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Workflow automation

Stop copying data
between your systems

We automate invoices, onboarding, reporting, approvals and the data entry that sits between systems that don't talk to each other, on a monthly retainer.

  • Supplier invoice processing
  • New starter onboarding
  • Recurring management reports
  • Sign-off and approval routing
  • Data between systems
From £495
A month, AI Starter
£1,250
AI + Managed IT from
24/7
Monitoring
4 hours
Response commitment

The copying that
fills the week

Finance still keys invoices from email into the accounts system. HR builds new starter accounts by hand, then chases kit and access. The weekly report is compiled from spreadsheets that don't share data.

We connect the systems you already use and move the work between them. Invoices land, get checked and posted without retyping. New starters get accounts, access and kit without a checklist chase. Approvals go to the right person and the next step runs when they sign off. Reporting pulls from the source systems instead of a copied spreadsheet. You pay a monthly retainer, so the automations stay running after they go live. AI Starter starts at £495 a month.

What's included

Supplier invoice processing

Supplier invoices arrive by email or portal and still get typed into the accounts package. We move them through check, code, post and file without a person re-entering the lines.

  • In from email or portal
  • Coded and posted to accounts
  • Filed without retyping lines

New starter onboarding

A new starter still waits on accounts, laptop, email and system access because someone has to tick a list. We trigger those steps from the HR record so day one is ready.

  • Microsoft 365 account created
  • Access assigned by role
  • Leaver steps run in reverse

Recurring management reports

The same weekly or monthly pack is still assembled by copying figures between spreadsheets. We pull the numbers from the systems that already hold them and send the report out on schedule.

  • Figures from source systems
  • Pack sent on a timetable
  • No weekly copy and paste

Sign-off and approval routing

Purchase orders, leave requests and similar sign-offs sit in inboxes until someone notices. We route each request to the right person and start the next step the moment they approve.

  • Routed to the right person
  • Overdue sign-offs chased
  • Next step starts on approval

Data between systems

CRM, accounts, HR and operations tools often hold overlapping records that staff copy across. We pass the fields between those systems so a change in one place updates the others.

  • Records matched across tools
  • Fields updated without retyping
  • Failed transfers flagged

Kept running after launch

An automation that nobody watches will stall when a system changes or a login expires. We monitor every workflow, fix breaks and adjust the process as your operation changes, on the monthly retainer.

  • Alert when a step fails
  • Fixes as systems change
  • Covered by the monthly retainer

What keeps the work moving

Built with Bloodstone

Workflow design and build comes through our partnership with Bloodstone, an AI and automation consultancy. You get specialist process work without hiring an internal automation team to keep it going.

IT underneath the workflows

Automations fail when Microsoft 365, Azure or the network underneath them is neglected. We manage that technology on the same retainer, with 24/7 monitoring and a four-hour response commitment. Cybersecurity sits in the same service.

Priced as a retainer

You're not buying a one-off build that ages the week a system changes. AI Starter is from £495 a month. AI + Managed IT is from £1,250 a month when you want the processes and the IT together.

Questions people ask

What is business workflow automation?

Business workflow automation is software that carries a process from step to step without a person copying data or chasing the next action. Typical work includes invoices, employee onboarding, reporting, approvals and updates between systems that do not share data. Wanzo designs those processes, connects the tools you already run and keeps them going on a monthly retainer. We work with Bloodstone on the automation design. If your Microsoft 365, Azure or network cannot support the process, we can manage that technology too. AI Starter starts at £495 a month.

How much does workflow automation cost in the UK?

Wanzo's workflow automation starts at £495 a month on the AI Starter plan. That covers one production process, monitoring and support on a retainer rather than a one-off project fee. AI + Managed IT starts at £1,250 a month when you want three processes plus managed IT, Microsoft 365 and cybersecurity. AI Transformation starts at £2,950 a month for broader operational change. You are not buying an open-ended build. Larger plans keep the same monthly model as more processes go live.

Can you automate invoice processing?

Yes. We automate the path from invoice arrival through checking, coding, posting and filing so finance is not retyping supplier bills. The process can start from email or a portal and finish in the accounts system you already use. Staff still handle exceptions that need a judgement call. Document processing sits alongside this work when the file itself has to be read first. We keep the workflow running after it goes live, rather than handing over a build and leaving.

Will workflow automation replace staff?

No. The work we automate is repetitive processing that already consumes people's time, such as data entry, checklist chasing and compiling the same report. Employees stay in the roles that need judgement, customer contact and exception handling. The aim is fewer hours on copying and chasing. It isn't a headcount cut sold as a benefit. Wanzo delivers this on a monthly retainer so the process can change as the team changes. AI Starter starts at £495 a month.

What if our systems don't talk to each other?

That's the usual starting point. Most UK firms run CRM, accounts, HR and operations tools that were never designed to share records. We connect those systems and move the fields that staff currently copy by hand. Where a proper integration is not available, we still automate the transfer rather than leaving people as the glue. If the underlying IT or connectivity is the weak point, Wanzo can manage that too, with 24/7 monitoring and a four-hour response commitment.

Name one process. We'll take it from there.

Write to hello@wanzo.co.uk with the invoices, onboarding or approvals work you want automated, and we'll map it to a monthly plan.

No commitment. No sales pressure. Just honest advice.