Finance departments in medium-sized companies
For recurring finance and supplier processes where manual steps can be replaced by a ready-made workflow.
PACKAGED PROCESSES
Use ready-made automation workflows. Configured for your business.
Standardised automation that connects to your systems
Our packaged processes are based on ready-made automation workflows that can be configured using standard integrations with finance systems, legal practice management systems, document management and information providers.
Unlike Enterprise Automation, extensive feasibility studies, development projects or transformation programmes are rarely needed. The services are delivered as SaaS, powered by Office-Assistant, and designed to help customers get started easily with a proven process.
WHO IS IT FOR?
Standardised processes for organisations with recurring workflows.
Packaged automation suits organisations where the same process occurs frequently and integrations, checks and workflow steps can largely be standardised.
Accounting firms
For processes performed in similar ways for many clients, where standardisation increases capacity and consistency.
Audit firms
For recurring checks, reconciliations and analyses involving large datasets.
PACKAGED OR ENTERPRISE?
Not every automation needs to start as a major transformation project.
Packaged Processes
The starting point is a ready-made, proven automation workflow. We configure the process, connect it to relevant standard systems and information sources, and establish the service as SaaS. This lowers the barrier to getting started and shortens the time to value.
Enterprise Automation
When a process is more unique, spans many parts of an organisation or requires significant change, we instead use Enterprise Automation. Feasibility studies, standardisation, IT preparation, development sprints and transformation may then play a larger role.
Read about Enterprise Automation →OUR PACKAGED PROCESSES
Examples of processes that can be deployed without a traditional development project.
Each process is based on a ready-made core workflow configured for the customer’s environment. The public description outlines the purpose and main steps; more detailed product information is available in the Customer Area.
Accounts Payable
From incoming invoices and supplier verification to registration in the finance system, coding and the subsequent approval workflow.
Learn more →Audit
Automated checks and analyses, including matching against the previous annual report, balance checks and transaction analysis.
Learn more →KYC
Standardised new-customer checks covering basic information, warning flags, AML-related checks and conflicts of interest.
Learn more →MORE RECURRING TASKS
When a process can be standardised, the same components can be reused.
Experience from previous automation projects shows that many recurring tasks are suitable for packaging when data sources, checks and workflow steps are sufficiently similar across customers.
Customer and supplier onboarding
Information gathering, checks, registration and regular master-data updates.
Reconciliations & reporting
Recurring data collection, account reconciliations, control activities and summaries.
Compliance & KYC
Standardised information checks, warning flags and documentation in recurring workflows.
SAAS POWERED BY OFFICE-ASSISTANT
Ready-made workflows on a shared automation platform.
Office-Assistant is the automation engine behind our packaged processes. The platform combines AI, integrations, RPA and other capabilities, making it possible to reuse proven components across processes and customers.
Implementation therefore primarily involves configuration, connecting to the customer’s systems and adapting the elements that need to reflect the customer’s ways of working – rather than developing the entire solution from scratch.
Read about Office-Assistant
Office-Assistant
The automation platform powering our packaged processes and standard integrations.
STANDARD INTEGRATIONS
Connect the process to the systems and information sources you already use.
Packaged processes can be configured using a range of ready-made connections. This reduces the need for new development and makes it easier to establish an integrated workflow between business systems and external information sources.
FortnoxXledgerSalesforceUnit4Microsoft DynamicsBusiness CentraliManageSaturnus
Information for verification
For customer and supplier checks, Office-Assistant can integrate with Creditsafe, Inyett and TIC (The Intelligence Company). This information can then be used within the automated workflow instead of in separate manual checks.
Creditsafe data feeds may be included
Relevant Digital Engine services include Creditsafe data feeds as part of the subscription. Customers can therefore get started without having to set up every information source as a separate project.
PACKAGED AUTOMATION
Want to see features, details and pricing?
More detailed information about our packaged processes is available in the Customer Area.
Go to Customer Area