The finance team that closes the month by hand
Reconciliation, collections, invoice entry and expense approval go through people who could be analyzing, not typing.
Process Automation for SMBs
Process automation that gives hours back to your team.
For companies with 50 to 500 employees where spreadsheets, email and rework still hold operations together. We map, automate and integrate — with AI where it actually solves the problem, and without replacing the systems you already have.
Who it's for
Three situations where this service makes sense.
Customer service that doesn't scale
The same requests arrive via WhatsApp, email and phone, and each one is handled differently. We standardize and automate what is repetitive, with a human where it matters.
The IT team that keeps putting out fires
Tickets, access requests, monitoring and infrastructure routines take up the whole day. We automate the service desk and operations so the team can focus on what creates value.
Problems and answers
What automation solves
A process depends on one person knowing the wayProcess mapping and redesign, with explicit rules before any bot — automating a mess only speeds up the mess.
Systems that don't talk to each otherAPI integrations between ERP, CRM, email, WhatsApp and spreadsheets using n8n, RPA or whichever connector makes sense.
Tasks that require “reading and deciding”AI agents for document triage, request classification, first responses and data extraction — always with defined human review.
Nobody knows whether the automation is delivering resultsMetrics for time saved, costs avoided and errors reduced, tracked on a dashboard from the first week.
How it works
Four stages, with a concrete deliverable in each one.
Short cycles, defined timelines and governance from day one. You know what you get and when.
01
Assessment
We survey the processes with the most volume and rework, estimate the gain from each one and choose where to start.
1 to 2 weeks02
Strategy
Design of the future process, integration architecture, definition of where AI comes in and who reviews what.
1 to 2 weeks03
Implementation
Build and integration in sprints, testing with real users, fine-tuning and go-live with monitoring.
4 to 8 weeks per process04
Evolution
Results dashboard, exception handling, the next processes in the queue and training for your team to maintain and evolve the automations.
ongoing
What you get
Deliverables, not slide decks.
- Map of current processes and design of the automated process
- Automations and integrations in production, documented and with a defined owner
- AI agents with human oversight rules and an audit trail
- Metrics dashboard: hours saved, costs avoided, errors reduced
- Contingency plan for when the automation fails
- Team training to operate and adjust the automations
Frequently asked questions
What SMBs usually ask.
Do I need to replace my ERP or CRM to automate?
No. We work with the systems you already use — we integrate via API, via files or, as a last resort, via RPA. A system should only be replaced when it is the real bottleneck, and that shows up in the assessment.
Is AI automation the same as RPA?
No. RPA repeats clicks on screens; AI automation reads, classifies and decides within rules. In practice we combine both with API integrations, choosing the simplest option that solves each step.
Which processes usually deliver the most return at SMBs?
Accounts payable and receivable, bank reconciliation, customer service triage (WhatsApp and email), customer and employee onboarding, issuing and checking invoices (notas fiscais), and IT routines such as tickets and access requests.
What if the automation makes a mistake?
Every automation ships with exception rules, human review at risk points, a log of every action and a manual fallback path. This is part of the deliverable, not an extra.
See also
The other two NexaOps services.
Contact
Let's talk about process automation for your company.
Describe your situation in a few lines. We reply within one business day with a proposal for an initial conversation — free and with no commitment.
Request a free assessment
Tell us a little about your challenge. We will get back to you with a proposal for an initial conversation.