Skip to content

Workflow automation that runs from start to finish.

Connect the systems your team already uses so invoices, approvals, onboarding and reconciliations move without repeated data entry. Our workflow automation services define the rules, handle exceptions and keep an audit trail. Start with the hand-off that causes the most delays.

Discuss your projectSee what it takes on
  • A free 5-day audit comes first
  • We sign an NDA before we see anything
  • Fixed price before you commit
  • You own all the code

Don't take our word for it. Ask AI about this service:

Invoice workflow

Example

This morning's supplier invoices

  1. Read 132 invoices from the accounts inbox
  2. Matched 129 to their purchase orders and receipts
  3. Posted the 129 to the ERP, ready for payment

  4. 3 invoices do not match their orders. Send them to the buyer?

An example with made-up figures. The buttons send nothing.

How workflow automation works.

  1. We map one workflow

    We follow one piece of paperwork from the moment it arrives to the moment it is filed, and note every place someone retypes, checks or chases it.

  2. The routine runs itself

    Software reads each document, matches it and posts it between your systems the same way every time, and logs every step.

  3. People handle exceptions

    Anything that does not match, or needs a signature, lands with the right person, with the reason already marked.

Workflow automation use cases.

Start with the paperwork that piles up first. Each tab puts the manual version, with its retyping and chasing, beside the automated one.

  • Today

    Invoices are keyed in by hand

    Automated

    Invoices matched and posted before anyone opens them

    Software reads each supplier invoice as it arrives, matches it to the purchase order and the goods received, and posts it to your ERP. Only the ones that do not match reach your accounts team, with the difference already marked.

    Exceptionsare all your team sees

    Start a project
  • Today

    Month-end close drags into week three

    Automated

    Reconciliations ready when the month ends

    Your ERP and bank feeds reconcile continuously through the month, so intercompany matching and variance notes are prepared before the close begins. Your controllers review and approve instead of building spreadsheets.

    Dailyreconciliation, not a month-end scramble

    Start a project
  • Today

    New hires wait days for accounts and paperwork

    Automated

    Every new hire set up the same way, on day one

    One signed offer starts the whole sequence: the employee record, system accounts, equipment request and welcome pack. The workflow checks off and logs each step, so nothing depends on someone remembering.

    Day oneaccounts and paperwork ready

    Start a project
  • Today

    Claims and approvals sit in inboxes

    Automated

    Requests routed to the right approver, and chased for you

    The workflow checks each expense claim and purchase request against your policy, routes it to the right approver and sends the reminders itself. You see where every request stands without asking anyone.

    Livestatus of every request

    Start a project

How you stay in control.

Letting software move money and records should make you careful. These four rules are built into every workflow we automate.

  • Your rules decide what needs a person

    You set the limits: amounts, suppliers and steps that always need a signature. The workflow follows them every time and stops for a named person wherever you said it should.

    • You choose who approves what
    • Every exception flagged and logged
    • Most steps can be reversed

  • Your data stays yours

    Documents and records stay inside your own systems and cloud account wherever your policy requires it. Nothing is copied to a tool you did not choose.

    • Runs inside your cloud account
    • NDA, MSA and DPA signed
    • Each person sees only what their role allows

  • It works in the systems you have

    Your accounts team keeps working in the ERP and inbox it already knows. We connect the workflow to those, plus your CRM and bank feeds, and since we build ERPs ourselves, the integration work sits with us.

    • Connects to ERP, CRM, bank feeds and email
    • Every step traced back to its document
    • You own the code and the accounts

  • You see what it handles

    A dashboard shows how many items went through on their own, how many needed a person and why. That count of hand-offs shows you which workflow to automate next.

    • Items processed, counted from the first day
    • Live figures instead of Friday reports
    • A full log of every step

Automation project timeline.

You can walk away after any of the four stages. By week three, your team has checked the first workflow's results on a copy of your own invoices or claims.

  1. Week 1

    Audit

    We sit with one department, map how its paperwork moves and rank three workflows by the hours automation would save.

    You end withA plan and a fixed price.

  2. Weeks 2 to 3

    Trial

    We run the first workflow on a copy of your real documents. Your team checks every result against how they would have done it.

    You end withProof it works, or a clear no.

  3. Weeks 4 to 8

    Build

    We connect it to your live systems, add your approval rules and test it on real cases until your IT and finance people are satisfied.

    You end withA workflow your IT team has signed off.

  4. Weeks 9 to 10

    Go live

    It runs alongside the manual process first. You compare the two on the dashboard before switching the manual work off.

    You end withFigures to decide the next workflow.

After launch we watch every workflow and adjust it when a supplier, a form or one of your systems changes.

Free AI readiness audit.

See it work on your own paperwork before you spend anything. Pick finance, procurement or HR, and get back the three workflows worth automating first.

