Your team shouldn’t spend half their week on work a system should handle

Business process automation replaces the manual steps that slow your operations down — data entry, approvals, cross-checks, handoffs. We build solutions using Microsoft Power Platform and Azure that fit your existing systems and start delivering results quickly.

Book a 30-minute call

Prefer email? enquiries@infinyx.com.au

Signs it’s time for BPA

  • Staff re-key data between systems
  • Approvals sit in inboxes for days
  • Reporting requires manual spreadsheet assembly
  • Errors get found after the damage
  • You’re hiring admin staff to manage repetitive tasks

Most of our clients see ROI within the first engagement.

What changes when you automate

Real examples from the types of projects we deliver.

Invoice processing

Before: Manual entry, chasing approvals, copy-pasting between systems. 3-5 days per cycle.

After: AI extracts data, validates, routes for approval, and posts to accounting. Same day.

Approvals and routing

Before: Requests sit in email. Nobody knows who owns the next step. Things stall.

After: Automated routing with rules, reminders, escalations, and audit trails. Nothing falls through.

Exception reporting

Before: Problems discovered days or weeks later during manual reconciliation.

After: Automated checks flag issues in real-time so they’re caught before they cause damage.

Common automation areas

These are the areas where automation usually pays for itself within months.

Invoice + billing workflows

Extraction, validation, approvals, posting, and reconciliation.

Approvals + routing

Rules-based routing with reminders, escalations, and full audit trails.

Data migration + cleanup

Move processes out of spreadsheets into tracked, reliable systems.

Client communications

Automated confirmations, reminders, and follow-ups via email and SMS.

Reporting + dashboards

Dashboards built on clean data pipelines — not manual spreadsheet fixes.

System integration

Connect platforms using APIs and Power Platform so data flows automatically.

Case Study

Finance billing & collections automation

How we automated billing, payment reconciliation, and collections for a high-volume community services organisation.

Before

  • Manual billing preparation relied on spreadsheets and custom rules, consuming significant finance hours each cycle
  • New clients had to be manually created in the accounting system before invoicing
  • Invoice follow-up depended on postal mail and phone calls
  • Credit card reconciliation from daily CSV files required manual matching and entry
  • Operations staff had no visibility into outstanding invoices when speaking with clients

After

  • Automated billing file generation using Power Query with customised business rules
  • Client creation automated as part of the billing process
  • SMS and email automations for upcoming due dates and overdue follow-up
  • Receivables Management Power App for tracking, notes, SMS history, and direct messaging
  • Credit card payment reconciliation automated: monitors inbox, matches by invoice number, applies payments in Business Central
  • Receivables visibility integrated into operations workflows

1,540

invoices per billing cycle

546

manual entries eliminated per month

13 → 1 day

to apply credit card payments

84%

reduction in over-90-day receivables

“LINK Community and Transport worked with Infinyx to automate our finance billing and collections processes in a high-volume environment. The solution replaced spreadsheet-based workflows with integrated automation across billing, client setup, receivables management, payment reconciliation and client communications.

The outcomes were clear and measurable. Billing preparation time was reduced, credit card payments are now applied within one day, and over-90-day receivables decreased by more than 80%. Shared receivables visibility across Finance and Operations has improved client conversations and reduced ad hoc enquiries to the Accounts team.

Infinyx demonstrated strong technical capability and a clear understanding of not-for-profit operations. The automation has improved cash flow, accuracy and scalability without increasing headcount, enabling our finance team to focus on strategic, value-adding activities.”

— Usman Shamim, Finance Manager, LINK Community & Transport

Case Study

Council enrolment automation

How we automated enrolment processing for a multi-site early learning provider across metropolitan Melbourne — 70+ centres serving thousands of families.

Before

  • Manually processing council-provided enrolment files, consuming significant staff hours during peak intake
  • Inconsistent data formats across many different local councils
  • Duplicate entries required manual identification and removal
  • Delayed waitlist updates meant families waited longer for responses

After

  • Automated file monitoring detects new council enrolment files in SharePoint
  • Council-specific parsing logic handles different formats and standardises data
  • Direct CRM integration creates waitlist entries and links children to guardians
  • Intelligent duplicate detection prevents redundant records automatically
  • Automated notifications via email and Teams for completion and error alerts

42,500+

records imported from council lists

81%

duplicates caught automatically

7,900+

unique records processed into CRM

~19

data fields processed per record

“Infinyx has genuinely shifted what’s possible for us. Cliff cut through the manual, messy enrolment processes that were eating our time and built automation that actually works. We’ve saved hundreds of hours in spreadsheet manipulation, and the real impact is the space it’s created for the team to focus on the human-centred work that matters — supporting families beginning their early learning journey.”

— Kate Smith, Director of Marketing and Communications

Built on Microsoft — the tools you already use

We don’t ask you to adopt new platforms. We build on what’s already in your environment.

Power Automate

Workflow automation, approvals, scheduled tasks, and system connectors.

Power Apps

Custom business apps for data capture, task management, and mobile access.

Azure

AI services, data pipelines, integration APIs, and scalable cloud infrastructure.

Already on Microsoft 365? You already have access to basic Power Automate functionality.

Not sure where to start?

Book a 30-minute call. We’ll identify 2-3 automation opportunities specific to your operations and give you a clear view of effort vs ROI.

Book a 30-minute call

Microsoft Power Platform  •  Microsoft Azure  •  Microsoft 365

We build on the tools your organisation already uses. Based in Australia.

Book a 30-min call