AI, SYSTEMS & BUSINESS AUTOMATION

Smarter Processes. Connected Systems. Measurable Results.

We help mid-sized and large organisations streamline complex business processes, connect existing systems and apply AI where it delivers real business value.

New Zealand based. Working worldwide.

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BUSINESS PROCESS AUTOMATION SERVICES

We Automate Your Processes, Connect Your Systems and Improve Business Performance.

From finance operations and ERP workflows to intelligent automation, reporting and Microsoft systems support, MKN Automate helps organisations get more value from their existing technology.

We automate repetitive tasks, connect disconnected applications, streamline workflows and introduce AI where it makes operational and financial sense.

We can also work as an external Business Analysis, automation or systems integration resource alongside your internal IT team, project team or implementation partner — supporting existing initiatives without requiring a complete project handover.

01 — AI & INTELLIGENT AUTOMATION

AI Agents & Intelligent Business Automation

Transforming Business Operations Through Intelligent Automation.

AI can help organisations interpret complex information, investigate exceptions, find relevant knowledge and support decisions across connected business systems.

MKN Automate combines intelligent capabilities with reliable workflows, business rules and appropriate human oversight.

AI Finance Exception Investigation

An AI-assisted solution can investigate complex invoice exceptions by examining relevant purchase orders, supplier information, transaction history and available financial records. For more complex investigations, an AI agent may use approved tools to gather additional context and recommend the next action.

What your business gets: Faster exception investigation, reduced manual research and more consistent recommendations for Finance teams.

Enterprise Knowledge Assistant

Give employees a practical way to search approved business policies, procedures, technical documentation and internal knowledge using natural-language questions. Connect the assistant to authorised information sources with appropriate access controls.

What your business gets: Faster access to relevant information, less repetitive internal support and more consistent knowledge sharing.

Intelligent Document Processing

Use AI to interpret documents and unstructured information where conventional data extraction or business rules are insufficient. Extract relevant information, identify missing details and pass structured results into an established workflow.

What your business gets: Less manual document review, faster information processing and clearer handling of exceptions.

AI-Assisted Customer Operations

Analyse complex free-text enquiries, identify customer intent, retrieve relevant information and prepare appropriate responses or next-step recommendations. Routine routing, reminders and CRM updates should remain rules-based wherever practical.

What your business gets: Faster handling of complex enquiries, reduced manual interpretation and more consistent customer service.

AI Voice Agents & Phone Call Automation

Handle incoming business phone calls, answer common questions, capture customer information and support appointment bookings using a conversational AI voice assistant.

An AI voice agent can understand spoken requests, retrieve approved business information, collect enquiry details and create bookings or callback requests through connected systems.

Where appropriate, it can transfer complex or sensitive enquiries to a human team member or flag them for follow-up.

Optional outbound calling may support consent-based appointment confirmations, booking reminders and customer follow-ups.

Call recording, transcription, customer data access and outbound calling must follow applicable privacy, consent and communication requirements.

What your business gets: Fewer missed enquiries, reduced routine call handling, more consistent customer responses and improved availability outside normal business hours.

AI Phone Receptionist & Voice Agents

Help your business stay accessible when your team is busy or unavailable. Explore AI-powered call handling for customer enquiries, bookings, intelligent routing and after-hours support — designed around your existing business processes.

Wondering what it could cost?

Use our interactive calculators to estimate monthly running costs and explore the potential value of missed customer enquiries.

Explore AI Phone Receptionist & Cost Calculators →
Discuss an AI Opportunity →

02 — REPORTING & BUSINESS INTELLIGENCE

Reporting Automation & Business Intelligence

Turn data from multiple systems into accessible, reliable information for business decisions.

We help organisations improve reporting processes, reduce repetitive data preparation and create better visibility across Finance and Operations.

Automated Month-End Reporting

Automate repetitive data collection, preparation and reporting activities that would otherwise require manual spreadsheet work.

What your business gets: Less manual month-end work, faster reporting preparation and more time for financial analysis.

Management Dashboards

Create business dashboards using Power BI and suitable data sources to present financial, operational and performance information.

What your business gets: Clearer visibility of business performance and easier access to relevant KPIs.

Exception & Reconciliation Reporting

Develop reporting that identifies unresolved transactions, financial discrepancies, integration issues and operational exceptions.

What your business gets: Better exception visibility, faster investigation and more consistent follow-up.

Reporting Data Integration

Connect reporting data from ERP, operational systems and other authorised sources using suitable integration and data-processing approaches.

What your business gets: Reduced manual data consolidation and more consistent information across reporting environments.

03 — FINANCE & OPERATIONS

Finance & Operations Process Automation

Automate repetitive financial activities, simplify approval processes and connect operational workflows with the systems that support them.

