Most businesses start with the Company Brain, their company knowledge on call. What repeats becomes a workflow: guided first, fully automated later, across four areas.
Everyone on your team asks the AI assistant and gets answers from your own documents and systems, always with the source.
“Who is still missing documents for the VAT return?”
Start here
2
Guided workflows
Your AI assistant walks your team through a recurring task step by step, with templates, checklists and reminders ready.
Every Monday: missing-document list ready, reminders drafted, you send.
3
Automated workflows
The task runs on its own in the background, across all your systems. Your team only steps in when something needs approval.
Every morning: receipts matched and staged for booking, deviations flagged.
Every solution area works guided or fully automated. Stay at any level as long as you like; your sources, templates and rules come along.
The easy start
Company Brain: your company knowledge, on call. Live in days.
Your team asks, and the answer comes from your own prices, contracts, clients and projects, with the source. Everyone on your team gets an AI assistant on their desktop (Claude or ChatGPT), connected to wherever your data lives: Microsoft 365 or Google Workspace, accounting, CRM or your business software. Many start here, and everything after it builds on it.
Tested on your real questions before go-live.
Your sources, your permissions. If there is no source, the AI says so.
Includes our recommendation which process to start with.
Who is still missing documents for the Q3 VAT return?
Three clients, all due 30 Nov:
Client
Missing
Due
Bakery Keller
Bank stmt. Sep, cash journal
30 Nov
Steiner Bau
Receipts Sep
30 Nov
Malerei Frei
Supplier invoices Sep
30 Nov
Client dossiersVAT calendar 2026
Create the 2027 engagement letter for Bakery Keller from our template.
Done. Fees from the 2027 price list, scope as in the current mandate.
Engagement letter 2027 · Bakery Keller.docx4 pages · from template "Engagement letter"
Template engagement letterPrice list 2027
Ask about your clients …
What we build
Four areas where AI takes work off your plate.
Each area covers the whole process, from the first inquiry or document to your approval, tailored to your business. Each area can run as a guided workflow in your AI assistant or fully automated in the background.
Inbox · today3 new
MA
Müller AGWhatsAppHeating is dripping, photo attached …
QuoteDraft · 4 min
SB
Steiner BauEmailInvoice 2291: question on item 3
SupportDraft · 2 min
CM
C. MeierWeb formHeat pump service, possible next week?
AppointmentDraft · 6 min
3 replies awaiting approvalReview
Inquiries & Dialog
Emails, web forms, WhatsApp, including photos: the AI understands what the customer needs and drafts the reply, a quote from your price list or an appointment in minutes. For support inquiries it pulls up the customer's history first. Every reply waits for your approval.
More jobs wonbecause you answer first, while the customer is still deciding.
What's included
Sales inquiries: replies & quote follow-up
Quotes from email, web form & photo
Support inquiries with customer history
Appointment proposals from your calendar
Inbox triage: urgent first, next step prepared
Inbox · documents4 new
Supplier invoice · Meier HaustechnikCHF 2'480.50 · matched to order 4471
Bank statement September42 entries · assigned to accounts
Invoice · Elektro Frei AGAmount differs: CHF 120 more than ordered
Letter · tax officeDeadline captured: 30 November
3 ready to book · 1 for youReview & book
Documents: incoming & outgoing
What arrives is read, checked against your data and prepared in your system: receipts, invoices, PDF orders, letters from authorities. What you send out is drafted from your templates: proposals, contracts, year-end closings, protocols. Anything unclear goes to a person; you review and sign.
Hours become minutesper document: read, prepared and checked before you approve.
What's included
Receipts & invoices checked and staged for booking
Orders & letters read into your system, deadlines captured
Proposals, contracts & engagement letters from your templates
Protocols & reports from notes, photos and voice
Completeness & compliance checks per dossier
Weekly radar · Week 34Mon 07:00
Revenue CHF 84'200+6% vs. average
2 invoices overdueCHF 18'600
Reminders drafted
Service due: 4 customersfrom installation history
Quotes drafted
Full report
Radar & Reports
Deadlines, service intervals, open items and margins, watched daily across accounting, CRM and your business software. You get one weekly report with clear charts, and a notification the moment something needs you: a late payer, a price increase not passed on, a service contract up for renewal.
Weeks earlieryou see what's coming before it costs you.
What's included
Weekly report from accounting, CRM & your business software
Deadline overview: VAT, tax, contracts
Service & maintenance radar from installation history
Open items & payment reminders
Anomalies in prices, margins and bookings
Order → invoice4 / 5 steps
Stock checkedbexio · API
Material orderedSupplier · API
Technician bookedCalendar · API
Invoice createdAwaiting approval
Order Müller AG · 5 systemsApprove invoice
Connected workflows
One trigger, the whole process after it. An email, a form or a voice memo starts the workflow, and it runs through the systems you already use: data captured, records updated, documents and invoices prepared, up to your approval. Exceptions go to the right person on your team.
Same team, more ordersthe process runs in the background. Your team steps in only to approve.
What's included
End-to-end workflows across your systems
Connected to bexio, Abacus, Microsoft 365 & more
Rules & approvals tailored to your process
Audit log & monthly impact report
Custom apps & data analyses on your data
Which area fits your business? We'll show you in 30 minutes.
