All industries

Complex work. Constant change. One connected view of both.

BusinessOptix holds how your business works in one connected model. Every team works from it. Run your operation, control it and change it from the same place.

Talk to our team

Sectors we work in

Banking
Insurance
Pharma and life sciences
Healthcare
Utilities
Manufacturing
Technology
Telecoms
Transport and logistics
Government
Research and education
Retail and leisure

How we help

Built around the pressures in your sector.

Process Documentation

Run one way of working across the business.

One standard way of working, with each team’s and location’s differences recorded against it.

TechnologyCustomer journeys mapped end to end, connected to the processes and teams that deliver each experience.
ManufacturingHealth and safety procedures kept consistent across every site, with local requirements recorded against them.
TelecomsBilling, finance and service operations procedures kept current as products change.
Transport and logisticsSupply chain processes documented end to end, across partners, sites and systems.

Explore Process Documentation

Document RepositoryCommentsActionsType (Ctrl-K) to search

1Document repository2Document relationships

Accounts Payable

Policies, standards and procedures, connected to the process

3 locations · 24 documents

Repository

Filtered to Accounts Payable

Policies3

Approved02/05/2026

Group Procurement Policy

Global

For approval17/04/2026

Group Accounts Payable Policy

Global

Draft14/04/2026

Vendor Onboarding Policy

Global

Standards3

Approved16/04/2026

European AP Processing Standard

EuropePOL-GL-011

For approval17/04/2026

Western Europe Procurement Standard

Western Europe

For review08/04/2026

Vendor Management Standard

Europe

Procedures3

Approved08/04/2026

Germany E-Invoicing Procedure

GermanyST-EU-003

For review17/04/2026

UK AP Processing Procedure

United KingdomST-EU-003

Approved21/04/2026

Payment Run Procedure

Global

Germany E-Invoicing Procedure

Generated from the process model

Purpose
Scope
Procedure
Prerequisites
Steps
Outputs
Related

E-Invoicing Procedure

ApprovedGermanyv3.2

Prerequisites

All transactions posted for the period
Regulatory portal access confirmed
Group standard ST-EU-003 reviewed

Steps

Extract transaction data from ERPAP clerk
Reconcile to general ledgerAP clerkControl
Apply Germany calculation rulesAgent
Prepare filing in required formatAgent
Run completeness checksAP clerkControl
Review and dual sign-offFinance managerControl
Submit by statutory deadlineAP clerk
Archive supporting evidenceAgent

Outputs

Filing confirmation and reference number
Evidence pack for audit

Illustrative data

Enterprise AI

Change at scale, with the evidence first.

See how work runs today, model the change, and give AI the context and controls it needs.

GovernmentFaster, simpler services for citizens, at lower cost to deliver. See which casework steps AI can take on, and keep every decision traceable to policy.
Research and educationLess admin in admissions, grants and student services. Find where AI frees up staff time, and test the change before you commit.
Retail and leisureBetter customer service and leaner supply chain planning. Put AI where the process is ready and the payback is clear.

Explore Enterprise AI

Payment Run SimulationCommentsActionsType (Ctrl-K) to search

1Diagrams2Summary3Activities4Resources5Metrics6ROI

Current state against future state

Payment run, simulated over five years

Simulation run for 6 months

Process models

As is against to be (agents and automation)

Manual stepSystem stepAgent step

Five-year return

From the simulation

$902k

Cumulative net benefit

307% by year 5

Return on investment

Year 2

Payback

5 FTE

Capacity released

Cost of operations

$k per year

As isTo be

Return on investment

Cumulative, %

ROI

Net benefit

	Y1	Y2	Y3	Y4	Y5
Benefits	189	252	252	252	252
Investment	198	24	24	24	24
Net	-9	228	228	228	228

Illustrative data

Trusted by organizations across sectors, including

Who it helps

What it means for each team.

One model. A lens for every team.

COO / Head of Operations

Take control of complexity across the business. See where it drives cost and risk. Decide where to standardize.

Transformation and change

Base every change on how the work runs today. Model the impact before you commit. Track it through to delivery.

Process and quality teams

Keep one current version of every procedure. Approve every change before it goes live. Give each team the view it needs.

Risk and compliance

Design controls around how the work is really done. Test them before they go live. Monitor them in practice.

Internal audit

Start every review from the current process and its controls. See every change and who approved it. Spend audit time where the risk is.

Tech and AI leaders

Know how each system is used across every process. Cut waste in your technology estate. Introduce automation and AI where you know it will work.

Working in financial services or outsourcing? See how we work with:

Fund Administrators & Servicers Wealth and Asset Management Business Process Outsourcers

Tell us about your operation.

We’ll help you run it, control it and change it from one connected view.

Talk to our team

Complex work. Constant change. One connected view of both.

Built around the pressures in your sector.

Run one way of working across the business.

Change at scale, with the evidence first.

Know the work follows your rules.

What it means for each team.

COO / Head of Operations

Transformation and change

Process and quality teams

Risk and compliance

Internal audit

Tech and AI leaders

Tell us about your operation.