AI-Powered Business Process Automation Services
Workflow automation, RPA, AI agents and intelligent process orchestration — engineered by an ISO 27001 certified automation company in India. Cut manual effort, eliminate copy-paste, ship outcomes.
How It Works
Automation services we deliver
Proeffico's automation practice combines RPA, workflow orchestration, AI agents and enterprise integration to eliminate repetitive work and connect every system you run.
Problems we automate away
The repetitive work that drains your team's hours. The hand-offs that drop the ball. The reports that someone rebuilds in Excel every Monday.
Industries we serve
Manufacturing
Production-order flows, vendor onboarding, quality-rejection workflows, plant-MES integration.
Retail & QSR
Order-to-cash automation, dealer-channel workflows, return-merchandise authorisation, in-store ops.
BFSI
KYC, loan-origination, transaction reconciliation, AML triage, customer-onboarding flows.
Healthcare
Patient-intake, claims-processing, lab-report routing, appointment orchestration.
Logistics
Dispatch automation, last-mile tracking, freight-billing, exception handling.
Professional services
Time tracking, invoicing, project status, client-onboarding automation.
Technologies & frameworks
Delivery lifecycle
Process audit
Shadow the team. Map every step. Quantify hours and exception rate. Frame the ROI hypothesis.
Design
Target-state flow, decision rules, exception paths, human-in-the-loop checkpoints, audit trail.
Build
Modular automation. Fixed-scope per sprint. Unit + integration tests for every rule.
Pilot
Run on real workload alongside humans. Measure precision, hand-off rate, time saved.
Production
Cut-over, on-call coverage, alerts on stuck queues, weekly automation health-check.
Expand
Pattern proven, replicate to adjacent workflows. ROI compounds quarter-on-quarter.
The economics — ROI Benefits
Reduction in manual effort on automated workflows.
Typical payback period on a mid-complexity automation programme.
Uptime SLA on production automation pipelines.
Always-on execution — bots and agents don't sleep.
Selected case studies
Order-to-cash automation — distributor network
PO-cycle 14 days → 3 days · 60% reduction in invoice-dispute volume.
AI ticket-triage agent — IT helpdesk
70% of L1 tickets auto-resolved · MTTR down 55%.
KYC document AI — NBFC
50K docs/month auto-processed · 3 FTE redeployed to higher-value work.
AI agents — beyond chatbots
Modern automation isn't just RPA scripts. Agentic systems read your data, decide what to do, and call APIs to act. We build them on OpenAI, Anthropic Claude, Llama and on-prem private LLMs.
- Lead qualification — AI agent reads inbound, scores, routes, emails the rep with full context
- Customer-support triage — AI categorises, drafts response, hands off to human only when needed
- Inventory replenishment — AI predicts, raises PO, sends WhatsApp to vendor, books delivery slot
- Payment follow-ups — AI sends contextual reminders across email/WhatsApp/SMS based on persona
- On-prem private LLMs for defence, BFSI and healthcare with sovereign data residency
On-prem private LLM development
Run Llama, Mistral or fine-tuned models behind your firewall. We handle GPU sizing, RAG pipelines, observability and the secure SDLC around them.
Talk to our AI engineering teamSecurity & compliance
ISO 27001:2022 certified — automation delivery runs inside ISMS scope.
Role-based access control on every bot, agent and integration credential.
Audit trail for every automated action — who/what/when/why captured forever.
Secrets in Vault / KMS — never in code, never in logs.
Human-in-the-loop checkpoints on irreversible actions (payments, deletions, externals).
DPDP Act 2023 + GDPR aligned; DPAs available on request.
Why pick Proeffico for automation
Client testimonials
"Their automation team killed two days of monthly close work. The team got their weekends back."
"The AI triage agent now handles 70% of L1 tickets without human touch. Customer satisfaction went up because response time fell."
"KYC automation paid for itself in the first 90 days. We redeployed three FTEs to credit underwriting."
Frequently asked questions
What's the difference between RPA and AI agents?+
RPA scripts replay UI clicks across legacy software — fast to build, brittle when UIs change. AI agents (powered by LLMs) understand intent, handle exceptions and call APIs intelligently — slower to build, far more resilient. We blend both: RPA for stable legacy flows, AI agents for anything that needs judgement.
How fast can you automate a workflow?+
A contained workflow (one system → another, well-defined rules) ships in 3-6 weeks. A multi-system orchestration with AI judgement (lead qualification, ticket triage) takes 8-14 weeks. Enterprise-wide hyperautomation programmes run 6-12 months on a rolling sprint cadence.
What does automation cost in India?+
Indicative ranges: ₹4-12 lakh per workflow for a typical mid-complexity automation, ₹20-80 lakh for an AI-agent build with multi-system integration, ₹1-4 Cr for an enterprise-wide programme. ROI typically pays back in 3-6 months on operations-heavy workflows.
Can you automate processes that span our CRM, ERP and helpdesk?+
Yes — that's a primary engagement pattern. We integrate Salesforce, Zoho, HubSpot, SAP, Tally, ERPNext, Zoho Books, Zendesk, Freshdesk, Microsoft 365, Slack and WhatsApp Business as standard. Custom legacy systems via API, webhooks or screen-scraping where APIs don't exist.
How do you handle errors — what if the automation does the wrong thing?+
Every irreversible action (payments, sends, deletions, externals) has a human-in-the-loop checkpoint. Every automated action is logged with full context. We have alerting on stuck queues, anomaly detection on output, and a 'kill switch' to pause any automation in seconds.
Do you build automation as a service or transfer to our team?+
Both. Some clients want us to run the automation as a managed service (24×6 monitoring, SLA-backed). Others want us to build, train their team and hand over. We're equally happy either way — clearly contracted upfront.
Related capabilities
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