Features

Contacts. Modules.
One Set of Controls.

Your work mate already has every control in hand: a CRPA engine, API and MCP, any LLM routed by function. Authenticate a contact once. eAutomate acts across every module — the friend who assists your daily tasks.

Every control's at my fingertips!

eAutomate at the controls of the business

Contact Data Layer

The common record for every person and organisation. Manage, store and authenticate contacts once — then every module reads from the same truth.

Module Authentication

Authenticated contacts enter eFinance, ePayment, eTrade, InstantReach, TicketEBook and other modules without a second identity, a second password, or a second database.

eFinance

A best-in-class SME accounts package inside the platform. Full chart of accounts, Making Tax Digital, and a ledger that replaces Xero, Sage and any standalone SaaS finance product.

Digital Accountant

Daily bookkeeping is kept by the system, continuously. Journals, matching and the books stay current without a month-end scramble.

Human Accountant Oversight

Optional tax advice and oversight of the automated eFinance system. Machines keep the books. People stay accountable. That is a founding principle of Applied Intelligence.

Open Banking Reconcile

Because eFinance is integrated with ePayment and eTrade, payments auto-reconcile when the bank account is connected through our open banking services.

CRPA Engine

Continuous Robotic Process Automation at the core. The engine that powers every workflow, agent and module — running against the live contact record, without pausing.

API & MCP Server

A comprehensive API and MCP server combined. The secure framework that lets AI clients, partner systems and your own software drive eAutomate without bypassing identity or permissions.

Any LLM, by Function

Use any commercially available or open-source LLM. The access layer can be distributed by function, so you optimise token use where drafting, extraction, classification and reasoning actually happen.

AI Agents

Autonomous agents that onboard, triage, draft, chase and escalate — always acting on the live source of truth, with human approval wherever it is required.

Single Source of Truth

One enterprise database for the sensitive customer data that is unique and critical to your organisation. Written once. Trusted by every agent, workflow and person.

Customer Journey Orchestration

Design the journey your customers experience, then let eAutomate run it. Your team shapes the strategy; the platform executes it with precision at every touchpoint.

Applied AI Intelligence

AI that works alongside your people — surfacing the right insight at the right moment so every human decision is better informed, faster, and more confident.

Human-in-the-Loop Controls

Every critical decision point can require human approval. You define where AI acts autonomously and where your people stay in control — with full auditability throughout.

GPT-Powered Communication

Generate, personalise, and send context-aware communications to customers at scale — drafts reviewed and approved by your team before anything is sent.

Shared Intelligence Dashboard

One real-time view of every customer, process, and AI action — giving your whole team the situational awareness to make better decisions, faster.

Document Intelligence

AI reads and extracts meaning from any document — then your people review, approve, and act with the full context already prepared for them.

Scales With Your People

As your team grows, eAutomate grows with you. AI absorbs the volume while your people focus on the relationships and judgements that drive real value.

Continuous Learning Loop

Every human decision and every customer outcome feeds back into the platform. eAutomate learns from your team's expertise and gets smarter over time.

Team & Customer Portals

Your customers see their own journey clearly. Your team manages with full context and control — approvals, escalations, and insights, from any device.

How It Works

Your Customer Journey, Fully Automated.

eAutomate is structured around the four stages of your customer's lifecycle — ensuring every interaction, from acquisition to ongoing management, is intelligent, connected, and continuously improving.

01

Customer Acquisition

eAutomate captures every inbound lead, scores their intent with AI, and launches a personalised acquisition journey — so no prospect ever falls through the cracks.

02

Onboarding & Activation

The moment a customer commits, eAutomate takes over — automating every onboarding step, document collection, account setup, and welcome communication without manual effort.

03

Service Delivery

Every service commitment is orchestrated, tracked, and delivered automatically. Customers receive proactive updates while your team is freed from routine management tasks.

04

Continuous Management

eAutomate never stops working. It monitors customer health, triggers renewals, surfaces growth opportunities, and feeds every outcome back into a loop of continuous process improvement.

Replace Your Entire Stack

One Platform. Endless Savings.

Stop paying for multiple expensive SaaS platforms that don't talk to each other. eAutomate replaces them all with one unified, automated, AI-powered solution.

Your Current Stack
Salesforce Legacy~£2,400/user/yr
MS Dynamics 365 Legacy~£1,800/user/yr
Legacy CRM~£960/user/yr
Case Management~£720/user/yr
Standalone RPA~£3,600/bot/yr
Combined Annual Cost £9,480+ / user
Save up to
50%*
eAutomate® Platform
eFinance & MTD
CRPA Engine
API & MCP Server
Any LLM, by Function
Built-in AI Agents
Single Source of Truth
Full CRM Module
Case Management Suite
Workflow Automation
Analytics & Reporting
API Integration Hub
Document Intelligence
All-Inclusive Monthly Cost From £499 / month

*Based on commercially available pricing at time of writing.

Try every feature on your own processes.

Book a discovery meeting and start a free 14-day trial. Fully configured, no risk, no cost. Pricing is discussed before you move forward.