The Platform

One Contact Record.
Every Module Authenticated.

The world eAutomate was born into: a CRPA engine, eFinance for the books, one contact authenticated into every module. He is not this stack. He is your work mate who runs it for you — API, MCP, and any LLM routed by function.

One record. I'll open every module!

eAutomate holding the contact record and every module

AI Agents That Work for People

The CRPA engine — Continuous Robotic Process Automation — handles the repetitive, rule-bound work without pausing. Your people are free to build relationships, exercise judgement and drive growth. Every automated step is designed to support the team, not sideline them.

  • Continuous execution, not overnight batch jobs
  • Human approval workflows built-in by design
  • API and MCP for every process and agent
  • Full audit trail of every automated & human action

Your Whole Business, Connected

Applied Intelligence only works when every part of your business speaks the same language. eAutomate gives your people, your processes, and your AI a single shared platform — so every team has the full picture, and every decision is informed by everything you know.

  • Single platform for people, processes & AI
  • Full customer lifecycle from acquisition to retention
  • Real-time visibility for every team member
  • Human & AI actions unified in one audit trail
Contact Data Layer

One Database.
Every Contact Your Business Holds.

Most businesses are fragmented across SaaS products that compete for data ownership. eAutomate is the contact data layer: an enterprise-grade record for every person and organisation, shared by common modules instead of copied between them.

Source of Truth
Customers
Workflows
Finance
Events
Processes
Mobile
Security
Analytics
Customers
Workflows
Finance
Events
Processes
Mobile
Security
Analytics

When every part of your business writes to and reads from the same integrated database, remarkable things become possible. There is no synchronisation lag. No conflicting records. No manual data entry bridging two systems that should never have been separate. Every workflow, every customer interaction, every invoice, every task, every event — all recorded once, visible everywhere, instantly.

This is not simply a technical convenience. It is the foundation that makes true automation possible. Automation that spans departments, that reacts to real-time data, and that makes decisions based on the complete picture rather than a partial one.

Zero data silos — every module reads and writes to the same integrated schema
Real-time consistency — a change anywhere is reflected everywhere, instantly
Complete audit history — every action, automated or human, permanently recorded
Reporting across everything — analytics that span your entire business, not just one system
Common Modules

Authenticate Once.
Enter Every Module.

The contact data layer is the key. Identity, permissions and history live here. Modules — including eFinance, ePayment, eTrade, InstantReach and TicketEBook — authenticate against it rather than inventing their own customer database.

Contact data layer

Manage, store and authenticate every contact in one place. Common modules inherit that identity. No second login. No second record. No competing vendor claiming ownership of your data.

Manage Store Authenticate Authorise
eFinance Digital accountant, MTD and human oversight.
ePayment Take and collect payment as the authenticated contact.
eTrade Trade, invoice and fulfil against the same identity.
InstantReach CRM, websites and campaigns on the live contact.
TicketEBook Book events, rooms and tickets without a second profile.
And many others New modules attach to the data layer, not a new silo.
Single security model Roles and permissions follow the contact everywhere.
Core Module

eFinance.
A full accounts package, not a feed into one.

Integrated finance sits at the heart of eAutomate. eFinance is a best-in-class financial accounting package for the SME market: a complete chart of accounts and Making Tax Digital, replacing Xero, Sage and any standalone SaaS finance product. A digital accountant keeps daily bookkeeping. Optional human accountant oversight provides tax advice and watches the automated ledger — a founding principle of Applied Intelligence. Because it shares the ledger with ePayment and eTrade, payments auto-reconcile when the bank is connected through our open banking services.

Full chart of accounts

Nominals, journals, VAT and period close on the same data layer as contacts and invoices.

Making Tax Digital

Digital VAT records and submissions without a bridging file or a second accounts product.

Digital accountant

Daily bookkeeping is kept, continuously. The books stay current without a month-end scramble.

Human accountant oversight

Optional tax advice and oversight of automated eFinance. Machines keep the books. People stay accountable.

Open banking reconcile

Bank feeds via our open banking services. ePayment and eTrade postings match themselves.

Replaces Xero and Sage

The books live in the platform. No standalone SaaS finance fighting for ownership of the ledger.

Full Capability Set

Every Capability.
One Platform.

Common modules on a shared contact data layer. When applied correctly, eAutomate fully automates a business end to end — from the first authenticated contact to the final invoice.

Contact Management

The common data layer. Every person and organisation stored once, then authenticated into every module — finance, payments, trade, campaigns, tickets and more.

eFinance

Core financial accounting for SMEs. Full chart of accounts, MTD, a digital accountant for daily bookkeeping, and optional human accountant oversight for tax advice. Auto-reconciles with ePayment, eTrade and open banking. Replaces Xero and Sage.

Website Portal

A fully managed, dynamic public-facing website that is directly connected to your live business data — content, services, pricing, and availability always in sync, no CMS required.

Customer Portal

A branded self-service portal giving your customers real-time visibility of their account, cases, orders, invoices, and communications — reducing inbound queries and increasing satisfaction.

Workflow Engine

A visual, no-code workflow designer for building, testing, and deploying automated business processes of any complexity — from simple approvals to multi-stage, multi-department orchestration.

AI Agents

Autonomous agents that onboard customers, triage cases, draft communications and chase work — always against the live source of truth, with human approval wherever it matters.

