An overview of our software solutions

Automatically populates the risk management application with insights from the conversation transcript. Makes risk inventories that were previously too laborious and provides immediate time savings for the advisor.

Automates complete claims processing from intake to decision. Assesses coverage, calculates benefits, checks fraud indicators, and prepares back office actions instantly. As a digital claims handler, it ensures faster processing, fewer errors and maximum control over the process.

Instantly turns a customer conversation into a substantiated mortgage advice. Mortgage Advise Agent supports the preparation of appropriate and compliant advice based on customer data, income information and financing options: it analyzes scenarios, calculates monthly costs and identifies risks or deviations. This ensures faster advice, higher quality files and more certainty towards the customer and regulator.

Processes customer emails fully automatically by linking messages to the appropriate file, creating tasks and generating instant reply suggestions. Communication flows directly into your workflow, without a separate inbox. This prevents missed follow-ups and keeps the process organized and efficient.

New and existing customers are automatically checked against relevant laws and regulations. Identities, risk profiles and missing data are immediately revealed, including suggested follow-up actions. This makes onboarding faster and keeps the customer base demonstrably compliant.

Discovers commercial opportunities in service calls and automatically sets up follow-ups in the CRM. This ensures more revenue from existing customer contact, without additional sales effort.

Completely automates tax authorizations and deferral requests. Requests authorizations from the Tax Office, collects pre-completed returns as soon as they are available and monitors extensions where possible. In this way, the basic conditions for filing returns are always in order and the advisor can focus on substantive work.

Automates actuarial calculations for pension provisions in financial statements. Automatically applies current mortality tables, indexations and interest rates and processes changes directly per file. This saves annual calculations, reduces dependence on specific knowledge and increases accuracy and continuity within the office.

Automatically performs client due diligence on new and existing clients. Checks UBO structures, identities and risk profiles against current regulations. This ensures faster underwriting, fewer manual checks and a demonstrably compliant client base.

Ask substantive questions on complete client files and get instant, substantiated answers based on all available documents. The agent searches legal and tax structures and extracts relevant information including context. This significantly reduces search time and provides assurance that insights are complete and correct.

Automatically verifies submitted documents by comparing multiple data sources. Identifies inconsistencies and immediately determines whether information is correct and complete. This replaces manual checks and increases the speed and reliability of the process.

Based on court documents, correspondence and notes, Timeline Agent automatically creates a complete chronological overview of a case. Important dates and deadlines are monitored and missing links are immediately noticed. This strengthens preparation and provides continuous overview in complex cases.

Relationship management is proactively supported by automatic summaries, follow-ups and file updates. Open actions no longer get out of sight and commercial signals are made visible. This strengthens customer relations and increases conversion.

Makes scheduling and capacity data accessible through natural language. Ask questions about availability, progress or risks, or let Byte directly perform actions such as creating tasks, moving or recording absences. This speeds up daily planning, reduces coordination overhead and provides instant insight into bottlenecks.

Automatically creates a complete planboard based on a short description. Stages, statuses, fields, views and sample tasks are set up instantly so teams can start without configuration work. This speeds up go-live, prevents messy setup and provides a consistent structure that encourages adoption.

Analyzes complete audit files and automatically validates checkpoints and underlying documentation. Invoices and attachments are compared with procurement and contract data, after which discrepancies are made structurally transparent in a substantiated audit trail. This makes internal audits faster and more reproducible, with more uniformity and stronger substantiation towards the external auditor.

Automatically reads invoice lines and order lines without using traditional templates. Recognizes line items via LLM technology and displays them directly in the booking screen, even for complex documents with many lines. This reduces processing time, reduces manual setup and makes the booking process faster and more reliable.

Incoming emails are analyzed for content and intent. Messages are linked to the appropriate process or file, with suggested actions or draft responses. This speeds up processing and prevents missed follow-ups.

During meetings, decisions, action points and agreements are automatically recorded. Summaries are immediately available and tasks are linked to the right people. This speeds up the follow-up and reduces the administrative burden in your HR team.

Answers customer questions directly and automatically via the application or website and seamlessly transfers to a staff member for complex questions. Delivers 24/7 support at scale, reducing support costs and improving service quality.

Connects internal and external data sources in one secure infrastructure, so AI agents always have up-to-date and contextual information. Makes data from systems readily available for analysis and automation. This prevents data silos and provides the foundation for reliable and scalable AI applications.

Automatically checks every customer call for quality and compliance with processes and regulations. Identifies discrepancies early and makes compliance continuous rather than random. This lowers risk and increases audit readiness.

Automatically registers customer conversations in the correct file and immediately sets up follow-up actions, including summaries, tasks and emails. Administrative processing in the CRM is fully automatic. This reduces manual work and prevents crucial call details from being lost.

Supervises the migration of financial data between systems without loss of structure or history. Checks data quality, recognizes inconsistencies and transfers data correctly to the new environment. This minimizes risks during system changes and shortens implementation processes.

Automatically verifies submitted documents by comparing multiple data sources. Identifies inconsistencies and immediately determines whether information is correct and complete. This replaces manual checks and increases the speed and reliability of the process.

Ask legal questions and get instant answers based on current legislation and relevant case law. Case Law Chatbot searches large amounts of case law and summarizes rulings into understandable insights. This accelerates legal research and supports informed decision-making.

Handles client inquiries about pending cases, procedures and general information directly within the secure client environment. Standard requests are handled automatically, complex questions are forwarded to the appropriate employee. This reduces workload and increases office accessibility.

Draft letters and emails are prepared based on case information and previous correspondence. The tone and content automatically match the context of the case. This reduces writing time and ensures consistent and legally accurate communication.

Analyzes complete case files and answers your substantive questions based on available documents, notes and pleadings. The Agent immediately highlights relevant passages and makes connections between facts and events. This accelerates case analysis and enhances substantive preparation.

Get real-time insight into your project expenses and actively monitor your margins. With Spendler, deviations and overruns are spotted early on, including concrete follow-up actions. This maintains financial control and prevents surprises afterwards.

Connecting CRM, project and financial systems creates one consistent data layer for your agency. Information is readily available for analytics and AI automation. This makes data-driven work easier and more reliable.

Files are made searchable and instantly insightful. Questions about transactions, documents or notes are answered with relevant context from the complete file. This reduces your search time and supports you in quick decision making.

With Quinn, your customers receive immediate answers to questions about products, transactions and statuses. Routine requests are handled automatically, while complex issues are directed to the right people. This increases service quality and reduces pressure on your service teams.

Brings together financial data from different systems into one secure and consistent data layer. AI applications therefore have up-to-date and reliable information for analysis, control and reporting. This provides the technical basis for scalable automation and prevents fragmented or conflicting data.

Automatically generates the correct formula based on a simple description in natural language. Users no longer need to know complex syntax or experiment with trial-and-error. This speeds up the preparation of calculations and reduces the risk of errors in financial models.

Compiles credit reports based on current financial data and risk profiles. Analyzes payment behavior, identifies discrepancies and presents insights clearly to support credit decisions. This increases consistency in assessment and reduces risk exposure.

With Data Access MCP Server, HR, payroll and scheduling systems are integrated into one central data layer. Information is therefore instantly available for analysis and AI support. This prevents fragmentation and supports strategic HR policies.

Time records are automatically analyzed for anomalous patterns or potential risks. Irregularities are thus quickly highlighted before they escalate. This creates greater reliability and better regulatory compliance.

Manage external hiring in a structured way, including contracts, deployment and performance. Commitments and deadlines remain transparent without the hassle of separate administrations. This gives you optimal control over external capacity and reduces operational complexity.