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Backoffice Automation

Run invoices, quotes and tickets through fixed workflows, with clear ownership at every step.

The back office is full of multistep processes that depend on someone remembering to do the next thing. We turn those into fixed workflows: an invoice flow that moves from receipt to approval to payment, a quote process that runs from request to delivery, service and task routing that always reaches the right person.

Notifications keep everyone on the same page, and every item has a clear owner. The result is less chasing, fewer dropped balls, and a back office that runs on rails instead of reminders.

What it does

Invoice flows

Invoices move automatically from receipt through approval to payment, with the right people notified at each step and nothing stuck in limbo.

Quote processes

A quote request runs from intake to a finished proposal and follow up, so nothing waits on someone remembering to pick it up.

Service routing

Incoming service requests are categorised and routed to the right team or person automatically, based on rules you set.

Task routing

Tasks land with a clear owner and a deadline, so accountability is built into the process instead of left to chance.

Notifications

The right people get nudged at the right moment, so a process moves forward without anyone having to chase it.

Clear ownership and audit trail

Every step records who did what and when, giving you a clean audit trail and an end to the question of who was responsible.

In practice

A supplier invoice arrives by email. The workflow files it, matches it to the purchase order, routes it to the right approver, nudges them if it sits too long, and once approved queues it for payment, all with a record of each step. Nobody has to chase it down the hallway.

What you get

  • Invoices, quotes and tickets run in fixed workflows
  • Less chasing and fewer dropped balls
  • Clear ownership at every step
  • Notifications keep processes moving on their own
  • A clean audit trail of who did what and when

Questions

Can workflows match how we actually work?
Yes. We map your existing process first, then build the workflow around it, so the automation reflects your approval steps and rules rather than forcing a generic template.
Does it connect to our accounting and ticketing tools?
Yes. We integrate with your accounting, helpdesk and CRM through APIs, so invoices, quotes and tickets flow inside the systems you already use.
What about steps that need a human decision?
Those stay with a person. The workflow handles the routing, reminders and record keeping, and pauses for human approval exactly where you want it.
Get started

Put your back office on rails

Book a call and we will map the workflow that ends the most chasing.

30 minutes · no slides, no fluff · we usually reply within one business day.