STREAMLINE YOUR BUSINESS TRANSFORM YOUR FUTURE
SERVICES & EXPERTISE
Whether optimizing existing processes or building automation from the ground up, we provide expert guidance at every stage.
Process Discovery
Identifying inefficiencies and redesigning workflows to streamline operations and improve efficiency.
Automation Development
Implementing Robotic Process Automation (RPA) and AI-driven solutions to automate repetitive tasks and enhance productivity.
AI & Workflow Design
Optimizing decision-making processes by integrating AI technologies and enhancing workflows for better outcomes.
REAL-WORLD SOLUTIONS
FINANCE
Technology
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OCR + AI Prompt Engineering
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RPA / Low-Code Automation
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Vendor & GL Matching Engine
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Power Apps
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Database
AP Invoice Processing
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Auto-classifies emails (Invoice, Expense, Spam)
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Extracts and structures PDF data
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Matches vendor and GL info to internal records
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Routes through approval workflows and posts to ERP
Streamlines invoice intake, classification, and ERP integration with AI-powered logic
How it works
FINANCE
Technology
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SFTP + BAI2 Integration
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RPA Scripting & Parsing Logic
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AI-Driven Matching Algorithms
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API Connectivity to ERP
Cash Application
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Retrieves and parses daily BAI2 files
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Applies logic to match payments to open invoices
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Flags exceptions for manual review
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Posts matched payments to ERP
Automates payment matching by transforming bank files into actionable ERP data
How it works
FINANCE
Technology
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AI Payment Forecasting
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RPA + Custom Scripting
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Email & Messaging Notifications
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Dashboarding
Collections
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Analyzes open invoice aging and client payment patterns
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Generates tailored collector reports by aging severity
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Delivers automated dunning notices tailored to client behavior and invoice age
Improves cash flow by streamlining how collection teams prioritize and contact past-due clients
How it works
SALES
Technology
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CRM + ERP Integration
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Data Transformation Scripts
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RPA
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AI-Driven Summarization
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Interactive UI + Messaging Tools
Sales Reporting
How it works
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Aggregates CRM and finance data nightly
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Applies business logic to clean and format KPIs
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Builds executive-ready reports
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Delivers insights via email, dashboard, or messaging apps
Delivers timely, accurate reports by integrating CRM and financial data automatically
HR
Technology
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OCR + AI Prompts
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API Integrations (HRIS, IT systems)
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RPA
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Database
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Email & Messaging Notifications
Onboarding
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Extracts new hire info from submitted documents or forms
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Routes approvals to HR, IT, and managers
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Automates system provisioning
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Notifies stakeholders at each stage of the onboarding process
Streamlines new hire setup by automating data extraction, approvals, and system provisioning
How it works
APPROACH
INTELLIGENT OPTIMIZATION
We don’t just improve processes—we redesign them. By applying automation, AI, and smart workflow engineering, we eliminate inefficiencies and unlock scalable ROI across your operations.
CUSTOMIZED INTELLIGENCE
No two businesses are alike. We build solutions tailored to your team’s specific workflows, goals, and systems—leveraging automation and AI to solve the right problems in the right way.
SCALABLE SOLUTIONS
Whether you're starting small or scaling enterprise-wide, we design automations that grow with your business—delivering long-term value and adaptability.
ABOUT STREAMLINE INNOVATORS
OUR EXPERTISE
With 17 years of experience in business and finance, including 11 years focused on automation, Streamline Innovators LLC has led enterprise-level RPA and AI implementations, saving companies Millions of dollars and countless hours by eliminating inefficiencies and automating workflows.
OUR COMMITMENT
We are dedicated to prioritizing the optimization of business prior to automation, ensuring that each solution is aligned with your business objectives and long-term strategy.
OUR TECHNOLOGY
We have hands-on experience with a variety of automation and development tools, including Robotic Process Automation (RPA), AI, APIs, System Integrations, and Low-Code/No-Code Machine Learning Software.
CLIENTS
