Invoice and bill processing
Extract, validate and post invoices with approval.
- Data extraction
- PO matching
- Accounting sync
Business Process Automation Services
Automate the back office, end to end.
Invoices, onboarding, reconciliations and reports automated across systems, with your team approving the steps that matter.
What you get
- Process audit
- End-to-end automation
- Time saved, measured
Challenges we solve
Back-office work that should run itself.
Challenge
Invoices are checked and entered by hand
What changes
Invoices read, matched and posted for approval
Challenge
Customer onboarding takes days of emails
What changes
A guided onboarding flow with automatic checks
Challenge
Month-end reconciliations eat the first week
What changes
Matching done automatically, exceptions flagged
Challenge
Reports are rebuilt from scratch every month
What changes
Reports generated and sent on schedule
What's included
Processes we commonly automate.
Customer onboarding
Forms, document collection, checks and welcome steps.
- Smart forms
- KYC checks
- Account setup
Order and fulfilment
Orders flow from sale to dispatch to invoice.
- Order sync
- Dispatch updates
- Invoices
Reconciliation
Match payments, orders and bank entries.
- Auto-matching
- Exception queue
- Audit trail
Scheduled reporting
Pull data together and deliver reports automatically.
- Data pulls
- Dashboards
- Email delivery
Team training
Your team learns to run, review and adjust the automation.
- Training
- Runbooks
- Support
How we deliver
A clear process, with something to see at every step.
01
Identify
Map processes and pick the first use case.
You getUse-case shortlist
02
Prototype
Test the idea on real examples.
You getWorking prototype
03
Build
Connect to your systems with guardrails.
You getProduction workflow
04
Launch
Go live with human approval steps.
You getLive automation
05
Measure
Track time saved and accuracy.
You getMonthly report
Technology
Tools and platforms we work with.
We choose tools to fit your goals, team and budget, not the other way round.
AI models
OpenAIAnthropic ClaudeGoogle Gemini
Automation
n8nMakeZapier
Connects to
CRMsERPsWhatsApp Business APIGoogle WorkspaceZoho
Data
PostgreSQLVector databases
Related services
One team, so nothing gets lost in the handoff.
Service
AI Agents
Agents that read, decide and act across your tools, within rules you set.
Learn more →ServiceWorkflow Automation
Trigger-based workflows that move data and tasks between apps.
Learn more →SolutionBack-office Automation
The business case and rollout plan for automating operations.
Learn more →ProductTelemantix
Sales CRM with WhatsApp inbox, pipelines and sales automation.
Visit telemantix.com →FAQ
Questions we hear often.
Which process should we automate first?
One that is frequent, rule-based and already digital. Our workshop ranks your candidates by effort and value.
Does this work with Tally, Zoho Books or our ERP?
Usually yes, through APIs, exports or connectors. We confirm during the audit.
How long does a first automation take?
A single well-defined process typically goes live within weeks, not months.
What if our process has many exceptions?
Exceptions go to a review queue, so the automation handles the routine cases and people handle the rest.
Start a conversation
Tell us what you want to build, automate or grow.
We'll connect you with the right Optimantix team.
1A short call to understand your goals
2A recommended approach and scope
3A clear plan before any work starts
