Your team already uses AI.
Your jobs still move by hand.
In accounting firms, transport companies, distributors and insurance brokers, the same jobs come back every week: collecting documents, entering orders, assembling a trip file, preparing renewals. AI made a few steps faster, but the job still passes by hand through email, WhatsApp, Excel and your programs. We let an assistant carry the job across those programs, while your people set the goal, validate the result and keep every approval.
Citește în română →Illustration. In week one we measure your real numbers.
The time is lost between the steps.
Every job crosses 3–5 programs
Downloading, renaming, copying from the chat into Excel and from Excel into the program.
Waiting for the missing piece
A bank statement, a CMR, a signed form: the job is done only when the last document arrives.
It depends on a few people
The same people carry the same jobs every month, and nothing moves when they are away.
Every client adds hours
More clients, orders or policies mean more carrying, so headcount grows with revenue.
One job carried end to end, with your people in control.
Baseline
We pick one or two recurring jobs and measure them: time from the first document to done, how many programs, how much copy-paste.
Agree the limits
We write the goal and the limits on one page: what the assistant may do alone, what it hands to a person, what always needs a human yes.
Run it
The assistant works in your mailbox, folders and programs, next to the current way. Your people validate every summary and are trained on their own jobs.
Measure
We measure the same jobs again and decide together: keep, change, stop or extend.
They validate the result, not every step.
Instead of carrying documents between programs, people receive one summary per job: what was collected and from where, what is missing, what looks unusual, and what needs their decision. Payments, bookings, contracts, prices and anything sent to clients or to ANAF stay with a person, as today.
- Where each document came from
- What was checked, and what was not
- What is missing, with a drafted message
- What needs a human yes
Jobs that come back every week or month.
Month-end documents
Collected from SPV, email and WhatsApp, matched against the bank statement, with a list of what is missing.
Trip files
CMR, delivery photos and the order gathered per trip and checked against the client’s list; the invoice drafted.
Order intake
Orders from email, messages and photos turned into draft orders with your product codes; unclear lines flagged.
Renewals
The client file and a comparison of quotes prepared 30 days before expiry. The advice stays with the broker.
Shared inbox
Requests sorted and given a draft answer. A person reads it and sends it.
10 to 250 people
Accounting and payroll firms, transport and freight forwarding, distributors, insurance brokers. No technical staff needed.
What leadership gets.
More clients, same team
Volume grows without hiring in proportion.
Faster, and measured
A shorter month-end and quicker invoicing, measured against your own baseline.
Control kept
Every approval stays with a person, with a full record of what the assistant did and where each document came from.
Bring the job that takes the most copy-paste.
Agentic Kickstart workshop
One of your real processes, redesigned live with your team.
One-month agentic transformation
One team, two or three processes, measured before and after.
Custom tooling
Agents, integrations and review workspaces built around your processes.
Agentic Engineer and Operator training
Engineers learn to deliver with agents. Operations staff learn to delegate to them safely.
Which process slows your team down?
Tell us in a few lines. We reply by email to set up a free 30-minute call, and tell you honestly whether the workshop, a transformation or neither is right for you.
