Document Intelligence
Bank statements, invoices, receipts and CVs read into structured data – with the totals re-added and the balances checked before anything posts.
A document, a role, or an entire process – three products, one platform underneath.
Automate a document
Convert bank statements, invoices, receipts and CVs into Excel, CSV or JSON – checked before you download. For anyone still retyping documents by hand.
Free for 25 pages / month · plans from R199 / month
See tools & pricing
Automate a role
Hire a finished finance or compliance role – creditors, bank recon, tax, debtors, payroll, FICA, trust accounts. It does the whole job in your systems, and asks before anything sensitive. Priced by the role you hire.
From R3 500 / role / month
Meet the roles
Automate any process
The full platform: a no-code canvas with 600+ actions, 312 connectors, software bots for the systems with no API, and AI in every layer. If a person does it on a computer, you can automate it.
From R14 000 / month · 80 automation hours
See the platform & pricingThey stack: start with one document, schedule it when it turns out you do it every month, and hire the role when you want the whole job off your desk.
Not sure where to start? The 7-Day Proof-of-Value builds your first automation on your real data, at a fixed price – guaranteed in a week.
Robotic Process Automation (RPA) is one of three execution modes – not the whole product. Work runs wherever it should, from one place.
Server-side flows that call APIs directly, on a schedule or a trigger. Nothing to install and no machine to leave switched on. This is what most Digital Workers use.
Build it yourself on the no-code canvas, or hire a role that already knows the job – either way it runs on a schedule or a trigger, without a machine of yours switched on.
A self-contained desktop app for Windows, macOS or Linux that drives an application's own screens the way a person would – the only way to reach a system with no API, such as desktop Sage Pastel, SYSPRO, or a supplier portal. Attended or unattended.
The bot is a self-contained desktop app – no programming languages or runtimes to install. See the system requirements to confirm it runs on your machine.
Automation you cannot supervise is automation you cannot trust. When a run is not certain – a new supplier, an odd amount, a variance outside tolerance – it stops and brings the item to you, with the document and its reasoning attached.
A flow can suspend, put the decision in front of a named person with the document and the proposal side by side, and resume exactly where it stopped once they answer. Filings, payment runs, payroll and trust-account transfers always stop here.
Nothing posts until a person signs it off, and every decision is logged – so you can hand the work over and still answer for every entry in the ledger.
AI reads the documents, diagnoses the failures, drafts the flows and answers questions about your processes. It never acts unsupervised: when it is not certain, it stops and asks a person.
Bank statements, invoices, receipts and CVs read into structured data – with the totals re-added and the balances checked before anything posts.
Describe the step in plain English – smart action search, conversational process chat, and AI data transformation, right on the canvas.
When a run fails, AI reads the error, names the root cause and proposes the fix – before you have opened the log.
Powered by OpenAI and Anthropic – your choice of provider and model per workspace, your own key if you want it. Only the prompts you submit, never background data.
Measured results, counted the way an auditor would count them – each with its own page.
Using RPA, 50,000+ orders were captured in 6 weeks, using nothing more than 6 RPA bots on 6 PCs. This was all done whilst the interface was changed on a weekly basis, business rules were adopted to cater for new billing requirements, and the data source was changed.
Our RPA solution automated the tax certificate production process for Stanlib, since 2021. The automated process performs the data gathering and actuarial calculations which produces the tax certificate for each High-Net-Worth individual, within 1 hour, saving 95% of the cost.
Using RPA, we automated a process that was executed daily to download multiple reconciliation files. This process took 1 resource between 10 and 15 minutes per day and can now run without any human involvement.
Where it pays back: banking, insurance, telecoms, healthcare – and every finance, HR and operations desk in between.
Browse industries Browse business functionsWhichever product you buy, this is what it runs on – build, run, and orchestrate business processes at scale.
A no-code visual builder with 600+ actions, process maps, conditional logic, sub-processes, and 12 loop types for any workflow.
SAP, Microsoft Office, browser automation, REST APIs, webhooks, PDF processing, database queries, and more – out of the box.
312 pre-built connectors for accounting, CRM, payments, e-commerce, and communication tools – connect the apps you already use, no coding required.
Prioritised work queues with configurable retry logic, unique references, and real-time analytics for high-volume workloads.
Executive dashboards, custom reports with Excel export, ROI tracking, infrastructure heatmaps, error analytics, and live activity feeds.
Teams and groups, process sharing, a built-in knowledge base, dynamic forms, contextual help, and multi-tenant data isolation.
Connect to the tools your business already uses – out of the box.
Xero
Sage
QuickBooks
Microsoft 365
Google Workspace
Slack
OpenAI
Shopify
HubSpot
SAP OData
PayFast
Our solution allows employees to quickly record and automate their own processes.
Built for the security and compliance reviews your IT team will run.
All customer data hosted in AWS eu-west-1 (Dublin). No cross-region replication.
TLS 1.2+ in transit, AES-256 at rest. Bot screens, files, and credentials stay on your machines.
Aligned to international data-protection law and incident-management standards. SOC 2 Type II readiness in progress.
WorkOS-based SAML 2.0 / OIDC. Microsoft Entra ID, Okta, Google Workspace, and any custom IdP. Per-company SSO enforcement.
The questions buyers actually ask, answered plainly – from how the products differ to what happens when something goes wrong.
eu-west-1, Dublin), encrypted in transit with TLS 1.2+ and at rest with AES-256. Bots run on your machines – credentials, files, and screen contents stay with you. We’re aligned with GDPR, POPIA, and ISO/IEC 27035; SOC 2 Type II readiness assessment is in progress. See our Trust Center for the full security posture, and the System Requirements page for the IT-team specifics.automize.co.za (plus a short public-CDN allowlist for the browser portal), and credentials for the systems the bot will automate. The bot is a self-contained desktop app – no programming languages or runtimes to install. Full hardware specs, network rules, SSO support (WorkOS, SAML/OIDC, Okta, Microsoft Entra ID), audit logging, backup & DR, and the pre-build IT checklist are on our System Requirements page.The people who map your process, build it, and answer the phone when you call.
Founder & CEO
Cedric is a seasoned management consultant turned entrepreneur with a track record of building high-impact technology companies. After reaching the finals of an international Google competition, he secured venture funding and successfully scaled his first startup globally.
Having exited, he now brings over 20 years of consulting, process engineering, and automation experience into Automize – helping businesses eliminate manual work, improve accuracy, and scale through intelligent automation.
Automation & AI Engineer
Jaco builds and delivers the automations that power our clients' operations, pairing robust process automation with applied AI development. He designs reliable bots and intelligent workflows that take on repetitive work, so teams can focus on the decisions that matter.
Automation & AI Engineer
Marnich works across automation and AI development, turning manual, error-prone processes into dependable automated workflows. He combines hands-on engineering with AI-driven solutions to help businesses scale accurately and efficiently.
Bot: Hi there 👋 How can I help you today?
