Service · Workflow

AI Automation:get back 40+ hours a week

AI agents that work quietly, every minute, on the tools you already use, Bexio, Abacus, Salesforce, your CRM. They triage emails, extract data, draft quotes and invoices and turn your dashboards into briefings. 40+ hours saved per week, 95% fewer errors.

What it changes

The back office runs while you sell.

Your teams stop forwarding emails, copying data and chasing follow-ups. The agents close the loop, in seconds rather than hours.

40+ hours saved / week

Repetitive back-office work (data entry, classification, drafting) drops from hours a day to a few seconds per task.

95% fewer errors

Structured extraction and systematic validation. No more copy-paste mistakes on quotes, invoices and bookkeeping entries.

Wired into your Swiss stack

Bexio, Abacus, HubSpot, Pipedrive, Salesforce. Swiss/EU hosting (Infomaniak Geneva), nFADP/GDPR-compliant.

What it can do

Read, decide, draft, file.

We don't set up a brittle macro. We build agents that read the unstructured, extract the right data and produce a result ready to approve, wired directly into Bexio, Abacus, Salesforce and your CRM.

  • Inbox & document triage with structured extraction
  • Drafting quotes, invoices and contracts from your CRM
  • Automatic generation in Bexio: quotes, invoices, entries
  • Reporting agents that turn your dashboards into briefings
  • Flow orchestration across your tools and internal APIs
  • Custom internal tools when off-the-shelf no longer cuts it
RFQ received · Acme SA 14:02
5 specs extracted 14:02
Quote generated in Bexio 14:03
Sales review
FAQ

Frequently asked questions about AI automation.

Does AI automation work with Bexio and your CRM?+

Yes. We wire the agents directly into Bexio to generate quotes, invoices and bookkeeping entries, as well as into your CRM (HubSpot, Pipedrive, Salesforce, Abacus). When a standard connector doesn't exist, we build the integration via API.

How is this different from a simple macro or a Zapier?+

A macro follows fixed rules and breaks the moment the input changes. Our AI automations read an unstructured email or document, extract the right data, make a decision and draft a result ready to approve. They handle ambiguity where classic automation stops.

Do we keep control over what the automation produces?+

Yes. Every critical flow goes through a human review step before sending: a quote is drafted in seconds, then your salesperson reads it over and approves it. You stay in control, the agent does the grunt work. Automated evals and a full audit log on top.

Go further

Our other AI services.

Whenever you're ready

Your first AI automation, in production in 2 to 4 weeks.

Book a 30-minute call. We map your back-office flows together and you leave with three concrete automations, costed and ranked by ROI.