Missing customer documents
Searching, checking and re-recording significantly increases the turnaround time of cases.
Accounting automation
Document request, processing and customer communication with less manual follow-up.
01 / SITUATION ASSESSMENT
Where time and money are usually wasted
Automation doesn't start with the device. First, we examine where work is repeated, where data resides in separate systems, and which errors cause real business loss.
Recurring reminders
It reduces transparency, so the cause and person responsible for the errors only become visible late.
Manual file sorting
Each repeated data entry creates a new possibility for error, and the execution is difficult to trace back.
Following deadlines
Often, the team can only intervene when the slippage or deviation has already caused a measurable cost.
Duplicate receipts
Searching, checking and re-recording significantly increases the turnaround time of cases.
Status questions
It makes the customer experience uncertain, increases incoming inquiries and unnecessarily burdens the team.
02 / TYPICAL POSSIBILITIES
Examples of processes that can be automated
The following are common examples that can be easily automated — not a closed list of services. We always design the specific solution for your operation, systems and business goals. It can be fully automatic or, where necessary, monitored with human approval points.
Automatic document request
Incoming files are recognized, organized and checked automatically; only the exceptions come to people.
AI document classification
Incoming files are recognized, organized and checked automatically; only the exceptions come to people.
Absence list and reminder
The right message reaches the customer or the person in charge at the right time, based on the current status.
Customer portal sync
The data of the various sources are entered into the next system in a unified structure, without manual copying.
Deadline alerts
The system constantly monitors the defined rules and indicates cases requiring intervention in a timely manner.
Status reports
The system automatically prepares and forwards the necessary data to the existing reporting channel.
Faster document request and processing
Up to 2 weeksintroduction of the first automation
Loggedprocess and robot run
Prioritybased on business value
03 / PROFESSIONAL APPROACH
Technology in the background, operation in the foreground
The project does not end with the delivery of an independent bot. We build a documented, monitored and modifiable system.
01◎
Survey and Prioritize
We map labor time, the cost of errors, lost revenue opportunities and the path of data.
RESULTA prioritized automation plan, measurable with a first project.
02✓
Flexible control
The system collects, checks, prepares and alerts data. The process can be fully automatic or supervised with human approval at the necessary professional, financial and legal points.
SECURITYLogged operations, segregated permissions and on-demand approval points.
03↗
Introduction and operation
We integrate the existing systems, test the operation, document and train the employees involved.
CONTINUITYMonitoring, error management, backup and planned further development.
04 / INTEGRATIONS
Your existing systems work together
The following are examples, not a closed list. We also connect older and unique systems with API, webhook, database connection, controlled import-export or robotic management.
Key-SoftRLBBillingoSzámlázz.huEmailGoogle DriveMicrosoft 365Google WorkspaceExcel / Google SheetsSharePoint / Google DriveTeams / SlackREST API / WebhookSFTP/CSVSQL databaseAI APIsUnique internal system
Are you using a different system? No problem: during the technical survey, we examine the possibility of API, file, database or interface-based connection.
05 / FREQUENTLY ASKED QUESTIONS
Before the first consultation
Do existing systems need to be replaced?+
Usually not. We primarily strive to securely connect current devices.
How long is the introduction?+
A well-defined first automation can be introduced in as little as 2 weeks. For a more complex system, we will provide an exact schedule after the audit.
Is the return guaranteed?+
We do not promise a guaranteed result without an audit. We provide measurable goals and a data-based estimate.
Free of charge automation test
Show a problematic process. We look at whether it can be automated, what systems need to be connected, and how to get started.