Where the manual work sits in consulting

Process automation for consulting.

Consulting firms sell expert time but lose a lot of it to admin. Hours are logged late, project reports built by hand, invoices assembled from hours, quotes copied from old templates. These processes are recurring enough for automation and at the same time too unstructured for pure RPA. We work as an implementing consultancy and bring the process with the fastest ROI live first, connected to CRM, PSA tool and accounting, so consultants get back to consulting.

Contact Review your process

Stuck on a similar process? Book a slot via our booking calendar, or write to info@prozessautomatisierung.co.

Concrete use case: project-to-invoice

The classic case is the path from time tracking to invoice. Logged hours are assigned to projects and rates automatically, an AI builds the invoice proposal and project status, reports are generated from project data. Quotes are prepared from CRM and reference data. A human checks and approves instead of gathering hours and reports by hand. Billable time stays in the project rather than leaking into admin.

How we work

We start with a process assessment, measure how much time reporting and invoicing bind today and estimate the ROI.
Then we bring a clearly scoped pilot live, connected to your tools and with monitoring.
Only once it holds do we expand.
No big-bang, but a start that runs even in a lean partner structure.

Classic RPA vs. process automation with AI

Classic RPA vs. process automation with AI
Criterion	Classic RPA	With AI
Reports	rigid templates	AI summarises
Data sources	isolated	PSA, CRM, accounting connected
Invoicing	checked by hand	proposed prepared
Maintenance	high on change	more robust

Pure RPA copies fields blindly and barely copes with free text in project notes. With AI in front, reports are summarised and invoice proposals generated. The PSA, CRM and accounting connection keeps project and billing data in sync. So the path from time to invoice stays stable rather than being reassembled each month.

Review your process

Ready for the first pilot? Book your call via our booking calendar, alternatively info@prozessautomatisierung.co.

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

Do you connect our PSA tool and accounting?

Yes, integration is the core. We connect time tracking, reporting and invoicing to CRM, PSA and accounting, so data is not retyped. This connection decides whether an automation really holds in consulting life.

Does more billable time remain?

Yes. Because hours are assigned cleanly and invoices prepared, less effort leaks into admin. Your team spends more time with clients and less gathering hours and reports.

How fast does ROI show?

Because we start with a clearly scoped pilot like reporting, the value is often visible within weeks. We measure before what admin costs and after what the automation saves.