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.

RMR. MeierTreuhänderinBuchenFreigegeben
  1. Find takes the invoice
  2. Prepare matches it
  3. Move proposes the booking
  4. Review checks, a person books
Example: month-end at a Treuhand office. Their own mail, spreadsheet and accounting app, plus one tool we build.

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.

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.