AI automation with Zoho, Odoo and Microsoft
AI-powered digital transformation for modern enterprises
Automate operations. Connect your business systems. Modernise your technology. Build what comes next.
We combine AI automation with deep expertise in Zoho, Odoo and Microsoft to help organisations run smarter, connected and scalable operations.
Step 1
Data
- Invoices and documents
- CRM and ERP records
- Emails and requests
Step 2
Intelligence
- Reads and classifies
- Matches and checks
- Finds exceptions
Step 3
Decision
- Your business rules
- Approval limits
- Human sign-off
Step 4
Automation
- Posts to your ERP
- Updates your CRM
- Notifies your team
Step 5
Outcome
- Less manual work
- Fewer errors
- Live reporting
Technologies we work with
- Zoho
- Odoo
- Microsoft Dynamics 365
- Power Platform
- OpenAI
- Claude
AI automation
AI is not an add-on. It is a layer across your business.
We place AI above the systems you already run, so your CRM, ERP, finance and support tools do more of the routine work, and your people handle the exceptions.
AI agents
Software agents that carry out multi-step work across your systems, with defined limits and approval points.
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Finance automation
Invoice capture, matching, posting and reconciliation, with exceptions routed to your finance team.
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Sales automation
Lead qualification, routing, follow-up and CRM updates handled as enquiries arrive.
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Customer support
Requests classified, answered from your knowledge base or passed to the right person with context.
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Document processing
Data read from invoices, contracts and forms, checked and entered into your systems.
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Data reconciliation
Records compared across systems, mismatches found and explained before they reach a report.
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Reporting automation
Management reports assembled, checked and delivered on schedule from live data.
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Knowledge assistants
Staff ask questions in plain language and get answers drawn from your own documents and systems.
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Business transformation
From a manual process to an automated one, in five moves
Discover
We map the process as it runs today, including the workarounds nobody wrote down.
Design
We define what should be automated, what stays with people, and how the systems connect.
Automate
We build the workflows and agents, with approval points where judgement is needed.
Integrate
We connect them to your CRM, ERP, finance and other systems, so data is entered once.
Scale
We extend what works to other teams and processes, and measure the result.
What we do
AI automation, on the platforms your business runs on
Four areas of deep expertise, delivered by one team. AI sits across all three platforms, so automation is designed with the system, not bolted on afterwards.
AI Automation
Agents and automated workflows that sit above your existing systems, with people in control of the decisions that matter.
- AI agents
- Finance automation
- Document processing
- Knowledge assistants
Zoho
CRM, accounting, support and custom apps for growing companies, implemented and connected.
- Zoho CRM
- Zoho Books
- Zoho One
- Zoho Creator
Odoo
One ERP for manufacturing, inventory and accounting, configured around your process.
- Manufacturing
- Inventory
- Accounting
- Odoo CRM
Microsoft
Dynamics 365 and the Power Platform for organisations built on Microsoft 365.
- Business Central
- Power BI
- Power Automate
- Azure AI
Around these four, we deliver implementation, customisation, integration, data migration, training and support. See all services.
Solution finder
Pick the job. See the right tool on every platform.
Choose what you need to run. We show the product that does it on Zoho, Odoo and Microsoft, and the AI automation that sits on top, including where a platform is not the right choice.
Leads, deals and customer relationships in one place.
Read the guideOdooOdoo CRMPipeline and leads connected to operations.
Read the guideMicrosoftDynamics 365 SalesCRM for sales teams on Microsoft 365.
Read the guideAI automationAI Sales AutomationLeads qualified, routed and followed up.
Read the guideInvoicing, expenses, banking and tax.
Read the guideOdooOdoo AccountingFinance connected to sales, purchasing and stock.
Read the guideMicrosoftBusiness CentralFinance, sales, purchasing, inventory and projects in one system.
Read the guideAI automationAI Finance AutomationBills captured, matched, posted and reconciled.
Read the guideStock, orders and fulfilment across warehouses and channels.
Read the guideOdooOdoo InventoryWarehouses, barcode operations and replenishment.
Read the guideMicrosoftSupply Chain ManagementInventory, warehousing, production and planning at scale.
Read the guideAI automationAI Data ReconciliationRecords matched across systems and differences explained.
Read the guideProduction is not a Zoho strength. For manufacturing we recommend Odoo.
Bills of materials, work orders, planning and costing.
Read the guideMicrosoftBusiness CentralFinance, sales, purchasing, inventory and projects in one system.
Read the guideAI automationAI AgentsSoftware agents that carry out multi-step work across your systems.
Read the guideCustomer support across email, phone and chat.
Read the guideOdooOdoo HelpdeskSupport tickets linked to orders and stock.
Read the guideMicrosoftDynamics 365 Customer ServiceCases, routing and service levels.
Read the guideAI automationAI Customer Support AutomationRoutine requests answered, the rest routed with context.
Read the guideEmployee records, leave, attendance and reviews.
Read the guideOdooOdoo Employees and HRRecords, leave, attendance and expenses.
Read the guideWe do not implement a Microsoft HR product. Zoho People or Odoo fit better here.
