Automation of business processes in finance and administration
See what services and automations we offer for our clients in the finance and administration sector. Automatic invoicing, automation of tasks in administration or business intelligence dashboards? As Sagiton Automation, we can automate your business!
What we can do for you make?
Our services: automation in finance and accounting
Automation of invoicing
Accelerate the work of the finance department, thanks to the automation of invoicing. Automatically issue accounting documents based on orders or signed contracts. In addition, the system independently analyzes and saves the company data of your customers.
Debt collection automation
Automatically monitor issued invoices to send customers email or sms notifications in case of delays. Thanks to the automation of financial processes, you will reduce the manual activities that are performed in customer service.
Automation of financial reports
Speed up financial data processing and reduce the risk of errors with automated reporting. With accounting automation, the system itself will take data from many sources, such as CRM systems and an invoicing program, to generate a report.
Do you want to introduce automation of finance in your company?
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What is automation of processes in the company?
Automation of processes in a company is the use of new technologies to improve everyday activities. With it, you can reduce the time to perform time-consuming tasks, increase efficiency and save resources. We create automations for our clients by integrating various business applications. Examples of tools that we have already automated:
Do you use other technologies?
Contact us and our experts will check for you what automation of finance or administration would be possible in your company!
Our services: automation of administration and documents
Electronic document flow in the company
Implement document flow automation to generate, send, and sign contracts or orders faster. Streamlining the administrative process will allow you to reduce the costs of daily work. It is also possible to manage documents more efficiently with AI.
Encrypt attachments
Keep your data safe with gmail attachment encryption. The technology allows you to automatically protect sensitive data with a password. We create IT systems that will provide you with reliable protection of company information and increase customer satisfaction of your company.
Correspondence management with AI
Automation of administrative processes allows you to reduce repetitive activities of viewing and analyzing electronic correspondence. Use artificial intelligence to extract information from emails and subject them to automatic analysis.
Do you want to take advantage of automation of administration in your company?
Contact us and arrange a free consultation
Analytical dashboards and management dashboards
Does every department in your company report differently? Business decisions are made on the basis of tens or hundreds of sheets in excel? Take advantage of the automation of the company's business processes to organize your data! We improve management reporting by creating dashboards and automatic summaries. Deploy your own KPI dashboard with us and see how it will make it easier for you to manage your business!
Examples of dashboardsOur case studies - learn examples of business process automation
Document flow management system
We implemented a document flow management system in our client's company, which allowed for full automation of administrative processes. Documents that were previously transferred manually between departments are now automatically sent to the right people thanks to the precise rules of the created workflow. The system integrates with ERP and CRM platforms, thanks to which data from invoices, contracts or orders are instantly verified and archived in one place. Automation also allows you to quickly approve documents and generate reports without the need to involve many people, which eliminates time-consuming and repetitive tasks, increases work efficiency and minimizes the risk of mistakes.
Automatic encryption of outlook attachments
An accounting firm that sent a large amount of sensitive customer data every day faced the challenge of automatically encrypting attachments in Outlook. We have implemented an encryption tool and integrated it into the postal system, and thanks to the automation of processes in the company, the security process takes place spontaneously and does not take the time of office workers. We have thus eliminated the risk of errors and unencrypted sending of data. Automation is associated with full protection of files without the need for employees to manually secure them, which significantly increased work efficiency. Thanks to this, the company has achieved a strategic technological goal, meeting the requirements of the GDPR and building trust among customers. Such automation may also include other mailboxes.
Financial report will give management to several companies
The client faced the challenge of improving the flow of data between teams and reducing the costs of managing the companies. His employees supplemented the data every week in several different business applications, which lengthened the entire analysis process. We created an integration with AirTable for it, which allowed automatic import of data into a single, central system to completely eliminate the need for manual reporting. Data automation significantly improves the decision-making process, as information is updated on an ongoing basis and available in real time on clear dashboards. By eliminating manual data entry, the risk of human error has been reduced to almost zero. In addition, the system sends notifications in case of exceeding key values, informing the client both by e-mail and by messenger, which ensures a quick response and saves time and resources.
How does the process automation with artificial intelligence in finance and administration work?
AI in Administration
Artificial intelligence in administration automates processes such as document processing, correspondence management, and data analysis. AI can recognize the content of contracts or reports and extract key information from them. Automation also involves monitoring payment deadlines or contract termination dates.
AI in Finance
AI helps with automatic invoicing, cost analysis, and budget monitoring. It can also support the payment verification process by checking the compliance of invoices with orders. Thanks to machine learning, automation also makes it easier to forecast expenses based on data from previous months.
AI in Controlling
Artificial intelligence is used in expenditure control and budget planning. Office automation analyzes data from invoices and reports to create hints about where the company can save or where unnecessary costs arise. Through the use of technology, managers make better decisions based on facts.
Managing contracts with AI
Intelligent automation can read contracts, mark important points and capture potentially dangerous records. It can also automatically remind you of upcoming deadlines or expiring contracts. Thanks to this, the company avoids mistakes and routine tasks, and also does not miss key commitments.
Using AI alone is not enough to talk about automation. Contact us to take full advantage of the possibilities of artificial intelligence.
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