Citrusbug Healthcare →
ISO 27001
SOC 2 Type II
Trusted by industry leaders
Certifications and Accreditations
Before anything gets automated, we map the current workflow end-to-end, including the handoffs nobody documented. We flag where exception handling breaks down and where approval cycle time is inflated by routing that made sense five reorgs ago.
Deterministic logic still runs the backbone. We layer agentic reasoning on top only where a workflow genuinely needs judgment calls, like routing an ambiguous exception, not as a blanket upgrade to every step in the chain.
We connect ERP, CRM, and legacy systems through API-based middleware built for your actual data model, not a generic connector. Systems of record stay authoritative, automation reads and writes through governed channels.
Every automated decision, human or agent, leaves a traceable record. Role-based access, approval gates, and escalation paths are designed in from day one, not bolted on after an audit finding.
Manual workflows rarely fail all at once. They fail in the handoff between finance and procurement, in the CRM update that never syncs back to billing, in the approval that sits in someone's inbox for three days because there's no escalation path. Straight-through processing breaks at exactly these seams, and that's where automation should start, not with the flashiest use case on a vendor's homepage.
Most teams can name the symptom before they can name the fix.
Discuss Your Use CaseWorkflow automation only holds up if it respects the systems already running your business. We build integration layers that treat your ERP and CRM as the systems of record they are, not as data sources to route around. That means fewer sync conflicts and no shadow database quietly becoming the "real" one.
Two-way sync with your existing ERP so financial and operational data stays authoritative in one place, not duplicated across five spreadsheets.
Automated lead, deal, and case updates flow into your CRM automation layer without manual re-entry or delayed status changes.
Middleware built for systems without modern APIs, so you don’t have to rip out infrastructure to get the automation benefit.
Ongoing monitoring for data pipeline drift, so a broken sync gets caught before it becomes a reporting problem three weeks later.
Exii.co recommendation engine personalizes online shopping experiences, enhancing customer engagement and increasing sales.
This AI tool provides real-time, accurate renovation cost estimates for homeowners, contractors, investors, and insurance companies.
It’s an AI-driven reputation management platform that automates online review collection, sentiment analysis, and response strategies to help businesses enhance their digital credibility.
Handles the deterministic 80%. Fast, predictable, cheap to run, and it’s where most of the workflow should live.
Handles genuine judgment calls, like classifying an ambiguous exception or deciding which approver a case actually needs.
Keeps long-running, multi-day processes alive across restarts, crashes, and human approval waits without losing state.
Every agent decision is logged, reversible, and gated by the approval structure your compliance team actually signed off on.
Approval chains that used to sit in someone’s inbox now route automatically based on amount, risk, or exception type, cutting the wait out of the process.
Every manual handoff is a chance for delay or error. Automating the routine ones frees your team to focus on the exceptions that actually need judgment.
Managers see where every case sits in the workflow instead of asking three people and checking two systems to find out.
The hours spent on data entry and status chasing move to work that actually needs a person’s judgment.
Every automated action leaves a record, which turns compliance reporting from a scramble into a query.
Volume increases don’t require proportional staffing increases once the workflow is running on governed automation.
We run structured sessions with the people who actually run the workflow, not just the people who approved the budget. We document task volumes, handoffs, exception rates, and where straight-through processing currently breaks, then score automation opportunities by effort versus impact before anything gets built.
We map which parts of the workflow need deterministic rules, which need agentic reasoning, and which need durable execution across long waits. Tool selection follows the architecture, not the other way around, so you're not locked into a platform that only solves part of the problem.
Development happens in short iterations with working demos, not a black box that reappears at the end. Rule-based logic ships first since it's the backbone; agentic components layer in once the deterministic path is proven.
We connect the automation to your live systems and run unit, integration, and user-acceptance testing before anything touches production data. You get a documented sign-off report, not just a verbal "it works."
We deploy in phases rather than all at once, train the team that will actually run it day to day, and hand over documentation your IT team can maintain without calling us for every small change.
Cost depends on integration count and decisioning complexity. Single-process automation runs $5,000 to $15,000, cross-department integrations run $20,000 to $60,000, and enterprise-wide programs with agentic components start at $75,000.
Share your details to get an accurate estimate.
We map and score the actual workflow before writing a single rule, so the build targets the friction that's really there, not the friction that's assumed.
Security gets embedded into the automation lifecycle from architecture through deployment, not added as a review step after the build is already done.
Everything we build is yours at delivery, including full source code and documentation, with no vendor lock-in on the automation logic itself.
L1 through L3 support tiers are available once the automation is live, so monitoring and fixes don't fall entirely on your internal team.
RPA automates individual rule-based tasks. Workflow automation orchestrates the entire process end-to-end, often including RPA as one component alongside integrations and, increasingly, agentic decisioning.
Simple, single-process automations can go live in 2 to 4 weeks. Cross-department programs with agentic components typically run 8 to 16 weeks depending on integration count.
Yes. We build middleware and API connectors around your existing ERP and CRM rather than requiring a rip-and-replace, keeping your systems of record intact.
You do. Full source code ownership transfers at delivery, and documentation is written so your internal team can maintain it without us.
We audit what's there first. Working automation gets extended, not rebuilt from scratch, and only genuinely broken pieces get replaced.
Every agentic decision is logged, gated by approval rules your compliance team defines, and reversible. Human oversight is designed in, not retrofitted.
Yes, through optional L1 to L3 support tiers, so monitoring and fixes are available without you needing to staff it entirely in-house.
Workflows are built to be adjusted, not hardcoded. Most rule and routing changes don't require a full redevelopment cycle.
