Invoices, payables, and receivables
Move invoice and payment data between email, ERP, and accounting. Bots fill the portal gaps.
See full scenario ↓Pillar 03 / Integrations & RPA
RPA and AI integrations that make your systems talk to each other.
Autokrix connects your CRM, ATS, ERP, and accounting tools so data moves automatically — and deploys robotic process automation bots for the portals and screens that have no API.
0Manual rekeys between connected systemsAfter integration, data moves automatically.
70–80%Faster invoice and order processing with RPAFor finance and order-to-cash automation cases.
2–8 wksFrom manual process to integrated flowDepending on systems and complexity.
What we mean by "Integrations & RPA"
Your tools don't talk to each other. We fix that — and fill the gaps bots can reach.
Example flow
Order placed → appears in ERP → invoice created in accounting → bot submits to vendor portal → payment and shipping tracked automatically.
Integrations
connect modern cloud tools — CRM, ATS, ERP, accounting — so changes in one update the others automatically.
RPA bots
perform the exact clicks and keystrokes your team repeats in portals, legacy screens, and desktop apps that have no API.
Together
they replace “copy from here, paste over there” with clean, reliable, auditable flows your team can trust.
Is this for you?
When Integrations & RPA make the biggest impact
This pillar is for teams where the real pain lives between systems, not inside any one tool.
- Your CRM, ERP, and accounting each have different versions of the same customer or order data.
- Your team exports CSVs, copies rows, uploads files, and calls it “syncing systems.”
- Invoice, payroll, or order work involves logging into multiple portals and repeating the same steps.
- You maintain a master spreadsheet because no single system is fully trusted.
- New staff take weeks to learn all the manual workarounds in your stack.
Two or more of these? This is the highest-leverage pillar to start with.
Connected stack
What we connect — and where bots step in
We work with the tools you already use. No stack replacement required.
API / connector integrations
CRM
HubSpot
Salesforce
Pipedrive
ATS / HR
Workable
Greenhouse
Lever
ERP
NetSuite
Acumatica
Odoo
Accounting
QuickBooks
Xero
Sage
Collaboration
Google Workspace
Microsoft 365
Changes in one system reflect in others automatically — no middleware black box.
Where RPA bots handle the gaps
- Legacy ERP and on-prem accounting screens
- Bank and financial institution portals
- Payroll portals with manual import/export steps
- Vendor and customer order/invoice portals
- Shipping and carrier booking portals
- Any web or desktop UI with no API access
Bots log in, navigate, read, and type — exactly as your team would, but in seconds and without errors.
What we automate
Four core categories
Each category is a real business process. Pick the one that costs your team the most time.
Order-to-cash and shipping
Connect orders from CRM or store to ERP and shipping tools. Bots handle carrier portals.
See full scenario ↓Payroll and HR handoffs
Keep time tracking, HR systems, and payroll in sync. Bots bridge manual import steps.
See full scenario ↓Bank recs and month-end close
Automate matching and postings to shorten close time. Bots surface exceptions for review.
See full scenario ↓Real scenarios
What these look like inside your business
Four common handoffs where teams lose hours. Each one shows the manual pain, the Autokrix flow, and where a human stays in control.
Scenario 01 / Finance
From received invoice to posted payment, without touching a spreadsheet
Most teams receive invoices in email, key them into ERP, then rekey into accounting. This flow connects those steps and uses bots for any portal-based submission required.
- Manual pain
- Finance keys the same invoice through email, ERP, approval, supplier portal, and accounting.
- Autokrix flow
- Invoice data is extracted once, matched to PO, routed, submitted, and posted automatically.
- Human checkpoint
- Humans approve exceptions, high-value invoices, and missing PO matches before money moves.
Built using: Email parser + ERP + accounting tool + RPA bot for portal steps.
Scenario 02 / Payroll
From hours approved to payroll run, no manual exports
Payroll is often a chain of exports and uploads. Integrations and bots replace those steps, so the run happens in hours instead of a day.
- Manual pain
- Approved hours become exports, imports, payroll portal work, and accounting updates.
- Autokrix flow
- Clean hours flow to payroll, exceptions surface, and payroll summaries reach accounting.
- Human checkpoint
- HR reviews exceptions before the run is finalized and payslips are released.
Built using: Time-tracking tool + HRIS/payroll platform + accounting integration + RPA for portal steps.
Scenario 03 / Bank Rec
Close the books in hours, not a week
Month-end reconciliation means matching hundreds of transactions by hand. Bots do the matching and only surface exceptions that need a decision.
- Manual pain
- Month-end close stalls while someone manually matches transactions and hunts exceptions.
- Autokrix flow
- Rules match the normal transactions; the team only sees exceptions with context.
- Human checkpoint
- Finance approves adjustments before anything posts to the general ledger.
Built using: Bank feed API or bot + accounting/ERP + rule engine.
Scenario 04 / Shipping
From order ready to label printed, no carrier portal clicking
Shipping work often breaks down at carrier portals. This flow writes tracking numbers back to the right systems and keeps the customer updated.
- Manual pain
- Carrier portals turn ready orders into label clicking, tracking copy-paste, and customer updates.
- Autokrix flow
- Shipment data moves from ERP/WMS to carrier, then tracking returns to CRM and customer.
- Human checkpoint
- Operations reviews address issues, failed labels, and delayed carrier responses.
Built using: ERP/WMS + carrier API or RPA bot + CRM + email/SMS.
How it works
From screenshot maze to clean, integrated flows
Map your systems and steps
We list every tool you use today and the exact steps your team takes between them, including manual workarounds, exports, and portals.
Design the ideal data flow
We decide what connects via API, what needs a bot, and what is not worth automating yet. You see the plan before we build anything.
Implement integrations and bots
We set up API integrations using modern platforms and configure RPA bots for any screens that still need clicks.
Test, monitor, and hand over
We test with real data, add monitoring alerts, and document every connection so your team knows what is wired where.
Connection layer
Once the stack is connected, every automation gets stronger
01
Automation Workflows
Workflows run reliably
Triggers, handoffs, approvals, and updates move across tools without manual re-entry.
→
02
AI Agents
Agents get better context
AI can read cleaner records, summarise accurately, and escalate with the right history attached.
→
04
Analytics & Growth
Dashboards become useful
Reporting pulls from source systems instead of a spreadsheet someone maintains by hand.
→Common questions
Questions about RPA, AI, and connecting your stack
No. We usually build around your current CRM, ERP, accounting, and portals. Replacement only comes up when there is a clear business case.
Yes, when it is built with permissions, approval points, logs, and exception review before anything sensitive moves.
Yes. One high-impact connection or one portal bot is usually the smartest first project.
That is exactly where RPA bots fill the gap. A bot logs into the screen, reads or enters data, and passes it to your other systems — no API required.
A single API integration typically takes one to two weeks. A multi-system business process automation flow with RPA bots usually runs two to five weeks depending on the number of tools and approval steps involved.
API integrations are unaffected by UI changes. RPA bots can break if a portal layout changes significantly, which is why we include monitoring and a fast-response maintenance agreement.
Ready to connect your stack?
Let’s run an RPA and integration compatibility check on your tools
In a free 30-minute automation audit, we will look at your current tools, map the data that should be flowing between them, and tell you exactly what can be integrated, where bots would help, and what is not worth touching yet.
- A clear map of your current systems and where data gets stuck.
- 3–5 integration and RPA opportunities ranked by impact.
- Rough timelines and cost ranges — no jargon, no commitment.