Codeless Platforms were one of the first software houses to author business process automation (BPA) software specifically for SMEs. Since then, their sole aim has been to provide software solutions that improve efficiencies, reduce costs and facilitate growth through the integration and automation of business processes and systems.

For example, this platform incorporates innovative drag and drop technology to remove the need of complex coding. This allows Sage 50 or Sage 200 to speak to your other business systems and therefore, removing repetitive data entry and thereby improving productivity.

Brochure – BPA Platform for Sage

The business process automation software comprises 4 key areas:

Data Integration and Synchronisation

The Data Integration and Synchronisation module significantly reduces the cost of integration projects; integrating on-premise and cloud applications is simplistic and quick to deploy. This powerful platform can also transform data so that it is always compatible with the recipient systems.

Data integration and synchronisation on the following platforms:

  • Magento
  • Shopify
  • ParcelForce
  • eBay
  • MailChimp
  • Amazon
  • EDI
  • Salesforce

Notifications and Alerts

Codeless’ Notifications and Alerts module provides busy people like you with the information you need, when you need it. It does this by sending you, your colleagues, suppliers or customer’s real-time email and SMS messages 24/7, 365 days a year.

Example Notifications & Alerts include but are not limited to:

  • Stock Level Alerts
  • Incomplete Record Alerts
  • Stock Movement Alerts
  • Credit Control Notifications
  • Unauthorised Discount Notifications
  • Customer Account Status Updates

Report and Document Automation

The Report and Document Automation module ensures that employees, customers and important stakeholders automatically receive their Sage 200 & Sage 50 Reporting, Crystal Reports, SSRS Reports, MS Word and CSV documents 24/7, 365 days a year.

Example Report and Document Automations include, but are not limited to:

  • Credit Control Letters
  • Stock Reports
  • Order Confirmations
  • Customer Statements
  • Sales Reports
  • Financial Reports

Business Workflow and Human Interaction

The Business Workflow and Human Interaction module enables employees to receive and authorise multi-level workflow jobs regardless of device and business system the workflow starts or ends within. It also creates a 100% audit trail for complete peace of mind.

Example Workflows and Human Interactions include but are not limited to:

  • Purchase Order Authorisations
  • Discount Authorisations
  • Price Change Approvals
  • Expenses Approvals
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