CRPA Engine

Continuous Robotic Process Automation at the core of the platform. Workflows, agents and modules run without pausing, against the live contact data layer, with a full audit of every step.

API & MCP Server

A comprehensive API and an MCP server, combined into a secure framework for any modern, AI-ready business. Agents, tools and partner systems call eAutomate without bypassing the security model.

LLM Access Layer

Integrate any commercially available or open-source LLM. Distribute access by function so drafting, extraction, classification and reasoning each use the model — and the tokens — that fit the job.

Task & Work Management

Intelligent task assignment, prioritisation, and tracking for every member of your team — automatically generated by workflows, escalated by AI, and resolved with a full audit trail.

Mobile Application

A native mobile experience for your team and your customers — full access to tasks, cases, approvals, and data on any device, enabling your business to operate without being tied to a desk.

Event Management

End-to-end event creation, registration, attendance tracking, and post-event follow-up — all connected to your customer records and automated workflow engine.

Subscription Management

Automated subscription lifecycles from sign-up to renewal to cancellation — with intelligent retention triggers, dunning workflows, and real-time MRR reporting built in.

Invoice & Billing

Fully automated invoice generation, delivery, payment collection, reconciliation, and chasing — integrated directly with your customer records, contracts, and subscription data.

1Integrated Platform
10+Core Capabilities
0Separate Systems Needed
100%Business Coverage
The Power of One

Five Unities.
How Integrated Software Should Be Defined.

The days of disconnected SaaS products competing for data ownership are over. eAutomate is the culmination of years of expertise, distilled into a single enterprise-grade system: one database, one security model, one application layer, one automation engine, one interface.

01

Single Source of Truth

The sensitive customer data that is unique and critical to your organisation lives in one enterprise database. Written once, trusted everywhere — no competing vendors holding fragments of the record.

  • One authoritative customer record
  • You own the data. The platform serves it
  • Real-time consistency across every module
03

Single Application Layer

Every capability — portals, billing, mobile, CRM — runs on one stack. No API glue, no middleware tax, no version mismatch. Every feature is a first-class citizen of the same platform.

  • No integration overhead between modules
  • Shared logic, data model and release cycle
  • Lower total cost of ownership
04

CRPA Engine

Continuous Robotic Process Automation sits at the core. Workflows, agents and modules share one engine, on the same data and the same rules, running continuously rather than in overnight batches.

  • Continuous, not batch
  • Agents, workflows and modules, united
  • API and MCP on the same engine
05

Single User Interface

Your team learns one environment. Your customers experience one portal. Billing, cases, agents and events share the same design language, navigation and contextual data.

  • One interface for every function
  • Dramatically less staff training
  • Customer portal, same design system

The result: a fully autonomous business on one system.

When your data, security, application layer, automation engine and interface are one, the complexity of Salesforce, Dynamics and a dozen competing SaaS tools simply disappears. What replaces them is something most organisations have never had: a single source of truth, AI agents that can actually be trusted to act on it, and software tailored to the use case rather than forced into a generic framework.

Applied Intelligence

The Best of Both Worlds:
Human + Machine.

Applied Intelligence is the principle at the heart of eAutomate. It goes beyond software: it is the combination of the right technology, the right human capability, and the right expert partnership — all delivered as a single Solution as a Service — that creates automation which is genuinely fit for purpose in your organisation.

Human Ingenuity

Your people bring things no machine can replicate: relationships, empathy, creativity, ethical judgement, and deep contextual knowledge of your business and your customers.

  • Strategic decision-making
  • Customer empathy & relationship building
  • Creative problem solving
  • Ethical oversight & accountability
Applied
Together

AI & Automation Power

eAutomate brings scale, speed, and intelligence that no human team alone can match: processing thousands of interactions simultaneously, learning continuously, and never making a tired mistake.

  • 24/7 process execution at scale
  • GPT-powered language & document understanding
  • Pattern recognition across millions of data points
  • Continuous learning from every outcome
Results in
The Outcome

Applied Intelligence

A business that moves with the speed and precision of automation while retaining the humanity, wisdom, and trustworthiness that your customers, employees, and stakeholders depend on.

  • Better customer experiences, every time
  • More productive, empowered teams
  • Measurably better business outcomes
  • A business fit for the 21st century

The Right Work for the Right Intelligence

eAutomate is designed around a clear, deliberate division of labour — giving every task to the intelligence best suited to handle it.

Your People Handle
High-value customer relationshipsBuilding trust, resolving complex situations, and delivering genuine human care
Critical decisions & approvalsEvery significant action that requires accountability, judgement, or ethical consideration
Strategy & innovationUsing AI-generated insights to make better strategic choices than would otherwise be possible
Complex exceptionsSituations that fall outside normal patterns and genuinely need human understanding
eAutomate Handles
All routine & repetitive processesEvery predictable, rules-based task executed instantly and without error, around the clock
Data gathering & intelligenceContinuously reading, analysing, and summarising information so your people always have the full picture
Customer communications at scaleGPT-drafted, personalised communications reviewed and approved by your team before delivery
Proactive monitoring & alertsWatching every process and customer signal simultaneously, escalating to humans only when it truly matters

Ready to run on a single source of truth?

Book a discovery meeting and start a free 14-day trial. We configure the platform at no risk and no cost. Transparent pricing is discussed before you move forward.