# Engibots

> Engibots is a B2B process automation company based in Lisbon, Portugal. We design, build and operate custom automation solutions powered by AI and system integration -- turning manual, repetitive administrative, financial and operational processes into efficient, auditable workflows. Engibots develops three proprietary platforms: EngiAIFlow (artificial intelligence agents that handle requests and documents, from orders to supplier invoices and bank reconciliation, with the team deciding what matters), EngiAnalytics (conversational, natural-language data analysis) and Engi360 (self-service operational management: hours, absences, projects, tasks, tickets, HR, documents and pre-invoicing in one place).

## Key facts

- Founded and headquartered in Lisbon, Portugal (Parque das Nacoes)
- Serves B2B organisations in Portugal, Spain, Italy and Belgium
- Languages: Portuguese, English, Spanish (site and content available in these three)
- Contact: geral@engibots.com
- Website: https://engibots.com
- LinkedIn: https://www.linkedin.com/company/engibots/

## What we do

Engibots automates and integrates critical business processes so that organisations can reduce manual work, lower operational costs, eliminate errors, and free teams for higher-value activities. Typical ROI is achieved within the first 12 months.

**Core capabilities:**
- End-to-end process automation (not just isolated tasks)
- Integration with existing systems -- no need to replace ERPs, CRMs or other tools
- AI-powered document processing, classification and extraction
- Custom chatbots and RAG-based knowledge assistants
- Financial automation: invoicing, reconciliation, collections, cash-flow
- Operational automation: order management, logistics, approval workflows
- Sales automation: lead qualification, proposal generation, CRM enrichment

**Implementation approach:**
- Phased delivery, starting with highest-impact processes
- In many cases, the first automations go live within 4 to 12 weeks
- Progressive expansion to new areas over time

## Solutions

- [Financial Automation](https://engibots.com/en/solutions/financeiro.html): Invoicing, bank reconciliation, collections, cash-flow forecasting, payment processing
- [Communication and Customer Service Automation](https://engibots.com/en/solutions/comunicacao.html): Email triage, virtual assistant, WhatsApp customer service, automatic notifications
- [Sales Automation](https://engibots.com/en/solutions/comercial.html): Quote generation from free-form requests, customer portal, B2B prospecting
- [Systems Automation and Integration](https://engibots.com/en/solutions/automacao.html): Integration with existing systems (ERP, CRM, email), approval workflows, digital signature
- [Logistics Automation](https://engibots.com/en/solutions/logistica.html): Order interpretation and registration, transport and delivery, customer communication

## Products

- [EngiAnalytics: Natural-Language Data Analysis](https://engibots.com/en/products/engianalytics.html): Engibots' proprietary conversational analytics platform. Ask the organisation's data questions in natural language and get a chart, text or table in seconds, with multilingual support
- [EngiAIFlow: Artificial Intelligence Agents for Incoming Requests](https://engibots.com/en/products/engiaiflow.html): Artificial intelligence agents that handle requests and documents, from orders to supplier invoices and bank reconciliation, with your team deciding what matters. Also in Portuguese (https://engibots.com/pt/produtos/engiaiflow.html) and Spanish (https://engibots.com/es/productos/engiaiflow.html)
- [Engi360: Operational Management for Teams](https://engibots.com/en/engi360.html): Self-service SaaS that consolidates hours, vacations and absences, projects and tasks, internal requests and client tickets, communications and surveys (with automatic CSAT through an automation rule), HR, documents and pre-invoicing in a single platform, with automation rules, API, webhooks and Git integrations (GitHub, GitLab, Azure DevOps). free plan with the whole team for the first 14 days, then up to 3 seats, multilingual (PT/EN/ES), hosted on Microsoft Azure in European datacenters

## Company

- [About Engibots](https://engibots.com/en/sobre.html): A product company with proprietary platforms and tailor-made solutions built on them, combining the scalability of a product with the flexibility of designing for each operation

## Team

- [Ricardo Silva](https://engibots.com/en/team/ricardo-silva.html): CEO & Co-founder, leading Engibots' strategic vision in process automation and conversational analytics
- [Andreia Rodrigues](https://engibots.com/en/team/andreia-rodrigues.html): Chief Strategy Officer, shaping the company's strategic direction
- [André Azevedo](https://engibots.com/en/team/andre-azevedo.html): Tech Lead, heading technical development of our platforms

