Business Process Automation and System Integration

Connecting systems, files, forms and data to reduce manual rewriting and repeatable operational work.

First we check where data is retyped manually, where statuses disappear and which concrete information flow should be organized first.

Which business processes can be automated?

This service is for companies where the process works, but it requires too much manual control: updating spreadsheets, retyping data, checking statuses, sending notifications, creating reports or moving information between systems.

• Excel has become the center of the process,
• data is retyped between systems,
• statuses are tracked manually,
• reports are built from several files and sources,

Typical problems we automate

What can be automated?

• data flow between systems,
• status updates,
• notifications and reminders,
• data import and export,
• report generation,

Automation does not have to mean a large rollout. Often the first sensible step is automatic transfer from a form to CRM, a daily ERP report, an alert about a missing document or a panel showing cases that need decisions.

What do you get at the end?

• less manual handover between tools,
• a clearer flow of statuses, exceptions and ownership,
• simpler reporting and less repetitive work,
• a first automation scope that can be checked quickly.

Integration of systems, APIs, files and data

In many companies the problem is not the lack of data, but the lack of flow between the places where the data already exists. Integration reduces manual copying, exporting, checking and updating information.

• CRM,
• ERP,
• accounting system,
• email,
• web forms,
• Excel and Google Sheets,
• CSV files,
• API,
• databases,
• reporting tools,
• ticketing systems,
• internal applications.

The scope of integration depends on the available data, API, permissions and risks. If a full integration does not make sense at the beginning, you can start with export, import or a semi-automated data flow.

Starting at PLN 9,900 net

The simplest version may handle one repeatable task or one agreed data flow.

The exact scope, timeline and price are agreed after the conversation.

Estimate the starting budget

Invoices, e-invoices, XML and system integrations

In invoice processes, OCR is not always the first choice. If the data is available in XML, e-invoices, KSeF, an accounting system export or an ERP integration, it is worth using structured data first. OCR can complement the process where the document arrives as a PDF, scan, photo or email attachment.

• collecting data from XML or e-invoices,
• integration with KSeF or an accounting system where applicable,
• validation of invoice fields and data completeness,
• handling exceptions and manual approval,
• OCR fallback for PDFs, scans and attachments,
• export to ERP, accounting, Excel, CSV or an approval panel.

This applies to KSeF, e-invoices, XML and similar invoicing formats or integrations in different countries. We first check the data source and the process, and only then choose OCR, XML, integration, AI or a panel.

Integrations and extensions for the systems you already use

You may already have an ERP, CRM, accounting system, warehouse system, project tool or industry-specific application, but part of the work still happens in spreadsheets, email or manual reports. In that case, replacing the main system is not always the right first step.

We add a missing report, status panel, alert, import or connection to another tool to the current system. The main system stays unchanged.

Typical situations:

• the ERP stores documents, but does not show exceptions and statuses clearly,
• the CRM collects activities, but follow-up quality is hard to review,
• the warehouse system manages stock, but order exceptions still live in email,
• the accounting system stores documents, but missing data is checked manually,
• an industry-specific system works, but does not provide the owner dashboard you need,
• reports are still prepared manually from several files and exports.

Example data sources:

• ERP, CRM, accounting system, WMS or warehouse system,
• project tool, service system or industry-specific system,
• B2B platform, online shop, web forms,
• Excel, Google Sheets, CSV, PDF, email,
• API, data export, scheduled report or database access, if it is safe and agreed.

The scope of integration depends on available APIs, data exports, documentation, permissions and data quality. If a full API integration does not make sense at the beginning, we can start with an export, import, scheduled report or semi-automated data flow.

We do not replace a full ERP, CRM or WMS. We build the missing layer around systems that already work and start with a small, testable scope.

Dashboards and operational reporting

If a company makes decisions based on spreadsheets, manual summaries or reports prepared once a week, it is worth checking whether part of the reporting can be automated.

• process statuses,
• sales KPI,
• operational KPI,
• payments and settlements,
• team activity,
• tickets and their categories,
• case handling time,
• data completeness,
• exceptions requiring a decision,
• trends and period comparisons.

A dashboard only makes sense when it shows data needed for decisions. We do not build reports for the sake of reporting.

Internal applications and process panels

Sometimes automation or integration is not enough because the company lacks one place to handle one concrete way of working. In that case we prepare a limited first browser-based application version with a form, a case list, status, responsible person, deadline, documents and change history.

• status panel,
• approval workflow,
• ticket handling tool,
• CRM light,
• customer or partner portal,
• operational dashboard,
• case and document base,
• reporting tool,
• quality control panel,
• application to handle a process from request to decision.

See web applications

Where is the best place to start?

The best first scope is one repeatable process that can be clearly described and compared with the current work. You do not need to automate the whole company at once.

• one data flow,
• one form type,
• one report,
• one dashboard,
• one export or import,
• one approval workflow,
• one status panel,
• one integration,
• one ticket handling process,
• one data source.

After the first pilot you can decide whether it is worth expanding automation, adding integrations, a web application, AI, OCR or other processes.

How do we work on automation and integrations?

• You describe the process - we check what is done manually today: where the data lives, who updates it, what statuses exist and which actions repeat.
• We choose the first scope - we do not automate everything at once. We choose one process, report, data flow or panel that makes sense as a pilot.
• We review the data sources - we analyze where the data comes from, how good it is, whether there is an API, export, import or another safe way to exchange information.
• We design the workflow - we organize the steps, statuses, exceptions, decisions, responsibilities and data needed for the process to work.
• We choose the next step, such as a problem report, a trial system connection, a panel mockup, OCR for one document type or a limited first application version.
• We test a pilot - we verify the solution on a limited scope and check whether it really reduces manual work.
• We decide what comes next - after the pilot, we can extend the scope, add more integrations, reports, applications or automate another process.

See exactly how we work

When does automation not require AI?

• We do not promise that every process is worth automating.
• We do not recommend a large system without checking the first scope.
• We do not automate chaos without organizing data, statuses and responsibilities.
• We do not assume that a full API integration is always the best first step.
• We do not build dashboards without agreeing what decisions they should support.
• We do not add AI where a simpler automation or business rule is enough.

Automation should simplify work, not just move chaos into a new tool. That is why we first organize the process and only then choose the technology.

Examples of similar projects

Related areas

A knowledge assistant can be connected with a document system, CRM or an internal application. See the solution

• AI Consulting
• Document automation and OCR
• Message and Request Handling
• Custom Applications
• How we work

Do you have a process that still runs manually?

Describe where the team still retypes data, updates statuses, prepares reports, checks exceptions or moves information between systems. We will check whether it is worth starting with a report, an alert, a tool connection, a status panel, OCR or a first application version.

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