Utilyx.app — Design, automate and orchestrate your business processes.
Utilyx.app Utilyx.app is an AI-powered BPM platform to design, automate and orchestrate business processes — with a no-code visual designer, conversational AI copilot, intelligent document processing (OCR), dynamic PDF generation, GED archiving and multi-database integration. It is multilingual (Arabic with RTL, French, English, Spanish, German, Russian, Chinese) and built for regulated industries worldwide: banking, insurance, automotive, real estate, distribution, HR and public administration, with compliance for international standards (GDPR, ISO 27001, eIDAS) and regional regulations.
Utilyx.app combines a visual process designer with a conversational AI. Draw your workflows, generate your archives, connect your APIs and databases, produce your PDFs — all from a single platform, tailored to every industry.
One platform, six superpowers
Every block of Utilyx.app fits together — from design to execution, all the way to final documentation.
Visual Process Designer. Drag and drop steps, conditions, validations and branches. Model complex workflows without coding.
Conversational AI Copilot. Describe your need in natural language: the AI generates processes, forms and business rules.
Archive generation. Automatically classify and index every completed instance into audited archives.
API & Webhooks. Connect your existing tools. Sync your data through native and custom connectors.
Linked databases. Plug in your SQL/NoSQL sources. Cross-reference and expose your data directly in your workflows.
Dynamic PDF generation. Produce documents and reports on the fly from templates filled in automatically.
The heart of your automation
A next-generation process designer. Every node is executable, every branch is testable. Visualize the actual flow of your data while you design.
Drag-and-drop editor with instant validation
Conditional branches, loops and escalations
Live simulation before going to production
Versioning and rollback in one click
Drive your BPM through conversation
Our AI copilot turns your intentions into executable processes. From a simple chat, ask and get:
Create a process
Generate archives
Automate tasks
Connect external APIs
Link databases
Generate PDFs
OCR & compliance verification
Automate data entry and control of your incoming documents. Utilyx.app reads your invoices, orders and contracts, extracts key data and validates compliance before integration.
Automatic field detection
PDF, scan & photo reading
Compliance verification
Data structure validation
A solution for every business
Utilyx.app adapts to your domain with pre-configured and fully customizable processes.
Banking & Finance
Digitize the entire customer journey with compliance and traceability.
Account opening & regulatory KYC
Credit application (mortgage, consumer, SME)
Automated credit assessment and approval
Customer complaint management
AML transaction monitoring & reporting
Loan origination & disbursement workflow
Card issuance & activation workflow
Account closing & compliance check
Internal audit & control workflow
FATCA/CRS reporting & documentation
Insurance
From underwriting to claims settlement, accelerate every step.
Auto / home claims reporting & management
Underwriting and contract issuance
Reimbursements & certificates management
Renewal and cancellation
Fraud detection & investigation workflow
Policyholder onboarding & digital signature
Beneficiary & policy amendment workflow
Reinsurance treaty documentation
Complaint & mediation file management
Agent commission & reconciliation
Automotive
Dealerships, after-sales and fleet: orchestrate your operational flows.
Vehicle order and delivery
Workshop / after-sales appointment booking
Warranty and recall management
Fleet tracking and maintenance
Spare parts order & inventory workflow
Trade-in valuation & purchase workflow
Vehicle registration & document processing
Customer satisfaction survey & follow-up
Leasing contract & end-of-term inspection
Accessory order & installation scheduling
Real Estate
Developers, agencies and property managers: simplify document management.
Lease application and file preparation
Rental management and invoicing
Digital move-in inspection
Condominium / syndicate management
Property listing & visit scheduling
Mortgage file assembly & bank submission
Tenant exit & damage assessment
Rent review & indexation workflow
Building permit & construction tracking
Co-ownership vote & general assembly
Distribution & Logistics
From purchase order to delivery, make your supply chain reliable.
Purchase order processing
Stock management and replenishment
Picking and delivery tracking
Returns and credit notes management
Supplier onboarding & compliance check
Warehouse inbound & quality control
Cross-docking & transit workflow
Customs clearance & import documentation
Cold chain temperature log & alert
Last-mile delivery proof & POD
HR & Administration
Automate your internal and administrative processes.
Employee onboarding & integration
Leave, expense reports, mission orders
Appraisals and annual reviews
Public procurement & administrative desk
Recruitment & candidate tracking
Offboarding & knowledge transfer
Training request & certification tracking
Payroll variable input & validation
Internal mobility & job posting
Occupational health & safety incident
Healthcare & Medical
Hospitals, clinics and labs: secure patient journeys and medical records.
