Intelligent processes. Connected data. Better business.
VISION PROCESS AUTOMATION
Intelligent processes. Connected data. Better business.
From process analysis and structured data capture to AI-powered automation, document management and agentic workflows, Vision connects people, information and systems to change the way organizations work.
Beyond automation
From complex processes to intelligent digital operations
Vision Process Automation covers the projects that go beyond a standard solution: cross-departmental processes, document-driven workflows and specialised applications. Each solution is configured on our own platform, Vision App Maker, with the same data, rules, documents and AI, so it is delivered faster and evolves without rewriting.
Three levels, one solution
- Technology capabilities: AI, document intelligence, structured data, BPM, integration and configuration
- Process solutions: purchase to pay, contracts, documents, approvals, case management and other specialised flows
- Outcomes: less manual work, traceability, control, better data and AI-assisted decisions
Our capabilities
A complete foundation for intelligent process automation
Six technology components we combine to design and deliver solutions for complex, cross-departmental processes.
AI & agentic automation
AI embedded in your business context: data, rules, permissions and processes. AI checks on requests, AI steps in workflows, governed agents and a co-pilot for configuration.
Intelligent document management
Complete document lifecycle: generation from templates, versioning, approval per version, full-text search including OCR text, electronic signature and archiving.
Structured data capture
Documents, forms, e-mails and scans become validated business entities: OCR, AI extraction, classification and validation against the rules of the process.
Process reengineering & BPM
As-is mapping, redesign and BPMN workflows with roles, deadlines, approvals and business rules, drawn in a visual designer and changed without code.
Configurable business applications
Specialised applications built on Vision App Maker: data model, screens, rules, workflows and documents configured once and delivered on portal, mobile, kiosk and API.
Integration & orchestration
ERP, CRM, DMS, SQL, SharePoint, REST services and e-Factura connected live through plugins; business rules published as REST APIs and as tools for AI agents.
AI & agentic automation
From AI assistance to agentic execution
AI that understands your business context, works with your data and takes action inside your processes, under your control. In a Vision solution AI is not a chatbot next to the application: it reads the same entities, rules and permissions as the users, and every action that changes data waits for a human approval task.
The decision stays with the officer, the analyst or the manager. The AI prepares the file, checks it and proposes the next step.
Vision Smart Tasks
Checks written in plain language over the request data and the attached documents, run on demand or from a workflow step. The result goes back into the process as PASS, FAIL or NEEDS MANUAL.
Vision AI Flow
AI steps orchestrated from the BPM designer: several models combined, fully automated or with human validation, triggered by events, user actions or data changes.
Governed agents
An agent is a configuration object, defined on a domain and a role, started from a workflow step and working with the business tools published by the platform. Every write action becomes an approval task.
AI Co-pilot
Build or change a solution by conversation: the co-pilot reads the live configuration, proposes a plan, validates each rule on the execution engine and writes only after you approve.
MCP server
Business rules and modules published as tools for Claude, ChatGPT or agents inside the platform, with OAuth 2.1, scoped tokens, revocable connections and a log per call.
Audit & governance
Run, agent, user, process instance and approval decision in the log. Local models in your data centre or cloud models, chosen per agent. Assistants on portals state that they are AI.
How agents, MCP tools, AI checks and the co-pilot work in the platform: Vision App Maker, AI-assisted development and agentic AI.
Document intelligence
From documents to business actions
Unstructured information becomes structured data, and the next step of the process starts on its own.
Document
Invoices, contracts, forms, e-mails and scans arrive through the portal, e-mail, scanner or information kiosk.
Capture
OCR and AI extraction read the content; the document is classified and its data checked for completeness.
Structured data
The data is validated and matched against the business entities: supplier, contract, order, budget, citizen.
Process
The workflow routes the file by role, with deadlines, approvals and electronic signature.
Outcome
Registered, signed, archived and searchable. Faster decisions, full traceability, better data.
Intelligent document management
- Documents generated from templates, with registration numbers and QR codes
- Approval workflow for each version; versioning and change history
- Metadata, full-text search including OCR text, duplicate detection
- Electronic signature with full audit trail; e-Factura for invoices
- Archiving with retention rules and role-based access
Structured data capture
- OCR and AI extraction on the files attached to a request
- Data mapped to business entities: supplier, invoice, contract, IBAN, person
- Validation against the contract, the order, the budget or the checklist of the service
- Intake from e-mail, e-Factura, web forms and the information kiosk (ID card and A4 scanning)
Business semantics & formalization
From knowledge to action
Organizations hold valuable knowledge in data, documents, contracts, policies and decisions, spread across applications and files. AI can interpret it, but cannot by itself validate it, apply it consistently or keep it for later. The Vision Business Formalization Framework connects what the organization knows with what it does.
