Quoting and invoicing
Each request copied into a template, then again into the invoicing software.
Business process optimisation and automation
Can your process be optimised?
Quotes, order entry, follow-ups, reporting: the business processes that come back every week often hide extra steps and re-keying. Describe one process to us: we map it with you, then show you what can be simplified and what can be automated (workflows, software integration, AI).
- Free diagnostic, no commitment
- Process mapping, step by step
- The quick wins to automate first, from the tools you already use
1Your process
2Your details
The business processes we automate most often
Where time goes without anyone noticing.
Order entry into the ERP
A PDF purchase order re-keyed line by line into the ERP, then checked against stock.
Customer and supplier follow-ups
A tracking spreadsheet, and someone who remembers to chase when they have time.
Reporting and dashboards
On Monday morning, everyone rebuilds their figures before the meeting.
CRM, ERP and invoicing integration
The CRM, the ERP and invoicing that do not give the same figure.
Document processing
Documents received by email, sorted, renamed and passed on by hand.
Not sure your process qualifies? Take the 7-question check.Take the check →
They entrusted us with their project
How the diagnostic works
A read of your process, with no commitment.
- 01Free diagnosticOrdersFollow-upsOtherContinue →
You describe the process
Two minutes with the form: what comes back, who is involved, with which tools.
- 02Free diagnosticIntakeRe-keyingBottleneckCheckSend
We map it with you
Each step, who does it, the tool used and the time it takes.
- 03Free diagnostic
- Plugs intoEmail, ERP
- AutomatesOrder entry
- You keepUncertain cases
You get your integration plan
What the automation takes over, how it plugs into the software you already use, and what your team keeps in hand.
- 04If you wishCosted quote
- Delivered
- Documented
- Maintained
If you wish, we build it
The simplest automation, costed before we start, delivered, documented and maintained.
Frequently asked questions
Your questions, answered.
Which tasks can an SME automate?
Repetitive, well-defined tasks: data re-entry between software, generating quotes, invoices and reports, follow-ups and reminders, order intake, backups, alerts on a system or a metric. B&Y Beyond starts from your team's real process to find the ones that give back the most hours.
How do I connect my CRM, ERP and invoicing tools?
Through integrations or a custom API that exchange data automatically between your software. B&Y Beyond designs these connections between CRM, ERP, invoicing and e-commerce, with real-time exchanges through webhooks when needed, to remove manual re-entry.
How does an automation project with B&Y Beyond work?
In five steps. We map the process as it really runs, advise on what is worth automating and where to start, propose the simplest solution with a scope and a price, build it with your sign-off at each stage, then put it into production, document it and maintain it.
How many hours can an automation save?
It depends on the volume of the task and how many people perform it; the estimate is part of the advisory phase. For the packaging distributor 3plus, automating order intake, ERP entry and stock checks represents, according to the client, about €1,000 saved per month.
Do I need to change software to automate?
No, B&Y Beyond plugs automations into your existing tools. When no software on the market fits your need, we build a custom internal tool: a dashboard, a small business tool, a form or a back office.
Who maintains the automation after delivery?
B&Y Beyond documents every tool it delivers and stays available to maintain it and adapt it as your needs change. Your team keeps the documentation, so it can understand what the automation does and which data it relies on.
A process eats up time every week?
Describe it: the diagnostic is free, with no commitment.