Industry workflow packs that ingest documents, route exceptions to an inbox, and post to systems like Xero when approved.
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.
Construction AP / Invoice Review
Document Checklist Reminder
Compliance Expiry Alert
Invoice Follow-up
Daily Business Health Report
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.
80% Reduction in manual chase emails
A Gold Coast mortgage brokerage deployed OceanDMS client folders and OceanFlow checklist reminders — cutting manual document chase by 80% and eliminating compliance expiry incidents.
Read case study →~50% Invoices auto-matched without review
A mid-sized Brisbane residential builder deployed OceanDMS project folders and OceanFlow invoice review automation — halving manual AP work and cutting supplier payment cycles by three days.
Read case study →65% Admin overhead reduction
A Brisbane allied health group integrated Cliniko with Xero, deployed AI admin workflows, a smart referral form, and a website chatbot — cutting admin overhead by 65% across four clinics.
Read case study →We will show you a fit for your stack and industry.
