Reclaim time and focus on your business with digital process automation
Deliver the best for yourself and your employees. We'll handle the manual challenges. Digital process automation is they key to your success
30%
time savings (McKinsey, Profiletree)
30%
productivity increase (BCG, Freshworks)
4.64
4.64 ROI for every dollar invested (Salesforce-CRM, IDC-AI, Apti-ERP)
Why consider Digital Process Automation?
Business process automation, integration, or system implementation yields tangible results. Here are some benefits:
How we deliver Digital Process Automation?
We help clients save time by automating key internal processes in administration, finance, accounting, and reporting.
01
Consultation - talk to us about your challenges and potential time savings. This allows us to better understand the context and find the best solutions. Depending on your needs, we can organize a dedicated workshop with a broader team. Both you and we will have a clear and aligned understanding of the situation.
02
Propose solutions - choose from solutions tailored for you. While many products exist on the market, they may not always meet your unique needs. This report focuses on time and cost savings for your company, forming an automation plan with specific programs designed for your business.
03
Implementation - deploy the solution you selected and build new competencies. This is the stage where changes occur within your company, marking the first steps in automation. We operate in two models: collaboration with your employees or full outsourcing. Initial automations are implemented in your company.
04
Monitoring and development - after implementation, we measure results, evaluate changes, and implement subsequent steps in your company's automation plan. We support you with ongoing and emerging challenges.
Would you like to learn more about digital process automation?
Check our blog and read the true value of it.
Practical approach to daily problems in Digital Process Automation
Our solutions leverage market trends and development potential. We focus on cost-effective options that maximize value for you and your business.
Define your challenge, and we’ll find the solution!
Where do you seek Digital Process Automation?
We specialize in supporting auxiliary processes that enhance daily business and strategic activities. We help automate financial, accounting, administrative, communication, reporting, and HR processes.
Finance and Accounting
Invoice Processing Automation with AI
Problem: Manually entering invoices into ERP systems is time-consuming and error-prone. OCR lacks sufficient accuracy, requiring manual data reentry. Upcoming regulations (KSeF 2026) will mandate automation but exclude foreign invoices.
Solution: AI automatically extracts data from PDF, JPG, and PNG invoices, eliminating manual entry. Data is verified, normalized, and integrated directly with ERP systems. GPT-4o and Gemini 2.0 Flash models provide the highest accuracy.
Expected Results: Up to 80% cost savings, 90% reduction in processing time, 100% accuracy in header recognition, and 74% in line items. Processing cost drops to 8 groszy per invoice, with 49% ROI within 12 months.
Project Financials Results Calculation
Problem: Manual financial calculations for projects are time-consuming and prone to errors, hindering profitability tracking and strategic decision-making.
Solution: Automate project financials using Power BI, Microsoft Excel with Power Query, or custom Power Apps that integrate cost, revenue, and KPI data in real-time.
Expected Results: Faster, more accurate calculations, better control over project profitability, and more informed decisions based on real-time data.
Cash Flow Forecasting
Problem: Many businesses struggle with cash flow forecasting, leading to liquidity issues and limited strategic planning.
Solution: Implement forecasting using Power BI, Python, Excel with Power Query, or machine learning models to analyze historical data and scenario-based predictions.
Expected Results: More accurate forecasts, better liquidity management, and enhanced financial decision-making through dynamic reporting.
Project Budgeting in B2B Services
Problem: B2B firms face challenges in accurate project budgeting, leading to cost overruns, delays, and manual reporting.
Solution: Implement automated budgeting using low-code tools (Power BI, Power Apps, Power Automate) and AI to monitor expenses and forecast costs in real-time.
Expected Results: Increased budget control, elimination of manual tasks, and 20%-30% time savings.
Budgeting & Expense Tracking App
Problem: Teams struggle with effective budgeting and expense monitoring, causing budget overruns and poor financial control.
Solution: Create an app using Power Apps, Excel with Power Query, or Tableau to plan budgets, automatically track expenses, and generate real-time reports.
Expected Results: Improved financial oversight, reduced risk of budget breaches, and increased transparency and efficiency.
Communication
Email Categorization & Response Automation
Problem: Employees spend significant time categorizing and replying to emails, delaying customer responses and reducing efficiency.
Solution: Use AI tools like Microsoft Copilot or ChatGPT to analyze messages, categorize them, and generate draft responses.
Expected Results: Faster email responses, reduced manual workload, and increased customer satisfaction.
Client Communication Automation (Chatbot)
Problem: Manually creating training materials is time-intensive.
Rozwiązanie: Deploy AI chatbots like Intercom or SmartsUpp to answer FAQs, route clients, and integrate with CRMs.
Expected Results: Faster client support, improved satisfaction, and reduced employee workload.
Internal FAQ Assistant
Problem: Employees lose time searching for answers to repetitive questions about procedures, tools, or policies.
Solution: Implement an AI-based internal FAQ assistant (e.g., ChatGPT, Microsoft Copilot) integrated with internal systems.
Expected Results: Faster access to information, improved team productivity, and higher employee satisfaction.
Automated Offer Generation
Problem: Manually preparing offers is slow, error-prone, and hinders responsiveness, affecting competitiveness.
Solution: Use Power Automate, Power Apps, or ChatGPT to generate personalized offers based on pricing, specs, and terms.
Expected Results: Reduced offer preparation time, improved quality and consistency, and higher sales effectiveness.
Your own "ChatGPT"
Problem: Companies worry about sharing sensitive data with public cloud AI tools.
Solution: Deploy ChatGPT on a company server or private cloud using local LLMs and data governance tools.
Expected Results: Secure AI usage, full data control, and customized solutions aligned with company policies.