Three layers, connected
- Business knowledge: structured data, documents, contracts, policies, decisions and AI-generated information
- Business logic: the rules, relationships, responsibilities and conditions that govern operations
- Business execution: workflows, approvals, automated actions and operational processes
Information gets a defined meaning, source, validity and status. Once validated, it supports decisions, updates records or triggers workflows: a delivery obligation found by AI in a supplier contract becomes a monitored deadline; a purchasing policy is linked to the executable rules that implement it; an AI-generated report becomes reusable business knowledge.
Capture
Information gathered from business applications, documents and AI outputs.
Understand
AI interprets the information and links it to the business context.
Formalize
Defined meaning, source, validity and status; validated by the responsible role.
Execute
Validated information drives records, decisions and workflows.
Learn
Results stay connected to their context and remain available for future operations.
The Vision advantage
We don't just automate tasks. We understand how business works.
At the core of every solution is a configurable business model that connects data, documents, rules, workflows and users. AI builds on this structure to deliver intelligent, controlled and traceable automation.
Business-aware data
Data organized in business entities and relationships, not in isolated documents.
Configuration over coding
Forms, processes, rules and documents defined through reusable configuration.
Context-aware AI
AI that uses your operational context, business rules and data permissions.
Control & traceability
Permissions, validations, history and audit in every automated process.
Our approach
Rethink the process. Then automate it.
Business analysis and our own technology, in one team: the process is redesigned before it is automated.
Discover & analyse
Processes, responsibilities, bottlenecks, data and systems in place.
Redesign & simplify
Redundant steps removed; flows rethought for a more efficient way of working.
Configure & integrate
Data model, applications, rules, documents and integrations configured on the platform.
Automate & add AI
Deterministic automation and AI introduced where they bring value.
Measure & improve
Deadlines, volumes, exceptions and indicators followed for continuous improvement.
Use cases
Solutions for your critical business processes
From financial operations to contract management and customer service, the processes we automate most often.
Streamline your procurement with Purchase-to-Pay Automation Software — cut costs, boost efficiency, and gain full visibility from order to payment. Simplify workflows, reduce errors, and accelerate approvals with a smart, automated solution
- AI-driven invoice matching
- real-time tracking
- automated approvals
- compliance enforcement
- seamless integration with your existing systems
Reduce manual errors, accelerate approvals, ensure compliance, and gain real-time visibility—all while cutting costs and streamlining your payment process.
- AI-powered data extraction,
- automatic matching,
- real-time tracking,
- seamless ERP integration,
- compliance enforcement and fast approvals
- integration with eFactura (Romanian electronic invoicing system)
Reduce risks, accelerate approvals, ensure compliance, and gain full visibility—all while saving time and boosting efficiency.
- AI-powered drafting,
- automated approvals,
- real-time tracking,
- compliance enforcement,
- secure e-signatures,
- seamless integration
Maximize efficiency with Time Tracking and Billing Automation! Streamline time capture, reduce billing errors, accelerate invoicing, and improve accuracy—all while saving time and enhancing profitability.
- real-time time tracking,
- automated invoicing,
- accurate expense capture,
- seamless integration with accounting systems
Quickly create accurate, personalized documents, reduce manual errors, save time, and ensure consistency across all your business communications.
- custom templates,
- data-driven content,
- data-driven content,
- real-time updates
Improve response times, track customer interactions, automate tasks, and gain valuable insights—all while boosting efficiency and customer loyalty.
- customer inbound (call center)
- campaigns
- case management
Quickly settle and reimburse expenses with accuracy, reduce manual errors, ensure compliance, and improve efficiency—all while saving time and boosting productivity.
- automated approvals,
- real-time tracking,
- seamless integration,
- compliance control, and fast reimbursement
Enjoy secure, fast, and legally binding signatures, reduce paperwork, enhance efficiency, and streamline approvals—all while ensuring compliance.
- secure e-signatures,
- real-time tracking,
- seamless integration, and full audit trail
Legally binding e-signature on generated documents, automated signing flows and a full audit trail.
Invoices issued and received through the Romanian e-invoicing system, matched automatically with orders and receptions.
Documents generated from templates with data from the process, registration numbers and QR codes, versioned and archived.
The same solution on internal portal, external portal, mobile, information kiosk and API, configured once.
SSO and MFA with Active Directory or Keycloak, role-based access down to fields and workflow steps, entity audit and activity log.
On premises or in the cloud, as containerised services on Kubernetes or OpenShift, with the same configuration.
| Attachment | Size |
|---|---|
| Vision Process Automation | 2.9 MB |
