What we automate

The work your team
should never do again.

Every item below is a task we have already automated for a client, or a task we can build in under 30 days. None of them require an integration project, an IT ticket, or a new platform. We remove the work, we do not add software.

Tasks in the catalogue
43Across six departments
Your time required
3 hrsTo hand off a process
Time to live
30 daysWorking automation, not a pilot
Operating cost
<$3Per bot, per hour

01 / FINANCE

Finance & Accounting

8 tasks

Typical resultProcessing cost drops from 1.6% to 0.75% of transaction value.

  • Vendor invoice data entry
  • Three-way matching before approval
  • Payment run scheduling and ACH files
  • Accounts payable and receivable posting
  • Expense report validation and entry
  • Bank reconciliation across accounts
  • Month-end close and journal posting
  • Routine financial report generation

02 / REVENUE

Sales & Revenue Ops

7 tasks

Typical resultWork that needed 30 people runs on one bot. A 30 minute order takes two.

  • Sales order entry from email and PDF
  • Quote-to-order conversion
  • Order fulfillment across 60+ paths
  • Pricing and discount approval routing
  • CRM to service system synchronisation
  • Lead enrichment, scoring, and routing
  • Customer account record updates

03 / SERVICE

Customer Service & Accounts

7 tasks

Typical resultA 15 minute account task completes in under a minute.

  • New customer onboarding across 15+ systems
  • User provisioning and deprovisioning
  • Service activation and configuration
  • Account change propagation
  • Ticket triage and queue routing
  • SLA monitoring and escalation alerts
  • Order status replies from ERP data

04 / PEOPLE

HR & Payroll

7 tasks

Typical resultManual entry errors removed, compliance reporting consistent every cycle.

  • New hire setup: accounts, access, training
  • Offboarding and access removal
  • Payroll input compilation
  • Benefits enrollment processing
  • Employee data sync across HR, IT, benefits
  • Timesheet and attendance validation
  • Regulatory reporting and filing

05 / SUPPLY

Operations & Supply Chain

7 tasks

Typical resultInventory counts stay accurate in real time and reordering stops depending on memory.

  • Purchase order creation and tracking
  • Stock level monitoring and reorder triggers
  • Vendor invoice reading at 800+ per month
  • Carrier selection and shipment tracking
  • Returns and RMA processing
  • WMS, ecommerce, and ERP reconciliation
  • Supplier performance reporting

06 / SYSTEMS

IT Operations & Data

7 tasks

Typical resultMonitoring and backups run around the clock with no one on call for the routine checks.

  • Backup completion verification
  • System health monitoring and alerts
  • User access reviews and reminders
  • Patch and software deployment scheduling
  • Data migration between systems
  • Scheduled report compilation and distribution
  • Record deduplication and cleanup

THE TEST

Which of these actually qualify?

A task is a build candidate when it hits three or more of these. Below that, it usually needs a process fix first, and we will tell you so.

  • Happens daily or weekly
  • Follows the same steps every time
  • Requires logging into several systems
  • Takes 15 minutes or more to finish
  • Delays something else when it is late
  • Gets caught up on nights or weekends
  • Is prone to transcription errors
  • Creates a bottleneck for another team

Point at the one that costs you most.

Bring a single process to a 30 minute call. We will tell you whether it can be automated, what it would take, and what it would save. If the honest answer is that it just needs better process design, we will say that too.

Book your process audit

Praxio LLC · 4594 Killarney Drive, Highland, UT 84003 · +1 435-465-0185 · [email protected]

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