Product

Automate the chase. Keep humans on exceptions.

Industry workflow packs that chase missing documents, match invoices to jobs, and escalate only the exceptions — configured on the systems you already run.

Work

OceanFlow in the field

The problem

The chasing, matching, and re-keying never ends

Someone opens the invoice, works out which job it belongs to, keys it into Xero, then chases the supplier or client for the document that never arrived. Generic RPA bolt-ons break the moment a form changes, and full workflow suites want a platform migration before they deliver anything.

Point of view

Orchestration beats one-off bots

Single-task RPA often fails to scale. OceanFlow packs connect the systems you already run — document libraries, Xero, email — with event-driven automation and human approval before anything posts. Measure cycle time and admin hours reclaimed, not bots deployed.

Features

  • Exception review with human approval before anything posts
  • Construction AP — auto-match invoices to jobs, post to Xero
  • Document checklist reminders for brokers and professional services
  • Compliance expiry alerts (30 / 14 / 7 days)
  • Configurable packs — not a generic RPA bolt-on

OceanFlow workflow packs

Reusable starting patterns — configured to your systems and industry in a software engagement, not a one-size UI.

Construction AP / Invoice Review

Document Checklist Reminder

Compliance Expiry Alert

Invoice Follow-up

Daily Business Health Report

Guides

Setup guides

Example configurations — yours will be tailored to your stack.

Construction invoice review pack

Enable Construction AP — match invoices to jobs and approve exceptions before Xero.

Open guide →
How it fits

Delivered inside a software engagement

OceanFlow packs are configured during a Software, AI & Automation engagement and sit on top of the systems you already use — OceanDMS, Xero, Microsoft 365, and your line-of-business apps. Managed IT can run and monitor the workflows afterwards if you want the business stack looked after.

Software, AI & Automation →

Interested in OceanFlow?

We will show you a fit for your stack and industry.

Book a discovery call