchase orderMatched
- Daily sales report sentNobody copied a thingDone
Anything unusual goes to your team to review first.
Government and public sector
Applications and permits, records requests, correspondence and reporting.
- Applications and permits
- Records requests
- Correspondence triage
- Case updates and notifications
Case admin, automated
- Application receivedOnline form and supporting documentsRead
- Checked for completenessMissing items requestedFlagged
- Case record createdYour case management systemLogged
- Officer reviews and decidesDecisions stay with your teamYour call
Anything unusual goes to your team to review first.
How it works
Five steps from “we're doing too much manually” to automation that runs every day.
Audit
We learn how your work gets done today: who does it, in which systems, and how often.
Identify
We find the highest-value automation opportunities, and tell you honestly which ones aren't worth it.
Build
We build the AI-powered workflow, with checks and human review wherever the stakes are high.
Integrate
We connect it to the software your team already uses. No new tool for anyone to learn.
Improve
With Automation Care, our ongoing support plan, we monitor it, maintain it and expand it as your business grows.
Works with the systems you already use
No rip-and-replace. We connect automation directly to your existing software, so your team keeps working the way they do now.
- CRM
- ERP
- Accounting software
- Databases
- Spreadsheets
- Internal software
- APIs
- Communication platforms
- Existing AI tools
HubSpot, Salesforce, Xero, QuickBooks, NetSuite, Microsoft 365, Google Workspace, Slack, Teams and many more. If your software can be reached, we can usually connect to it.
From one workflow to an AI-powered operation.
Start small. Prove the return. Then expand.
One Task
Automate a single repetitive job, like pulling data out of incoming invoices.
One Workflow
Connect several steps and systems, so work moves from inbox to CRM to report without anyone copying it across.
Entire Process
Automate an end-to-end operation, with your team stepping in only where judgment is needed.
Built by software engineers, not just automation specialists.
Some automation only needs existing tools connected together. Some needs custom software, APIs, databases or AI systems. We have the engineering capability to build the complete solution when off-the-shelf automation isn't enough.
Our work includes: Marham · The Migration
Healthcare · Pakistan
Marham
A platform where patients search 40,000+ doctors by specialty and city, book in-clinic or video appointments, pay securely, and get refunded automatically if the doctor is unavailable. Lab tests and medicine delivery are handled through the same platform, on web, Android and iOS.
Read the Marham case study →
Common questions
What are business process automation services?
Business process automation services take a process your team runs by hand, such as onboarding a client, paying a supplier or turning an order into an invoice, and automate it end to end. The automation connects the software you already use, uses AI for steps that need reading or judgment, and keeps people in charge of anything high-stakes.
What's the difference between AI automation and business process automation?
Business process automation is the goal: a whole process that runs with little manual work. AI is one of the tools that gets you there. It handles the steps that need reading, understanding or judgment, such as documents and emails, while simple rules and integrations handle the rest.
Which process should we automate first?
One that happens often, follows a pattern and takes up skilled people's time, such as invoice processing, client onboarding or order entry. Our free assessment identifies the best candidates and tells you which ones aren't worth automating.
How much does business process automation cost?
We start with a free assessment. Automation projects are then quoted at a fixed price per process once we understand the work, with no hourly billing and no per-user fees. Ongoing monitoring and support is an optional monthly fee.
How long does it take to automate a process?
A single process typically takes 2–6 weeks from sign-off to go-live, including testing on your real data. Larger projects that connect several systems are scoped individually.
Do we need to replace our software?
No. We connect the automation to the software your team already uses, such as your CRM, accounting system, email and spreadsheets. If something can't be connected, we'll tell you before you commit.
Is our data safe?
We sign an NDA before we see your data, limit access to what each automation needs, log every automated action, and never use your data to train AI models.
Let's find your first automation.
Tell us what your team spends too much time doing.
We'll help you determine whether it can be automated, what it would take, and whether the numbers make sense.
Find What You Can AutomateFree assessment · No commitment · NDA available · Your data is never used to train AI