Discuss your project

What you hold when it ends

Free, 5 days

  • A map of how the department's paperwork moves today
  • The three workflows where automation saves the most hours
  • A fixed price and a timeline for the first one

The workflow map and the plan are yours to keep, whether or not we do the automation.

What our clients say.

From clients in the US, Portugal, New Zealand and the UK.

  • I am delighted with them. Such a catch!

    Read the full quote from Software project client

    Being associated with iTechnoSol was a pleasant and satisfying experience. They are good at many things, but I can't forget these two things in particular - their speed of response and clear understanding of my ideas. The team is really talented and was always available to answer my questions and to provide feedback. They beautifully nurtured the project and delivered it accordingly. I am delighted with them. Such a catch!

    Software project clientUnited States

  • They are talented and attentive.

    Read the full quote from Mobile app client

    For iTechnoSol, there is only one word in my mind - Fantastic! I am not just impressed by their service quality, but also for their working strategies. I am never going to regret my decision to hire them for the development of my mobile application. They have really made me happy by delivering an exceptional solution and extraordinary web design. They are talented and attentive. Most importantly, THEY CARE about client needs. Highly recommended.

    Mobile app clientUnited States

  • I am looking forward to giving my future projects to iTechnoSol again.

    Read the full quote from Web app redesign client

    I already had a web application, but it was not up to the mark. So, I gave that project to iTechnoSol and told them that they are free to do anything, just give me a trendy but user-friendly app. I thought that redesigning existing projects is quite tough as the teams have to mold their thought processes according to my comfort zone, but I must say that they left no loophole in their work and offered a design that is a treat to the eyes! I am looking forward to giving my future projects to iTechnoSol again.

    Web app redesign clientPortugal

  • And yes, they have kept their promise.

    Read the full quote from Customer self-service software client

    We needed user-friendly software for customers so that they can get easy access to our services even without any admin support. When we discussed the project with iTechnoSol, they understood our ideas of business in detail and promised to deliver what we wanted. And yes, they have kept their promise. Keep up the good work, iTechnoSol. We hope we meet again soon for other projects shortly.

    Customer self-service software clientNew Zealand

  • iTechnoSol stood behind us like a rock!

    Read the full quote from Outsourcing client, four-person team

    We are a team of four people who dream big and take a lot of projects altogether. So, we often need to outsource some of our software projects. We came to know about iTechnoSol from one of our clients, and we approached them. Within a day or two, they arranged an enthusiastic and dedicated development team through their software consultancy services! That project was big and very important for us, and we must say iTechnoSol stood behind us like a rock! Thank you buddies for all your love and support. We highly recommend this software company.

    Outsourcing client, four-person teamUnited Kingdom

Workflow automation questions.

Cost, your current systems and the invoice that does not match: what buyers raise before they automate.

What should we prepare for a workflow automation review?

Bring a sample of the process, the systems involved, approximate monthly volume and common exceptions. Note who approves each step and where delays occur. Redacted examples are enough for an initial discussion; access to systems can follow an agreed scope.

How much does workflow automation cost?

The price depends on how many systems the workflow touches, how many document types it reads and how many exception and approval rules it follows. The free 5-day audit ends with a fixed price for the first workflow, so you know the number before you sign.

What is the difference between workflow automation, RPA and an AI agent?

Workflow automation connects your systems so documents and records move between them by set rules. RPA is one way to do that when an old system has no other way in: software works its screens the way a person would. An AI agent handles the parts that need reading and judgment, such as an unusual invoice. Many projects use all three, and we pick per step.

Do we have to replace our ERP or accounting software?

No. We connect to the systems you already run. If one of them is too old to connect to, we tell you in the audit and show you the options, including leaving it as it is.

What happens when something does not match?

It stops and goes to a person with the reason marked, such as a price that differs from the order. Nothing outside your rules is posted or paid on its own, and every step is logged.

Who owns the automation once it is built?

You own it outright from the first day. The workflow definitions, the integration code and the run logs sit in your accounts under your name, with full documentation. If we part ways you keep it all and owe nothing extra.

How do we work with a team based in India?

You speak to a founder first. We overlap US and UK business hours by 3 to 4 hours a day, post updates in the tools you already use and reply within 4 business hours.

See all questions

Related projects.

Each one shows what the client needed, what we built and the result, so you can judge how close it is to your own project.

From the blog.

Plain-language notes from our engineers on this kind of work, written for the owner who signs the check.

Free project estimate

Start your automation project.

Walk a founder through that paperwork in a 30-minute call. You'll know which workflow to automate first, roughly what it would cost and which systems we would connect. If it is the wrong job to automate, we tell you.

What you get back

  • An indicative budget range
  • A realistic timeline
  • What moves the cost up or down
  • A reply within 4 business hours
  • Answered by a founder
  • NDA on request, before you share details

Don't take our word for it

Ask your AI about this service.

Tell us what you need

A few lines is plenty. You get a number before any call.

Fields marked * are required.