The Challenge
As the company scaled, its operations team spent hours every day moving the same data between disconnected tools: copying new deals from the CRM into the accounting system, generating and chasing invoices by hand, and manually updating spreadsheets for weekly reporting.
The work was repetitive, error-prone, and didn't scale — onboarding more clients simply meant more manual hours. Off-the-shelf integrations were too rigid for the company's multi-step approval process, and a fully custom build was out of budget.
Our Solution
Tech Arion implemented self-hosted n8n and built a set of workflows tailored to the company's exact process. New CRM deals now sync automatically into the accounting tool, invoices are generated and sent on schedule with automated follow-up reminders, and reporting data is compiled into a live dashboard without anyone touching a spreadsheet.
We added error handling and Slack notifications so the team is alerted only when something genuinely needs a human, and documented every workflow so the client can extend them independently. Because n8n is self-hosted, the company keeps full control of its data with no per-task SaaS fees.
The automations quietly run our back office now. Our team stopped copy-pasting between systems and went back to actual client work — it paid for itself in the first month.
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