RPA Automation

Software robots for businesses

RPA · Robotic Process Automation

Software robots that take over the routine - precisely, day and night.

RPA robots work on the same screens as your colleagues: they log in to systems, copy data, fill in forms, process e-mails and send reports - by the rules, fully logged, without ever getting tired.

60–80% cost reduction on the automated steps
3-6 mo typical payback period
24/7 unattended operation
nessyfy-bot — szamla-rogzito · v1.8
DEMO
Work queue · incoming invoices 6/6 processed
  1. INV-0141 184 500 Ft done
  2. INV-0142 92 340 Ft done
  3. INV-0143 1 240 000 Ft to human
  4. INV-0144 56 900 Ft done
  5. INV-0145 310 000 Ft done
  6. INV-0146 18 750 Ft done
Orchestrator · scheduled run, weekdays at 08:00
01 · Basics

What is RPA?


Robotic Process Automation is software that performs repetitive, rule-based computer work - on the very same screens your colleagues use. It is most valuable where systems do not talk to each other and people have been moving data between them by hand.

Rule-based and precise

It does exactly what it has been told - the same way every time. No typos, no skipped rows, no month-end fatigue.

Works like a person

It logs in, clicks, copies and fills in forms - so it can connect even old or closed systems that have no programming interface (API).

Attended or autonomous

It can run on an employee's computer at their request (attended), or on a server, scheduled, without human intervention (unattended) - even around the clock.

Glossary - the language of RPA


RPA

Robotic Process Automation

Software that performs repetitive, rule-based computer tasks. The "robot" is a program that works on the same interfaces as a person - it opens applications, logs in, copies data, fills in forms, processes e-mails and produces reports.

Software robot (bot)

Software robot

The executor of an automated process: a program responsible for one clearly defined task - for example recording incoming invoices or the daily bank reconciliation.

Attended robot

Attended bot

Runs on an employee's computer and starts at their request - for instance, it gathers the data needed from several systems in seconds during a customer call.

Unattended robot

Unattended bot

Runs on a server without human intervention. It starts on a schedule or in response to an event and can work 24 hours a day - weekends and holidays included.

Orchestrator

Control center

The control center of the robots: it schedules and assigns tasks, manages permissions and credentials, monitors runs, and raises an alert when something does not go to plan.

Process discovery

Process & task mining

Analysis of system logs and user activity that shows, based on real data, how work actually happens - and which processes are best suited for automation.

Intelligent document processing

IDP · Intelligent Document Processing

Uses artificial intelligence to extract data from scanned or unstructured documents - invoices, contracts, applications - so the robot can work with clean, structured data.

Intelligent automation

RPA + AI

Combining RPA with AI (for example large language models). The classic robot follows fixed rules, while AI interprets free-text e-mails, categorizes requests and suggests the next step.

Hyperautomation

Hyperautomation

Using RPA, AI, and integration and process management tools together, with the goal of automating as many business processes as possible from end to end.

The full glossary: Basic concepts article

Manual work, RPA or RPA + AI?


Capability Manual work RPA RPA + AI
Continuous, 24/7 operation
Error-free, rule-compliant execution
Complete logging and traceability
Capacity that scales at peak times
Handling old systems without an API
Unstructured input (free text, varying documents)
Decisions that require judgement

If the process is mostly about judgement, free-text communication and re-planning on the fly, an AI agent may be the better choice - or both together: AI interprets, the robot executes by the rules. Discover AI agents →

Quick check

Can your process be automated?


Six questions, thirty seconds: tick what is true for one of your processes, and we will show you how good a candidate it is for RPA.

Suitability score
0/100

Tick the statements that are true for your process - the assessment will appear here.

Not ideal in its current form

The process is currently not well suited to classic RPA. It is worth redesigning it first (TO-BE): simplify the steps, standardize the input - or look at where AI could help.

Promising candidate

There is real potential, but a few conditions are missing. Often a little process simplification or AI-based document processing (IDP) makes it fully automatable.

Ideal RPA candidate

A rule-based, repetitive, digital process - classic RPA territory. A pilot robot is typically ready within a few weeks and pays for itself within months.

Let's discuss your process
Catalog

Robots you can deploy


We have proven robot templates for the most common business routines - each one tailored to your systems, rules and schedules.

Event-driven

Invoice entry robot

Finance & accounting

Reads incoming supplier invoices, extracts the data, matches it against the purchase order and records it in the ERP.