Our solutions focus on accuracy, visibility, control, traceability and efficient processing.

Accounts Payable Automation

Automate suitable invoice processing stages, including data capture, validation, matching, routing and approved exception workflows.

What your business gets: Less routine manual processing, clearer exception handling and better process consistency.

Invoice Coding & Approval Workflows

Apply business rules to invoice coding recommendations, cost centres, job references and approval routing. Introduce AI-assisted interpretation only when structured rules are insufficient.

What your business gets: More consistent coding and fewer avoidable manual decisions.

Procurement & Internal Approvals

Automate purchasing requests, financial approvals, expense requests and multi-stage approval workflows. Digital forms can apply rules by value, team or request type, issue reminders or escalations, and store documents and decisions together.

What your business gets: Clearer accountability, fewer email-based handovers and better approval visibility.

Quote-to-Invoice & Billing Workflows

Connect customer enquiries, quotes, order creation, billing and related system updates. Support the existing finance process with appropriate validation, approvals and integration. Quotes can be pre-filled for review, calculated using agreed rules, accepted online and converted into a job, order or invoice with appropriate employee oversight.

What your business gets: Less duplicate data entry and smoother movement from commercial activity to financial processing.

Month-End Close Process Automation

Streamline month-end financial close activities by coordinating tasks, tracking completion, validating required information and identifying outstanding items across Finance teams and connected systems.

Automate recurring close checklists, task assignments, status updates, reconciliation tracking, reminders and escalations using reliable business rules.

Where appropriate, integrate with ERP and financial systems to retrieve relevant transaction statuses, identify unresolved exceptions and support controlled close activities.

Maintain clear task ownership, approval responsibilities, auditability and visibility of outstanding close items.

What your business gets: Better visibility of close progress, fewer manual follow-ups, clearer accountability and a more consistent, controlled month-end close process.

04 — PROCESS OPTIMISATION

Business Process Optimisation & Automation Strategy

Effective automation starts with understanding how work actually moves through your organisation.

We identify unnecessary manual steps, disconnected systems, recurring errors and opportunities to improve workflows before recommending the right technology.

Automation Opportunity Assessment

Review selected business processes, identify manual activities, assess pain points and prioritise potential improvements based on effort, risk, cost and business value.

What your business gets: A clearer understanding of automation opportunities and practical priorities for implementation.

End-to-End Workflow Redesign

Review the process from initiation through completion, including handovers, approvals, data movement and exception handling. Design a more efficient workflow supported by appropriate automation.

What your business gets: Fewer unnecessary steps, clearer ownership and more consistent operations.

Existing Systems Optimisation

Identify capabilities already available within the organisation’s ERP, CRM, workflow or reporting tools. Improve configuration, business rules and integrations before recommending unnecessary new technology.

What your business gets: Better value from existing investments and fewer avoidable technology costs.

Explore our Business Analysis services →

05 — SYSTEMS INTEGRATION

ERP Integration & Connected Business Systems

Disconnected systems create duplicate work, inconsistent information and unnecessary operational delays.

We help organisations connect existing applications, automate information movement and build workflows that work across departments.

ERP & CRM Integration

Connect customer, sales, finance and operational information between supported systems using appropriate APIs and integration methods. Enquiries can be captured into an organised customer process with ownership, reminders, pipeline visibility and personal follow-up where needed.

What your business gets: Less duplicate entry, better data consistency and more connected customer-to-finance processes.

Finance & Operational System Integration

Connect transaction, job, billing and operational data between ERP systems and specialist business applications.

What your business gets: More reliable information flow, fewer manual handovers and easier reconciliation.

Cross-Department Workflow Automation

Connect workflows across Sales, Finance, Procurement, Operations and other business teams. Automate routine notifications, confirmations, follow-ups, updates, validations and escalations using clear business rules, while keeping a person involved where judgement or care matters.

What your business gets: Better process coordination and less time spent moving information between departments.

Custom Business Applications

Design practical applications or internal portals that support business-specific workflows, records, requests, customers, jobs, projects, inventory, documents, operational activities and reporting needs. Role-based access and connections to Microsoft 365, accounting or website systems can be included where appropriate.

What your business gets: A more connected way of managing activities that existing software cannot adequately support.

06 — MICROSOFT SOLUTIONS & SUPPORT

Microsoft Business Solutions & Application Support

Your organisation may already have powerful Microsoft tools in place. We help you make better use of them through process automation, system improvements, integrations, reporting and ongoing application support.

We can work alongside your internal IT team or existing implementation partner, providing practical Business Analysis, functional support, automation and integration expertise.

Dynamics 365 Finance & Operations Improvements

Review and improve business workflows around invoicing, accounts payable, financial operations, system integrations and exception handling. Support requirements analysis, functional troubleshooting, solution improvements and testing.

