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Whole processes run in software, with rules, AI or a person chosen for each step.
A process is a chain of steps across people and systems. Automating it means looking at the whole chain, not one step.
Automating a whole process, from trigger to final record, rather than one task inside it.
Most automation projects start with one annoying task: copying orders into the accounts, or chasing an approval. That helps, but the process around it stays slow, because the delay usually sits between steps, where work waits in someone's inbox.
Business process automation starts from the whole process instead. Take order to cash at a distributor: an order arrives on WhatsApp or email, someone checks stock and credit, raises an invoice, sends it, follows up, matches the payment in the bank and closes the order. Each step has an owner, a system and a few exceptions. We write all of it down, decide what software should do at each step, and build the chain so work moves on by itself and only waits where a person genuinely has to decide.
Single workflows, such as an approval or a data entry job, are covered on our AI workflow automation page. This page is for when the whole process needs to change.
The most useful thing we do is decide, step by step, what should do the work.
Steps you can write as a rule run as plain workflow logic.
If a step can be written as a rule (amount over a limit goes to the finance head, an order from a new customer needs a credit check), plain workflow logic does it. It is cheap to run, predictable and easy to audit.
Models read emails, documents and messages and pass on structured fields.
If a person currently reads something to decide where it goes (an email, a PDF quote, a supplier invoice, a WhatsApp message), a language model or our document AI does the reading and passes structured fields to the next step, with low-confidence results sent to a person.
Multi-step lookups and judgements handled by an agent, with a person approving.
If a step needs several lookups and a judgement (find the customer, check past orders, draft the reply, propose the next action), an AI agent does it through tool calls, and a person approves anything that moves money or reaches a customer.
Real decisions stay with people, with everything they need on one screen.
Credit decisions, pricing exceptions, anything with legal or medical weight, and anything the business has not agreed a rule for. The automation brings that person everything they need on one screen and records what they decided.
Screen bots only when a system offers no API, export or email feed.
RPA tools drive an application's screen the way a person would. They are the right choice only when a system has no API, export or email feed, and they break when the screen changes. We look for those other routes first and say plainly when screen automation is the only way in. See RPA explained.
These are the processes owners and operations heads bring to us most often.
Order capture through invoicing, follow-up and payment matching.
Orders from WhatsApp, email, a website or a marketplace captured into one queue, stock and credit checked, the invoice raised and sent, follow-ups scheduled, and the payment matched to the invoice in the bank. Fint can hold the invoicing and bank matching side.
Requests, approvals, invoice matching and payment release.
Purchase requests approved against budget, supplier invoices read and matched to the purchase order and goods receipt, mismatches flagged, and payments queued for a person to release.
Every enquiry captured, qualified, routed and followed up in the CRM.
Enquiries from every channel captured, qualified, routed to the right sales person and followed up, with the CRM updated at each stage. On WhatsApp this is our WhatsApp automation work.
Documents collected and checked, records created in every system.
Documents collected, KYC fields read and checked, records created in each system, and welcome or rejection messages sent, with a person reviewing anything the model is unsure of.
Bank matching, bill chasing and GST summaries ready for the accountant.
Bank lines matched, missing bills chased, GST summaries prepared and exceptions listed for the accountant. Our GST and accounting automation page has the detail.
Every step, owner, system and exception written down and corrected by you.
We sit with your team and write down every step, owner, system, file and exception, as a numbered list and a diagram. You correct it before anything is built. The map is yours to keep whether or not we build.
Rules, AI, an agent or a person proposed for each step, with reasons.
For each step we propose rules, AI, an agent or a person, and say why. We also mark the steps where the process itself should change before it is automated.
Built stage by stage on copies of real records, checked by your team.
We build the chain one stage at a time in a test workspace with copies of your records, so each stage is checked by the people who will use it before the next one starts.
Run in parallel with the manual process until the team trusts it.
The automated process runs next to the manual one for a short period and the results are compared. Once the team trusts it, the manual steps stop.
A full step log and a runbook for common failures.
Every step writes to a log showing the input, what the software or model decided, who approved it and when. Your team gets a runbook for the common failures, and we can maintain it after launch.
Described without client names, as agreed.
Approval, WhatsApp CRM and OCR builds, each one part of a larger process.
We built an approval workflow on n8n with AI routing and an audit trail, a WhatsApp CRM for a B2B sales team (n8n, the WhatsApp Business API, a CRM and Claude) and an OCR pipeline for invoices, IDs and forms with human review. Each is a piece of a larger process: approvals inside purchase to payment, lead handling inside lead to customer, document reading inside onboarding and month-end close.
Our own products run the same way. In Fint, an AI agent proposes records and nothing is booked until a person confirms it in the Inbox, with an audit trail of every change.
Workflow automation usually means automating one chain of steps, such as an approval. Business process automation looks at a whole business process across teams and systems, such as order to cash, and changes how work moves through all of it. In practice a process is automated as several connected workflows.
No. RPA is one technique: software that drives an application's screen like a person. Business process automation can use RPA, but most of it is built on APIs, exports, workflow tools and, for the reading and judging steps, AI models. We use screen automation only when a system offers no other way in.
The one that runs most often, causes the most chasing when it is late, and has steps your team already agrees on. Order to cash and purchase to payment are common first choices for distributors and manufacturers; lead to customer for service businesses.
Usually not. We connect what you already use, such as Tally, Google Workspace, Shopify, Razorpay and your CRM, through their APIs or exports. If a step lives only in spreadsheets, we may move it into a small tool or into Desk or Fint.
Your systems stay the source of truth. Where documents are personal or confidential, the AI steps can run on a private model on your own server, so nothing goes to a public AI provider. We design around the DPDP Act 2023 for Indian data and UK GDPR for UK data.
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