Automate Your Business Process with Top-Rated US Experts
We automate the repetitive work inside whichever ERP you run: approvals, notifications, scheduled jobs, documents and integrations. Mapped first, tested, then supported.
- 150+clients on three continents
- 100+in-house specialists
- 2018founded, clients retained since
- 5.0on Clutch, 4.8 on Google
Automation that removes the busywork
Every business process automation engagement ships with the same accountable set of deliverables, from mapping your workflow to building, testing, and supporting the automations.
Approval workflows
- Multi-step purchase & expense approvals
- Rule-based routing & thresholds
- Automatic escalations on delay
- Full audit trail
Notifications & documents
- Triggered email & SMS alerts
- Auto-generated invoices & PDFs
- Reminders & follow-ups
- Scheduled report delivery
Scheduled & recurring jobs
- Cron-based scheduled actions
- Recurring task creation
- Stock replenishment rules
- Periodic data cleanup
Integrations & data sync
- Webhooks & API handoffs
- Two-way data sync
- Lead & record routing
- Cross-department workflows
Automating inside the ERP means the approval, the notification and the posting happen where the record already lives, not in a tool shuttling records back and forth. AI agents go further, reading an invoice and filling the fields somebody used to key in. Two boundaries: bulk record moves between systems are data engineering, and choosing the system itself is an ERP consultant job.
Our 7-step automation process
Nothing reaches your live system untested. This is the sequence every automation goes through.
01Discovery
We meet your team and pinpoint the repetitive, high-volume tasks worth automating first.
- Volume and time cost measured per task, not guessed
- Quick wins separated from the work that needs redesign
- You get the shortlist before anything is built
- 02
Process mapping
We document each workflow end to end: what triggers it, which conditions apply, and who owns each step.
- Triggers, conditions and owners written down, not assumed
- The exceptions people handle by hand get captured too
- Broken steps get fixed before they get automated
- 03
Automation design
We design the rules, triggers, server and automated actions, and get your sign-off.
- Built on your ERP’s own rules engine, not a bolted-on tool
- What happens when a rule should not fire is designed in
- Nothing is built until you have signed off the design
- 04
Build automations
We build each automation natively, narrow enough that it can be tested and switched off on its own.
- One rule per job, not one rule that tries to do everything
- Each rule constrained to the records it should touch
- Upgrade-safe: no undocumented changes to core behaviour
- 05
Test & validate
We test every rule against real records to confirm it does exactly what it should, and nothing else.
- Tested on a copy of your data, never on the live system
- Edge cases and the “should not fire” cases tested as well
- Your team confirms the result before it goes anywhere near production
- 06
Deploy
We roll the automations into production with the right access rights and a clean cutover.
- Access rights set so each rule runs as the right user
- Rolled out in stages where a workflow is business-critical
- Every rule can be switched off again without a rebuild
- 07
Optimize & support
We monitor results, refine the rules, and add new automations as your operation grows.
- Rules reviewed against what actually happened, not what was planned
- New automations added as processes change
- Monitoring, so a failed rule reaches us before it reaches your team
Automations we run in production
Each one exists because a real client was doing it by hand. Each links to the story.
Quotation to opportunity
Pipelines that maintain themselves; expected revenue stays honest.
Skutchi Designs →Ad click to closed deal
Google Ads tracking carried into the CRM, spend tied to revenue.
Bag House of America →Orders, stock and partial deliveries
Multi-system sync that ended triple data entry.
Wholesale distributor →HR dates that remind themselves
Probation and review timelines that no longer depend on memory.
My Wardrobe HQ →AI is the next layer on top of rules like these: agents that watch the data and prepare the work. We cover what that changes, and what it does not, in will AI replace ERP consultants and on our Odoo AI agents page.
Business automation built by an accountable team
ERP automation expertise
A dedicated team that lives in automation rules, server actions and studio tools inside the ERP you run.
Process-first approach
We map your workflow before we automate it, so the right tasks get automated in the right order.
Tested & low-risk
Fewer errors and no surprises, because nothing goes live on an assumption.
US-based delivery and support
A US-based team, working to your business hours, workflows and compliance requirements.
Pick the automation engagement that fits
Start with a focused quick-win project or scale to a fully managed automation program, every tier is delivered by the same senior Odoo team.
Quick Win
A few high-impact rules
For teams automating their first painful, repetitive tasks.
- Up to 3 automations
- Process mapping
- Studio automated actions
- Testing & handover
Automation Project
Department-wide workflows
For businesses automating a full workflow across teams.
- Multiple connected automations
- Server actions & custom logic
- Notifications & document generation
- Integration & data sync
- Post-launch support window
Managed Automation
Ongoing program
For complex, multi-system operations that keep evolving.
- Unlimited automations
- Webhooks & external integrations
- Continuous optimization
- Dedicated success manager
Business process automation, answered.
What is business process automation in your ERP?
Business process automation (BPA) runs repetitive, rule-based tasks inside your ERP: approvals, notifications, document generation, scheduled jobs and data sync, with little to no manual effort, so your team spends time on higher-value work instead of routine clicks.
Which business processes can you automate?
Anything rule-based that repeats is a candidate, from a purchase approval to a nightly stock job. Rather than work from a menu, we start with the two or three tasks your team repeats most each week and automate those first.
Do automations require custom code?
Most automations are built no-code with the rules engine your ERP already ships with, for example its own automation rules, automated actions and studio tools. We add server actions or Python only when a workflow needs custom logic, and we keep every rule small, scoped, and testable.
Can you connect automations to systems outside your ERP?
Yes. We use webhooks and integrations to sync data and trigger workflows across tools like accounting, e-commerce, shipping, and CRM, so processes stay automated end to end rather than stopping at the edge of your ERP.
Will automation introduce errors or break existing workflows?
We map your current process first, build automations against a clear blueprint, and test every rule before go-live. Constraining rules to specific records and validating them up front reduces side effects and human error rather than adding it.
How do we get started?
Book a free demo or talk to our team. We run a short discovery, map your highest-impact processes, and return a scoped plan and quote for automating them in the system you run.