FAQs

Find clear answers to common questions about automation, integration and deployment. Learn what’s possible, how it works and how to get started.

Getting started

Reducing manual effort in finance and operations, improving invoice cycle times, cutting rework from data entry, strengthening approvals and audit trails, and unifying work spread across email, spreadsheets, portals, and ERP add-ons.

Pick one high-volume, rules-based workflow with clear ownership and measurable outcomes. Common entry points are AP invoice intake and approvals, digital mailroom and supplier onboarding.

We define success metrics with your team during discovery — typically around cycle times, accuracy, and exception rates. After go-live, you can track these through built-in dashboards and reports, giving you clear visibility into performance improvements over time.

Accounts payable and finance automation

AI-assisted capture, validation against purchase orders and master data, exception handling, routed approvals, posting to the ERP and audit-ready records. Optional e-invoicing and supplier onboarding can extend the flow.

Invoices that flow from intake to posting without human touch because data is accurate, rules pass and approvals are satisfied. We design for STP but retain clear exception paths.

Yes. PO invoices follow matching rules. Non-PO invoices follow configured coding and approval policies, including delegation of authority.

Yes. We support remittance capture, matching to open items and prioritised work queues for disputes and credit holds.

AI and “agentic” capabilities

Task-specific AI agents that are goal-directed and operate within guardrails. They read context, apply rules and take safe actions such as proposing a GL code, recommending a route or drafting a summary for review.

Document understanding, validation assistance, exception triage, summarisation, and conversational copilots that help users query workloads and status. All AI features are implemented under review and logging.

We combine pre-trained models with customer-specific learning, confidence thresholds and human-in-the-loop review. Low-confidence fields are flagged for verification. All decisions are recorded for audit.

Yes. We can enable retrieval-augmented search so users ask targeted questions and receive sourced answers from approved content.

Platforms, products and fit

We design, implement and support Tungsten Automation solutions. These include document processing, workflow orchestration, AP automation and related capabilities.

No. We assemble the right mix across the Tungsten portfolio to fit your use case, scale and budget. Some solutions are broader platforms. Others are streamlined offerings for specific needs.

Yes. Many programs begin with one workflow and extend to adjacent processes once results are proven.

ERP and business system integration

We regularly integrate with TechnologyOne, Microsoft Dynamics 365, SAP, Oracle, Epicor and Workday, among others. If your system exposes APIs, files or message queues, we can usually connect.

We use APIs and event-driven patterns where possible, with retries, error handling and monitoring. Posting, status updates and master-data syncs are designed to be resilient.

Yes. CRMs, procurement portals, document repositories, data warehouses, and email intake can all be part of the workflow.

Security, compliance and governance

We follow least-privilege access, encryption in transit and at rest, role-based controls and audited change management. Designs and controls are reviewed during discovery and delivery.

Yes. Approvals, exceptions and system actions are recorded. We align routing and segregation of duties to your policies and provide reports that support internal and external audit.

We support deployment models that respect data residency requirements. We will align architecture and hosting to your policies during planning.

Yes. We can enable Peppol-based e-invoicing and compliant retention with searchable archives.

Delivery and support

Pilot-to-production timelines vary by scope and integration depth. We plan phases so value is delivered early and extended in iterations.

Discovery and design, configuration and integration, user validation, controlled rollout and hypercare. We provide training and enablement so operations teams can own day-to-day work.

Managed support with defined SLAs, monitoring and alerting, usage reviews and a roadmap cadence to expand coverage as new opportunities arise.

Commercials and procurement

Licensing depends on the selected products and scale. We will outline options during scoping so you can align cost to expected usage and growth.

Discovery and design, configuration and integration, user validation, controlled rollout and hypercare. We provide training and enablement so operations teams can own day-to-day work.

We model expected efficiency and cost benefits based on your current processes and automation scope. After deployment, built-in dashboards allow you to track performance improvements over time.

Change management and adoption

Clear roles, intuitive work queues, practical training and feedback loops. We design for exception handling and transparency so users retain control.

Workflows and rules are configurable. We document changes and promote them through test to production under change control.

Next steps

A list of the processes you want to improve, systems in scope, current pain points, and any non-negotiable policies. If you can share sample documents and a rough volume profile, even better.

Still have questions?

Our team can help you explore automation in the context of your organisation.