Orders, invoices, billing, record-keeping and reports get done without anyone retyping data, connected across the ERP, CRM, spreadsheets and WhatsApp you already use. The first process goes live in 2 to 6 weeks.
Illustrative example
AI process automation means having software automatically handle the repetitive work that today depends on someone copying data between systems, checking spreadsheets or sending the same message every day. AI steps in where a fixed rule can’t cope: reading a PDF, understanding an order written any which way, spotting what’s an exception. Your team stops feeding spreadsheets and gets back to what only people can do: making decisions, negotiating and taking good care of customers.
Sincron IA is a process automation company based in Brazil. We work with mid-sized and large companies remotely, with on-site visits when the project calls for them: we map where your operations lose time, connect the systems you already use and put the first process into production in 2 to 6 weeks. The next step is the free assessment, which takes about 2 minutes. If there are many processes and nobody knows where to start, process automation consulting maps that out before anything gets built.
Tasks that take up 20 to 40 hours a week of skilled people’s time start running on their own. You can grow volume without hiring at the same pace.
Manual processes go wrong through typos, forgetfulness or fatigue. Automation with validation and a log of every step makes errors rare and easy to trace.
What used to wait for someone to open their email happens in minutes, even at night and on weekends, and the alert reaches the person in charge on the channel they already use.
If two or more show up in your operations, hours of work are slipping away every week.
The order comes in on WhatsApp and gets typed into the ERP; the sale closes in the CRM and turns into a spreadsheet in finance.
Someone compares reports line by line to find what doesn’t match.
When that person is busy, the bill goes out late and the customer complains.
Leadership asks for it on Monday, the team pulls data from three places and delivers it on Friday.
To say where an order is, someone has to open two systems.
The steps live in someone’s head, not written down anywhere.
The first project almost always falls into one of these areas. The right order comes out of the assessment: start with the process that hurts most today.
Typical result20 to 40% of the finance team’s time freed up in the first 90 days.
Typical resultReps spend less time on data entry and more time with customers.
Typical resultNo more hours of manual checks every shift.
Typical resultScreening and onboarding in a fraction of the current time.
There’s no single automation for everything. The choice depends on how the task comes in and how much judgment it requires, and it’s made case by case, before the proposal.
| Rule-based automation | This pageAI-powered automation | AI agent | |
|---|---|---|---|
| How it works | Follows a fixed sequence of steps between systems | Reads documents, emails and messages and pulls out what matters | Holds a conversation, decides the next step and carries it out |
| Best for | Integrating ERP, CRM and spreadsheets; issuing invoices and bills | Invoices, receipts, contracts and orders written any which way | Customer service, sales and cases with lots of variation |
| When something breaks the pattern | Stops and alerts a person | Understands variations in format and wording | Asks, tries another route or hands off to a person |
| Example | An approved order becomes an invoice and a notice to the customer | A supplier’s PDF becomes an entry in finance | A customer asks for an exchange on WhatsApp and the agent handles it |
When the work is talking to customers, the answer is usually an AI agent for customer service and sales.
Tools get chosen after we understand the process. You don’t need to know about technology; you need to know what hurts.
Through the free assessment and a conversation with the people who run the work, we list the candidate processes, estimate effort and return, and prioritize by what pays for itself first.
You getYour processes ranked by return.
For the chosen process: scope, weekly milestones, risks and investment, in writing.
You getFixed scope, timeline and price.
Built in stages, with a demo every week and tests on real data from your operations.
You getThe first process in production.
Health dashboard, documentation, training for the people who run it, and support.
You getTime, cost and error metrics.
If a process meets three of these five signs, it’s usually worth it. If it falls on the other side, automation just speeds up the mess, and we’ll tell you so before we sell you anything.
Most automations that fail, fail here. Our method exists to stay clear of these traps.
An eager team starts with the most visible process, not the one with the highest return. The automation looks great and doesn’t change the results.
A project that promises everything in three months loses steam in the second. Weekly releases with real value are what keep a project alive.
Without a health dashboard and training, the automation becomes a black box. The first system change breaks the workflow and nobody notices.
The first and third mistakes share the same root: automating before there’s a description of the process as it actually happens. That’s why every project starts by recording the process while it runs, with every step captured as an image, using our own screen capture and annotation tool, one of the tools we’ve built and keep running.
“They delivered a working system, not a Figma mockup. In three weeks we were processing credit straight in the bank’s format.”
It’s taking repetitive, manual, error-prone work off people’s hands, using software to carry out tasks that today depend on someone working in spreadsheets and systems or sending messages back and forth. The goal isn’t to replace the team, but to give operational staff their time back for analysis, decision-making and customer relationships.
The first process usually goes live within 2 to 6 weeks, depending on its complexity and on the availability of the people who know the process internally. Larger projects are delivered in stages, so they produce results from the first release.
It depends on the scope, the number of systems involved and how much judgment the task requires. For your case, the free assessment points out the opportunities, and the proposal comes with fixed scope, timeline and price before any commitment.
No. Automation connects the ERP, CRM, spreadsheets and WhatsApp you already use. We only recommend replacing a system when it keeps the process from working, and that comes up in the assessment, before any proposal.
Finance, customer service, reporting and data entry usually pay off fastest. But the right answer comes from the assessment: it depends on the specific bottlenecks in your operations.
It replaces tasks, not people. The pattern we see is that the time freed up goes back into work that kept getting pushed aside by operational urgency: analysis, customer relationships and process improvement.
Every project goes through a security and LGPD review: sensitive data never appears in execution logs, every integration has validated authentication and permissions, and any data sent to an AI service has a defined legal basis and carries only what’s necessary.
Every project goes live with a health dashboard: runs, success rate and errors by type, hours freed up, shorter cycle times and less rework. Without it, automation becomes an act of faith.
Sincron IA is based in Brazil and works with mid-sized and large companies remotely, with a release and a demo every week. On-site visits are arranged when the project calls for them, for example to watch a process happening in the real systems.
The free assessment shows what is holding back the process that bothers you most and where it makes sense to start. No strings attached.
