Quotes and sales
From the customer's message to a formal PDF quote, without anyone building it by hand.
- Automatic quotes from WhatsApp
- Scheduled customer follow-up
- Alerts for unanswered quotes
- Automatic logging to your CRM or Excel
AI WorkflowsIntegrationsFree Assessment
The processes eating up your team's hours, handled automatically
Quotes, invoices, reports, data entry and follow-ups: we design AI-powered workflows that connect your tools and run on their own.
AppsySoftware's AI business automation turns manual processes into automatic workflows: a quote that builds itself from a customer's WhatsApp message, invoices issued as soon as payment is confirmed, reports that arrive every Monday without anyone making them, and data that moves between your systems without double entry. We start with a free assessment to identify the processes costing you the most.
⚙️ Every week your team loses hours on tasks an automation handles in seconds — and you pay for those hours. Small businesses that automate grow without hiring; the ones that don't hire just to stay where they are.
What's included
What processes we automate
The classic time-wasters in small and midsize businesses
Invoicing and collections
Invoices issued when payment is confirmed and payment reminders that go out on their own.
- Invoice issued as soon as payment is confirmed
- Payment reminders over WhatsApp
- Payment-to-invoice reconciliation
- Automatic account statements
Automated reports
The numbers you review every week, generated and delivered without lifting a finger.
- Sales report in your inbox every Monday
- Real-time dashboards
- Alerts when something goes out of range
- No more 'send me the spreadsheet'
Data between systems
Your store, accounting, inventory and spreadsheets, all talking to each other.
- Integration between your current tools
- No more double data entry
- Inventory sync
- Custom APIs and connectors
AI in the workflow
Where the process needs judgment, AI classifies, extracts, drafts and summarizes.
- Invoice and document reading (OCR + AI)
- Email and ticket classification
- Automatic summaries and meeting notes
- Drafted replies ready for approval
Assessment and ongoing support
We map your processes, prioritize by return and automate in phases.
- Free initial assessment
- Prioritized by hours saved
- Phased implementation
- Training for your team
What changes when you automate
Hours back
Repetitive tasks stop consuming your team: they get back to selling and serving customers.
Zero data entry errors
Data moves between systems on its own: no more numbers that don't add up.
Grow without hiring
The same team handles twice the volume when the repetitive work is automated.
Your questions, answered
Frequently asked questions
Which of my company's processes can be automated?
Almost any repetitive process with clear rules: quotes, invoicing, collections, reports, data entry between systems, customer confirmations and employee onboarding. In the free assessment we map your processes and tell you which to automate first based on the hours they save.
Do I need to replace my current systems?
Usually not. Automations are built on top of what you already use: WhatsApp, Excel, Google Sheets, your accounting system, your point of sale. We connect what you have instead of replacing it.
How much does it cost to automate a process?
It depends on complexity and integrations. A typical workflow (for example, automatic quotes with follow-up) is implemented in 1 to 3 weeks. After the free assessment you receive a fixed quote per process, prioritized by return.
What if the process changes or something breaks?
Every automation includes monitoring, error alerts and support over WhatsApp. When your process changes, we adjust the workflow — the first adjustments are included.
Is this the same as an AI agent?
They complement each other: an AI agent converses (serves customers, books appointments, quotes in the chat) while automation runs internal processes (invoices, reports, data). Most of our clients end up combining both.
Give your team their hours back
Tell us on WhatsApp which process takes up the most time: we'll tell you whether it can be automated and what it would cost — the assessment is free.
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