Workflow Automation Services
Document Workflow Automation Services
Keep work moving without manual handoffs. Octacom's document workflow automation services use AI, RPA, and business rules to route documents, trigger approvals, and transform how work gets done.
Documents automated · last 30 days
Documents automated · last 30 days
Trusted by leading enterprises and organizations
Trusted by leading enterprises across industries
Solving the problems that move business forward.
Solving the problems that move business forward.
Solving the problems that move business forward.
AI + RPA
Intelligent Automation
AI-powered document processing, robotic process automation, and automated workflows take repetitive tasks off your team.
Rules-Based
Workflow Automation
Configurable routing, approval rules, and automated actions, built around your processes.
Onshore + Offshore
Flexible Delivery
Scalable managed services and expert support, delivered to your security and processing requirements.
SOC 2 Type II
SOC 2 Type II
SOC 2 Type II
HITRUST CSF
HITRUST CSF
HITRUST CSF
PIPEDA / PHIPA
PIPEDA / PHIPA
PIPEDA / PHIPA
Protected Level B
Protected Level B
Protected Level B
Business process automation, end to end.
From intake to completion, intelligent automation, business rules, and expert managed services keep work moving without manual handoffs.
Business process automation, end to end.
From intake to completion, intelligent automation, business rules, and expert managed services keep work moving without manual handoffs.
Business process automation, end to end.
From intake to completion, intelligent automation, business rules, and expert managed services keep work moving without manual handoffs.
Every request, one flow
Documents, forms, emails, and requests centralized through secure intake, automated ingestion, and integrated business systems.
Every request, one flow
Documents, forms, emails, and requests centralized through secure intake, automated ingestion, and integrated business systems.
Every request, one flow
Documents, forms, emails, and requests centralized through secure intake, automated ingestion, and integrated business systems.
Rules become actions
Documents classified, tasks routed, approvals triggered, and next steps started from content, conditions, and business rules.
Rules become actions
Documents classified, tasks routed, approvals triggered, and next steps started from content, conditions, and business rules.
Rules become actions
Documents classified, tasks routed, approvals triggered, and next steps started from content, conditions, and business rules.
Exceptions, fully visible
Missing information identified, records validated, and exceptions escalated to experts, with workflow status always in view.
Exceptions, fully visible
Missing information identified, records validated, and exceptions escalated to experts, with workflow status always in view.
Exceptions, fully visible
Missing information identified, records validated, and exceptions escalated to experts, with workflow status always in view.
Done, without the handoffs
Processed documents delivered, systems updated, and notifications triggered, all the way through to completion.
Done, without the handoffs
Processed documents delivered, systems updated, and notifications triggered, all the way through to completion.
Done, without the handoffs
Processed documents delivered, systems updated, and notifications triggered, all the way through to completion.
Connects to the systems you already run.
Connect automated workflows to your existing ERP, CRM, and document management systems through secure APIs, SFTP, and configurable integrations, without disrupting established processes.
Connects to the systems you already run.
Connect automated workflows to your existing ERP, CRM, and document management systems through secure APIs, SFTP, and configurable integrations, without disrupting established processes.
Connects to the systems you already run.
Connect automated workflows to your existing ERP, CRM, and document management systems through secure APIs, SFTP, and configurable integrations, without disrupting established processes.
Your systems. Seamlessly connected.
Move validated invoice data into the ERP and business systems your team already uses, without disrupting existing workflows.
Your workflow automation partner.
We bring the technology, the implementation expertise, and the ongoing support to transform how your business operates. One partner, end to end.
Your workflow automation partner.
We bring the technology, the implementation expertise, and the ongoing support to transform how your business operates. One partner, end to end.
Your workflow automation partner.
We bring the technology, the implementation expertise, and the ongoing support to transform how your business operates. One partner, end to end.
Process expertise
Document-intensive processes automated across financial services, healthcare, government, and other regulated industries.
Audit-ready & secure
SOC 2 Type II controls, secure processing environments, and comprehensive workflow audit trails.
Managed end to end
Workflow design, implementation, exception handling, and ongoing optimization, managed every step of the way.
Processing More Invoices in Less Time
Prior to working with Octacom, it took approx. 8 - 10 business days to convert an order into an invoice. Since implementing Octacom's outsourced document management solution, it now takes just 24 - 48 hours to manage the same process.
S. DaSilva
National Customer Service Manager
Processing More Invoices in Less Time
Prior to working with Octacom, it took approx. 8 - 10 business days to convert an order into an invoice. Since implementing Octacom's outsourced document management solution, it now takes just 24 - 48 hours to manage the same process.
S. DaSilva
National Customer Service Manager
Processing More Invoices in Less Time
Prior to working with Octacom, it took approx. 8 - 10 business days to convert an order into an invoice. Since implementing Octacom's outsourced document management solution, it now takes just 24 - 48 hours to manage the same process.
