Invoicing and documents
Extract information, prepare business documents and track their status.
Process automation · SMEs · Morocco
Automate your SME processes without replacing your tools.
Hattab Process helps companies reduce duplicate entry, improve controls and track deadlines by connecting ERP, Sage, Excel, email, documents and WhatsApp.
Starting point
When operations still depend too heavily on manual tasks.
Automation becomes useful when the same information must repeatedly be found, copied, checked or followed up.
- Copying the same information between files or software
- Creating quotes, delivery notes or invoices manually
- Checking payments, deadlines and pending files
- Following up with clients, suppliers, parents or patients
- Preparing data before importing it into Sage or an ERP
- Updating several Excel files for the same activity
Use cases
Automate the operations that really slow your teams down.
Each solution follows the existing process, with clear rules and human approval when a decision requires it.
Deadlines and reminders
Track payments, flag delays and prepare reminders on the right channel.
ERP, Sage and Excel
Reduce duplicate entry and make imports, exports and reporting more reliable.
Email and WhatsApp
Trigger confirmations, notifications and reminders while retaining human control.
Your tools stay in place
Automation that integrates with your current environment.
We adapt to your business software, internal systems and working methods, then improve the flow of information between them.
ERPSageExcelEmailWhatsAppPDFFormsDashboards
Our method
Start with one clearly defined process.
Assessment
Understand steps, people, tools and bottlenecks.
Prioritisation
Choose one process whose gains can be measured.
Pilot
Build a first solution on a limited scope.
Validation
Test rules, exceptions and output quality.
Deployment
Launch, document and monitor the process.
FAQ
Clear answers before you decide.
Must we replace our ERP?
No. We first improve how information moves between the tools already in place.
Can an Excel process be automated?
Yes. Excel data can be checked, centralised, transformed or prepared for another system.
Does Hattab Process sell an ERP?
No. We build automations and integrations around the software your company already uses.
Which process should come first?
Frequent, repetitive and measurable tasks based on clearly defined rules are usually the best candidates.
A controlled approach
Talk with us for 20 minutesStart with one clearly defined process.
We study your current operations before proposing a limited, measurable pilot.