IDP / OCR ERP E-mail
Example 1,200 invoices a month recorded without manual typing - only the exceptions go to the accountant.
Scheduled

Bank reconciliation

Finance & accounting

Matches bank statement items against open invoices and collects the unmatched ones in a separate list.

Bank API ERP Excel
Example Daily reconciliation at 6 am - finance starts the day with a finished list.
Scheduled

NAV Online Invoice sync

Finance & accounting

Downloads incoming invoices from the Hungarian tax authority's Online Invoice system and compares them with the accounting records.

NAV API ERP Excel
Example Missing or mismatched incoming invoices flagged immediately - before the VAT return.
Scheduled

Month-end reporting robot

Finance & accounting

Collects closing data from several systems, builds Excel and PDF reports and sends them to management.

SQL Excel PDF E-mail
Example The management report is ready by 7 am on the first working day of the month.
On demand

New joiner (onboarding)

HR & payroll

When a new colleague arrives, it creates the accounts, requests permissions and sends the welcome pack.

HRIS AD / M365 Ticketing
Example Every account and equipment request is ready the day before the start date.
Scheduled

Attendance & payroll prep

HR & payroll

Aggregates attendance and absence data, checks discrepancies and prepares the payroll inputs.

HRIS Excel SQL
Example An error list for HR two days before payroll closing - no corrections afterwards.
Event-driven

Order entry robot

Sales & customers

Checks orders arriving by e-mail or from the webshop, enters them into the ERP and sends a confirmation.

E-mail Webshop ERP
Example Order confirmations within minutes, at any time of day.
Scheduled

CRM-ERP data sync

Sales & customers

Keeps customer and partner data in sync between the CRM and the ERP and filters out duplicates.

CRM ERP REST API
Example A single, up-to-date customer master - without manual copying.
Event-driven

Delivery note processor

Procurement & logistics

Matches incoming delivery notes with orders, records the goods receipt and flags discrepancies.

IDP / OCR WMS ERP
Example Warehouse goods receipt without paperwork, with a discrepancy report.
Scheduled

Price & stock monitor

Procurement & logistics

Collects prices and stock levels from supplier portals and websites and builds a comparison table.

Web Excel E-mail
Example A morning procurement price table from 40 suppliers, with changes highlighted.
On demand

Account & access manager

IT & administration

Creates, modifies or disables user accounts based on tickets and logs every change.

Ticketing AD / M365 Audit log
Example Password resets and access requests in minutes, fully auditable.
On demand

Data migration robot

IT & administration

During a system replacement, it reads data from the old system's screens and transfers it to the new one with validation.

Legacy UI SQL REST API
Example Tens of thousands of records migrated over a weekend, with an itemized validation report.
02 · Design

How a good robot is built


When replacing a task with a robot, the hardest part is not the programming but breaking the process down into clear parts. A well-built robot does not just do its job: it is maintainable, extensible and behaves predictably when something goes wrong.

AS-IS

Current state

Together with the colleagues who run the process, we record step by step what happens: which systems they log in to, where the data comes from, which rules they decide by, and what to do when something fails.

TO-BE

Target state

We rethink first, then automate: is every approval round needed, can incoming document formats be standardized, can a screen-based step be replaced by a direct data connection?

Automating a poorly designed process only delivers the wrong result faster.

The four modules of a robot


Start-up - getting ready for work

Loads the settings, logs in to the required systems and checks that everything is available. Settings (paths, recipients, thresholds) live in a separate configuration, not in the code - so a small change does not require redevelopment.

Gathering the work

Collects the items to process - invoices, requests, records - and puts them into a shared work queue. At high volumes several robots can work in parallel from the same queue, and you can always see where each item stands.

Item-by-item processing

Runs the business logic item by item, independently: checks, records, forwards. If an item is faulty, it flags only that one and moves on to the next - a single bad record never stops the whole process.

Close-down and report

Logs out, closes the applications and sends a summary report: how many items were completed, what went to a human as an exception, and what is waiting for a retry. Recurring elements (login, reporting) are reusable components shared by other robots.

When things don't go to plan: exception handling


Business exception

A piece of data is missing or breaks the rules - for example the invoice has no purchase order number. The robot does not guess: it forwards the item for human review and carries on with the rest.

→ human review

Technical exception

An application does not respond or a connection times out. The usual remedy is an automatic retry; if that does not help, an alert goes to the operator.

→ automatic retry

We separate the two branches at design time and log them in detail - so operation stays transparent and quick to fix. For high-risk decisions we deliberately build in a human approval point.

Read more: Structure - how a process is broken down for a robot
03 · Integration

How the robot connects to your systems


A typical process runs through several systems: an order starts as an e-mail and travels through the CRM and the ERP to invoicing. The robot links them together - and its reliability depends on how stable those connections are.

