How about a business where workflows, document processing, and data handling run smoothly on their own, freeing you to focus on strategic, people-centric initiatives? This is no longer a distant vision. In 2024, business process automation (BPA) software has reached new heights, empowering businesses to streamline operations, cut costs, and adapt faster than ever.
But with so many options out there, which BPA software is truly top-tier?
This article dives into the best business process automation software of 2024, with a special focus on low-code platforms that make it easier than ever to automate complex processes without a fleet of IT experts. Whether you're aiming for quick wins or planning long-term scalability, here's your guide to selecting the BPA software that can keep your business ready for anything.
But first…
Why business process automation matters in 2024
Simply because it makes it easier to run your business. With BPA implemented, you can improve efficiency, reduce operational costs, scale seamlessly, and more:
- Over 90% of workers report that automation solutions boost their productivity, enabling them to work more effectively.
- 88% of small business owners say automation helps them compete successfully with larger companies.
- Almost 90% of employees trust automation to improve accuracy, reduce errors, and accelerate decision-making.
- Around 80% of employees feel automation frees up time, allowing them to focus on building stronger relationships with customers and stakeholders.
- 92% of IT professionals agree that automation enables employees to tackle more complex, strategic work, enhancing overall productivity.
Therefore, business process automation not only streamlines operations but also empowers employees to contribute more strategically, ultimately driving greater organizational success.
Key features to consider in business automation software
Before diving into the exploration of the best business process automation software, it's important to highlight several key features to consider when evaluating them:
- Workflow automation
Automating end-to-end workflows is a cornerstone of effective BPA. For instance, a BPA solution might automate processes from employee onboarding to customer service inquiries, providing seamless, consistent experiences across operations. Full workflow automation also creates transparency and accountability, as each step is monitored and recorded, facilitating easier oversight and compliance.
See how we set up Retool workflows to reduce manual work for venture capital company employees in this case study.
- Low-code capabilities
Low-code platforms are so to say a specific “type of BPA software” that allows users to build and automate processes using minimal coding. This capability has led to their growing popularity as a key method for streamlining business automation. Looking ahead, projections suggest that 70% of new applications developed by organizations will utilize low-code or no-code technologies by 2025, a significant rise from less than 25% in 2020.
By utilizing visual interfaces, drag-and-drop components, and pre-built templates, these platforms allow for the quick creation of customized workflows without requiring extensive programming knowledge. Besides, low-code/no-code development facilitates swift implementation and ongoing adjustments as organizational needs evolve, making them particularly valuable across various business functions.
In essence, low-code platforms serve as a user-friendly subset of BPA software, bridging the gap between automation goals and ease of use for non-technical users.
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- Integration flexibility
Seamless integration with existing business tools — such as CRM, ERP, and HR systems — is essential for any BPA solution. Effective integration ensures that data flows smoothly across systems, preventing information silos and redundant data entry.
For example, integrating BPA with a CRM enables automated follow-ups or data updates, improving both customer experience and operational efficiency. In 2024, BPA solutions that offer robust APIs and pre-built connectors will provide significant advantages in simplifying data exchange.
- AI possibilities
It’s becoming increasingly difficult to envision business automation without incorporating AI capabilities. In fact, 71% of organizations are either experimenting with generative AI or expanding its use — and for good reason. AI offers numerous advantages, such as real-time data analysis that can identify inefficiencies, suggest optimizations, and even forecast future trends.
These capabilities empower businesses to take a proactive approach to their operations. For instance, predictive analytics enable organizations to anticipate needs related to resource allocation and demand fluctuations. Meanwhile, AI-powered decision-making tools enhance response times by recommending actions based on historical data patterns. As a result, incorporating AI in business process automation not only streamlines workflows but also positions companies to adapt swiftly to changing market dynamics.
- Scalability and customization
Scalability ensures that BPA software can grow alongside a business, accommodating increased workloads, users, or new processes without loss of performance. Customization options, on the other hand, allow businesses to tailor workflows to their specific needs. In 2024, with businesses facing increasingly complex demands, scalable and customizable BPA solutions are essential for long-term adaptability.
This flexibility can help you meet unique operational requirements, modify workflows as they change, and avoid the limitations of a one-size-fits-all approach.
The best business process automation software in 2024
It’s advisable to remember that there isn't a one-size-fits-all solution. Each business has unique goals, needs, and priorities that require tailored automation strategies.
Business automation encompasses a wide array of processes, leading to a diverse range of automation solutions available in the market. We've highlighted some of the top options based on the features discussed earlier.