## Blog -- Process Automation

- [How to Automate Administrative Processes](https://engibots.com/en/blog/automatizar-processos-administrativos.html): Comprehensive guide to identifying and automating manual admin workflows
- [Financial Automation for Companies](https://engibots.com/en/blog/automacao-financeira-empresas.html): How to automate accounting, invoicing and financial operations
- [Reducing Operational Costs with Automation](https://engibots.com/en/blog/reducao-custos-operacionais-automacao.html): Strategies and metrics for cost reduction through process automation
- [Automating Company Invoicing](https://engibots.com/en/blog/automatizar-faturacao-empresa.html): End-to-end invoice automation guide
- [Automated Collections Management](https://engibots.com/en/blog/gestao-cobrancas-automatizada.html): How to automate payment reminders and debt collection
- [Operational Email Automation](https://engibots.com/en/blog/automacao-emails-operacionais.html): Automating email classification, routing and responses
- [Order Management Automation](https://engibots.com/en/blog/automacao-gestao-encomendas.html): Streamlining order-to-delivery workflows
- [Digital Approval Workflows](https://engibots.com/en/blog/fluxos-aprovacao-digital.html): Building structured approval processes
- [RPA vs Intelligent Automation](https://engibots.com/en/blog/rpa-vs-automacao-inteligente.html): Comparing traditional RPA with AI-powered automation
- [ROI of Process Automation](https://engibots.com/en/blog/roi-automacao-processos.html): How to calculate and maximise automation ROI
- [Centralised Operational Management](https://engibots.com/en/blog/gestao-operacional-centralizada.html): Why consolidating hours, absences, projects and pre-invoicing in a single platform pays off
- [Holiday planning and the legal vacation map in Portugal](https://engibots.com/blog/mapa-de-ferias-equipa.html): What Portuguese labour law requires for the vacation map and how to manage requests, balances and approvals without spreadsheets (Portuguese)
- [Time tracking by project](https://engibots.com/blog/registo-de-horas-por-projeto.html): How project time tracking shows how much time each client takes before month end, with a worked margin example (Portuguese)
- [From client emails to a ticketing system](https://engibots.com/blog/pedidos-de-clientes-tickets.html): Signs that client requests outgrew the inbox and how small service teams move to tickets without forcing clients to create accounts (Portuguese)
- [How to Choose a Process Automation Platform](https://engibots.com/en/blog/escolher-plataforma-automacao-processos.html): Practical criteria for evaluating automation platforms

## Blog -- AI & System Integration

- [AI for Business](https://engibots.com/en/blog/inteligencia-artificial-empresas.html): Practical applications of AI in business operations
- [AI Chatbots for Companies](https://engibots.com/en/blog/chatbot-ia-empresas.html): Implementing AI-powered chatbots for customer and internal support
- [What is RAG (Retrieval-Augmented Generation)](https://engibots.com/en/blog/o-que-e-rag.html): How RAG technology enables AI assistants grounded in company knowledge
- [ERP and CRM Integration](https://engibots.com/en/blog/integracao-sistemas-erp-crm.html): Connecting business systems for seamless data flow
- [AI Document Processing](https://engibots.com/en/blog/ia-processamento-documentos.html): Using AI to extract, classify and validate business documents
- [Azure OpenAI for Business](https://engibots.com/en/blog/azure-openai-empresas.html): Enterprise-grade AI with Azure OpenAI services
- [AI Automation vs Traditional Automation](https://engibots.com/en/blog/automacao-ia-vs-tradicional.html): When to use AI-powered versus rule-based automation
- [GDPR and AI](https://engibots.com/en/blog/rgpd-inteligencia-artificial.html): Data protection compliance in AI implementations
- [Preparing Your Company to Adopt AI](https://engibots.com/en/blog/preparar-empresa-adoptar-ia.html): Readiness assessment and adoption roadmap
- [Common Mistakes When Implementing Automation](https://engibots.com/en/blog/erros-implementar-automacao.html): Pitfalls to avoid in automation projects

## Blog -- Sectors & Use Cases

- [Automation in the Industrial Sector](https://engibots.com/en/blog/automacao-sector-industrial.html): Manufacturing and industrial process automation
- [Automation for Service Companies](https://engibots.com/en/blog/automacao-empresas-servicos.html): Professional services automation patterns
- [Automation in Financial Services](https://engibots.com/en/blog/automacao-sector-financeiro.html): Banking, insurance and fintech automation
- [Logistics Automation](https://engibots.com/en/blog/automacao-logistica.html): Supply chain and logistics process automation
- [HR Automation](https://engibots.com/en/blog/automacao-recursos-humanos.html): Automating recruitment, onboarding and HR operations
- [Which Platforms Automate HR Approvals](https://engibots.com/en/blog/plataformas-automatizar-aprovacoes-rh.html): Platform capabilities required to automate approvals for absences, expenses, access requests and contract changes, with criteria per request type
- [End-to-End Automated Collections Workflow](https://engibots.com/en/blog/workflow-cobrancas-automatizadas.html): The seven phases of an automated collections workflow with triggers and owners, from pre-due reminder through payment retries, disputes, internal escalation, external collections agency and legal action
- [AI for B2B Growth](https://engibots.com/en/blog/ia-empresas-b2b-crescimento.html): Leveraging AI to accelerate B2B business growth
- [Case Study: Industrial Automation](https://engibots.com/en/blog/caso-estudo-automacao-industrial.html): Real-world industrial automation implementation
- [Case Study: System Integration](https://engibots.com/en/blog/caso-estudo-integracao-sistemas.html): Real-world multi-system integration project
- [The Future of Business Automation](https://engibots.com/en/blog/futuro-automacao-empresarial.html): Trends and predictions for enterprise automation
- [Automation Readiness Checklist](https://engibots.com/en/blog/checklist-automacao-empresa.html): Step-by-step checklist to assess automation readiness