Software robot run by the Orchestrator

Desktop and web applications

API + UI

ERP, accounting software, web portals. Where there is an API we connect through it; where there is none, the robot works on the screen just like a person. It finds elements via selectors - a well-chosen identifier keeps working even if the window is resized or a button moves.

ERPCRMSaaS

Files and documents

File

Excel, CSV, PDF, Word: the robot reads, merges and produces them. For scanned or variable-format documents, AI-based document processing (IDP) extracts the data.

ExcelCSVPDFWord

E-mail

API + UI

Processes incoming mail, saves attachments, sends notifications and reports. A language model can be added to interpret free-text messages.

Outlook / M365GmailIMAP

Databases

API

Direct SQL queries and data entry - faster and more stable than doing the same through the screen. For reading, we typically use a separate read-only account.

SQL ServerPostgreSQLMySQL

APIs and webhooks

API

Real-time data exchange with modern cloud services and government systems (such as the Hungarian NAV Online Invoice). If a reliable API exists, we always choose it: it is faster, more stable and immune to interface changes.

RESTWebhookNAV API

Legacy systems

UI

Terminal or mainframe applications that are often reachable only through UI automation. On remote desktops or virtualized environments, image recognition and OCR help - flexible, but it requires more careful design.

3270 / 5250Citrix / RDPMainframe

Screen or API? The rule is simple.


UI automation

Works like a person: clicks, fills in fields, reads from the screen. It finds elements via stable technical identifiers (selectors); where there are none, image recognition and OCR help.

  • Works with old or closed systems too
  • Requires no development in the target system
  • More sensitive to interface changes
  • Slower: it has to wait for screens to load

API integration

Exchanges data with the system directly through a programming interface - bypassing the screen entirely.

  • Fast and stable
  • Unaffected by interface redesigns
  • Scales well at high volumes
  • Only available where a reliable API exists

Where there is a reliable API, we use it - where there is none, carefully designed UI automation. The best results come from a mix of both.

Security is part of the design


Dedicated robot account

Every robot works with its own dedicated user and receives only the permissions its task requires.

Encrypted credential vault

Passwords are never stored in code or files: the robot retrieves access from an encrypted vault at runtime.

Complete audit log

A detailed log records which robot accessed which data and when - searchable at any time.

Read more: Connections - how the robot talks to your systems
04 · Scheduling

Ready for work at the right moment


In theory a robot could work at any time - in practice systems are not always available: maintenance windows, overnight batch jobs, closing periods. Good scheduling starts the robot when all conditions are met and makes good use of capacity.

A day in the life of a robot fleet Pick a trigger type above - the schedule highlights the matching runs.
  • Scheduled
  • Event-driven
  • On demand
  • Maintenance
  • Batch run
  • Transfer deadline

Dependencies

The reporting robot only starts once the reconciliation robot has finished - the control center enforces the order automatically.

Working calendar

A robot cannot know on its own when there is a holiday or a moved working day: the company calendar is built into the schedule.

Cloud elasticity

At peak times several robots can work in parallel, and in quiet periods you do not pay for unused capacity.

Monitoring and alerts

If a run is missed, takes longer than usual or ends with an error, an automatic alert notifies the person responsible.

A robot's working day


Three scenarios, three trigger types - follow step by step where the robot works on its own and where the decision goes to a human.

  1. 06:00

    Working-day check

    The robot checks the company calendar to confirm today is the first working day of the month - it does not start on a holiday.

    Calendar
  2. 06:01

    Start-up and login

    Loads the configuration, retrieves access from the encrypted vault and logs in to the ERP.

    Credential vaultERP
  3. 06:05

    Data collection

    Queries the general ledger extract, open items and bank balances.

    SQLBank API
  4. 06:18

    Reconciliation

    Compares the data item by item; finds three discrepancies and puts them on a separate list.

  5. 06:20

    Approval of discrepancies

    The three discrepancies go to the controller - the robot does not decide for them, it only prepares the decision.

    Human-in-the-loop
  6. 07:00

    Management report

    Builds Excel and PDF reports, sends them to management and logs the result of the run in the control center.

    ExcelPDFE-mail
  1. 09:41

    A new order arrives

    An order with an attached PDF arrives in the orders@ mailbox - this event starts the robot.

    Trigger: e-mail
  2. 09:41

    Data extraction

    Document processing extracts the customer, line items, quantities and delivery address.