1. Retool
Retool is one of the trending low-code tools designed to streamline internal app development and automate operational processes. It excels in creating custom dashboards, admin panels, and internal tools, enabling organizations to automate workflows across departments like sales, customer support, and operations without extensive coding.
Key features:
- Drag-and-drop interface: Retool simplifies app creation by offering over 100 pre-designed components that users can easily assemble.
- Pre-built connectors: Built-in connectors allow for easy integration with various databases, such as MySQL and MongoDB, as well as APIs like Salesforce and Slack.
- Custom components: Allows users to build unique functionalities tailored to specific business needs.
Pros:
- Rapid development of internal tools.
- Flexible integration with various data sources.
- Suitable for both small and large teams.
Cons:
- Requires some coding knowledge.
- Managing complex applications can be challenging.
Summary: Retool is ideal for businesses needing quick, customizable internal solutions to enhance operational efficiency. Its flexibility and ease of use make it a strong candidate for automating various workflows across departments.
You can read more about Retool and its alternatives here.
2. Zapier
Zapier is a web-based automation tool that connects different apps and services to automate repetitive tasks. It allows users to create "Zaps" — automated workflows that trigger actions between connected apps — effectively streamlining processes across marketing, sales, and customer service.
Key features:
- App integrations: Supports integration with multiple apps (e.g., Gmail, Slack, Trello).
- Multi-step “Zaps”: Allows users to create complex workflows involving multiple steps.
- Custom triggers and actions: Users can set specific triggers for actions across different platforms.
Pros:
- Easy to set up and use.
- Saves time on repetitive tasks.
- Broad integration capabilities.
Cons:
- Limited functionality for complex workflows.
- The free version has restrictions on the number of “Zaps”.
Summary: While Zapier excels at connecting popular, widely-used apps and automating straightforward tasks, it can be limited in handling highly complex workflows or more advanced data manipulation. Organizations with specialized needs, or those requiring deep integration between niche or custom-built tools, may find Zapier lacking the granularity or customization that more specialized automation platforms offer.
3. Appian
Appian is a low-code automation platform that enables businesses to streamline complex workflows and build applications quickly. Known for its flexibility, Appian is widely used for automating processes in industries with strict regulatory requirements, such as finance, healthcare, and government.
Key features:
- Process modeling: Provides tools to visualize, automate, and monitor workflows.
- Robust integrations: Integrates with systems like Salesforce, SAP, and various APIs for a seamless automation experience.
- AI & decision automation: Supports AI-driven decisions within workflows for tasks like fraud detection and claims processing.
- Case management: Manages unstructured tasks in real-time, ideal for complex, variable processes.
Pros:
- Flexible and scalable for large, regulated industries.
- Strong analytics for real-time reporting.
- Excellent for managing complex workflows and compliance.
Cons:
- Advanced functions may require technical expertise.
- Higher learning curve for non-technical users.
Summary: Appian excels at managing complex workflows and compliance-heavy processes, making it a powerful solution for large enterprises needing secure, scalable automation. However, smaller organizations or those seeking simpler workflows may find the platform’s depth more than they need.
4. Airtable
Airtable combines the features of a database with a spreadsheet interface to facilitate project management and collaboration. It enables users to automate workflows, manage projects, and track progress while providing visual project views that enhance user experience. With Airtable, non-technical users can design custom applications and create relational databases, streamlining processes without extensive coding.
Key features:
- API generation: Airtable generates an API for each database, allowing users and third-party applications to create, update, and delete records or retrieve data seamlessly.
- Automated workflows: Users can create custom workflows within Airtable to improve communication and reduce errors, empowering teams to manage processes more efficiently.
- Third-party imports: Airtable supports file imports from third-party applications like Excel and Trello, making it easy to consolidate data from multiple sources.
- Workspace customization: Users can personalize their workspace, adjusting data display with color schemes, icons, and custom column and row configurations for a more intuitive experience.
Pros:
- Highly customizable interface.
- Strong collaboration features.
- Suitable for project management and data organization.
Cons:
- Limited capabilities for large-scale automation.
- More complex setups may require time to learn.
Summary: Airtable is a versatile tool for teams looking to enhance project management through automation. Its unique combination of database and spreadsheet functionalities makes it effective for a wide range of tasks.
5. UiPath
UiPath offers robotic process automation (RPA) solutions aimed at automating repetitive tasks and business processes with software robots. It is well-suited for organizations seeking comprehensive, large-scale automation. This platform can handle various routine office tasks, facilitating quicker adaptation to business changes. It is utilized across multiple industries to enhance efficiency, minimize errors, and reduce operational costs.