## Blog -- Analytics, Agents & Case Studies (2026)

- [EngiAnalytics: Analyse Company Data in Natural Language](https://engibots.com/en/blog/engianalytics-analise-dados-linguagem-natural.html): Engibots' proprietary analytics platform that answers business questions asked in plain language
- [Conversational Analytics vs Dashboards](https://engibots.com/en/blog/analise-conversacional-vs-dashboards.html): How natural-language analytics compares with traditional dashboards and when each fits
- [AI Agents (Agentic AI) for Business](https://engibots.com/en/blog/agentes-ia-agentic-empresas.html): What AI agents are, how they differ from RPA and where they create real value
- [AI for SMEs in Portugal](https://engibots.com/en/blog/inteligencia-artificial-pme-portugal.html): Practical guide to AI for small and medium companies, use cases, costs, GDPR and the AI Act
- [Intelligent Automation in Logistics and Distribution](https://engibots.com/en/blog/automacao-inteligente-logistica-distribuicao.html): Where automation and AI create the most value across logistics back-office processes
- [Empack and Logistics & Automation Porto 2026](https://engibots.com/en/blog/empack-logistics-automation-porto-2026.html): Engibots' review of the fair at EXPONOR and intralogistics automation trends
- [Case Study: Automated Bank Reconciliation](https://engibots.com/en/blog/caso-estudo-reconciliacao-bancaria-automatizada.html): Illustrative case of reconciliation automation with RPA and ERP integration in distribution
- [Case Study: Automating Quotes and Orders from Email](https://engibots.com/en/blog/caso-estudo-automacao-orcamentos-encomendas.html): Illustrative case of automating the quote-to-order cycle from a shared inbox to the ERP with AI
- [Case Study: Conversational Analytics of Reports](https://engibots.com/en/blog/caso-estudo-analise-conversacional-relatorios.html): Illustrative case of moving from manual reporting to instant natural-language answers
- [Where to Start Automating Processes](https://engibots.com/en/blog/por-onde-comecar-automatizar-processos.html): A practical method and scoring grid to choose the first process to automate

## Optional

- [SAP ERP Automation](https://engibots.com/en/blog/automacao-erp-sap.html): Automating processes around SAP ERP
- [Sage ERP Automation](https://engibots.com/en/blog/automacao-erp-sage.html): Automating processes around Sage ERP
- [PHC ERP Automation](https://engibots.com/en/blog/automacao-erp-phc.html): Automating processes around PHC ERP
- [Cegid Primavera ERP Automation](https://engibots.com/en/blog/automacao-erp-cegid-primavera.html): Automating processes around Cegid Primavera
- [Sendys ERP Automation](https://engibots.com/en/blog/automacao-erp-sendys.html): Automating processes around Sendys ERP
- [TOConline Invoicing Automation](https://engibots.com/en/blog/automatizar-facturacao-toconline.html): Automating invoicing with TOConline
- [Automated Document Management](https://engibots.com/en/blog/gestao-documental-automatizada.html): Enterprise document management automation
- [OutSystems and Business Automation](https://engibots.com/en/blog/outsystems-automacao-empresarial.html): Using OutSystems for business process automation
- [Low-Code vs Process Automation](https://engibots.com/en/blog/low-code-vs-automacao-processos.html): Comparing low-code platforms with dedicated automation
- [RPA -- Robotic Process Automation](https://engibots.com/en/blog/rpa-automacao-robotica-processos.html): Comprehensive guide to RPA technology
- [AI agents for customer requests](https://engibots.com/en/blog/agente-ia-pedidos-clientes.html): What an AI agent for customer requests is and how it handles a request from the inbox to the ERP.
- [Automation with human oversight](https://engibots.com/en/blog/automacao-supervisao-humana.html): How automation with human oversight works and how to set the confidence threshold between automatic handling and validation.
- [Automatic KPI alerts](https://engibots.com/en/blog/alertas-automaticos-kpi.html): What automatic KPI alerts are, how they differ from dashboards and how to define the deviations that deserve a warning.
- [Pre-invoicing project hours](https://engibots.com/en/blog/pre-faturacao-horas-projeto.html): What pre-invoicing for project hours is, why it goes wrong when done by hand and how to go from logged hours to an invoice in seven steps.
- [Checking AI answers about data](https://engibots.com/en/blog/verificar-respostas-ia-dados-empresa.html): How to check whether an AI tool's answer about company data is right, with five steps, three levels of transparency and data access control.
- [Supplier invoice matching](https://engibots.com/en/blog/conferencia-faturas-fornecedor.html): How to automate three-way matching of supplier invoices against the order and the goods receipt, what to leave to AI and what to rules, and how to avoid duplicates.
- [Customer support SLA and response time](https://engibots.com/en/blog/sla-tempo-resposta-clientes.html): What a customer support SLA is, which times are measured on a ticket, how to set deadlines by priority in business hours and which mistakes make an SLA useless.
- [Comparing data across group companies](https://engibots.com/en/blog/comparar-dados-empresas-grupo.html): How to compare indicators across the companies in a group without merging their databases, with three approaches, the definitions to agree and criteria for choosing a tool.