    IDP / OCR
  3. 09:42

    Validation

    Checks the customer in the CRM, and stock and prices in the ERP.

    CRM APIERP
  4. 09:42

    ERP entry

    Enters the order into the ERP - this module has no API, so it uses UI automation.

    UI automation
  5. 09:43

    Confirmation

    Sends the customer a confirmation e-mail with the expected delivery date.

    E-mail
  6. 09:43

    Exception flagged

    If an item is out of stock, the robot alerts the sales rep and does not promise a delivery date.

    Human-in-the-loop
  1. 14:02

    HR starts the robot

    With one click, HR starts the onboarding robot with the new colleague's details.

    On-demand
  2. 14:02

    Account creation

    Creates the directory and e-mail accounts and assigns groups based on the job role.

    AD / M365
  3. 14:04

    Access requests

    Requests the system permissions belonging to the role via tickets.

    Ticketing
  4. 14:05

    Manager approval

    Elevated permissions are approved by the manager - the robot does not proceed without it.

    Human-in-the-loop
  5. 14:30

    Equipment and tasks

    Records the laptop and access card requests and sets up the first week's to-dos.

  6. 14:31

    Welcome pack

    Sends the joining details to the colleague and their manager; the run is logged.

    E-mail
Read more: Timing - how a robot is ready for work at the right moment
Business value

What could a robot deliver?


Enter the figures for one of your processes - the calculator instantly shows how much working time and labour cost could be freed up.

1,200 pcs
6 min
6,500 HUF
80%

Estimated result

96 hours / month of working time freed up
0.6 FTE equivalent
7,488,000 HUF annual labour cost savings
Manual work today 120 h
Left with a robot 24 h
Send us this calculation

* An indicative estimate based on the figures entered (160 working hours/month/FTE). We calculate the exact payback - including licence and implementation costs - in the free assessment.

0% less manual work on the automated steps*
24/7 operation - weekends and holidays included
0mo typical payback for a well-chosen process
0% of robot steps logged and traceable

* Savings vary by process; in the free assessment we provide a concrete estimate calculated for your processes.

Implementation

From idea to a robot in production


A predictable project validated step by step - with a fast first result and a robot that survives changes in your systems.

01 /

Process discovery

We assess the current process (AS-IS), select the candidates with the best payback and estimate the savings.

1-2 weeks
02 /

Design (TO-BE)

We rethink the process, write the process definition and capture the exceptions and approval points.

1-2 weeks
03 /

Development and testing

We build a modular robot from reusable components and test it on real data together with key users.

2-4 weeks
04 /

Go-live and operations

Scheduling, monitoring, alerts - we keep a constant eye on the robot and adapt it to your changing systems.

ongoing
Configurator

Request a robot


Put together in a few clicks what you would automate - in the free consultation we will show you how it can be done and how quickly it pays back.

1Which area would the robot work in?

Pick one - it is the starting point.

2Which tasks should it perform?

Multiple choices allowed.

3Which systems should it work with?

Multiple choices allowed.

4How should it start?

Pick one - if you are not sure yet, we will help with that too.

Your robot request

Choose an area, tasks, systems and a trigger type - the summary is assembled here.
Continue to contact form

The button takes you to the contact page where the summary is pre-filled - you can edit it freely before sending.

FAQ

What companies usually ask about RPA


An RPA robot follows precisely defined rules, the same way every time - ideal for stable, repetitive processes. An AI agent is built on a language model: it interprets, plans and adapts to new situations. The two complement each other well: often AI interprets the input and the robot executes the steps by the rules.
Wherever possible we connect via API, which is immune to interface changes. For screen-based steps we use stable selectors and organize the connection logic into reusable modules - so a change has to be fixed in only one place, and every affected robot works again. It helps a lot if IT announces planned updates in advance.
UiPath, Microsoft Power Automate and custom, code-based robots (for example in Python). We match the platform to your existing licences, system landscape and volumes - not every process needs an enterprise licence.
Yes, if security is part of the design. Every robot works with its own dedicated account and only the permissions it needs; passwords are kept in an encrypted vault, not in the code; and every access is recorded in a detailed audit log.
Typically within 3-6 months, and even sooner for high-volume, rule-based processes. In the free assessment we build a concrete payback estimate from your real figures - item volume, handling time, labour cost.
In our experience robots take over the monotonous, low-value steps - typing, copying, reconciling. Your colleagues can then focus on exceptions, customers and value-adding work; decisions stay in human hands.

Which process shall we start with?


In the free assessment we pick the process with the fastest payback and show you how a software robot would work on it - with concrete numbers.