Orders and invoicing
From order to invoice to dispatch without retyping anything, with automatic notification to the client at each stage.
- Orders
- Invoices
- Notifications
Processes
Fewer manual steps, fewer errors
Conectamos las herramientas que ya usas para que dejen de pedirle a tu equipo que traslade información de una a otra. Menos trabajo repetido y rastro de todo lo que pasa.
- Without changing systems
- The before and after are measured
What it is
Your systems already have the data: they just need to talk to each other
The scenario repeats in almost every company: someone receives an order by email, writes it in a spreadsheet, re‑enters it into the billing system and then notifies the shipping department by message. Four times the same data, four chances to make a mistake.
Automate a process it is to make that workflow happen automatically. You don’t need to replace the programs you already use: you need to connect them, define the rules clearly and set notifications where a person still has to decide.
The benefit isn’t just time. It’s that the data stays consistent everywhere, no one forgets a step, and if someone asks what happened to an order, the answer is recorded.
- The same data no longer needs to be entered multiple times
- Each step is logged with date and owner
- Notifications automatically reach the right person
- Works with the tools you already pay for
Do I have to change the programs I use?
Almost never. Most current systems allow connections with others. We only recommend changing something when the tool is so closed that it prevents any integration, and we’ll tell you that up front.
How long does it take?
A simple workflow can be up and running in one or two weeks. Processes that span multiple departments take longer, mainly because you have to agree on the rules, which is the truly slow part.
What happens if the process changes later
It fits. That's why we leave everything documented and with the logic visible, instead of hiding it in code that only the writer understands.
What’s included
Where it usually hurt more
Estos son los procesos que más veces nos piden resolver.
Customer registration
Form, data validation, system creation and welcome email, all chained.
- Forms
- Validation
- CRM
Internal documentation
Generation of contracts and reports from templates, with data taken directly from the system.
- Templates
- Reports
Approvals
Purchase, vacation or discount requests that reach the correct approver and archive themselves.
- Requests
- Roles
- Archive
Reminders and expirations
Contracts that expire, pending payments, commercial follow-ups. Nothing gets lost because no one wrote it down.
- Alerts
- Follow-up
Automatic reports
The report that someone assembles manually every Monday, ready alone and always with the same criteria.
- Reports
- Frequency
What you gain
What you want
Faster operation
What used to take hours now takes minutes, and without depending on a person being available.
Fewer errors
Repeated data entry is eliminated, which is where almost all administrative errors slip in.
Lower costs
The team delivers more without working extra hours. Resources are used where they are truly needed.
Compliance and control
Each step is traced, which facilitates any internal or external audit.
Frequent questions
What we almost always they ask
Does it work if we are few people?
It is especially useful. In small teams each administrative hour weighs much more, and automating a single process is already noticeable within a week.
What is done by hand that shouldn't?
Cuéntanos el proceso que más tiempo te quita. Te decimos si se puede automatizar, cuánto ahorrarías y qué haría falta.
Free and no obligation. We respond within less than 24 business hours.