S. DaSilva
National Customer Service Manager
Processing More Invoices in Less Time
Prior to working with Octacom, it took approx. 8 - 10 business days to convert an order into an invoice. Since implementing Octacom's outsourced document management solution, it now takes just 24 - 48 hours to manage the same process.
S. DaSilva
National Customer Service Manager
Built for the highest security and compliance standards.
Security
Our physical and information security controls are regularly tested, validated, and audited against recognized standards.
From healthcare to government and financial services, we follow rigorous security and privacy practices to protect sensitive information.
SOC 2 Type II
Confidence in security controls independently tested and audited.
HITRUST CSF
Purpose-built protection for sensitive information in regulated industries.
PIPEDA / PHIPA
Your personal and health information handled with privacy at its core.
Government Vendor of Record
Pre-qualified to serve Canadian government organizations.
Protected Level B
Government-grade safeguards for your most sensitive information.
Canada Evidence Act
Preserve the integrity and legal reliability of your records.
NAID AAA Rating
Your confidential documents stay protected through secure destruction.
PCI Compliant
Protect sensitive payment information throughout its lifecycle.
Built for the highest security and compliance standards.
Security
Our physical and information security controls are regularly tested, validated, and audited against recognized standards.
From healthcare to government and financial services, we follow rigorous security and privacy practices to protect sensitive information.
SOC 2 Type II
Confidence in security controls independently tested and audited.
HITRUST CSF
Purpose-built protection for sensitive information in regulated industries.
PIPEDA / PHIPA
Your personal and health information handled with privacy at its core.
Government Vendor of Record
Pre-qualified to serve Canadian government organizations.
Protected Level B
Government-grade safeguards for your most sensitive information.
Canada Evidence Act
Preserve the integrity and legal reliability of your records.
NAID AAA Rating
Your confidential documents stay protected through secure destruction.
PCI Compliant
Protect sensitive payment information throughout its lifecycle.
Built for the highest security and compliance standards.
Security
Our physical and information security controls are regularly tested, validated, and audited against recognized standards.
From healthcare to government and financial services, we follow rigorous security and privacy practices to protect sensitive information.
SOC 2 Type II
Confidence in security controls independently tested and audited.
HITRUST CSF
Purpose-built protection for sensitive information in regulated industries.
PIPEDA / PHIPA
Your personal and health information handled with privacy at its core.
Government Vendor of Record
Pre-qualified to serve Canadian government organizations.
Protected Level B
Government-grade safeguards for your most sensitive information.
Canada Evidence Act
Preserve the integrity and legal reliability of your records.
NAID AAA Rating
Your confidential documents stay protected through secure destruction.
PCI Compliant
Protect sensitive payment information throughout its lifecycle.
Built for the highest security and compliance standards.
Security
Our physical and information security controls are regularly tested, validated, and audited against recognized standards.
From healthcare to government and financial services, we follow rigorous security and privacy practices to protect sensitive information.
SOC 2 Type II
Confidence in security controls independently tested and audited.
HITRUST CSF
Purpose-built protection for sensitive information in regulated industries.
PIPEDA / PHIPA
Your personal and health information handled with privacy at its core.
Government Vendor of Record
Pre-qualified to serve Canadian government organizations.
Protected Level B
Government-grade safeguards for your most sensitive information.
Canada Evidence Act
Preserve the integrity and legal reliability of your records.
NAID AAA Rating
Your confidential documents stay protected through secure destruction.
PCI Compliant
Protect sensitive payment information throughout its lifecycle.
Let's simplify your document workflows.
Tell us what you're looking to solve. Our experts will help you find the right combination of technology, automation, and managed services to move your business forward.
With Octacom’s Records Conversion Service, Estée Lauder has increased productivity and reduced costs.
Estée Lauder
Estée Lauder Cosmetics
or call via
+1 888 739 1934
Let's simplify your document workflows.
Tell us what you're looking to solve. Our experts will help you find the right combination of technology, automation, and managed services to move your business forward.
With Octacom’s Records Conversion Service, Estée Lauder has increased productivity and reduced costs.
Estée Lauder
Estée Lauder Cosmetics
or call via
+1 888 739 1934
Let's simplify your document workflows.
Tell us what you're looking to solve. Our experts will help you find the right combination of technology, automation, and managed services to move your business forward.
With Octacom’s Records Conversion Service, Estée Lauder has increased productivity and reduced costs.
Estée Lauder
Estée Lauder Cosmetics
or call via
+1 888 739 1934
Let's simplify your document workflows.
Tell us what you're looking to solve. Our experts will help you find the right combination of technology, automation, and managed services to move your business forward.
With Octacom’s Records Conversion Service, Estée Lauder has increased productivity and reduced costs.
Estée Lauder
Estée Lauder Cosmetics
or call via
+1 888 739 1934
DIVISIONS
SOCIAL