Scanned PDFs are not searchable
Searching, checking and re-recording significantly increases the turnaround time of cases.
PDF processing automation
Searchable, verifiable and transferable business data from scanned and digital PDF files.
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.
Tables are manually copied into Excel
It reduces transparency, so the cause and person responsible for the errors only become visible late.
File and folder names are inconsistent
Instead of creating value, the employees deal with repetitive administration.
Several documents must be matched to a case
Incorrect or missing files cause processing to stop, and employees have to manually track them down.
Versions get mixed up easily
It increases operational risk and makes it difficult to measure performance accurately.
The document status is not visible
Incorrect or missing files cause processing to stop, and employees have to manually track them down.
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.
OCR and character recognition
Repetitive steps are put into a controlled process with full logging and clear points of responsibility.
Excel-compatible extraction of tables
The necessary information is automatically sent to the next work phase, eliminating manual transmission and waiting.
Automatic naming and mapping
The system collects and prepares data in the background, and the employee only receives cases that require a decision.
Matching documents to a case or project
Incoming files are recognized, organized and checked automatically; only the exceptions come to people.
Version and duplication control
Business rules run automatically. The process can operate fully automatically or with human approval points on demand.
Searchable list of documents
Incoming files are recognized, organized and checked automatically; only the exceptions come to people.
03 / THIS IS HOW IT WORKS
The path of information, step by step
Documents that are illegible, incomplete or ambiguous are automatically placed in a review queue.
PDF will arrive
Text and table recognition
Metadata identification
Quality control
Save and forward
Automatic or monitored on demand
Documents that are illegible, incomplete or ambiguous are automatically placed in a review queue.
Fewer copies, faster retrieval and fewer data capture errors
Up to 2 weeksintroduction of the first automation
Loggedprocess and robot run
Prioritybased on business value
04 / 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.
Integration ecosystem
We connect to your
existing systems.
MoneyBro securely connects the business systems you already use.
For greater
opportunities
MoneyBroIntegration hub
Secure data connection
Sales and customer management
Customers · opportunities · growthSalesforceHubSpotMiniCRM
Finance and business management
Finance · operations · efficiencySAPSzámlázz.huBillingo
Communication and data
Collaboration · data · automationSlackMicrosoft 365Google Workspace
More connectable systems
Open integration ecosystemDynamics 365ShopifyPower BIPipedriveZoho CRMZendeskFreshdeskMailchimpBrevoActiveCampaignCalendlyTypeformJotformOracle NetSuiteOdooWooCommerceUNASShoprenterKulcs-SoftNAV Online InvoiceDocuSignStripeBarionSimplePaySharePointGoogle DriveDropboxOneDriveMicrosoft TeamsJiraAsanaMonday.comClickUpTrelloNotionAirtableLooker StudioMySQLPostgreSQLMicrosoft SQL ServerREST APIWebhookSFTPCustom ERP / CRM
Dynamics 365
Shopify
Power BI
Pipedrive
Zoho CRM
Zendesk
Freshdesk
Mailchimp
Brevo
ActiveCampaign
Calendly
Typeform
Jotform
Oracle NetSuite
Odoo
WooCommerce
UNAS
Shoprenter
Kulcs-Soft
NAV Online Invoice
DocuSign
Stripe
Barion
SimplePay
SharePoint
Google Drive
Dropbox
OneDrive
Microsoft Teams
Jira
Asana
Monday.com
ClickUp
Trello
Notion
Airtable
Looker Studio
MySQL
PostgreSQL
Microsoft SQL Server
REST API
Webhook
SFTP
Custom ERP / CRMBetter performanceData flows where it creates real business value.Secure connectionEnterprise-grade protection and dependable operation.Real-time dataAlways-current information for better decisions.
Can't find your system?We will assess its integration options.→
06 / 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.