AI · Business Process Automation

Automate the busywork.
Free your people to think.

We find the manual, repetitive work draining your teams: then automate it with AI, RPA, and intelligent workflows. Humans stay in control of what matters; the machine handles the rest.

Find your automations → See the results

Before · manual

✕Rekey data across 3 systems

✕Chase approvals over email

✕Manual document review

✕Reconcile spreadsheets nightly

→

After · automated

✓Data flows automatically

✓Rules-based instant routing

✓AI reads & extracts documents

✓Continuous auto-reconciliation

70%

Manual effort removed

1,900 hrs

Reclaimed per process/yr

99%+

Accuracy on automated steps

weeks

To first automation live

Overview Benefits How it works What we automate Process FAQ Book a call

What is AI-powered BPA?

Beyond rules. Automation that understands.

Traditional automation only handles rigid, predictable steps. AI-powered process automation adds understanding (reading documents, classifying requests, extracting data, and making judgment calls) so end-to-end processes run with far less human touch.

We combine AI, RPA, and Salesforce Flow into workflows that are reliable, governed, and measurable.

Rules-only

Breaks on anything unexpected

Rules-only

Can’t read documents or context

AI-powered

Understands text, docs & intent

AI-powered

Handles exceptions, escalates edge cases

Why it matters

What automation changes for your business.

Plain-English value \u2014 the outcomes leaders actually feel.

Reclaim hours

Free teams from repetitive data entry, chasing, and copy-paste work.

Cut errors

Consistent, rule- and AI-driven steps remove costly manual mistakes.

Scale with volume

Handle peaks without adding headcount or overtime.

Faster cycle times

Processes that took days finish in minutes, end to end.

How it works

Four moving parts of an intelligent workflow.

STEP 01

Capture

Trigger on an email, form, document, or system event, no manual kickoff.

STEP 02

Understand

AI reads, classifies, and extracts the data the process needs.

STEP 03

Act

Rules, RPA, and Flow update systems, route work, and complete tasks.

STEP 04

Oversee

Exceptions and approvals route to people; everything is logged.

What we automate

The work that eats your team's day.

Finance & Back-Office

Invoice intake, AP/AR, reconciliation, and expense processing: read, matched, and posted automatically.

Document Processing

AI extracts data from contracts, forms, and PDFs and pushes it into your systems.

Service Ops

Case triage, routing, and follow-up handled without manual sorting.

HR & Onboarding

Employee onboarding, approvals, and provisioning run start to finish.

Data Sync

Cross-system updates and validations that kill double-entry.

Humans in control

Automate the rote, not the judgment.

Good automation knows its limits. We design clear hand-offs, approval gates, and exception paths so people decide what matters and the workflow handles the rest \u2014 auditable end to end.

Approval gates

Sensitive steps pause for human sign-off before proceeding.

Exception handling

Anything unusual routes to a person with full context.

Full audit trail

Every step and decision is logged for compliance and review.

Clear ownership

Each workflow has an owner, SLAs, and monitoring.

Engagement

From process audit to automation at scale.

Process discovery & mapping

Week 1

We shadow the work, map each step, and quantify time and error cost.

ROI scoring & prioritization

Week 2

Rank candidate processes by effort vs. payback to pick the first win.

Build & test

Weeks 3–5

Design and build the automation with AI, RPA, and Flow, tested against real data.

Pilot with oversight

Weeks 5–6

Run live with humans monitoring exceptions and approvals.

Scale the program

Ongoing

Roll out to more processes and build an automation center of excellence.

What we deliver

End-to-end automation delivery.

Process Discovery & ROI

Workshops and process mining to find and rank high-payback automations.

Intelligent Document Processing

AI/OCR pipelines that read and structure unstructured documents.

Workflow & RPA Build

Flow, Apex, and RPA bots that execute the process reliably.

System Integration

Connect the apps a process spans so data moves without hands.

Governance & Monitoring

Dashboards, alerting, and audit trails to keep automations healthy.

CoE & Enablement

Stand up an automation center of excellence your team can run.

The stack The right tool for each part of the workflow.

Salesforce Flow MuleSoft RPA Agentforce Einstein / Models API OCR & IDP Anthropic Claude OpenAI Python Zapier / Make REST APIs

Automation at work

Real automations, by industry.

Financial Services

Loan & KYC processing

Automated document checks, data extraction, and compliance routing.

−65% processing time

Healthcare

Claims & prior auth

Intake, validation, and submission with exceptions to staff.

3x throughput

Manufacturing

Order-to-cash

Order intake, quoting, and invoice reconciliation automated end to end.

1,900 hrs saved / year

Retail & eCommerce

Returns & refunds

Policy checks, approvals, and system updates without manual work.

90% auto-resolved

Why iTech for automation

Automation that sticks, not science projects.

Outcome-first

We start from ROI and process pain, not tools, automating what actually moves the needle.

AI + Salesforce depth

We combine AI, RPA, and native Flow expertise most RPA shops lack.

Built to last

Governed, monitored automations with owners, not brittle bots that break silently.

Five-region delivery

Follow-the-sun teams across USA, UK, Europe, Middle East, and APAC.

FAQ

Process automation, answered.

It combines AI (reading documents, classifying, extracting data, making judgment calls) with automation tools like RPA and Salesforce Flow to run end-to-end processes with minimal human touch, going beyond rigid, rules-only automation.

RPA automates predictable, rule-based clicks and steps. Adding AI lets the workflow handle unstructured inputs and exceptions (reading an invoice, understanding a request, deciding a route) so far more of the process can be automated reliably.

High-volume, repetitive, rule-heavy work with clear inputs and outputs: invoice processing, data entry and sync, document review, case triage, onboarding, and reconciliation. We score candidates by effort versus ROI in discovery.

We design approval gates, exception paths, and clear ownership. People make the judgment calls that matter and the automation handles the rote work, with a full audit trail for every step.

We prioritize a high-ROI first process and typically have it live in a few weeks, so payback starts early. From there we scale into a broader automation program.

Salesforce Flow and Apex, MuleSoft RPA, Agentforce and Einstein for AI, OCR/IDP for documents, and integrations via APIs, chosen per process rather than forcing one tool everywhere.

Find the hours hiding in your processes.

Book a free automation assessment. We'll map your workflows, score them by ROI, and prove the first one fast.

Book an assessment → Explore AI solutions

Automate the busywork.Free your people to think.