Agents for a person, team or role
Set up around one kind of work, inside the tools your team already uses.
- Find
- Prepare
- Move
- Review
Example of a month-end at a Treuhand office. An invoice arrives by mail. One agent takes the attached QR-bill, a second matches it to the bank line in the spreadsheet, a third fills in the booking proposal in the accounting journal. A receipt inbox built for the office collects the result, a fourth agent checks it and passes it on, and the accountant books it with one click.
Guten Tag, anbei unsere Rechnung für 2'000 Broschüren A5.
Freundliche Grüsse, Marco Graf
- RE-24655 · Druckerei Graf
- RE-24617 · Reinigung Steiner
- Find takes the invoice
- Prepare matches it
- Move proposes the booking
- Review checks, a person books
Agreed access. Nothing is booked, sent or paid without a person.
Set up for a person, a team or a role
For a person
Prepares one person's recurring work: replies, documents, lists.
For a team
Works from a shared inbox or folder, so nothing piles up on one desk.
For a role
Covers a function such as the front desk, whoever holds it.
You set the access. People decide.
- Reads
- Only the mail, files and records a task needs.
- Prepares
- Drafts, matches and proposals, ready to check.
- People approve
- Sending, signing, booking and paying.
- Belege aus dem Postfach lesen
- Mit dem Bankauszug abgleichen
- Buchungen vorschlagen
- Ohne Freigabe buchen nur mit Freigabe
Start with one task
We pick one real job with you, run it for an agreed period and review it together. Then we keep it working and add the next.
We run our own company with the same crew.