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Automation

Process automation that stops depending on someone remembering.

Workflows, approvals, alerts and integrations between systems. The process moves forward on its own and only alerts you when it needs a decision.

✓Electronic invoicing with the DGI included
✓Local support with an assigned account owner
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What we see often

The process exists. What fails is that it depends on people remembering.

What we automate most in Panamanian companies.

Approvals that stall

The purchase waits three days because the email got lost among a hundred others.

Data copied by hand

The same information typed into three systems, with errors in every copy.

Nobody finds out in time

Due dates, stockouts and critical balances discovered after they've already passed.

What gets up and running

What gets automated.

It's implemented in stages, in the order that least disrupts your operation.

Approvals

By amount and by role

Clear rules on who approves what, with automatic reminders and escalation.

Workflows

From start to finish

Each stage with an owner, a deadline and the next step triggered automatically.

Alerts

Before, not after

Alerts for due dates, minimum stock, overdue balances or budget variances.

Integrations

Between your systems

Data flows on its own between the ERP, the bank, the store and the platforms you use.

Documents

Automatic generation

Contracts, orders and reports generated from the data already entered.

Tracking

What got stuck and where

Visibility into where each process stalls and how long it's been there.

How we do it

From where you are to where you want to be.

Step 1

Assessment

We look at how you operate today and where time or money is being lost. A fifteen-minute call to define the next step.

Step 2

Data load and setup

We map the current process, define rules and connect the systems involved.

Step 3

Assisted go-live

We train the team that will use it and support you through the first month-end close.

Step 4

Ongoing operation

Support with an assigned account owner and contractual response times.

Frequently asked questions

What people ask before signing up.

Do I have to change systems to automate?

Not necessarily. We automate on top of what you already use when it makes sense.

What should be automated first?

What's repetitive, frequent and has clear rules. That's defined in the assessment.

Can it be rolled back if it doesn't work?

Yes, workflows are activated in stages and adjusted with the team that uses them.

Investment

How we quote.

We don't publish a price list because it would be made up: two companies in the same industry can need very different things. What we do guarantee is how you get to the number.

Fixed price

Quote after the assessment

After the call, if the case calls for it, a one-hour consultation sets the scope and a fixed price. If the scope changes, it's quoted separately and you approve it first.

What defines it

Processes, data and users

How many processes, how many integrations and how complex the rules are. How many people will use it, how much data needs to be migrated and how custom it needs to be.

Monthly

Support by plan

Ongoing operation runs on a monthly plan, with an assigned account owner and contractual response times. It's contracted separately from the implementation.

15-minute call

Let's clear the bottlenecks.

A fifteen-minute call and you walk away with a clear next step — even if the answer is that you don't need us yet.

✓No commitment, no contract involved
✓We reply the same business day

Book your assessment

Leave us your details and we'll set it up for the next business day.

Or message us on WhatsApp: +507 6930-5559 · hola@valtriom.com