Patient admission & discharge workflow
Medical records digitization & archiving
Lab sample tracking & result delivery
Insurance claim & pre-authorization
Appointment scheduling & reminders
Medical device maintenance & tracking
Prescription & medication workflow
Surgical planning & operating room booking
Patient consent & GDPR/HIPAA compliance
Quality incident & adverse event report
Education & Training
Schools, universities and training centers: automate academic administration.
Student enrollment & registration
Diploma & certificate issuance
Tuition payment tracking & reminders
Exam grading & transcript generation
Teacher assignment & scheduling
Alumni network & document requests
Scholarship & financial aid application
Internship agreement & convention
Course catalog & syllabus approval
Student complaint & disciplinary case
Legal & Compliance
Law firms, notaries and compliance teams: manage cases and documents.
Case file assembly & management
Contract drafting & approval workflow
Notarial deed preparation & archiving
Litigation tracking & deadline reminders
Regulatory compliance audit workflow
Power of attorney & mandate management
Intellectual property & trademark filing
Corporate secretarial & board minutes
Due diligence & M&A document room
Legal billing & time tracking
Retail & E-commerce
Stores, marketplaces and brands: orchestrate commerce operations.
Product catalog & pricing approval
Customer return & refund workflow
Supplier purchase order & receiving
Loyalty program & voucher management
Store opening & compliance checklist
Marketing campaign approval & tracking
Inventory count & stock adjustment
Price change & promotion workflow
Customer review & feedback management
Multi-channel order fulfillment
Construction & BTP
Builders, contractors and engineers: manage worksites and documents.
Building permit application & tracking
Worksite progress report & validation
Subcontractor onboarding & compliance
Material order & delivery scheduling
Safety inspection & incident report
Handover & acceptance protocol (PV)
Change order & variation request
Invoice validation & payment milestone
Equipment rental & return workflow
Environmental impact & waste tracking
Telecom & IT Services
Operators, ISPs and IT services: automate provisioning and support.
Customer onboarding & line activation
Ticket routing & incident management
Service request & SLA tracking
Contract renewal & churn prevention
Field technician dispatch & scheduling
Billing dispute & resolution workflow
Network incident & outage management
Equipment installation & acceptance
Number portability & migration workflow
SLA credit & compensation calculation
12 modules, one unified experience
Activate only what you need. Each module natively talks to the others.
BPM Designer
Visual process modeling
AI Copilot
Chat-based generation
UseArchive
Archiving & indexing
UseExplorer
Full-text search
UsePDF
Dynamic PDF generation
Mail Connect
Email integration
Office Online
Collaborative editing
Data Management
Linked tables & databases
E-Signatures
Electronic signature
Mobile App
On-the-go access
Monitoring
Real-time supervision
UseShare
External collaboration
From idea to automation in 4 steps
Model. Draw your process visually or describe it to the AI.
Configure. Connect your data, forms, APIs and business rules.
Deploy. Publish in one click. Simulate first if needed.
Steer. Track, archive and optimize continuously.
Built for every market
Utilyx.app is available worldwide with localized interfaces in 7 languages (Arabic with RTL, French, English, Spanish, German, Russian, Chinese) and compliance with international and regional standards.
International compliance
GDPR — EU General Data Protection Regulation
ISO 27001 — Information security management
SOC 2 — Service organization controls
eIDAS — EU electronic signature & trust services
Law 09-08 — Morocco personal data protection
HIPAA — US healthcare data protection
Whether you operate in Paris, Dubai, Madrid, Berlin, Shanghai or Casablanca — Utilyx.app speaks your language and complies with your regulations.
Utilyx.app currently targets the following markets: Global / International · France & Francophone Europe · Morocco & MENA (Moyen-Orient et Afrique du Nord) · Spain & Latin America (LATAM) · DACH (Deutschland, Österreich, Schweiz) · Russia & CIS · Greater China & APAC. This page is served for Global / International (en).
BPM, GED & Workflow Glossary
Key terms to understand process automation, document management and AI-driven workflows.
BPM (Business Process Management)
A discipline that models, automates, monitors and optimizes business processes end-to-end. Utilyx.app is a BPM platform.
GED (Gestion Électronique des Documents)
Electronic document management — digitize, classify, index, search and archive documents. Utilyx.app includes a native GED module (useArchive).
OCR (Optical Character Recognition)
Technology that extracts text from scanned documents, PDFs or photos. Utilyx.app reads invoices, orders, contracts and IDs automatically.
Workflow
A sequence of automated steps that move data and tasks between people and systems. Utilyx.app designs and executes workflows visually.
No-Code / Low-Code
Approaches that let non-developers build applications and processes via drag-and-drop, without writing code.
SAE (Système d'Archivage Électronique)
Electronic archiving system that guarantees document integrity, legal retention and traceability over time.
AI Copilot
A conversational assistant that generates processes, forms and rules from natural language. Utilyx.app integrates an AI copilot.
