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Steigern Tech - Technologies Inspire Us
BUSINESS AUTOMATION

Streamline your operations.

Every business has work that repeats every day: entering invoices, matching payments, routing support tickets, sending follow-up emails, updating spreadsheets and chasing approvals. It needs doing, but it takes hours from people who could be doing more valuable work. Steigern Tech automates that work. We build intelligent, event-driven workflows that run your routine operations automatically, from invoice reconciliation and support routing to customer communication and reporting. AI handles the messy parts, such as reading documents and understanding emails, and your team steps in only when a decision really needs a person.

AI WorkflowInvoicesSupport$Event TriggerMessages
24/7
Workflows that never stop
AI-powered
Reads documents and emails
Event-driven
Reacts the moment things happen
0
Repetitive copy-paste work
—CROSS-INDUSTRY CAPABILITIES

Architectures Deployed Across Modern Industry Verticals

Our strategic engineering focus powers resilient software ecosystems across critical sectors.

OVERVIEW

Give your team their time back

Look closely at any growing business and you'll find people doing work a computer could do. Finance staff type invoice details into the ERP and match payments line by line. Support agents read every incoming email just to decide who should handle it. Sales teams send the same follow-ups by hand. Managers spend Monday mornings building reports from spreadsheets.

None of these tasks is hard, but together they add up to hundreds of hours a month. They also lead to typing errors, missed follow-ups, slow responses and frustrated staff.

Traditional automation only goes so far because it needs everything to follow fixed rules. Real work is messier: invoices arrive in different formats, customers write emails in their own way and exceptions happen every day. That's where intelligent automation comes in. By combining event-driven workflows with AI, we automate the work that used to need a person to read, understand and decide.

The result is operations that run faster, more accurately and around the clock, while your team focuses on customers, growth and decisions that matter.

Enterprise Standards & Architecture
Audited, hardened, and built for continuous operational scale.
Discuss your requirements
—WHAT WE OFFER

Business automation services

We automate across finance, operations, sales, support and management. You can start with one process that wastes the most time or automate end to end across your whole business.

01

Automation Discovery & Strategy

Not every task should be automated, and the best place to start isn't always obvious. We map your processes, measure where time and money are lost, and identify the automations that will pay back fastest.

Key Deliverables
  • Process mapping and time analysis
  • Automation opportunity scoring
  • ROI and payback estimates
  • Tool and platform recommendations
  • Prioritized automation roadmap
02

Invoice Processing & Reconciliation

Finance teams lose many hours to invoices and payment matching. We automate the whole cycle. AI reads incoming invoices in any format, matches them to purchase orders and receipts, posts them to your ERP and reconciles payments against bank and gateway records.

Key Deliverables
  • AI invoice capture from email, PDF and scans
  • Two-way and three-way PO matching
  • Automatic posting to Odoo, SAP, NetSuite, QuickBooks or Xero
  • Bank and payment gateway reconciliation
  • Exceptions sent to a person with full context
03

Accounts Payable & Receivable Automation

Get paid faster and pay suppliers on time without chasing paperwork. We automate approvals, payment reminders, collections follow-ups and cash application.

Key Deliverables
  • Multi-level invoice approval workflows
  • Automatic payment reminders and dunning
  • Cash application and payment matching
  • Supplier payment scheduling
  • Real-time cash flow visibility
04

Support Ticket Routing & Automation

When every ticket waits for someone to read and assign it, customers wait too. AI reads each incoming request, understands what it's about and how urgent it is, and sends it to the right person or team immediately. It can also suggest or draft replies.

Key Deliverables
  • AI ticket classification and prioritization
  • Smart routing by topic, language, customer and urgency
  • Suggested and auto-drafted replies
  • SLA tracking and escalation alerts
  • Integration with Zendesk, Freshdesk, HubSpot and Gmail/Outlook
05

Customer Communication Automation

Customers expect fast, relevant updates at every step. We automate order confirmations, shipping updates, payment reminders, onboarding sequences and follow-ups across email, SMS and WhatsApp, each one personalized and sent at the right moment.

Key Deliverables
  • Event-triggered emails, SMS and WhatsApp messages
  • Order, delivery and payment status updates
  • Customer onboarding and renewal sequences
  • AI-personalized messages in your brand voice
  • Feedback and review requests
06

Sales & CRM Automation

Let your sales team spend time selling instead of updating records. We automate lead capture, enrichment, scoring, assignment and follow-ups, so no opportunity slips through.

Key Deliverables
  • Lead capture from website, ads and forms
  • AI lead enrichment and scoring
  • Automatic lead assignment and follow-up tasks
  • Quote and proposal generation
  • Deal-to-order handover to operations
07

Order & Operations Automation

From the moment an order is placed to the moment it's delivered, many steps can run on their own. We automate order processing, stock updates, purchasing and fulfilment across your systems.