Key features:
- Studio: An integrated development environment allows users to design and customize automation workflows with ease, catering to both beginner and advanced users through drag-and-drop tools and code-based options.
- Orchestrator: This centralized platform oversees and manages robot deployments, enabling real-time monitoring, scheduling, and troubleshooting of automation across the organization.
- AI and ML integration: UiPath integrates with AI and ML to support intelligent automation, empowering robots to make data-driven decisions, adapt to complex scenarios, and handle unstructured data.
Pros:
- Scalable and suitable for enterprise-level automation.
- Strong community and extensive resources.
- Integrates well with existing systems.
Cons:
- Complexity may require dedicated IT resources.
- Licensing costs can be high for smaller organizations.
Summary: UiPath stands out in the RPA market, providing robust automation capabilities for large organizations. Its comprehensive features and integration capabilities make it an excellent choice for automating complex business processes.
Final thoughts
Selecting the right business automation software can be transformative for any organization looking to improve efficiency, reduce costs, and stay competitive in 2024 and beyond. However, the key to successful automation lies in understanding each tool's strengths and how it aligns with your organization’s specific goals and challenges.
Working with a business process automation company or seeking expert business automation consulting can make a significant difference in choosing and implementing the right solutions tailored to your objectives. At Akveo, we specialize in business process automation solutions, offering insights and hands-on support to guide you in selecting, developing, and deploying the best automation solutions for your unique needs. If you’re ready to automate your business, then feel free to drop us a line!
Billing Automation for a SaaS Company with Low-Code
Our client needed a robust billing solution to manage hierarchical licenses, ensure compliance, and automate invoicing for streamlined operations.
The solution:
We developed a Retool-based application that supports multi-tiered licenses, automates invoicing workflows, and integrates seamlessly with CRM and accounting platforms to enhance financial data management.
The result:
- Achieved 100% adherence to licensing agreements, mitigating penalties.
- Automated invoicing and workflows reduced manual effort significantly.
- Dashboards and reports improved decision-making and operational visibility.
Retool Dashboards with HubSpot Integration
Our client needed a centralized tool to aggregate account and contact activity, improving visibility and decision-making for the sales team.
The solution
We built a Retool application integrated with HubSpot, QuickMail, and Clay.com. The app features dashboards for sorting, filtering, and detailed views of companies, contacts, and deals, along with real-time notifications and bidirectional data syncing.
The result
- MVP in 50 hours: Delivered a functional application in just 50 hours.
- Smarter decisions: Enabled data-driven insights for strategic planning.
- Streamlined operations: Reduced manual tasks with automation and real-time updates.
Lead Generation Tool to Reduce Manual Work
Our client, Afore Capital, a venture capital firm focused on pre-seed investments, aimed to automate their lead generation processes but struggled with existing out-of-the-box solutions. To tackle this challenge, they sought assistance from our team of Akveo Retool experts.
The scope of work
The client needed a tailored solution to log and track inbound deals effectively. They required an application that could facilitate the addition, viewing, and editing of company and founder information, ensuring data integrity and preventing duplicates. Additionally, Afore Capital aimed to integrate external tools like PhantomBuster and LinkedIn to streamline data collection.
The result
By developing a custom Retool application, we streamlined the lead generation process, significantly reducing manual data entry. The application enabled employees to manage inbound deals efficiently while automated workflows for email parsing, notifications, and dynamic reporting enhanced operational efficiency. This allowed Afore Capital's team to focus more on building relationships with potential founders rather than on administrative tasks.
Retool CMS Application for EdTech Startup
Our client, CutTime, a leading fine arts education management platform, needed a scalable CMS application to improve vendor product management and user experience.
The scope of work
We developed a Retool application that allows vendors to easily upload and manage product listings, handle inventory, and set shipping options. The challenge was to integrate the app with the client’s system, enabling smooth authentication and product management for program directors.
The result
Our solution streamlined product management, reducing manual work for vendors, and significantly improving operational efficiency.
Building Reconciliation Tool for e-commerce company
Our client was in need of streamlining and simplifying its monthly accounting reconciliation process – preferably automatically. But with a lack of time and low budget for a custom build, development of a comprehensive software wasn’t in the picture. After going through the case and customer’s needs, we decided to implement Retool. And that was the right choice.
The scope of work
Our team developed a custom reconciliation tool designed specifically for the needs of high-volume transaction environments. It automated the processes and provided a comprehensive dashboard for monitoring discrepancies and anomalies in real-time.
The implementation of Retool significantly reduced manual effort, as well as fostered a more efficient and time-saving reconciliation process.
