Utilyx.appDiseña, automatiza y orquesta tus procesos de negocio.

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 combina un diseñador visual de procesos con una IA conversacional. Dibuja tus flujos de trabajo, genera tus archivos, conecta tus APIs y bases de datos, produce tus PDFs — todo desde una sola plataforma, adaptada a cada sector.

Una plataforma, seis superpoderes

Cada bloque de Utilyx.app encaja — desde el diseño hasta la ejecución, hasta la documentación final.

El corazón de tu automatización

Un diseñador de procesos de nueva generación. Cada nodo es ejecutable, cada rama es testable. Visualiza el flujo real de tus datos mientras diseñas.

Conduce tu BPM mediante conversación

Nuestro copiloto IA transforma tus intenciones en procesos ejecutables. Desde un simple chat, pide y obtén:

OCR y verificación de cumplimiento

Automatiza la entrada de datos y el control de tus documentos entrantes. Utilyx.app lee tus facturas, pedidos y contratos, extrae los datos clave y valida el cumplimiento antes de la integración.

Una solución para cada negocio

Utilyx.app se adapta a tu dominio con procesos preconfigurados y totalmente personalizables.

Banca y Finanzas

Digitaliza todo el recorrido del cliente con cumplimiento y trazabilidad.

  • 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

Seguros

Desde la suscripción hasta la liquidación de siniestros, acelera cada paso.

  • 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

Automoción

Concesionarios, postventa y flotas: orquesta tus flujos operativos.

  • 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

Inmobiliaria

Promotores, agencias y administradores de fincas: simplifica la gestión documental.

  • 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

Distribución y Logística

Del pedido a la entrega, haz fiable tu cadena de suministro.

  • 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

RR. HH. y Administración

Automatiza tus procesos internos y administrativos.

  • 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 módulos, una experiencia unificada

Activa solo lo que necesitas. Cada módulo se comunica nativamente con los demás.

BPM Designer
Modelado visual de procesos
AI Copilot
Generación por chat
UseArchive
Archivado e indexación
UseExplorer
Búsqueda de texto completo
UsePDF
Generación dinámica de PDF
Mail Connect
Integración de correo
Office Online
Edición colaborativa
Data Management
Tablas y bases de datos vinculadas
E-Signatures
Firma electrónica
Mobile App
Acceso desde cualquier lugar
Monitoring
Supervisión en tiempo real
UseShare
Colaboración externa

De la idea a la automatización en 4 pasos

  1. Modelar. Dibuja tu proceso visualmente o descríbeselo a la IA.
  2. Configurar. Conecta tus datos, formularios, APIs y reglas de negocio.
  3. Desplegar. Publica en un clic. Simula primero si es necesario.
  4. Dirigir. Supervisa, archiva y optimiza continuamente.

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 Spain & Latin America (LATAM) (es).

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

Todo lo que necesitas saber

¿Necesito saber programar para usar Utilyx.app?

No. El diseñador visual no-code te permite modelar procesos complejos mediante arrastrar y soltar. La IA incluso puede generar el proceso a partir de una simple descripción de texto.

¿La herramienta está adaptada al contexto marroquí?

Sí. Utilyx.app soporta árabe, francés e inglés, y se alinea con los flujos administrativos locales (CNSS, AMO, DGI) así como con la Ventanilla Única del Inversor.

¿Cómo funciona el Free Tutorial de 3 días?

Obtienes acceso a un entorno guiado para descubrir las funciones clave. No se requiere tarjeta de crédito. Al final, puedes solicitar un acceso de prueba de 3 meses.

¿Puedo conectar mis sistemas existentes?

Por supuesto. Utilyx.app dispone de conectores nativos (APIs REST, webhooks, bases de datos SQL/NoSQL, suites ofimáticas) y un framework para integraciones personalizadas.

¿Mis datos están seguros?

La plataforma incluye gestión de permisos detallada, bloqueo automático tras intentos fallidos, registro y trazabilidad completa de cada acción.

¿Qué sectores están cubiertos?

Banca, seguros, automoción, inmobiliaria, distribución y logística, RR. HH. y administración pública — con procesos preconfigurados personalizables.

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

Industries

Utilyx by industry — BPM built for your sector

Pre-configured and fully customizable processes for banking, insurance, automotive, real estate, distribution, HR and public administration. 6 verticals, 60+ ready-to-use workflows.

Explore your vertical

Each industry has its own regulatory constraints, its own customer journeys and its own systems. Utilyx adapts. Detailed sub-pages per sector coming soon — meanwhile the homepage already lists 10 use cases per industry.

Banking & Finance

KYC, account opening, credit applications, AML monitoring, loan origination, card issuance, internal audit, FATCA/CRS reporting. GDPR + Loi 09-08 + Basel compliance.

10 use cases

Insurance

Claims management, underwriting, reimbursements, renewals, fraud detection, policyholder onboarding, reinsurance documentation. eIDAS + GDPR compliance.

10 use cases

Automotive

Vehicle order and delivery, workshop appointments, warranty and recall, fleet tracking, spare parts workflow, trade-in valuation, leasing end-of-term.

10 use cases

Real Estate

Lease application, rental management, move-in inspection, condominium management, property listing, mortgage file, tenant exit, rent review.

10 use cases

Distribution & Logistics

Purchase orders, stock management, picking and delivery, returns and credit notes, supplier onboarding, customs import workflow, EDI integration.

10 use cases

HR & Administration

Employee onboarding, leave and expense reports, performance reviews, exit workflow, recruitment pipeline, training management, regulatory compliance.

10 use cases

Compliance by region

Utilyx is built for regulated industries. We support the major regulatory frameworks across our target markets.

European Union

GDPR · eIDAS · PSD2

Morocco / MENA

Loi 09-08 · CNSS · DGI · Douane

United States

HIPAA · SOC 2

Global

ISO 27001 · Basel III

Need a use case that's not listed?

Tell us your industry and the process you want to automate. We'll show you how Utilyx handles it.