One system with everything in it, where an agent can do the work
Everything that can be done in the system can also be done by an agent, safely, with the same permissions as the employee and with everything logged.
Today: one service per task
- CRM
- Quotes
- Projects
- Time
- Tickets
- HR
- Vehicles
Your new business system
All data in one database
Built around how you work. Web, phone and your AI agent come in the same way, with the same permissions.
May stay, gets connected
- Accounting
- Payroll
- Payments
Examples of common services. Which are replaced and which stay is decided in the mapping.
An ordinary Tuesday
08:12
The invoices are written before the coffee
What follows fixed rules already happened overnight. The rest you ask the agent for, and it stops where a person has to decide.
A person decides
The agent
- Found 12 jobs finished yesterday
- Compared time and materials with the quotes
- Wrote 11 invoice drafts, nothing has been sent
11 invoices are waiting for your approval
1 job does not match the quote
Sjöstrand Måleri is 6 hours over. I will hold the invoice until you have decided.
Waiting for you
Prepared overnight
3 quotes unanswered
Reminders written, nothing sent
1 contract expires this week
A renewal proposal is ready
2 time reports missing
The system has sent a reminder
1 customer asks about an invoice
Reply written, nothing sent
10:40
The technician talks the job in
Nobody sits typing time reports in the van. The agent registers it and asks if it is right.
The agent does it
The agent
Registered: 3 hours, 1 valve, job done. Is that right?
The invoice data was created by itself when the job was finished.
13:15
The CEO asks from their AI tool
The agent only reaches what the person it helps may see. The answer comes from the same database as the reports.
The agent does it
The agent
The same figures as in the report.
16:30
The day closes without Excel
What is a decision went to a person. The rest happened by itself, and everything is in the log.
The system does it
11
Invoices approved
1
Deviations decided
46
Steps that ran automatically
- All time reports are in
- Today's billing data matches the jobs
The agent
2 contracts go through tomorrow. Would you like to see them first?
Illustration. Companies, names and figures are made up.
Three ways to get the work done
The system does it
Fixed rules without AI. The same thing every time.
- Invoice data when the job is done
- Reminder about a time report
- Warning when a contract expires
- Reconciliation against the quote
The agent does it
Fetches, compares and drafts, with the same permissions as the person it helps.
- Fetches time and materials
- Compares the job with the quote
- Drafts the invoice
- Answers questions about margin
A person decides
Price, approvals, bookings and sending, unless you have decided otherwise.
- Approves invoices
- Decides the price
- Books crews
- Sends to the customer
The foundation already exists. We build what makes you unique
A stable foundation that is reused
- Login with two-factor, roles and a log of changes
- AI assistant, a connection for your own agents, mobile chat
- Reports, dashboards, search and scheduled jobs
- Operations, key vault, error monitoring, security monitoring
- The method for migration, checks and parallel running
Built just for you
- Your flows, automations, rules and permissions
- Modules at the core of your business
- The migration from your old systems, with your exceptions
- Connections to accounting, payroll, payments and registers
- Your reports, templates and mailings
The same foundation for every customer
Login
Two-factor, roles and a log of every change.
Keys
Logins to your old systems are kept in a key vault.
Location
The servers are in Germany. The contract states which AI provider is used and whether data leaves the EU.
Vulnerabilities
Your dependencies are checked every hour against known vulnerabilities.
Backup
Restoring from backup is tested every quarter.
The agent
The same permissions as the user. Everything is logged, so an error can be traced and corrected.
One hour, free of charge
Bring the list of your services and what they cost. After the meeting we both know whether an AI review is worth doing.
Niels Bosma, niels@bosmainteractive.se