Hyperautomation
Combining AI, BPM, RPA and integrations to automate as many processes as possible — a 2026 Gartner trend.
Dematerialization
Replacing paper documents and manual processes with digital workflows. Mandatory for DGI e-declarations in Morocco.
KYC (Know Your Customer)
Regulatory process to verify customer identity — used in banking. Utilyx.app automates KYC workflows.
How Utilyx.app compares to other BPM platforms
Utilyx.app combines features that are usually split across multiple tools.
Feature
Utilyx.app
Traditional BPM
RPA tools
Simple GED
Visual no-code designer
✓
Partial
✗
✗
Conversational AI copilot
✓
Rare
✗
✗
OCR & document processing
✓
Add-on
Add-on
Partial
Native GED archiving
✓
Add-on
✗
✓
Dynamic PDF generation
✓
Add-on
✗
Rare
Multi-database integration
✓
Partial
Partial
✗
Trilingual AR · FR · EN (RTL)
✓
Rare
Rare
Rare
Moroccan compliance (CNSS/DGI)
✓
✗
✗
✗
AI-driven process generation
✓
✗
✗
✗
Everything you need to know
Do I need to know how to code to use Utilyx.app?
No. The no-code visual designer lets you model complex processes by drag and drop. The AI can even generate the process from a simple text description.
Which countries and languages does Utilyx support?
Utilyx is built for the international market. The platform ships in 7 languages — Arabic (RTL), French, English, Spanish, German, Russian and Chinese — and serves MENA, Europe (GDPR), LATAM, DACH, CIS and APAC. Pricing is available in EUR, USD and MAD. France, Spain, DACH and MENA are our primary reference markets.
How does the 14-day Free Tutorial work?
You get access to a guided environment to discover key features. No credit card required. At the end, you can request a 14-day test access.
Can I connect my existing systems?
Absolutely. Utilyx.app has native connectors (REST APIs, webhooks, SQL/NoSQL databases, office suites) and a framework for custom integrations.
Is my data secure?
The platform includes fine-grained rights management, automatic lockout after failed attempts, logging and full traceability of every action.
Which industries are covered?
Banking, insurance, automotive, real estate, distribution & logistics, HR and public administration — with customizable pre-configured processes.
Dossier de réclamation & médiation: Insurance workflow automation with Utilyx
From intake to archiving: automate "Dossier de réclamation & médiation" with a structured workflow, multi-level validation, automatic PDF and compliant archiving.
›Why "Dossier de réclamation & médiation" needs a structured workflow
"Dossier de réclamation & médiation" is a recurring business case in the insurance sector. Without a structured workflow, it runs across email, spreadsheets and scattered documents — generating delays, errors and audit gaps.
Utilyx models this process as an executable workflow, with conditional routing, multi-level validation, automatic PDF generation and legal archiving. Every step is traced, every decision is logged.
›The automated workflow
The process designer models the journey as connected nodes:
Intake: the requester submits the required information and documents.
Validation: a manager approves or refuses, with data propagated in read-only.
Conditional routing: based on type, amount or severity, the flow takes the right branch.
PDF generation: a formatted document is produced automatically (usePDF).
Archiving: the document is filed in a tamper-evident, searchable archive (useArchive).
Notification: the requester and actors receive an email confirmation with a direct link.
›Concrete benefits
Teams that automate "Dossier de réclamation & médiation" on Utilyx report processing time dropping from days to hours, full traceability of every decision, and zero missing documents — because the workflow blocks submission until required documents are present.
The business vocabulary (claim, policy, underwriting, reimbursement, fraud detection, reinsurance) is built into the workflow, so the AI copilot can propose the right schema directly without the user having to re-explain their business.
›The workflow in real time
Every node is executable, every branch is testable. Visualize the actual flow of your data while you design.
Automated process
Exécution en temps réel
RéclamationAssuré
DossierPreuves
AnalyseÉligibilité
MédiationOui/Non
MédiateurDecision
DécisionusePDF
ArchivageuseArchive
NotificationAssuré
RéclamationAssuré
DossierPreuves
AnalyseÉligibilité
MédiationOui/Non
MédiateurDecision
DécisionusePDF
ArchivageuseArchive
NotificationAssuré
Frequently asked questions
How long does it take to deploy the "Dossier de réclamation & médiation" workflow?
A business analyst can model and deploy it in a single session, either manually in the designer or by describing it to the AI copilot.
Can the generated document be legally archived?
Yes. useArchive stores the PDF in a tamper-evident archive with a full-text index, meeting audit and retention requirements.
Ready to automate your processes?
Utilyx lets you design, automate and orchestrate your workflows visually — with an AI copilot, OCR, PDF generation and legal archiving. Start in minutes, not weeks.
