Automation & Workflow
A finance or operations team loses its week to chasing documents, re-keying the same data and reconciling by hand. PASDACS automates the repetitive layer - scheduled requests and reminders, data ingestion and matching, exception routing, approval gates and evidence archival - so people work the exceptions instead of the volume. One control boundary holds everywhere: no automation bypasses login, OTP or CAPTCHA controls on external portals, and positions that matter - a filing, a payment, a customer commitment - are always approved by a person.
Services
What this capability covers
Document & Follow-up Automation
- Scheduled requests, reminders and escalation
- Secure intake with auto-classification and naming
- Completeness tracking per counterparty
Reconciliation Engines
- Bank, vendor and customer statement reconciliation
- GST and tax data matching
- Invoice, purchase-order and goods-receipt matching
- Exception queues with owner, ageing and escalation
Workflow Automation
- Task routing by rule instead of by manager
- Maker-checker gates and approval routing
- Compliance calendar automation
- Billing and collection reminders
Integration
- ERP, accounting, CRM and document systems exchanging data once
- System-to-system hand-offs without re-keying
- Data-exchange connectors for the tools you keep
Evidence & Archival
- Evidence packs archived automatically
- Attachment filing and naming
- Retention rules applied on archive
Governance & Support
- Automation register with a named owner per workflow
- Monitoring, success and exception rates
- Managed automation support
How we deliver
Our approach
Assess
Find where staff repeatedly copy, reconcile, download, upload or follow up, and measure the effort it absorbs.
Prioritise
Score opportunities on value, feasibility, risk and time to benefit. One contained pilot first.
Design
Future-state workflow, exception handling and the control boundary - agreed in writing before build.
Build & test
Configure, integrate and automate. Standard cases, exceptions, security and audit trail tested; user acceptance by your people.
Launch & adopt
Training, SOPs and a monitored launch - issues fixed while people are still watching.
Measure & extend
Compare against the baseline, then extend to the next workflow only once the result holds.
What you receive
Typical engagement deliverables
- Automation opportunity register
- Deployed workflows and reconciliation engines
- Exception queue design with named owners
- Control boundary documentation
- Monitoring and support runbook
- Measured before-and-after baseline
Ecosystem
Technology & platform ecosystem
Platforms and tools we typically work with in this capability area.
- RPA: UiPath, Blue Prism, Automation Anywhere
- Workflow: Power Automate, Power Apps, n8n, SharePoint
- Intelligent document processing tools
- ERP and accounting ecosystems - SAP, Oracle, Dynamics, Tally, Zoho
- Government and banking portals - under your logins and approvals
Solutions
Related solutions
Reconciliation & Exception Automation
Structured ingestion, rules-based matching and an exception queue with owners - a person decides everything that matters.
See the solutionDocument Collection & Intake
The checklist goes out on schedule, chases itself, files what arrives, and shows one number per counterparty: percentage complete.
See the solutionCompliance Calendar & Tracker
Every statutory obligation with an owner, a due date, a status and its evidence - nothing depends on remembering.
See the solutionDiscuss Automation with our team
Tell us where your organisation is today and we will walk you through how an engagement typically starts.