Key Deliverables
  • Order processing from all sales channels
  • Automatic stock updates and reorder alerts
  • Purchase order creation and supplier updates
  • Shipping label and tracking automation
  • Returns and refund processing
08

HR & Employee Workflow Automation

HR runs on forms, approvals and reminders, which makes it a good fit for automation. We automate onboarding, leave requests, expense claims and other employee processes, so they run smoothly and consistently.

Key Deliverables
  • Employee onboarding and offboarding
  • Leave and attendance approvals
  • Expense claim processing with receipt scanning
  • Document collection and e-signatures
  • HR helpdesk chatbot
09

Document Processing Automation

Contracts, forms, applications, delivery notes and certificates: if your team reads documents to pull out information, AI can do that work. We extract the data you need and send it to the right system.

Key Deliverables
  • AI data extraction from any document type
  • Multi-language document support
  • Validation against business rules
  • Automatic filing and indexing
  • Human review for low-confidence cases
10

Reporting & Alert Automation

Stop building the same reports every week. We automate data collection and reporting, and set up smart alerts that tell you when something needs attention, such as falling sales, low stock or overdue payments.

Key Deliverables
  • Scheduled reports by email, Slack or Teams
  • Live dashboards from all your systems
  • AI-written plain-language summaries
  • Threshold and anomaly alerts
  • Daily management briefings
11

AI Agents for Operations

AI agents go a step further than workflows. They can work through multi-step tasks, decide what to do next, look up information across systems and take action, with your team approving anything sensitive.

Key Deliverables
  • AI agents that handle requests from start to finish
  • Cross-system lookups and updates
  • Decision-making within rules you set
  • Human-in-the-loop approvals
  • Full logs of every action taken
12

Robotic Process Automation (RPA)

Some older systems have no APIs. RPA bots work through their screens the way a person would, so you can automate even legacy software without replacing it.

Key Deliverables
  • UI-based automation for legacy systems
  • Data entry and transfer between applications
  • Scheduled and triggered bots
  • UiPath, Power Automate and custom bots
  • Gradual move to API-based automation
13

Automation Monitoring & Optimization

Automations need looking after. We monitor every workflow, handle errors and keep improving performance as your business changes.

Key Deliverables
  • 24/7 workflow monitoring
  • Automatic retries and error alerts
  • Monthly performance and time-saved reports
  • Workflow updates as processes change
  • New automations as you grow
—HOW WE ENGAGE

Start small and scale fast

The best automation programs start with one high-impact process, prove the value quickly, then expand. These options let you begin where it makes most sense.

Automation Audit

Find out where your time is going.

We review your key processes, measure the manual effort involved and give you a prioritized list of automation opportunities, with expected time savings, costs and payback.

  • Process mapping workshops
  • Manual effort and cost analysis
  • Top automation opportunities
  • ROI estimates
  • Recommended roadmap
1–2 weeks
Get Started
Most popular

Quick Win

Automate your most painful process.

Pick the process that wastes the most time, such as invoice processing, ticket routing or order updates. We automate it end to end, so you see real results within weeks.

  • One end-to-end workflow
  • AI document or email processing where needed
  • Integration with your existing systems
  • Error handling and alerts
  • Training and handover
3–6 weeks
Get Started

Automation Program

Automate across departments.

For businesses ready to automate at scale. We design and build connected workflows across finance, operations, sales and support, all running on one reliable platform.

  • Multiple automated workflows
  • AI agents and intelligent document processing
  • Cross-system integrations
  • Central monitoring dashboard
  • Automation playbook for your team
2–6 months
Get Started

Automation as a Service

Ongoing automation support.

We monitor, maintain and keep improving your automations, adding new ones each month as your business grows.

  • 24/7 monitoring and support
  • Monthly new automations
  • Optimization and updates
  • Time-saved reporting
Flexible monthly plan
Get Started
—WHY IT MATTERS

What automation does for your business

Save hours every week

Repetitive tasks that took hours now happen in seconds, without anyone touching them.

Fewer errors

Automated workflows don't mistype numbers, skip steps or forget follow-ups.

Faster responses

Customers get answers, updates and confirmations instantly instead of waiting in a queue.

Lower operating costs

Handle more orders, invoices and customers without adding staff at the same rate.

Happier teams

Your people spend time on meaningful work instead of copy-paste tasks.

Better visibility

Every automated step is tracked, so you always know where things stand and where delays happen.

—HOW IT WORKS

From manual work to automated operations, in 6 steps

01

Discover

We sit with your team, watch how work actually gets done and identify the tasks that take the most time and cause the most errors.

