Automation references from finance and sales
Selected case studies for process automation: from accounts payable to lead routing and CRM—delivered in East Frisia, Made in Germany.
What we automate
From idea to reliable operations
Every project starts with measurable friction: manual capture, scattered inboxes, or broken hand-offs between channels and CRM. We connect systems with clear interfaces, queues, and observability—so automation holds up in daily operations, not only in slides.
Documents & finance
OCR, approvals, and hand-off to the ERP—less manual capture.
Sales & CRM
Routing, scoring, and clean CRM data instead of hand-offs.
Two reference projects in detail
Accounts payable: OCR, approvals & ERP
Automated AP for wholesale: PDFs and scans are classified, extracted, approved, and posted to the ERP—with queues and an audit trail.
Highlights
Technologies
Sales: lead routing & CRM
Central lead intake for B2B software: sources are normalised, leads are routed by rules, and stored in the CRM without duplicates—including notifications and SLA monitoring.
Highlights
Technologies