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Business Process Automation

Business process automation consulting that streamlines manual workflows, reduces errors, and frees your team for higher‑value work. Expert workflow automation in Pune, India.

What we typically automate

Our process automation approach: we map the real‑world process, then design lightweight automations that sit on top of your existing tools—rather than forcing a full re‑platform from day one.

  • Approvals and hand‑offs across finance, operations, and sales
  • Data collection and validation between spreadsheets, CRMs, and ERPs
  • Document generation, distribution, and e‑mail notifications
  • Monitoring tasks and reminders so nothing gets “stuck” in someone’s inbox

Snapshot

Typical automation engagements run 6–12 weeks depending on scope, with measurable savings within the first quarter after go‑live.

  • 30–60% reduction in manual effort
  • Fewer data entry errors
  • Faster cycle times for core processes

Automyze Case Studies

Case Study

Automating month‑end reconciliations for a finance team

A mid‑size services company was reconciling invoices, payments, and bank statements manually in Excel. The team spent 5–6 days every month on copy‑paste and checks.

  • Designed a standardised data template and validation rules
  • Built automated matching logic and exception reporting
  • Generated management summaries at the push of a button

Impact: month‑end effort reduced from 6 days to 2, with clearer audit trails.

We started with a proof‑of‑concept in Excel, then migrated the logic into a robust backend workflow with clear monitoring and exception handling so finance could trust every run.

Talk to us about finance automation
Case Study

Payments Workflow Management System

The client had a strong presence in utility billing and wanted to expand into payments. Automyze delivered a comprehensive workflow system for property and resident onboarding and payment processing.

  • Flask-based, cloud system; 2000+ active users, $300K+ payments within 3 months of inception
  • Integrations with Stripe, PayPal, Dwolla, Jack Henry; check image capture for payments
  • Property and resident onboarding with payment provider connectivity

Impact: scaled payments operations and multi-provider support with minimal manual handling.

The system was built using Flask, leveraging Python and a cloud-based architecture. It currently supports more than 2000 active users and payments in excess of $300K within 3 months of inception. It has integrations with payment providers like Stripe, PayPal, Dwolla and Jack Henry, plus support for check image capture for payments.

Payments workflow – Add Property and Stripe/Dwolla integration Discuss a payments workflow for your business