Business automation

Take the repetitive work off your team.

We find the work your people repeat every day, copying data between sheets, chasing approvals, preparing the same reports, and automate it across the software you already use. Your team keeps the judgement calls. The system does the rest.

  • Runs on its own
  • Works with your existing software
  • A person in the loop where it matters
  • Live in weeks, not months

Why automate

The same work, without the manual steps.

Most of the time lost in a business goes into small repeated tasks. Each one is easy, but together they slow everything down.

Manual todayPeople keep the process moving
  • Data copied between sheets and systemsThe same order or invoice is typed two or three times, and mistakes creep in.
  • Approvals chased on calls and chatsNobody is sure who has approved what, and requests sit waiting.
  • Reports built by hand every weekSomeone spends a day on Excel, and the numbers are old by the time they arrive.
  • Follow-ups depend on memoryReminders for payments, renewals and tasks get missed when the team is busy.
Automated with FaxtorThe system keeps it moving
  • Data entered onceEvery system gets the update automatically, with no retyping.
  • Approvals routed on their ownThe right person is asked, reminded and recorded, with a full history.
  • Reports ready when you need themNumbers are pulled together on a schedule and sent to the people who need them.
  • Reminders sent without being askedPayments, renewals and tasks are followed up on time, every time.

What we automate

The work that eats your team’s day.

These are the processes we are asked to automate most often. If yours is not listed, we can still map it and build it.

  • Approvals

    Purchase requests, discounts, expenses and leave routed by amount, department or branch.

  • Invoicing & billing

    Invoices raised from orders or jobs, sent to the customer and matched with payments.

  • Syncing systems

    Data moved between your ERP, CRM, accounts, website and sheets without retyping.

  • Reports & dashboards

    Weekly and monthly reports built from live data and delivered on a schedule.

  • Follow-ups & reminders

    Payment, renewal, task and visit reminders sent to customers and staff on time.

  • Document handling

    Quotations, purchase orders and letters generated, filed and shared automatically.

  • Stock & order alerts

    Reorder alerts, delayed-order flags and status updates before they become problems.

  • Not sure what to automate first?

    We map one process with you, free.

Sample flows

See how a flow works.

Every flow starts with something that happens, then does the next step for you. Here is how it looks in a few common processes.

Order to cash

From the moment an order is booked to the moment the money is in. Invoices, dispatch updates and payment reminders happen without anyone chasing.

What it handles

  • Invoice raised when an order is dispatched
  • Payment link sent to the customer
  • Reminders before and after the due date
  • Receipt sent when the payment arrives
  • Overdue accounts flagged to the owner
automation.yourcompany.com / flows
Flow: Order to cashRan 142 times this weekLive
  1. TriggerOrder marked dispatchedFrom your ERP
  2. ActionInvoice createdFrom the order, with GST
  3. MessageInvoice and payment linkSent to the customer
  4. Wait3 days before due dateIf not yet paid
  5. ConditionPaid?Yes: send receipt · No: remind
  6. ActionLedger updatedAccounts see it at once
Runs today
34
Invoices sent
29
Paid on time
81%
Hours saved
11
CustomerStepStatus
Shah TradersInvoice and linkSent
Kumar AgenciesPayment receivedPaid
Patel IrrigationOrder dispatchedDelivered
Sai AgroReminderRead
Nova RetailReceiptConfirmed

Sample data

How it connects

Works with the software you already use.

We connect your tools through their APIs, so automations read from one and write to another. You don’t have to change how your team works.

Your systems

ERP and accountsOrders, invoices, stock, ledgers and Tally
CRM and salesLeads, quotations, customers and follow-ups
Sheets and documentsExcel, Google Sheets, forms and email
Payments and banksPayment gateways and bank statements
Faxtor automationWatches for changes and does the next step
  • TriggersStarts when a record changes or a date comes up.
  • RulesDecides by amount, customer, branch or status.
  • ApprovalsAsks a person where a decision is needed.
  • UpdatesWrites the result back to every system.

What happens next

People are told
  • Email
  • WhatsApp
  • In-app alerts
Documents are made
  • Invoices
  • Quotations
  • Reports
Records are updated
  • ERP
  • CRM
  • Sheets
Exceptions are flagged
  • Overdue
  • Mismatch
  • Missing data

How we automate

From a manual process to one that runs, in five steps.

We start small, prove it on one process, and add more once your team trusts it.

  1. Discovery

    1 week

    We sit with the people who do the work, map each step and pick the processes that will save the most time.

    You get

    • Process map
    • Automation shortlist
  2. Design

    1–2 weeks

    We design the flow with its triggers, rules and approvals, and agree what stays manual.

    You get

    • Flow design
    • Approval rules
  3. Build

    2–6 weeks

    We build the automation and connect it to your software. You see it run on test data every week.

    You get

    • Working flows
    • Connected systems
  4. Launch

    1 week

    We switch it on alongside the manual process first, then hand over once the results match.

    You get

    • Live automation
    • Team trained
  5. Support

    Ongoing

    We watch the flows, fix issues quickly and add new automations as your team finds more work to hand over.

    You get

    • Monitoring
    • New flows as you grow
  6. Start with one process

    A 30-minute call with our team. No commitment.

Included with every automation we build

Whichever process you start with, these come as standard.

  • Logged

    Every run recorded

    See what ran, when and with what result, for every step.

  • Controlled

    A person in the loop

    Approvals and limits where a decision should stay with your team.

  • Safe

    Access by role

    Each person and each flow sees only what it needs.

  • Yours

    Your flows and data

    You own the automations we build and the data they handle.

Common questions

Before you automate.

Which processes are worth automating?

The ones that are repeated often, follow clear rules and take time away from better work: data entry, approvals, invoicing, reports and follow-ups. In discovery we rank your processes by the time they would save.

Will it replace my team?

No. It takes the repetitive steps off them so they can spend time on customers and decisions. Approvals and exceptions stay with people.

Do we have to change our software?

No. We connect to what you already use, such as your ERP, CRM, Tally, sheets and email, through their APIs or file imports.

How long does an automation take to build?

A single process usually takes two to six weeks from discovery to launch. You see it working on test data every week.

What happens when something goes wrong?

Every run is logged, exceptions are flagged to the right person, and we monitor your flows and fix issues quickly.

Can we start with just one process?

Yes. Most clients start with one, prove it, and add more. That keeps the first project small and the results easy to see.

Can automations send WhatsApp messages and emails?

Yes. Flows can message customers and staff on WhatsApp and email, create documents and update your records in one run.

Who owns the automations?

You do. The flows we build and the data they handle belong to you.

Let’s get started

Have a business challenge in mind?

Tell us what you want to improve, simplify or build. Let’s explore the right solution for your business.

  • Book free 30 minconsultation call
  • Understandyour business
  • Explorethe right solution

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