Order to invoice
Capture orders, check deliveries, create invoices, reconcile payments and prepare payment reminders – end to end in the ERP.
- Bexio
- Abacus
- n8n
Solutions · Develop
Agents that get the job done.
We develop AI agents and autonomous workflows that work inside your existing systems. They read, check and decide within the agreed scope – and hand over to a person when it matters.
Levels of autonomy
You decide how much an agent decides on its own.
We usually start at level 1 and increase autonomy step by step once quality has been proven in live operation.
Level 1 · Assistance
The agent prepares: it reads documents, summarises them and suggests replies or bookings. A person reviews and triggers every action.
Level 2 · Workflow
The agent runs clearly defined processes on its own and only checks back when there are exceptions. Rules, thresholds and escalations are defined in advance.
Level 3 · Autonomous
Several agents share a business process, plan sub-tasks and coordinate with one another. People steer through goals, spot checks and the control centre.
Solution areas
What we build agents for.
Every solution is tailored to your processes. The areas below show where we already bring building blocks, experience and interfaces.
Reporting agent
Collect KPIs from ERP, CRM and accounting, explain variances and deliver a draft monthly report to management.
- ERP
- CRM
- Excel
Inbox agent
Read shared mailboxes, classify requests, analyse attachments, draft replies and create tasks in the right system.
- Microsoft 365
- Graph API
- CRM
Referrals and appointment scheduling
Understand referrals, determine the examinations and preparation required, find available capacity and keep patients informed.
- RIS
- HIS
- Portal
Inpatient coding assistant
Analyse discharge reports and clinical documentation and prepare coding proposals in line with SwissDRG, ICD-10-GM and CHOP, each with its rationale.
- SwissDRG
- ICD-10-GM
- CHOP
Forms and documents agent
Read forms, scans and PDFs in several languages, check mandatory fields, request missing information and pass on the data in structured form.
- OCR
- DE · FR · IT · EN
Product range and stock agent
Monitor sales, stock levels and delivery times, suggest reorders and flag unusual items early.
- Merchandise management system
- POS
- Suppliers
Advertisement and subscription agent
Accept and check advertisements, process subscription changes, answer customer enquiries and trigger billing.
- Publishing systems
- ERP
- Online shop
Knowledge assistant
Answer questions on regulations, manuals and contracts with source references – based exclusively on documents you have approved.
- SharePoint
- DMS
- Intranet
RFP automation solution
From tender notice to submitted proposal.
Public tenders under Swiss procurement law (PPA and IAPP), RFPs from large corporations or quotation requests from regular customers: every bid ties up specialists for days, and a single missing attachment can decide the outcome. Our RFP agent takes on the work from search to finished submission package, including solution design, significantly reducing the workload of your engineers. Your team decides, sharpens the key messages and signs.
Never miss a tender again
Every day the agent searches simap.ch, TED and your customers’ portals, reads invitations in your inbox and reports only what fits your offering.
Go/no-go on a single page
Suitability and award criteria, matching references, available capacity and expected margin add up to a reasoned recommendation. Your management makes the decision.
Every requirement captured
The specification and attachments become a requirements matrix with mandatory and optional criteria, evidence, forms and deadlines. The agent turns ambiguities into questions for the contracting authority, well before the Q&A round closes.
Answers and solution design
From your knowledge base of references, certificates, CVs and previous proposals, the agent drafts an answer with source references for every requirement. It derives the solution design from customer solutions you have delivered and from vendor reference architectures. Your engineers review and refine the draft instead of starting from scratch.
Price sheet and proposal in your corporate design
Quantities and prices come from your ERP costing, forms are filled in and the proposal is typeset in your corporate design. A completeness check compares everything against the requirements matrix.
Submitted on time, better next time
Once you approve, the agent assembles the submission package and keeps track of every deadline. It analyses each award or rejection and uses it to improve the answer library for the next bid.
What you receive for each tender
- Go/no-go recommendation with rationale and risk assessment
- Complete requirements matrix with status for each criterion
- Response document with sources for every statement
- Solution design with architecture diagram and system overview, derived from customer solutions you have delivered and vendor reference architectures
- Price sheet, completed forms and evidence
- Deadline schedule with reminders for everyone involved
- Submission package, ready for signature
Works for public tenders just as well as for private RFPs, RFIs and quotation requests. The agent integrates with your CRM, ERP and document repository, such as SharePoint.
- 3 new tenders found on simap.ch
- 1 matches your offering, submission deadline in 24 days
- 148 requirements transferred to the matrix
- 131 answers with sources prepared
- 17 open items passed to the specialist team
- Go/no-go recommendation sent to management
Approach
Your first agent in production within weeks.
We work in short sprints with visible interim results. After each stage, you decide whether and how to proceed.
- Week 1
Understand
Process mapping with your specialists; data sources, systems and success criteria.
- Weeks 2–4
Prototype
A working agent using real, anonymised cases. You see what it can do – and where it falls short.
- Weeks 5–8
Pilot
Deployment in one team, measurement of quality and time saved, fine-tuning of the rules.
- After that
Production
Handover to operations with monitoring, a service level and continuous improvement.
These timeframes are indicative for a clearly defined process and are set out bindingly in the project plan.
Technology
Model-agnostic and open.
We use the technology that suits the task and avoid dependencies that would cost you dearly later on.
Orchestration
Workflows with n8n and our own agent frameworks, versioned and testable.
Language models
Leading cloud models, or open-source models in our Swiss cloud or your own data centre – depending on the data class.
Integration
REST APIs, Microsoft Graph, HL7/FHIR, databases and the Model Context Protocol (MCP).
Quality
Test cases from your day-to-day work, automated evaluation and approval of every new version.
Have a process in mind?
Describe it to us in a few sentences. We will get back to you with an initial assessment of whether and how an agent could take it on.