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Business process automation
Replace manual approvals and re-keying with workflows that run themselves
We automate the repeatable work in your business: approvals, document generation, reminders and the hand-offs between systems, using ERPNext and custom integrations.
Illustrative screens, sample data.
When it is time
Signs a process is ready to be automated
01
The same data is typed twice
An order is entered in one system, then again in another so that stock, invoices or deliveries can follow.
02
Approvals depend on someone remembering
Purchase orders, discounts and expense claims wait in inboxes until the right person finds the right message.
03
Nobody knows the status
Finding out where a request stands means asking around, or searching a spreadsheet that may be out of date.
04
Reports are built by hand
Every week or month someone assembles figures from several files before anyone can make a decision.
What we automate
Six kinds of work we put on rules
Each example is the kind of rule we write for clients; yours will reflect your own policies.
Approvals and workflows
Multi-step approvals with rules by amount, department or customer, reminders for pending items and a record of who approved what and when.
For examplePurchase orders above a limit go to a manager; below it, they go straight through.
Document generation and delivery
Quotations, invoices, delivery notes and statements generated from your data and sent to the right person on the right trigger.
For exampleA submitted sales invoice is emailed to the customer as a PDF.
Notifications and reminders
Alerts when stock falls below a level, when a payment is overdue or when a task has been waiting too long.
For exampleFinance is notified when an invoice passes its due date.
System-to-system integration
Orders, payments, stock and customers moving between ERPNext and the stores, gateways and tools you already use.
For exampleOnline orders create sales orders in ERPNext with no re-keying.
Scheduled and background jobs
Recurring work done by the system on a schedule: reports, reconciliations, data clean-up and imports.
For exampleA daily stock summary arrives by email each morning.
AI-assisted steps
Where it helps, an AI agent reads a document or drafts a reply, and a person approves the result before anything is posted.
For exampleSupplier invoices are read and drafted as purchase invoices for review.
How we approach it
From the process you have to the one you want
We automate a process only after we understand it, and we keep what is standard standard.
- 01
Find the work worth automating
We map a process end to end and measure where the time and errors actually are.
- 02
Design the rules
Triggers, conditions, approvers and exceptions are written down and agreed with the people who run the process.
- 03
Build and test
We configure standard ERPNext workflows first, and build custom automation only where standard features fall short.
- 04
Roll out with your team
Users are shown the new flow, and the first weeks are watched closely for cases nobody anticipated.
- 05
Maintain it
Rules change as the business does, so automations are documented and supported rather than left behind.
Companies we have worked with
Have a process that eats time every week?
Tell us what it involves and who touches it. We will say which parts can be automated and what a first phase would look like.
FAQ
Business process automation questions
What teams ask us before they start.
What is business process automation?
It is using software to run repeatable work according to rules, instead of relying on people to remember each step: routing approvals, creating documents, moving data between systems and sending reminders. People are still involved where judgement is needed.
Do I need ERPNext to automate my processes?
No, but it helps. ERPNext includes workflow, notification and scheduling features that cover a lot of ground without custom code. If you use other systems, we connect them through integrations.
Which processes should be automated first?
Start with work that is frequent, rule-based and error-prone, such as approvals, repeated data entry and routine reports. A short review of your current process shows where the time is going.
Will automation replace my staff?
The aim is to remove repetitive work so people spend their time on exceptions and decisions. Automations are designed so that a person can always see what happened and step in.
What happens when a process changes?
Rules are documented and kept in a form that can be edited, so a change in policy becomes a planned update rather than a rebuild. We can maintain them for you under a support arrangement.
How much does it cost and how long does it take?
It depends on how many processes and systems are involved. Small workflows can be configured quickly; larger programmes are delivered in phases. We scope after a short review of the process.