Answers for staff from your own documents and systems.
Read the guideTasks, timelines, timesheets and billing.
Read the guideOdooOdoo ProjectTasks, timesheets and project billing.
Read the guideProject management is outside the Microsoft products we implement. Zoho Projects or Odoo Project fit better.
Reports assembled, checked and delivered on schedule.
Read the guideLead nurturing and scoring across channels.
Read the guideFor marketing we recommend Zoho, which connects to Odoo where needed.
For marketing we recommend Zoho.
Leads qualified, routed and followed up.
Read the guideDashboards and reports across your Zoho apps.
Read the guideOdoo has built-in dashboards. For deeper analysis we connect Power BI.
Dashboards and reports from all your systems.
Read the guideAI automationAI Reporting AutomationReports assembled, checked and delivered on schedule.
Read the guideAn online store connected to stock and accounts.
Read the guideOdooOdoo Website and eCommerceA site and store on your live catalogue.
Read the guideFor an online store we recommend Zoho Commerce or Odoo eCommerce.
Routine requests answered, the rest routed with context.
Read the guideCustom applications for the processes nothing else fits.
Read the guideOdooOdoo StudioCustomisation without heavy development.
Read the guideMicrosoftPower AppsCustom business applications.
Read the guideAI automationAI AgentsSoftware agents that carry out multi-step work across your systems.
Read the guideIntegrations between your apps.
Read the guideOdooOdoo StudioCustomisation without heavy development.
Read the guideMicrosoftPower AutomateWorkflows and approvals across applications.
Read the guideAI automationAI AgentsSoftware agents that carry out multi-step work across your systems.
Read the guideDocuments signed online with an audit trail.
Read the guideOdoo has its own Documents and Sign apps, which we set up as part of an Odoo project.
Email, Teams, SharePoint and security.
Read the guideAI automationAI Document ProcessingData read from documents and entered into your systems.
Read the guideIndustry solutions
Built around how your industry works
A manufacturer, a hospital and a consulting firm need different things from the same technology. Each guide covers the challenges, the automation opportunities and the systems that fit.
AI agents
Agents that do the work, and know when to ask
Each agent has a defined job, access only to what it needs, and clear points where it hands a decision to a person.
Finance agent
Reads incoming bills, matches them to purchase orders and prepares entries in your accounting system.
Asks a person when A bill does not match its order, or exceeds an approval limit.
Sales agent
Qualifies new enquiries, updates the CRM and drafts the first reply for each lead.
Asks a person when A deal is large, unusual or needs a custom quote.
Support agent
Answers routine questions from your knowledge base and logs every conversation.
Asks a person when The customer is unhappy, or the answer is not documented.
Procurement agent
Watches stock and requirements, compares supplier prices and drafts purchase orders.
Asks a person when An order is above a set value or from a new supplier.
Data agent
Compares records between systems every day and corrects simple mismatches.
Asks a person when A difference cannot be explained by its rules.
Operations agent
Tracks orders and tasks across teams and chases what is overdue.
Asks a person when A delay will affect a customer commitment.
Technology ecosystem
We connect your technology ecosystem
Your systems were bought at different times for different reasons. The AI and automation layer connects them, so information moves without someone carrying it.
- Works with the platforms you already have
- Data entered once and shared everywhere it is needed
- Every automated step logged and reviewable
Why BookMyTechies
Business understanding first. Technology second.
Technology projects fail when the people building them do not understand the business process. We start there.
Business understanding
We learn how your sales, finance and operations run before recommending anything.
Technical depth
Implementation, customisation and engineering across the platforms your business depends on.
Integration expertise
Most of the value is in the connections between systems, and that is where we focus.
Practical AI
AI applied to specific processes with measurable results, and human control kept where it matters.
Structured delivery
Scope, timeline and cost agreed before work begins, with a working system shown at every stage.
Long-term support
We stay on after go-live for fixes, changes and the next process to improve.
Instead of a software development company
You get people who understand business applications, automation and data, not only code.
Instead of an AI tools vendor
Automation is built into the systems you already run, with your data and your approval rules.
Instead of separate platform consultants
One team works across Zoho, Odoo, Microsoft and your custom systems.
How we deliver
A delivery process you can follow from the first call
Discover
Understand the business, the process and the systems.
Architect
Design the solution and agree scope and cost.
Build
Configure and develop in stages you can review.
Integrate
Connect systems and migrate data.
Automate
Introduce workflows and agents with approvals.
Optimise
Measure, support and extend.
Insights
Guides from the people who do the work
Practical guides on choosing, implementing and connecting business systems.
Platform guide
Zoho CRM: what it does, who it suits and how it is implemented
A plain account of where Zoho CRM fits and where another platform is the better choice.
Industry guide
ERP and CRM for manufacturers
Planning from real demand, material availability, costing and traceability.
Platform guide
Odoo Manufacturing: implementation explained
Bills of materials, work orders, planning and how a rollout reaches the shop floor.
Ready to automate your business?
Tell us which process costs you the most time. We will tell you what can be automated, what it would take and what it would change.