What your business gets: Better use of existing ERP capabilities, more reliable processes and reduced repetitive work.

Power Automate & Power Platform

Develop and improve automated workflows, approvals, notifications, internal business applications and connections between business systems. Review existing Power Automate solutions for reliability, maintainability and unnecessary complexity.

What your business gets: More connected processes, less manual administration and easier-to-maintain automations.

Power BI & Microsoft Fabric

Support business reporting, data integration requirements, dashboard improvements and the development of more consistent reporting solutions. Work with business teams to define meaningful KPIs, reliable data sources and practical reporting requirements.

What your business gets: Better reporting visibility, less manual preparation and more reliable management information.

Microsoft Business Application Support

Support existing Microsoft-based business solutions through issue investigation, workflow troubleshooting, change requests, functional improvements, testing and coordination with internal IT teams or technology partners.

What your business gets: Practical application support and a structured path for improving existing systems.

Discuss Your Microsoft Systems →

SPECIALISED SYSTEMS

Industry-Specific Automation Solutions

Some industries need specialised customer-facing systems and operational workflows. MKN Automate can adapt digital solutions around sector-specific requirements.

01

QR Restaurant Ordering & Kitchen Automation

Connect customer ordering, live menu control and kitchen workflows in one adaptable system.

Explore solution details

The essential Core Ordering System lets customers scan a QR code, browse the live menu and order from their phone without downloading an app. Owners can update prices, items, sold-out status, specials, descriptions and images. Orders move to a kitchen tablet or optional thermal printer, and each dish can progress from Ordered to Ready, including partially completed tables. Optional modules include a service-team view, online table bookings, takeaway ordering, smart inventory planning, and sales and menu insights.

Ordering previewCustomer → Kitchen
Kitchen orders3 active
TABLE 12Just now

1× Market fish

1× Truffle fries

ORDEREDMark ready
TABLE 078 min

2× Lamb shoulder

READYCollection
Kitchen workflow Dish statuses
02

Hotel Guest Services & Request Management

Turn room-based QR requests into assigned, trackable work for hotel teams.

Explore solution details

A room-specific QR code gives guests a simple way to request towels, cleaning, maintenance, local information or another service. Requests can trigger staff notifications, be assigned to the right person and remain visible until completed. Multilingual guidance can be included where required.

03

AI Retail Product Assistant

Help customers find products through controlled catalogue-based voice or text recommendations.

Explore solution details

Customers can scan a QR code or use an in-store tablet, then ask by voice or text. The assistant searches the store’s approved catalogue, product information, layout and policies to recommend suitable products, explain differences, and provide product links or store locations. A connection to live inventory can be added where appropriate.

04

Booking & Reservation Automation

Manage availability, booking rules, confirmations and calendar updates in one customer journey.

Explore solution details

Customers can choose a service, date and available time through a branded booking experience. The solution can apply live availability and booking rules, update the appropriate calendar, send confirmations and reminders, and support rescheduling or cancellation options. It can be adapted for appointments, consultations, classes, services, tables or other reservation requirements.

HOW WE DELIVER

From Business Challenge to Working Automation

We combine business analysis, practical solution design and implementation to deliver automation aligned with the way your organisation operates.

  1. 01

    Assess

    Understand the business challenge, current process, existing systems and intended outcome.

  2. 02

    Design

    Define the improved workflow, business rules, integrations and appropriate technology.

  3. 03

    Implement

    Configure, develop, integrate and test the agreed solution with the relevant teams.

  4. 04

    Support & Improve

    Provide agreed ongoing support, review performance and identify further improvement opportunities.

SUPPORT & TRAINING

Ongoing Improvement, Support & Team Enablement

Automation delivers ongoing value when business systems remain reliable, relevant and understood by the people using them.

SUPPORT

Business Application Support

Functional support, workflow troubleshooting, process improvements, change requests, testing and assistance with agreed Microsoft and connected business systems.

Discuss Support Requirements →
TRAINING

Business Process & Automation Training

Practical training for business teams to understand their processes, identify opportunities for automation, recognise where AI is appropriate and build stronger internal improvement capabilities.

Training topics
  • Process mapping.
  • Automation opportunity assessment.
  • AI versus rules-based automation.
  • Risks and controls.
  • Improvement roadmaps.
Discuss Team Training →
Looking for Website Design & Apps? Explore our website services →

DISCUSS YOUR PROJECT

Ready to Automate What Matters?

Whether you need to improve an existing workflow, integrate business systems, introduce intelligent automation or explore a new solution, tell us what your organisation needs to achieve.

We can help identify a practical starting point and discuss the right approach for your business.

Discuss Your Project →New Zealand based. Working worldwide.