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P26 Consultancy

Business Process Automation

We map how work really flows through your business, redesign it, and automate the repetitive parts. Fewer spreadsheets, fewer hand-offs and faster cycle times, with AI added where it clearly helps.

Outcomes we target

  • Fewer manual hours per week
  • Shorter cycle times
  • Fewer errors and rework
  • Real-time visibility for managers

Who is this for?

Operations, finance and sales leaders whose teams lose hours to copy-paste work, manual approvals and disconnected systems.

Which processes can be automated?

  • Order-to-cash and invoicing, including accounting integrations such as QuickBooks.
  • Inventory monitoring and supplier reordering.
  • Lead capture, routing and CRM updates.
  • Customer onboarding, licensing and renewals.
  • Reporting and KPI dashboards.

How do we approach it?

  1. Map the current process and measure where time is lost.
  2. Redesign the flow before automating it.
  3. Automate with integrations, workflow tools and AI where it adds value.
  4. Measure cycle time, error rates and hours saved.

Proof

For Cool Running we delivered a QuickBooks API integration weeks ahead of schedule, and our license portal automated customer licensing end to end.

Related work.

Automated Inventory Replenishment System project
  • E-Commerce
  • Supply Chain

Automated Inventory Replenishment System

Fully automated inventory replenishment system designed to eliminate manual stock monitoring and supplier coordination for E-commerce.

View case study
Cool Running Customer Portal project
  • SaaS
  • API Integration

Cool Running Customer Portal

Customer Financial Visibility & Automation

View case study
Cool Running License Portal project
  • SaaS
  • FinTech

Cool Running License Portal

SaaS License Management & Accounting Integration

View case study

Common questions.

Do we need to replace our existing software?

Usually not. We connect the tools you already use through their APIs.

How quickly will we see results?

Most single-process automations go live within a few weeks, with time savings visible immediately.

Where does AI fit into process automation?

AI helps with unstructured steps such as reading documents, classifying requests or drafting responses. We use it where rules alone fall short.

Explore other services.

Ready to make AI pay off?

A 30-minute call with our founder. No slides, no pressure. Just a clear view of where AI fits your business.

Send an enquiry