craftixy85%
Reduction in back-office workload
Business Process Automation
Every repetitive taskyour team handles todayis a cost you no longerneed to carry.Every repetitive task your team handles today is a cost you no longer need to carry.
Craftixy builds custom automation systems that permanently eliminate repetitive manual work reducing operational costs and recovering hours every week without adding a single new hire.
Golden Financial Solutions Case Result
20+ hrs
Weekly hours recovered
100%
Code ownership
0
New hires needed to scale
What We Automate
Every category of repetitive work your business needs permanently eliminated.
We map your entire workflow, find every step your team is doing by hand, and engineer a system that replaces it permanently. Not a demo. A production system you own.
End-To-End Workflow Mapping & Automation
We map your entire operation step-by-step, then build every manual chain into a system that handles it for your team.
- Full process discovery & documentation session
- Bottleneck identification & ROI assessment per workflow
- Custom automation built in Python, NestJS, AWS
- System testing, QA & structured go-live
- Team training & 30-minute documentation handover
- Post-launch monitoring & support
CRM Automation & Sales Pipeline Management
Remove the manual overhead from lead management, follow-ups, deal updates, and client onboarding so your sales team focuses on selling, not data entry.
- Automated lead capture, scoring & routing
- Multi-step email & SMS follow-up sequences
- Deal stage & pipeline status auto-updates
- Automated contract & proposal generation
- Client onboarding workflow automation
- HubSpot, Salesforce & Pipedrive custom automation
Document Processing & Data Entry Automation
AI-powered systems that extract, classify, and route data from documents, invoices, and intake forms eliminating manual copy-paste errors permanently.
- PDF & document data extraction (OCR + AI)
- Intelligent document classification & filing
- Auto-population of CRM, ERP, or management platforms
- Invoice, PO & report processing automation
- Customer data migration & cleanup
- Digital signature workflow automation
Line Management & Settlement Tracking Automation
Built for personal injury law firms and medical services to automate lien management, settlement tracking, and case data routing so paralegals focus on work that needs their judgment.
- Line identification, logging & status tracking
- Settlement calculation & distribution workflow
- Medical records request tracking & follow-up
- Case status update notifications
- Line negotiation correspondence generation
- Clio, Filevine & MyCase integrations
Multi-Platform Integration & Data Bridging
If your business lives in five platforms that do not talk to each other and someone bridges the gap every day, that is Admin Debt we can eliminate with a custom integration layer.
- Custom API-to-API integration development
- ERP + CRM + accounting system sync
- Bidirectional data sync with conflict resolution
- Real-time workflow event processing
- Legacy system integration via ETL
- Middleware orchestration for 5+ platform environments
EHR & Insurance Data Pipeline Automation
Automated pipelines that extract, validate, and route patient and insurance data eliminating manual handling that ties up your clinical and administrative staff.
- EHR data extraction (HL7, FHIR)
- Insurance eligibility verification automation
- Claims submission & status tracking automation
- Prior authorisation request automation
- Patient intake form processing & EHR entry
- HIPAA-compliant data routing & audit logging
Reporting & Operational Dashboard Automation
Automated reporting systems that pull data from your existing tools and deliver the reports your team needs on schedule, in the right format, without anyone building them by hand.
- Automated daily, weekly & monthly report generation
- Data aggregation from multiple sources
- Scheduled email delivery of formatted reports
- Real-time operational dashboards
- KPI tracking & threshold-based alert systems
- Financial reconciliation report automation
E-Commerce Order & Inventory Automation
Remove manual overhead from order routing, inventory management, returns processing, and fulfilment coordination for DTC and e-commerce operations.
- Automated order routing & multi-warehouse fulfilment
- Real-time inventory sync across channels
- Returns & refund processing automation
- Shipping label generation & carrier selection
- Post-purchase review & loyalty follow-up automation
- Shopify to 3PL warehouse integration
Every industry has its own version of Admin Debt. We know what yours looks like.
We have already mapped, scoped, and eliminated repetitive workflows for businesses across law, healthcare, financial services, and e-commerce worldwide.
1
Law & litigation
Your paralegals did not spend years in law school to spend their days on admin work.
- Lien identification, logging & negotiation correspondence
- Medical records request tracking & follow-up
- Settlement calculation & distribution automation
- Clio, Filevine & MyCase integration
- Client status update automation
2
Healthcare & med-tech
Clinical growth should not be capped by admin capacity. We build HIPAA-compliant pipelines that automate data flow between clinical, billing, and insurance systems.
- EHR data extraction & platform population
- Insurance eligibility & authorization automation
- Claims submission & denial management
- Patient intake & appointment follow-up
- Revenue cycle management pipeline
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3
Financial services
In financial services, a data error is not an inconvenience, it is a liability. We build secure, automated AWS systems that handle high-stakes data with precision.
- Asset data extraction from EHR & case systems
- Financial report generation & distribution
- Compliance document processing & audit trails
- Client onboarding & KYC document automation
- Portfolio data sync & reconciliation
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4
E-commerce & DTC
You cannot scale revenue with the same manual setup that got you here. We automate order management, inventory sync, and fulfilment so you grow volume without growing headcount.
- Multi-channel order routing & fulfilment logic
- Cross-channel inventory synchronisation
- Returns, refunds & exchange automation
- B2B wholesale order & invoice automation
- Customer re-engagement & loyalty workflows
Two ways to work withus. No hidden costs.Ever.Two ways to work with us.
No hidden costs. Ever.
Every engagement starts with a free Logic Audit so both sides are fully aligned on scope, timeline, and cost before any work begins.
Most Popular
Fixed Price
One project. One price. No surprises. We scope it, price it, and deliver it. The number agreed at the start is the number on the final invoice.
- Fully scoped and priced before work begins
- No hourly billing, no retainer required
- All revision rounds included in scope
- Full source code, documentation & training handover
- Changes agreed and priced transparently
Best For
a new web application, mobile app, Shopify build, or website with a clearly defined scope.
Monthly Retainer
A dedicated engineering and design team at a fixed monthly cost for businesses that need ongoing development without the overhead of in-house hiring.
- Dedicated team, fixed monthly cost
- Scale resource up or down as requirements change
- Priority support & ongoing development included
- Covers new features, maintenance & integrations
- No long-term commitment required
Best For
businesses with evolving technical requirements continuous feature development, product iteration, or ongoing platform maintenance.
Everything you need to know about business process automation with Craftixy.
Business process automation is the use of custom software systems to replace manual, repetitive tasks your team currently performs by hand. At Craftixy, this means mapping every step of your workflow, identifying the manual handoffs and data movements, and engineering a system that handles those steps automatically — reducing costs, eliminating errors, and recovering hours every week without adding headcount.
Ready to Build?
Book a free Logic Audit, we will show you exactly where your business is losing time.
In 30 minutes we map your workflow, identify your highest-cost manual steps, and tell you exactly what it would take to eliminate them. No pitch. No obligation.
Joins firms like Golden Financial Solutions that chose to build rather than hire.