Process automation for the Mittelstand

Process automation takes recurring workflows out of manual handling and makes them reliable, fast and traceable. We combine RPA with AI and integrate everything cleanly into your existing systems, so invoices, orders and approvals no longer get pushed through by hand. The result is less assembly-line work in the office and a provable ROI.

Connected to the systems you already run

  • SAP
  • DATEV
  • CRM
  • n8n
  • Make
  • RPA
  • AI extraction
  • E-mail
  • PDF invoices
  • Approvals
Two colleagues discussing a workflow in the office
Our approach

We are not a software vendor selling you a platform and leaving you alone with it. We are the implementing consultancy that maps your processes, ships the first pilot live and proves the value on a real case. Tool-agnostic, with the RPA platform that fits, plus n8n or Make and our own AI where rules alone are not enough.

Sound like your process? Book a short intro call via our booking calendar, or write to info@prozessautomatisierung.co.

What you gain

You gain time your team loses today in copy-paste, follow-ups and collection folders. You gain fewer errors, because software does not get tired and skips no line. You gain transparency, because every automated step is logged and auditable. And you gain planning certainty, because we measure ROI on the pilot before you scale. No big-bang project, but a clean start with one process that noticeably relieves the load right away.

Processes that pay off first

In accounting, invoice processing is the classic case: an invoice arrives by mail, AI reads the line items, the posting lands prepared in DATEV, and a human only approves. In logistics it is order handling, from order intake through system entry to the shipping notice. In HR it is onboarding, where accounts, access and checklists are created automatically. In retail it is ordering and replenishment. We deliberately pick the process that eats the most manual work and is clearly measurable, so the first ROI shows fast.

RPA plus AI plus integration

Classic RPA is good for strictly rule-based workflows but hits its limits as soon as inputs are unstructured, for example a PDF invoice with a changing layout or an email request in free text. This is where AI comes in. It reads, classifies and extracts, and the RPA layer then executes the clicks and postings. Integration connects it all to SAP, your CRM and DATEV, so data no longer gets retyped between systems. The result is processes that keep running even when reality does not fit a fixed form.

What comes in: PDF invoices, E-mail requests, Orders, Forms, Excel sheets, Onboarding. AI + RPA. Where it lands: SAP, CRM, DATEV, Approval.

Trust and GDPR

  • Servers and data in Germany and the EU, clear roles and logged steps.

  • Since 02.02.2025, Art. 4 of the EU AI Act requires AI competence in companies.

  • Anyone automating processes with AI should do so in a documented and compliant way, and that is exactly how we set it up.

  • Time for an honest assessment? Book a call via our booking calendar, alternatively by email at info@prozessautomatisierung.co.

How we work together

  1. We start with a process assessment, map your workflows and estimate the automation potential and ROI.

  2. Then we bring the automation live, RPA plus AI plus integration, with monitoring so you can see what runs.

  3. Afterwards we can take over operations, optimize and add more processes.

Process automation with AI vs. classic RPA

Process automation with AI vs. classic RPA
CriterionClassic RPAProcess automation with AI
Process type rule-based only also unstructured
Setup heavy leaner with AI
Integration point-to-point SAP, CRM, DATEV connected
ROI evidence hard proven on the pilot
Maintenance high on changes more robust
Audience often enterprise Mittelstand

The honest difference is not the technology alone, it is what reliably runs in the end. Pure RPA mimics clicks on interfaces and breaks the moment a layout changes or an input is unstructured. With AI in front, PDFs, free text and edge cases are processed cleanly, and integration into SAP, CRM and DATEV means data is not maintained twice. For the Mittelstand it also matters that setup stays lean and the value is provable on the pilot. More on Process automation that holds in your existing systems and in the comparison on What is process automation.

Review your process

Book a strategy call

Straight into the calendar

Book your strategy call via the calendar: Book a strategy call. Alternatively, reach us by email at info@prozessautomatisierung.co.

Or send an email to info@prozessautomatisierung.co

Review your process

FAQ

What is process automation?
Process automation takes over recurring business processes through software so people can focus on valuable work. Modern process automation combines RPA with AI and integration, so unstructured tasks run too. The result is less manual work, fewer errors and a provable ROI.
What is the difference from classic RPA?
Classic RPA follows fixed rules and mimics clicks on interfaces. It breaks as soon as layouts change or inputs are unstructured. Process automation with AI reads and understands PDFs and free text, is integrated across SAP, CRM and DATEV and is therefore more robust in operation and easier to maintain.
Which processes pay off first?
The best starting points are processes with a lot of manual work, clear rules and measurable volume, such as invoice processing, order handling or onboarding. In the assessment we deliberately pick a process whose ROI is quick to prove, so the start relieves the load right away.
How fast does ROI show?
Because we start with a clearly scoped pilot, the value is often visible within weeks. We measure beforehand how much time a process costs today, and afterwards what the automation saves. That way ROI is proven rather than claimed before you invest broadly.
Do you connect SAP, DATEV and CRM?
Yes, integration is the core. We connect the automation to your existing systems, whether SAP, a CRM or DATEV, so data is no longer retyped. This clean connection decides whether an automation holds up in daily use or needs constant fixing.
Is this GDPR-aware?
Yes. We work with servers and data in Germany and the EU, clear roles and logged steps. Every automated action is traceable. On request we document the processing so it fits your internal policies and the EU AI Act.
Do you need dedicated IT resources?
Little to start. We handle mapping, implementation and monitoring and align with your IT on access and approvals. Depending on the process a single contact on your side is enough. For ongoing operations you can take over or task us with it.