Finance and accounting
Invoice capture from email and PDF, three-way matching, payment approvals, bank reconciliation, and expense workflows that post straight to your accounting system.
Business process automation
Business Process Automation Services
Join.To.IT automates the manual work between your ERP, CRM, spreadsheets, and inboxes: approvals, data entry, documents, reporting, and AI-assisted tasks. We start with a process audit, automate one workflow as a pilot in 4–8 weeks, and then expand step by step instead of replacing every system at once.
- Process audit before any tool or platform decision
- A working pilot on one workflow in 4–8 weeks
- Built around the ERP and CRM you already run
- 01 Process audit
- 02 Pilot on one workflow
- 03 Rollout to more processes
- 04 Support and monitoring
Most companies do not need a new system. They need the ones they have to work together
In a typical mid-size company, orders arrive by email, someone retypes them into the ERP, a manager approves a discount in a chat, and finance rebuilds the same report in Excel every Monday. Each step is small. Together they cost hours every day, and every manual copy is a chance for an error.
Business process automation removes those hand-offs. We connect the systems you already use, move data between them without retyping, route approvals to the right person, and flag the cases that still need a human decision. Where a task involves reading documents or answering repeat questions, we add AI to the workflow.
You do not have to automate everything at once. Most of our engagements start with one process that has a clear cost, prove the result on it, and then move to the next one.
What our business process automation services cover
These are the workflows we automate most often. Each one can be a project on its own or part of a larger program.
Sales and CRM
Lead routing, quote and contract generation, discount approvals, and CRM records that stay in sync with the ERP, so sales and finance see the same numbers.
Operations, inventory, and procurement
Purchase requests, supplier orders, stock alerts, and production or warehouse tasks that move to the next step without a phone call.
Document workflows
Contracts, acts, and internal documents created from templates, signed electronically, routed for approval, and archived with search.
Reporting and dashboards
Data pulled from the ERP, CRM, and spreadsheets into one place, with management reports that update on their own instead of being rebuilt every week.
AI assistants and agents
AI that reads incoming documents, classifies requests, drafts replies, and answers staff questions from your own knowledge base, with a person approving anything that matters.
How an automation project runs
Each stage ends with something you can review before approving the next one.
- 01
Process audit
We map the current process with the people who run it, measure where time goes, and list the systems and data involved. Usually 1–2 weeks.
Outcome A ranked list of processes with the expected effect of automating each
- 02
Pilot on one process
We automate the process with the clearest payback, connect the systems it needs, and run it alongside the old way until the numbers hold. Usually 4–8 weeks.
Outcome A working workflow and measured time or error savings
- 03
Rollout
We extend the approach to the next processes in the order agreed after the audit, reusing the integrations built for the pilot. Usually 2–6 months.
Outcome Connected workflows across teams
- 04
Support and improvement
We monitor the integrations, fix what breaks when a vendor changes an API, and adjust workflows as your business rules change.
Outcome Automation that keeps working after launch
How much business process automation costs
The price depends on how many systems are involved and how clean the data is. These are indicative ranges; we give a fixed estimate after the audit.
| Option | Pilot | One process | End-to-end program |
|---|---|---|---|
| What it covers | Audit plus automation of one simple workflow with one or two systems | A full process across several systems, with approvals, notifications, and reporting | Several connected processes across departments, plus support |
| Typical timeline | 3–6 weeks | 1–3 months | 3–9 months, in phases |
| Good fit when | You want to test the approach before a larger budget | One process clearly costs the most time or errors | Automation is part of a wider operations plan |
| Typical budget | $8,000–$20,000 | $20,000–$60,000 | From $60,000 |
Ongoing support is billed monthly and depends on the number of integrations. You own the code, the workflows, and the documentation.
Phased automation or a new system?
Replacing the ERP or CRM is sometimes the right call. More often the current systems are fine and the gaps between them are the problem.
| Question | Replace the ERP or CRM | Phased automation |
|---|---|---|
| When you see results | After migration and staff retraining | After the first pilot, in weeks |
| Disruption to daily work | High during the switch | One process at a time |
| Budget | Large up-front licence and implementation cost | Approved stage by stage |
| Partial automation | Rarely possible | The default: automate what pays back, keep the rest manual |
| When it makes sense | The current system cannot support how the business works | The systems work, but people move data between them by hand |
Systems we connect
We work with the APIs, databases, and file exports your systems already have. Where a low-code tool such as Make, n8n, or Power Automate is enough, we use it; where it is not, we write the integration.
- NetSuite
- SAP Business One
- Microsoft Dynamics 365
- QuickBooks
- Xero
- Salesforce
- HubSpot
- Pipedrive
- Microsoft 365 and SharePoint
- Google Workspace
- Slack and Microsoft Teams
- DocuSign
- Stripe
- SQL databases
- REST and SOAP APIs
- Excel and CSV
Example
What a first pilot looks like
Take a manufacturer that receives orders from dealers by email. A manager reads each order, checks stock in the ERP, types the order in, and sends a confirmation. At 80 orders a day, that is most of one person’s week, and typos turn into wrong shipments.
The pilot reads incoming orders, extracts the items and quantities, checks stock and prices in the ERP, creates a draft order, and sends the dealer a confirmation. The manager only reviews orders the system flags: unknown items, prices outside the agreed range, or stock shortages.
Frequently asked questions
How much does business process automation cost?
A pilot on one simple workflow usually costs $8,000–$20,000. Automating a full process across several systems is typically $20,000–$60,000, and a multi-department program starts around $60,000. The main cost drivers are the number of systems, the quality of their APIs, and how many exceptions the process has. We give a fixed estimate after the audit.
Which processes should we automate first?
Start with a process that runs often, follows clear rules, and has a visible cost: hours of data entry, delayed approvals, or recurring errors. Order entry, invoice processing, and weekly reporting are common first choices. The audit ranks your processes by effort and expected savings, so the first pilot is the one most likely to pay back.
Can you integrate with our ERP and CRM?
In most cases, yes. We connect systems through their APIs, databases, or file exports, and we have worked with common ERPs, CRMs, and accounting tools. If a system has no API, we look at scheduled exports, database access, or email parsing. We confirm what is possible with each of your systems during the audit, before you commit to a build.
How long does an automation project take?
The audit takes one to two weeks. A pilot on one process usually runs four to eight weeks, including a period where the new workflow runs alongside the old one. Larger programs are delivered in phases over three to nine months, with each phase producing a working result rather than waiting for one big launch.
Do you use AI in automation?
Where it helps, yes. Rules and integrations handle most of the work; AI is useful for reading unstructured documents, classifying requests, and answering questions from your knowledge base. We keep a person in the loop for decisions that carry risk and log every AI action, so you can check what it did and why.