02

Prioritize

We score each opportunity on time saved, cost, complexity and risk, then agree on where to start for the fastest payback.

03

Design

We map the new automated workflow, including triggers, rules, AI steps, approvals and exceptions, so everyone knows exactly how it will work.

04

Build

We build and connect the workflow to your systems in short sprints, with regular demos so your team can shape the result.

05

Test & Launch

We test with real data and real scenarios, run the automation alongside the manual process at first, and switch over once everyone is confident.

06

Measure & Expand

We track time saved and accuracy, fine-tune the workflow, then move on to the next process on your roadmap.

—TOOLS WE USE

The right automation tools for the job

We're not tied to one tool. We pick the platform that fits your systems, budget and complexity. That might be a simple no-code workflow, an enterprise automation platform or a fully custom, AI-powered solution.

Workflow automation
n8nMakeZapierMicrosoft Power AutomateTemporal
Enterprise automation & RPA
UiPathAutomation AnywherePower Automate Desktop
Integration platforms
MuleSoftBoomiAzure Logic Apps
Event-driven & messaging
WebhooksApache KafkaRabbitMQAWS EventBridgeAzure Service Bus
AI & LLMs
OpenAIAnthropic ClaudeGoogle GeminiLangChainLangGraph
Document AI
Azure Document IntelligenceGoogle Document AIAWS Textractcustom OCR
ERP & finance
OdooSAPNetSuiteQuickBooksXeroTally
CRM & support
HubSpotSalesforceZohoZendeskFreshdesk
Communication
GmailOutlookSlackMicrosoft TeamsWhatsApp BusinessTwilio
—IDEAL FOR

Who we work with

Finance and accounting teams

You spend too much time on invoices, reconciliations and month-end close. We automate the repetitive parts so you can focus on analysis and control.

Customer support teams

Ticket volumes keep growing faster than your team. We route, prioritize and draft replies automatically, so agents can focus on solving problems.

Operations and supply chain teams

Orders, stock, suppliers and deliveries create constant manual updates. We connect and automate them end to end.

Sales and marketing teams

Leads go cold while waiting for follow-up. We automate capture, scoring and outreach so no opportunity is missed.

Growing SMEs

You're growing fast but don't want to hire just to keep up with admin. Automation lets you scale your operations without scaling your headcount at the same rate.

Enterprises

You run complex processes across many systems and teams. We design automation programs with the governance, security and reliability large organizations need.

—REAL-WORLD USE CASES

What automation looks like in practice

Invoice reconciliation
Before Automation:Staff download invoices, type them into the ERP and match payments by hand.
After Automation:AI reads each invoice, matches it to the PO and payment, and posts it. People only review exceptions.
Support ticket routing
Before Automation:Every email waits in a shared inbox until someone reads and assigns it.
After Automation:AI reads, tags and routes each ticket instantly, with a suggested reply ready.
Order updates
Before Automation:Customers email to ask "Where's my order?"
After Automation:Customers get automatic WhatsApp and email updates at every step.
Payment collections
Before Automation:Finance chases overdue invoices by phone and email.
After Automation:Polite reminders go out automatically, escalating on a schedule you set.
Lead follow-up
Before Automation:New leads wait days for a first reply.
After Automation:Leads are enriched, scored and assigned within minutes, with a personal follow-up sent.
Expense claims
Before Automation:Employees email receipts and wait weeks for approval.
After Automation:Receipts are scanned, checked against policy and routed for approval automatically.
Weekly reporting
Before Automation:Managers spend hours building reports from spreadsheets.
After Automation:A plain-language summary arrives in every manager's inbox each Monday morning.
—WHY US

Why businesses choose Steigern Tech for automation

Process first, tools second. We start by understanding how your business works, then choose the right technology, not the other way round.

AI where it adds value

We use AI for the tasks rules can't handle, such as reading documents, understanding emails and making judgment calls, and keep everything else simple and predictable.

Connected to your systems

As Odoo and HubSpot partners with deep integration experience, we automate inside the tools your team already uses.

Humans stay in control

Approval steps, exception handling and full activity logs mean your team always has the final say.

Measurable results

We track time saved, error rates and processing speed for every automation, so you can see the return.

Global teams, local hours. With teams in Ahmedabad and Melbourne, we support clients worldwide during their business hours.

FAQ

Frequently asked questions

Business process automation uses software to run repetitive tasks and workflows automatically, such as entering invoices, routing tickets or sending updates, so your team doesn't have to do them by hand.

Ready to put your operations on autopilot?

Tell us which tasks take up most of your team's time. We'll show you what can be automated, how much time you'll save and how quickly you'll see results, usually within 24 hours of our first conversation.

Odoo Partner
HubSpot Partner
24-hour response
You own everything
AI Advisor