Creating Retool Mobile App for a Wine Seller
A leading spirits and wine seller in Europe required the development of an internal mobile app for private client managers and administrators. The project was supposed to be done in 1,5 months. Considering urgency and the scope of work, our developers decided to use Retool for swift and effective development.
The scope of work
Our developers built a mobile application tailored to the needs of the company's sales force: with a comprehensive overview of client interactions, facilitated order processing, and enabled access to sales history and performance metrics. It was user-friendly, with real-time updates, seamlessly integrated with existing customer databases.
The result? Increase in productivity of the sales team and improved decision-making process. But most importantly, positive feedback from the customers themselves.
Developing PoC with Low Code for a Tour Operator
To efficiently gather, centralize, and manage data is a challenge for any tour operator. Our client was not an exception. The company was seeking to get an internal software that will source information from third-party APIs and automate the travel itinerary creation process. Preferably, cost- and user-friendly tool.
The scope of work
Our experts ensured the client that all the requirements could be covered by Retool. And just in 40 hours a new software was launched. The tool had a flexible and easy-to-use interface with user authentication and an access management system panel – all the company needed. At the end, Retool was considered the main tool to replace the existing system.
Testing New Generation of Lead Management Tool with Retool
Our client, a venture fund, had challenges with managing lead generation and client acquisition. As the company grew, it aimed to attract more clients and scale faster, as well as automate the processes to save time, improve efficiency and minimize human error. The idea was to craft an internal lead generation tool that will cover all the needs. We’ve agreed that Retool will be a perfect tool for this.
The scope of work
The project initially began as a proof of concept, but soon enough, with each new feature delivered, the company experienced increased engagement and value.
We developed a web tool that integrates seamlessly with Phantombuster for data extraction and LinkedIn for social outreach. Now, the company has a platform that elevates the efficiency of their lead generation activities and provides deep insights into potential client bases.
Building an Advanced Admin Portal for Streamlined Operations
Confronted with the need for more sophisticated internal tools, an owner of IP Licensing marketplace turned to Retool to utilize its administrative functions. The primary goal was to construct an advanced admin portal that could support complex, multi-layered processes efficiently.
The scope of work
Our client needed help with updating filters and tables for its internal platform. In just 30 hours we've been able to update and create about 6 pages. Following features were introduced: add complex filtering and search, delete records, styling application with custom CSS.
Together, we have increased performance on most heavy pages and fixed circular dependency issues.
Creating MVP Dashboard for Google Cloud Users
Facing the challenge of unoptimized cloud resource management, a technology firm working with Google Cloud users was looking for a solution to make its operations more efficient. The main idea of the project was to create an MVP for e-commerce shops to test some client hypotheses. Traditional cloud management tools fell short.
The scope of work
Determined to break through limitations, our team of developers turned Retool. We decided to craft an MVP Dashboard specifically for Google Cloud users. This wasn't just about bringing data into view; but about reshaping how teams interact with their cloud environment.
We designed a dashboard that turned complex cloud data into a clear, strategic asset thanks to comprehensive analytics, tailored metrics, and an intuitive interface, that Retool provides. As the results, an increase in operational efficiency, significant improvement in cost management and resource optimization.
Elevating CRM with Custom HubSpot Sales Dashboard
Our other client, a SaaS startup, that offers collaborative tools for design and engineering teams, was on a quest to supercharge their sales efforts. Traditional CRM systems were limited and not customizable enough. The company sought a solution that could tailor HubSpot to their workflow and analytics needs.
The scope of work
Charged with the task of going beyond standard CRM functions, our team turned to Retool. We wanted to redefine how sales teams interact with their CRM.
By integrating advanced analytics, custom metrics, and a user-friendly interface, our developers provided a solution that transformed data into a strategic asset.
In 40 hours, three informative dashboards were developed, containing the most sensitive data related to sales activities. These dashboards enable our customer to analyze sales and lead generation performance from a different perspective and establish the appropriate KPIs.
Building a PDF Editor with Low-Code
Our client, a leading digital credential IT startup, needed a lot of internal processes to be optimized. But the experience with low-code tools wasn’t sufficient. That’s why the company decided to hire professionals. And our team of developers joined the project.
The scope of work
The client has a program that designs and prints custom badges for customers. The badges need to be “mail-merged” with a person’s info and turned into a PDF to print. But what is the best way to do it?
Our developers decided to use Retool as a core tool. Using custom components and JavaScript, we developed a program that reduced employees' time for designing, putting the data, verifying, and printing PDF badges in one application.
As a result, the new approach significantly reduces the time required by the internal team to organize all the necessary staff for the conference, including badge creation.
