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SAP Process Automation Tools

Streamline Processes to Automate Away Busywork

  • Effortless Automation – Empower anyone to automate tasks between Excel and ERP with our drag-and-drop interface. No coding required.

  • Error-Free Results – Fewer errors, better data. Eliminate risks caused by manual entry to ensure data accuracy for reliable reports & analysis.

  • Clearer Business View – Unified data insights. Gain a comprehensive view of your business by automating data collection from multiple sources.

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We Connect to 200+ ERPs/EPMs

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Deltek
Dynamics
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Infor
MRI
Oracle
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Sage
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Process Automation Solutions

See What Automation Tools Work for Your ERP

Struggling with Manual Processes? Automate for Relief

Repetitive Task Trap

Challenge: You’re stuck in a cycle of tedious, repetitive tasks that drain energy and slow productivity. How insightsoftware helps: Tools like Process Runner automatically handle routine tasks such as journal entries, data reconciliations, and report creation. With hundreds of ready-to-run templates, you can empower your staff to turn Excel into an SAP automation cockpit so they can spend more time tackling higher-level challenges. This results in fewer manual clicks and errors, all using an intuitive and familiar no-code workflow.

Inconsistency Gremlins

Challenge: You’re worried about errors and data inconsistencies creeping into your manual and repetitive tasks. How insightsoftware helps: Our platforms, like Process Runner, use pre-built templates and validations directly from Excel to bolster data quality and help inform decisions. Whether you’re posting GL entries or reconciling balances, insightsoftware process automation tools ensure consistent, accurate, and audit-ready execution every time, improving workflow reliability and data integrity for reliable results.

Process Visibility Fog

Challenge: You’re feeling lost in the maze of complex manual processes and fragmented workflows, making it difficult to spot bottlenecks. How insightsoftware helps: Using Bizview and Process Runner together provides real-time visibility into workflows, while automation empowers you to swiftly identify areas for improvement and optimize processes with data-driven insights. The combination of Process Runner’s Excel-driven workflow automations and Bizview’s FP&A ecosystem enables real-time performance monitoring and guides process improvements.

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Use Cases

Automate ERP Processes, Boost Efficiency

Close the Books Faster:
Automate Month-End

Ditch the manual madness of month-end close. insightsoftware automates tasks like data reconciliation, journal entries, and report generation. Connect your ERP and GL systems for seamless data flow, eliminating errors and ensuring timely, accurate financial reporting. Process Runner GLSU automates financial document postings, complete with pre-validation in Excel before sending to SAP. This speeds up your close and reduces post-close corrections, freeing up your team to focus on analysis, not data manipulation.

Results

90%

Reduction in Data Processing

300k

Records Processed Simultaneously

10

Minutes to Create New Template

Faster Sales Cycles: Automate Orders

Boost sales efficiency and slash errors with insightsoftware automation. Automate tasks like order validation, credit checks, and inventory allocation. Your sales reps close deals while the system ensures accurate and speedy order processing. Process Runner builds Excel-driven workflows that automate your SAP order entry, validation, and status checks, drastically reducing time spent per order. Its pre-built templates facilitate faster deployment, better control, and rapid sales-to-revenue conversion so your team can focus on revenue generation, not paperwork.

Results

90%

Reduction in Data Processing

300k

Records Processed Simultaneously

10

Minutes to Create New Template

Simplify Reporting: Automate Compliance

Stay on top of regulations with automated compliance reporting. insightsoftware collects data from various sources, formats it, and submits reports automatically. Minimize the risk of non-compliance penalties and save valuable time for your team. Bizview’s FP&A capabilities help consolidate, automate, and format compliance reporting, all from a familiar Excel-like interface. It helps teams efficiently organize data from multiple sources for on-time submissions so you can concentrate on running your business instead of chasing deadlines.

Results

90%

Reduction in Data Processing

300k

Records Processed Simultaneously

10

Minutes to Create New Template

Simplify and Automate Your Migration from ECC to S/4HANA

Struggling with a complex ECC to S/4HANA migration? Traditional methods can be cumbersome. Discover a more practical approach to data movement with Process Runner in our upcoming webinar.

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Process Automation FAQs

What is SAP process automation?

This is the umbrella term for the tools and methods that help eliminate manual, rule-based SAP work (e.g. journal entries, order processing, data loading, reconciliation, and more). Automating these processes with tools like Process Runner speeds up work and allows finance teams to focus on more strategic activities, all from a low-code workflow with pre-built templates.

What repetitive tasks can process automation handle?

Process automation can handle any rule-based, repetitive task you perform in your software. This can include data entry, report generation, data validation, sending emails, reconciliations, payroll data loading, and much more.

What SAP modules can be automated?

