Receipt-to-booking
An invoice arrives, is read out, pre-entered and filed — your team reviews instead of retyping.
Example: fiduciary & accounting →Service
AI Automation for SMEs
We connect your existing tools (Bexio, Abacus, email, ERP) into workflows that run themselves — without you having to switch software.
01 — Plain language
What is it?
Automation means: a process that happens by hand today runs by itself in the future — an invoice arrives, is read out, booked and filed. AI makes the difference for everything that does not fit a rigid pattern: unstructured emails, PDFs, special cases.
We build on what you already have. No new system, no software switch — your existing tools are connected and extended with AI steps.
02 — Scope
What is included?
✓
Process analysis: where time is lost, what can be automated
✓
Connecting your existing tools (Bexio, Abacus, M365, email, ERP)
✓
AI steps for unstructured data (PDF, email, photos)
✓
Control points where humans approve
✓
Documentation & training
✓
Operation and adjustments when things change
03 — In practice
Typical use cases
Order reconciliation
Supplier order confirmations are automatically matched against the order — discrepancies surface before they get expensive.
Example: kitchen studios →Report generation
Photos and voice notes from the site turn into structured reports — ready for approval instead of evenings at the office.
Example: construction companies →04 — FAQ
Frequently asked questions
Do we have to switch software?
No — that is the point. We connect what you have. A switch only pays off when a tool has truly reached its end, and we will tell you so honestly.
What if one of our processes changes?
Automations are never finished — we operate them and adapt them when your business changes.
How secure is it?
Every automation runs with minimal access rights, logs its steps and complies with the Swiss Data Protection Act, with Swiss/EU hosting wherever possible.
Where does your business lose hours every week?
Tell us — in a free 30-minute consultation or by message. Reply within 24 hours.