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Ensure reports arrive on time, every time with document and report automation tools.

Provide your employees, customers, suppliers, and stakeholders with detailed, up-to-date information on practically any internal or external report or document with BPA Platforms’ document and report automation tools.

Maximise the potential of your in-house reporting solution such as Crystal Reports, Microsoft SSRS, Sage Reports, Microsoft Word, PDF and many others by automating the creation and delivery of reports, documents and exceptions on a scheduled or database driven-event to achieve error-free, real-time reporting and improved compliance.

Using BPA Platforms’ Run Tools, you can automatically create and send documents and reports via email, FTP, attach them to a CRM record or place them on a network location.

Let BPA Platform do the hard work for you and dynamically identify and address issues before they become a problem. Intelligently monitor your business systems and applications to create detailed exception reports with added notification and workflow functionality to reduce exposure to financial risk and improve company performance.

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Common document and report automation examples when using BPA Platform include:
  • Credit control letters
  • Renewal documents
  • WIP reports
  • Waste reports
  • Pick lists
  • Compliance documents
  • Stock reports
  • Sales reports
  • Welcome packs
  • Support ticket reports
  • Delivery notes
  • Budget reports
BPA Platform GUI -iPaaS with built in business process automation capability

5 easy steps to building Report & Document Automation processes

Step 1
Specify event to fire process
Specify event to fire process
Step 2
Select data to send
Select data to send
Step 3
Select reporting engine
Select reporting engine
Step 4
Choose delivery method
Choose delivery method
Step 5
Test and go live
Test and go live

Report & Document Automation Connectors & Solutions

Business Process Automation CTA

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