Systems like Process Runner automate across the full range of core SAP modules, from FICO and HR/HCM to SD, MM, PP, SM, QM, and PS. Process Runner supports both ECC and S/4HANA so you can boost efficiency on either version (or migrate from one to the other).

How can process automation speed up month-end close?

Automating traditionally manual tasks like reconciliation, journal entry uploads, and report creation means that SAP workloads can be drastically reduced. In fact, using Process Runner can cut data work by 90%, down to just a few hours per week. When you close books faster, can process hundreds of thousands of records overnight, and automatically consolidate into analysis-ready data, it makes month-end close cycles far more streamlined.

Will process automation eliminate my job?

No, process automation is designed to free you from tedious tasks, not replace your job. It allows you to focus on higher-level analysis, problem-solving, and strategic initiatives that require human expertise.

Is process automation difficult to set up?

No. insightsoftware offers user-friendly tools with drag-and-drop interfaces that require no coding experience. Our solutions are designed for business users, not IT specialists.

How does process automation integrate with S/4HANA vs. ECC?

This will depend on the process automation tool you use, but Process Runner supports both ECC and S/4HANA just the same. Your workflows are built on supported APIs, BAPIs, RFM, GUI scripting, and data extractor methods to ensure consistency and resiliency.

How can process automation improve data accuracy?

By eliminating manual data entry and automating data transfers, process automation minimizes the risk of human error. This ensures data consistency and improves the reliability of your reports and analysis.

Can process automation handle multi‑currency or global operations?

Yes. Because our tools, like Process Runner, use SAP’s native transaction logic and validations, it also means that these solutions automatically support multi-currency journal entries, consolidated intercompany processes, payroll loads, cross-entity order processing, and global data workflows out of the box. Our built-in validation rules further support regional variations and compliance so you don’t have to worry about finicky data.

What are the benefits of using insightsoftware for process automation?

insightsoftware offers a range of user-friendly process automation solutions that are easy to implement and integrate with your existing systems. Our tools improve data accuracy, boost efficiency, and empower your team to focus on strategic work.

Do insightsoftware solutions just add complexity, or actually streamline my processes?

Unlike other tools on the market, insightsoftware process automation solutions truly streamline your workflows without getting in your way. For example, Process Runner transforms your familiar Excel spreadsheets into powerful automation cockpits without needing scripting or ABAP. You can easily use drag-and-drop workflows, pre-built templates, and visual control panels to self-manage automation without slowing them (or IT) down. Even better, all of these enhancements don’t sacrifice compliance, and in fact improve governance and change management.

What volume of transactions can our solutions process?

Designed for mid-size and enterprise businesses, insightsoftware process automation tools are built to handle high-volume data loads. This includes uploading 300,000+ records, more than 1,000 lines of journal entries, and even 139,000 updates in just 9 hours overnight.

How scalable is automation performance when volumes increase?

As mentioned above, our tools are built for scale, supporting parallel processing, scheduling, large payloads, and automated chaining of jobs. This makes it easy to get the most out of your process automation software, even as transaction volumes grow. Our architecture is also designed to support load testing, monitoring, and batch workflows, all of which contribute to unmatched performance stability at high data volumes.

What is the difference between Bizview and Process Runner in automation scenarios?

Bizview is a cloud-based FP&A platform for integrated planning that has built-in automations to streamline workflows. This includes process automation like scenario rollouts, consolidation, and forecasting. Process Runner focuses on automating SAP transaction data, such as mass-record loading, posting transactions, reconciling data, and integrating data from Excel to SAP across modules.

Is Process Runner reliant on SAP GUI scripting or supported interfaces?

No. Process Runner is purpose-built to be flexible, supporting GUI scripting as well as T-codes (via BAPIs/RFMs and Data Extractor). Its hybrid approach ensures that your automations are resilient across SAP upgrades, migrations, and UI changes, minimizing breakage risk (and extensive costs associated with fixing this).

How does Bizview staging architecture adapt when ERP systems change?

Bizview’s centralized data warehouse and integration layers connect directly to your ERP. This means that in the event of an underlying ERP data model shift (like field or table changes), integration logic can be adjusted with configurations instead of custom code. Bizview’s templates and workflows are also reusable, further supporting this ease-of-modification through ERP updates.

What kind of deployment and onboarding support does insightsoftware offer?

We provide rapid implementation (cloud, on-prem, or hybrid deployment, depending on the platform), with many of our partners getting up and running in a matter of weeks. Our guided onboarding, ready-to-run automation templates, and video training for platforms reduce your ROI time and boost adoption of your powerful new tools from Day 1. Our responsive technical support also provides ongoing help and troubleshooting for any automation scenarios you may need.