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Business Process Automation Platform

Integrate systems and automate processes quickly and easily

BPA Platform by Codeless Platforms

Codeless Platforms was one of the first software houses to author business process automation (BPA) software specifically for SMEs. BPA Platform provides a powerful suite of business technology that enables organisations to integrate business systems, applications and web services with ease. By adding this platform to Sage 200 you can automate virtually any employee-driven business process. Innovative drag and drop technology removes the need for coding to ensure your business achieves its full potential with minimal effort.

Example Uses

  • The automatic creation and delivery of statements, delivery notes, invoices or management reports.
  • Rules-based delivery of stock, finance or customer service business alerts e.g. HTML emails or SMS messages.
  • Automating debt management including monitoring and email reminders.
  • Running and distributing key financial reports.
  • Simplifying authorisation processes such as purchase requisitions and purchase orders.
  • Automating bank reconciliation processes from online payment gateways such as Sage Pay, Stripe, Worldpay etc.
  • Automated reminders to clients to submit information or issue instructions required for annual returns such as tax and VAT.
  • Monitor progress of jobs 'vs' deadlines.

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Organise a demonstration, request a quotation or find out more about how BPA Platform can help you integrate business systems, applications and web services with ease.

Features & Benefits

Data integration and synchronisation allows you to eradicate repetitive manual processes

Notifications and alerts improve operational efficiency

Report and document automation ensures compliance procedures are followed

Workflow and human interaction improves employee productivity by allowing them to focus on value adding tasks.

Automation reduces the risk of human error and improves decision making.

Improves the management and data quality of client information.

Additional Features

BPA Platform is comprised of 4 powerful capabilities.

Data Integration and Synchronisation

BPA Platform can integrate Sage 200 with systems, applications or web services, transforming data to ensure that it's always compatible with the recipients' system(s). Integrating your business systems facilitates the automation of time-intensive, repetitive employee tasks.

Common integrations include:

  • eCommerce Integration e.g. Magento, Shopify, eBay, Amazon, Prestashop.
  • Courier Service Integration e.g. DPD, Parcelforce, Interlink.
  • Email Marketing Integration e.g. dotmailer, MailChimp, Communigator, Communicator.
  • CRM Integration e.g. Salesforce, Sage CRM.

Notifications and Alerts

Ensure you don't miss out on vital business information. Dynamically send you, your suppliers, or customers real-time notifications or alerts via email or SMS.

Common notifications and alerts utilised by our customers include:

  • Credit Limit Alerts
  • Appointment confirmations
  • Performance/KPI notifications
  • Aged debtor updates
  • Stock level warnings
  • Contract renewal reminders

Report and Document Automation

Automate the creation and distribution of daily internal and external reports and documentation to precise business rules. Ensure that employees, customers and important stakeholders automatically receive your Sage Reporting, Crystal Reports, SSRS Reports, MS Word and CSV documents on time.

A few examples of report and document automations employed by customers:

  • Inventory Reports
  • Automated Sales Reports
  • Contract Renewals
  • Compliance Automation
  • Credit control letters

Workflow and Human Interaction

BPA Platform has an established workflow solution with the capacity to streamline your authorisation processes as well as enforcing and reporting on best practice procedures.

  • Purchase order authorisations
  • Price change authorisations
  • Holiday approvals
  • Discount authorisations
  • Expense approvals

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