Utilyx.appDesign, automate and orchestrate your business processes — without coding.

Utilyx.appDesign, automate and orchestrate your business processes — without coding.

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.

No-code BPM powered by AI, built for regulated industries.

One platform, six superpowers

Every block of Utilyx.app fits together — from design to execution, all the way to final documentation.

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.

Drive your BPM through conversation

Our AI copilot turns your intentions into executable processes. From a simple chat, ask and get:

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.

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.

2026 trends: Hyperautomation & agentic AI 2026, Agentic AI for KYC/AML, Intelligent credit decisioning.

Insurance

From underwriting to claims settlement, accelerate every step.

2026 trends: AI claims: 75% faster settlement, AI underwriting & issuance, Parametric insurance & triggers.

Automotive

Dealerships, after-sales and fleet: orchestrate your operational flows.

2026 trends: AI dealership: BDC, F&I, delivery, Fleet predictive maintenance & SAV, EV servicing digital workflow.

Real Estate

Developers, agencies and property managers: simplify document management.

2026 trends: PropTech & property management, Agentic AI for developers, Smart buildings & condominium.

Distribution & Logistics

From purchase order to delivery, make your supply chain reliable.

HR & Administration

Automate your internal and administrative processes.

Healthcare & Medical

Hospitals, clinics and labs: secure patient journeys and medical records.

Education & Training

Schools, universities and training centers: automate academic administration.

Legal & Compliance

Law firms, notaries and compliance teams: manage cases and documents.

Retail & E-commerce

Stores, marketplaces and brands: orchestrate commerce operations.

Construction & BTP

Builders, contractors and engineers: manage worksites and documents.

Telecom & IT Services

Operators, ISPs and IT services: automate provisioning and support.

Energy & HVAC

Heat pump, ventilation and DHW manufacturers: orchestrate lead-to-cash, partner installer network, commissioning, after-sales service and recurring maintenance contracts.

2026 trends: Agentic AI lead-to-cash PAC, Installer automation HeatPump, Recurring revenue PPF & AI.

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

  1. Model. Draw your process visually or describe it to the AI.
  2. Configure. Connect your data, forms, APIs and business rules.
  3. Deploy. Publish in one click. Simulate first if needed.
  4. 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

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.

FeatureUtilyx.appTraditional BPMRPA toolsSimple GED
Visual no-code designerPartial
Conversational AI copilotRare
OCR & document processingAdd-onAdd-onPartial
Native GED archivingAdd-on
Dynamic PDF generationAdd-onRare
Multi-database integrationPartialPartial
Trilingual AR · FR · EN (RTL)RareRareRare
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.

BPM · Workflow Automation · GED · OCR · AI Copilot · No-Code · Low-Code — France, Europe, MENA, LATAM, DACH, APAC, Worldwide

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hrsd 6 min read2026-07-15

HR self-service portal — certificates & changes | Utilyx

Give employees a single HR portal: certificate requests, address changes and payroll queries — with auto-generated PDF certificates and HR validation for contractual changes.

Why HR self-service without a portal drowns HR in low-value tickets

HR teams spend 40% of their time on repetitive self-service requests: employment certificates for landlords, salary certificates for banks, address changes, payroll queries. Without a portal, these arrive by email or phone, are re-keyed into the HRIS, and the certificate is drafted from a Word template — a 3-day cycle for a 5-minute request.

The employee experience is poor too: the employee has no visibility on the request status, calls HR for updates, and receives a paper certificate by post or scanned email — hardly a modern employee experience.

The automated HR self-service workflow

  • Employee request: the employee logs into the self-service portal and selects the request type (employment certificate, salary certificate, address change, payroll query).
  • Auto-generation for certificates: for employment and salary certificates, the workflow auto-generates the PDF via usePDF with employee data from the HRIS — no HR intervention needed for standard certificates.
  • HR validation for contractual changes: address changes and payroll queries route to HR for validation; the workflow updates the HRIS and payroll on approval.
  • PDF delivery: the certificate is delivered to the employee via the portal in PDF, with the HR stamp and eIDAS signature for official use.
  • Archiving: the certificate is archived encrypted via useArchive for the legal retention period, attached to the employee record.
  • Status tracking: the employee sees the request status in real time and is notified on delivery — no phone calls to HR.
  • Multi-language: the portal and certificates are available in 7 languages for international workforces.

Concrete benefits

Organizations deploying Utilyx HR self-service cut HR ticket volume by 55%, deliver standard certificates in under 10 minutes (vs 3 days), and free HR to focus on high-value employee experience work.

The AI copilot drafts certificates from HRIS data, the no-code visual designer lets HR adjust the request catalog and validation rules, and the eIDAS signature makes certificates legally valid for banks, landlords and administrations.

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
DemandeDemandeur
FormulaireDonnées
ValidationIA
RoutageCondition
ApprobationManager
PDFusePDF
ArchivageuseArchive
NotificationEmail

Frequently asked questions

Can the portal auto-generate employment and salary certificates?

Yes. For standard employment and salary certificates, the workflow auto-generates the PDF via usePDF with employee data from the HRIS — no HR intervention needed, delivered in under 10 minutes.

Are certificates legally valid for banks and administrations?

Yes. Certificates are delivered with the HR stamp and an eIDAS-qualified electronic signature, making them legally valid for banks, landlords and administrations.

Does the portal handle contractual changes like address updates?

Yes. Address changes and payroll queries route to HR for validation; the workflow updates the HRIS and payroll on approval, and the employee sees the status in real time.

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.