Use Cases

PROCESIO is made for organizations and individuals that face the challenge to build custom automation and integration or to process data in a variety of industries, including in highly niched scenarios.

  • Applications

  • Keywords

ERP entries

Create and validate monthly entries in an ERP based on specific rules such as date or when accounting […]

December 6, 2021


Journal entries sync

Use conditions such as amounts, type or date to automatically forward and post accounting entries in secondary software […]


Payment reports

Pull data from an accounting software and automatically create payment reports


Order processing

Check and process orders from clients forwarded by sales into an accounting software


Managing clients

Set up, change or delete information about clients, create approval workflows for clients


Data consistency checks

Compare and check that prices, quantity and product data match with information from purchase orders, goods receipts, and […]


Purchase orders

Automate processes and approvals for purchase orders and received invoices.


Vendor management

Set up, change, delete information or create approval workflows for vendors.


Invoicing

Send invoices automatically by integrating and syncing with data from billing apps and ERPs.


Payment reminders

Automate reminders when payments are not made on time. Integrate databases, CRMs, interfaces, and send the reminders through […]


Incoming payments

When a payment is made, automatically send a confirmation about the receipt of the payment through a client/ […]


Paper to digital

Integrate with OCR systems to digitalize paper invoices and automate data input, errors checks, and further invoicing processing […]

November 23, 2021


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ERP entries

Create and validate monthly entries in an ERP based on specific rules such as date or when accounting […]

December 6, 2021


Journal entries sync

Use conditions such as amounts, type or date to automatically forward and post accounting entries in secondary software […]


Payment reports

Pull data from an accounting software and automatically create payment reports


Order processing

Check and process orders from clients forwarded by sales into an accounting software


Managing clients

Set up, change or delete information about clients, create approval workflows for clients


Data consistency checks

Compare and check that prices, quantity and product data match with information from purchase orders, goods receipts, and […]


Purchase orders

Automate processes and approvals for purchase orders and received invoices.


Vendor management

Set up, change, delete information or create approval workflows for vendors.


Invoicing

Send invoices automatically by integrating and syncing with data from billing apps and ERPs.


Payment reminders

Automate reminders when payments are not made on time. Integrate databases, CRMs, interfaces, and send the reminders through […]


Incoming payments

When a payment is made, automatically send a confirmation about the receipt of the payment through a client/ […]


Paper to digital

Integrate with OCR systems to digitalize paper invoices and automate data input, errors checks, and further invoicing processing […]

November 23, 2021


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Submit Use Case

Can’t find your use case in the examples above? No problem! Send us a quick message describing the implementation you want to build and we’ll get back to you!