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

Automate sales & customer reports

If you are working with several sales or customer management platforms, you can extract and gather information from […]

January 11, 2022


Order management & processing

To manage your customer order journey you can create workflows to streamline processes among e-commerce platforms, 3PL, warehouses, […]



Automatic invoicing

Streamlining order-to-cash processes can help your team become more organized and efficient in several ways: Avoid late or […]

December 18, 2021



ERP entries

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

December 6, 2021


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/ […]


Procurement

Prevent stock outs and optimize lead times: automate the procurement of materials or components when stocks are low […]

November 26, 2021


Tax invoices

Automatically extract and process tax invoices from a vendor’s website at the end of every quarter using a […]


Inventory management

Optimize inventory management by automating accounts payable, accounts receivable, and billing



Sync requests and receipts

Synchronize shipment requests or shipment receipts data in different systems


Claims payable

Reduce processing time for claims payable and establish shorter timelines with providers

November 25, 2021


Invoicing

Calculate, generate and forward bills to patients via email or SMS based on the costs for tests, doctor […]


Data sync

Automate sending, receiving and updating medical files and patient information between CRMs or different data systems


Supply chain management with Blockchain

Automate inventory management, warehousing, and invoicing, and provide transparency by a using a Blockchain to record information about […]


Contracts and transactions

Sort information from contracts and transfer it to databases, using Blockchain to transparently provide access to official documents […]


Client/ partner data processing

Extract orders and client documents from end-users or systems and record transactions such as payments, identity or client […]


ERP entries

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

November 23, 2021


Paper to digital

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


Journal entries sync

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


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.


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.

November 19, 2021



Meter readers & billing

Automatically extract end-user energy consumption information from a meter reader application and send users invoices that include an […]


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Automate sales & customer reports

If you are working with several sales or customer management platforms, you can extract and gather information from […]

January 11, 2022


Order management & processing

To manage your customer order journey you can create workflows to streamline processes among e-commerce platforms, 3PL, warehouses, […]



Automatic invoicing

Streamlining order-to-cash processes can help your team become more organized and efficient in several ways: Avoid late or […]

December 18, 2021



ERP entries

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

December 6, 2021


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/ […]


Procurement

Prevent stock outs and optimize lead times: automate the procurement of materials or components when stocks are low […]

November 26, 2021


Tax invoices

Automatically extract and process tax invoices from a vendor’s website at the end of every quarter using a […]


Inventory management

Optimize inventory management by automating accounts payable, accounts receivable, and billing



Sync requests and receipts

Synchronize shipment requests or shipment receipts data in different systems


Claims payable

Reduce processing time for claims payable and establish shorter timelines with providers

November 25, 2021


Invoicing

Calculate, generate and forward bills to patients via email or SMS based on the costs for tests, doctor […]


Data sync

Automate sending, receiving and updating medical files and patient information between CRMs or different data systems


Supply chain management with Blockchain

Automate inventory management, warehousing, and invoicing, and provide transparency by a using a Blockchain to record information about […]


Contracts and transactions

Sort information from contracts and transfer it to databases, using Blockchain to transparently provide access to official documents […]


Client/ partner data processing

Extract orders and client documents from end-users or systems and record transactions such as payments, identity or client […]


ERP entries

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

November 23, 2021


Paper to digital

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


Journal entries sync

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


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.


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.

November 19, 2021



Meter readers & billing

Automatically extract end-user energy consumption information from a meter reader application and send users invoices that include an […]


Page 1 of 1

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!