Newsletter Automation
Problem: Manual newsletter creation and sending are time-consuming and limit personalization.
Solution: Automate newsletters using Mailchimp, HubSpot, or Power Automate to integrate data, create content, and schedule campaigns.
Expected Results: Time and resource savings, improved communication, and increased engagement through personalized content.
Voicebot for Inbound/Outbound Calls
Problem: High call center costs, long wait times, and scaling issues reduce service efficiency.
Solution: Implement AI voicebots to automate common queries, schedule appointments, and run outbound campaigns.
Expected Results: Reduced operational costs, faster response times, and improved customer satisfaction.
Reporting
Operational Reporting
Problem: Operational reporting is inefficient and error-prone due to manual data collection.
Solution: Automate reporting using Power BI, Tableau, or SQL to integrate and visualize data in real-time.
Expected Results: Faster, more reliable data access, better decision-making, and reduced manual effort.
Qualitative Report Summarization
Problem: Preparing qualitative reports manually takes time and risks inaccuracies.
Solution: Use Power Apps, Python, or Power Automate to integrate data, create visualizations, and auto-generate summaries.
Expected Results: Faster report creation, better transparency, and improved decision-making.
Administration
Document Workflow Automation
Problem: Manual document handling is slow, error-prone, and costly.
Solution: Use Power Automate or Make.com to automate document flows, standardize processes, and assign tasks.
Expected Results: Faster processing, fewer errors, better control, and cost savings.
Document Compliance Checks
Problem: manual verification of requirements like greenwashing or product characteristics.
Solution: Use OCR, AI text analysis, and workflow automation to identify key content and compare it to standards.
Expected Results: Faster, more accurate compliance checks and reduced risk.
Information Collection & Smart Forms
Problem: Manual form data collection delays processes and increases errors.
Solution: Use Microsoft Forms, Power Apps, or Make.com for dynamic forms that validate and submit data automatically.
Expected Results: Faster, more accurate data collection and improved workflow efficiency.
Automated Documentation Generation
Problem: Manual documentation is slow and inconsistent.
Solution: Use AI in Word, Power Automate, or Python to auto-generate documents from templates and data inputs.
Expected Results: Faster document creation, better quality, and consistent output.
Mass File Translation
Problem: Translating many documents manually is costly and slow.
Solution: Use DeepL API, Microsoft Translator, or Python to auto-translate documents while preserving formatting.
Expected Results: Faster translations, cost reduction, and better global communication.
Operations
Company Performance Monitoring
Problem: Businesses lack real-time performance visibility, delaying issue detection.
Solution: Use Power BI, Tableau, or Azure Data Platform to monitor KPIs, analyze trends, and trigger alerts.
Expected Results: Real-time insights, faster decision-making, and better operational performance.
Sales Forecasting
Problem: Inaccurate forecasts hurt inventory and resource planning.
Solution: Use Python, Power BI, Excel, or ML models to analyze trends and generate accurate forecasts.
Expected Results: Better resource allocation, improved operations, and higher profitability.
Human Resources
Multilingual Onboarding
Problem: Language barriers slow onboarding in international teams.
Solution: Use Microsoft 365, Power Apps, and DeepL to generate onboarding materials in employees' native languages.
Expected Results: Faster onboarding, better understanding, and improved team integration.
AI-Powered CV Matching
Problem: Manual CV screening is slow and error-prone.
Solution: Use AI (ChatGPT, Microsoft Copilot, Python) to match CVs to job requirements and rank candidates.
Expected Results: Faster, better-aligned recruitment and higher HR efficiency.
Automated Training Material Generation
Problem: Manually creating training materials is time-intensive.
Solution: Use AI chatbots to respond to FAQs, guide employees, and generate relevant training content.
Expected Results: Quicker training creation, better accessibility, and reduced HR workload.
Employee Time Tracking
Problem: Manual time tracking is inefficient and prone to errors.
Solution: Use Power Apps, Dynamics 365, or Make.com to automate time tracking and integrate with HR systems.
Expected Results: Accurate time data, better resource planning, and compliance with labor laws.
Key questions related to business automation process services
Find out key questions related to our service
Before we begin, you’ll need to define the challenge in your current processes. During our discovery interview, we’ll ask targeted questions to help identify the root of the issue and design a solution that truly works for you.
Each solution has its own implementation and maintenance cost. Here’s how the investment typically breaks down:
- Digital Process Automation Potential Workshop – 500 EUR + VAT
- Evaluation of a single process + solution recommendation – Free
- Implementation of a specific automation - Duration: 2–8 weeks, 5,000–15,000 PLN
- Advanced implementation (e.g., CRM, ATS, or full digital workspace) or R&D project – starting at 50,000 PLN
- Ongoing platform/subscription costs – operational cost for your company for your company
- Additional support from AutomAIze or third-party vendors – operational cost for your company
Minimum: 1 week. Depending on complexity, the timeline may stretch to several weeks. Full transformations (like CRM or digital workplace implementations) may take 2–3 months.
Microsoft Ecosystem: Power Apps, Power Automate, Azure, Azure OpenAI, M365, Copilot Studio
Low-Code Platforms: Make.com, Notion.so, N8n.io
Open-Source & Custom: Odoo, OLLAMA, OpenWebUI, Docker, Python, Bielik, LLAMA, Stable Diffusion, Python
Chatbot & Messaging: Intercom, SmartsUpp
Workflow automation: Dew-X
Other: Claude AI, DeepL, Elevenlabs, Zapier, Miro, Figma, Perplexity, Apifonica
Discuss digital process automation important for you
Contact us, each automation starts with call. We will provide 2 slots for remote session in 24 hours.