The Integra Automation Tools means there is no longer any need for external, third-party bots as there is a risk-free, Integra option that is far more cost-effective.
The use of bots, agentic AI, and automation platforms for all kinds of use-cases has accelerated rapidly since 2022, when the first mass-use, AI generative chatbots started to emerge. Early adopters turned to generic third-party bots to automate routine finance tasks. Meanwhile, Team Integra have been busy in the background building the Automation Tool that is entirely fit-for-purpose and implementing it for Integra users.
Built-In, Future-Proof Automation You Can Trust
The Integra Automation Tool has been available since 2025 and offers a safe, robust, upgrade-proof automation engine that runs entirely inside Integra.
Whilst Integra has always had a highly configurable set of functionalities (Alerts, Workflows, Extraction Profiles), this capability has been brought together in the Automation Tool to allow us and you to build cohesive and audited automated business processes.
What does the Integra Automation Tool Mean for you?
It is automation built for the long term — not a workaround layered on top of the system.
No UI scripting
No external bots to maintain
Full support, governance, and enterprise-grade reliability
Why It’s Safer and More Cost-Effective Than Third-Party Bots
Many organisations use external RPA bots that mimic clicks and keystrokes. These sit outside the supported application and depend on UI layouts, timing, and screen elements that can change without warning.
This creates two major issues:
1. They are fragile
Any update to Integra can break a bot script. Bot failure creates operational risk, downtime, and emergency support costs.
2. They are expensive to maintain
Every break requires rewriting scripts, re-testing, and fixing complex workarounds.
By contrast, the Integra Automation Tool:
Runs inside Integra, not on top of it
Remains fully supported and aligned with the Integra product roadmap
Eliminates the fragility and cost associated with 3rd-party bot maintenance
Offers significantly lower total cost of ownership
In short: The Integra Automation Tool is lower risk, lower cost, and far more reliable than external bots.
What the Integra Automation Tool Offers
The Integra Automation Tool helps finance teams remove manual effort from routine processes by allowing them to build configurable workflows that run safely within Integra.
Workflows can be triggered manually, by alerts, or through data import. Each workflow can collect data, run approvals, make decisions, and update Integra automatically.
Wherever possible, the internal Integra robot performs the same steps a user would otherwise complete manually — reducing effort, risk, and operational overhead.
Core capabilities
With the Integra Automation Tool, teams can build workflows that include:
• Prompting users to provide data inputs
• Multi-stage approvals
• SQL queries to identify records needing attention
• Running Integra screens and entering values automatically
• Decision-making based on data entered or captured
• Submitting background jobs
• Triggering workflows manually or automatically based on alerts
This creates reliable, repeatable, governed automation inside the product.
Decision-making based on data entered or captured
Submitting background jobs
Triggering workflows manually or automatically based on alerts
This creates reliable, repeatable, governed automation inside the product.
Proven Real-World Use Cases
• Access & User Administration
• Leaver process (update contact details, disable user account)
• Inactive Supplier housekeeping.
• Customer and master data housekeeping
• Unused mandates (identify customers lacking recent mandates and update payment type)
• Auto-cancel stale orders with no receipts after a defined period
• Force-complete of partially receipted orders that have stalled
• Deactivate customers with no activity and zero balance using rules-based logic
These examples show how manual routine tasks can be transformed into stable, safe automated processes.
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Key Customer Benefits
• Significant reduction in manual effort
• Better controls with built-in approval stages
• Higher reliability by automating within a supported, governed product
• Repeatable, auditable processes
• Reduced operational risk
• Lower total cost of ownership compared to bot-based solutions
Importantly, whilst the tool enables you to configure your own workflows, we also deploy this with a library of pre-packaged automations that will work out of the box, and you will be able to access automations built by other Integra users. The library of automations is already growing and this will be available to all customers.
Included in the Productivity Pack
The Integra Automation Tool is available as a standalone module or as part of the Productivity Pack, alongside other high-value productivity tools.
Want to See It in Action?
We can demonstrate high-value automations such as:
• Stale order processing
• Customer inactivity and retention workflows
• Mandate hygiene
• Leaver and access management workflows
We’ll show exactly how these can be configured and operated within Integra - safely, reliably, and without the fragility of external bots.
Contact us to see it
