Growth and automation

Business process automation with AI agents

From process audit and decomposition to regulations, execution control and embedded AI agents that handle documents, spreadsheets and a company's internal logic on people's behalf.

from $800
Entry point - express audit
4 stages
Audit, regulations, control, AI agents
1 curator
Single point of ownership

What you get

How we automate business processes

Scope and timeline are set after the audit; we work under NDA.

-25-40%manual operations after rollout
01 / 06Orderhow work is organised now and how it should be

Process audit

In short

We survey your processes and describe them as-is in BPMN 2.0: steps, roles, inputs and outputs. We find bottlenecks, waste and areas that depend on a single person.

Processes live in people's heads, errors and rework keep repeating.

Access to employees for interviews and to the systems where the work happens.

Where time and data are lost, which operations are repeated manually.

An as-is process map, bottlenecks, a registry of processes and owners, priorities.

About
DocumentsAuto-assembly of contracts, acts, invoices, proposals and reports from templates and data, with details checks.
Spreadsheets and dataAuto-summaries, dashboards, categorizing bank statements, reconciling sources - no copy-paste.
Logic, AI assistants, integrations and execution control: task routing, approvals, linking CRM, email, messengers and accounting systems.
Decomposition and implementationWe roll the solution into daily work and provide support.
What we need to start
  1. The processes that hurt the most
  2. Access to key employees
  3. A list of systems: CRM, accounting, email, messengers
  4. Sample documents and reports
Put your operations in order and automate the routinefrom $800 entry point - express audit4 stages audit, regulations, control, AI agents
Order01 / 06

Process audit

how work is organised now and how it should be

We survey your processes and describe them as-is in BPMN 2.0: steps, roles, inputs and outputs. We find bottlenecks, waste and areas that depend on a single person.

Order02 / 06

SOPs and regulations

how work is organised now and how it should be

We design the target (to-be) processes and package them into regulations and standard operating procedures: roles, metrics, control points, SLA. We draft the technical specification for automation.

Control03 / 06

Control and metrics

how to see that the regulations are followed

We set KPIs and cycle-time norms for each process and build dashboards that show whether the regulations are followed, not just the month's result.

Automation04 / 06

CRM, ERP and accounting integration

what can be handed to systems and agents

We connect CRM, ERP, accounting systems, email and messengers via API so that data flows end to end, with no double entry or copy-paste.

Automation05 / 06

AI agents

what can be handed to systems and agents

We set up agents on large language models with search across your documents (RAG): request intake, assembling documents from templates, summaries and reports, answers to standard questions. The agent takes the repetitive work; people make decisions and check the result.

Automation06 / 06

Build and launch

what can be handed to systems and agents

We build the missing services and customisations for your systems together with our portfolio IT company WHYTI, roll them into daily work and hand them over to your team.

Scope is fixed after the auditResult

What you get

Process map and priorities, Regulations and technical specification, Dashboards for execution control, Integrations and AI agents in operation, Support after launch

01 / 06
About
  • Documents
  • Spreadsheets and data
  • Logic, AI assistants, integrations and execution control: task routing, approvals, linking CRM, email, messengers and accounting systems.
  • Decomposition and implementation

Put your operations in order and automate the routine

from $800 entry point - express audit4 stages audit, regulations, control, AI agents
  1. The processes that hurt the most
  2. Access to key employees
  3. A list of systems: CRM, accounting, email, messengers
  4. Sample documents and reports

Our Cases

Open a card to see the task, the work and the result.

How we work

  1. 01
    Initial auditWe survey the processes, break them into steps, roles, inputs and outputs, and find bottlenecks and losses. Output - a process map and priorities.
  2. 02
    Review and packagingWe package processes into regulations and instructions for real work and prepare the automation specification.
  3. 03
    DevelopmentWe build the solution in partnership with the portfolio IT company WHYTI: integrations, AI agents, customizations for your systems.
Who it's for

Companies where day-to-day operations eat up time and rest on specific people.

  • Processes live in people's heads: one person leaves and a whole section stalls.
  • Documents are assembled by hand: errors, discrepancies, rework.
  • Control runs through chat: tasks get lost, regulations exist only on paper.
  • Systems live apart: CRM, email, messengers and accounting, with data moved by copy-paste.
Pricing
  • 01
    Express process audit - from $800Entry point: a process map, bottlenecks, priorities and a price range for the full cycle.
  • 02
    Regulations and rollout - by process volumeAutomation and AI agents - by task complexity.
  • 03
    Support and control - retainer formatPayments are tied to stages and results, with no hourly rate or hidden lines.
Ekaterina Bykova
Practice lead
Ekaterina BykovaChief Project Manager

Manages a team of >150 people, builds Agile into each portfolio project, specialty project management and analytics.

BPMN and SOPsCRM/ERP integrationAI agents and LLM automationData protection compliance (GDPR)
EducationNational University of Science and Technology MISiS, Financial University.

Why G-Invest

First we put processes in order, then we automate.

G-Invest in numbers
23+Years of asset management
$15MManaged by the company
$78MRealized projects volume
650+Projects implemented
01Order firstWe automate on a streamlined process instead of cementing chaos.
02Full cycleFrom audit and regulations to AI agents and integrations - in one program.
03Transparent pricingScope and cost fixed before the start, paid by stages and results.
04Single point of contactCurator Grigory Kovshov keeps the logic of the whole cycle for your project.
Let's discuss your taskPut your operations in order and automate the routine

Start with a short conversation about your task and an express process audit. Program curator - Grigory Kovshov, lead analyst of the G-Invest business consulting department.

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Frequently asked questions

The program runs in four stages: process audit, regulations, rollout and control, automation with AI agents. The order is strict - we don't automate what isn't described and don't regulate what isn't analyzed.

The entry point is from $800 for an express process audit. The final price depends on the number and complexity of processes, the depth of regulation and the scope of automation. We fix scope and price before the start, with no hourly rate or hidden lines.

It depends on the volume of processes. Each stage delivers a tangible result and can be a starting or stopping point. We define the exact schedule after the audit and agree it before each stage begins.

A prioritized process map, a package of regulations and instructions, a system of control points and - on a streamlined process - AI agents and integrations that run the company's documents, spreadsheets and internal logic.

Repetitive work: auto-assembly of documents, building spreadsheets and dashboards, categorizing bank statements, routing tasks and approvals, integrations between CRM, email, messengers and accounting. Expertise and decisions stay with people.

Yes - you can enter at any stage and start with a single process, then scale. Scope and cost are fixed before the start, and payments are tied to stages and results, not hours. One point of ownership - the program curator.

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