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Automate the creation and distribution of reports and documents

The BPA Platform is designed to meet all your report and document automation requirements. It enables you to automate the creation and distribution of practically any internal or external report or document quickly and within budget.

Common reports and documents that are automated 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
Report & Document Automation

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

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