Process automation

Every business is unique. Our automation approach is to first gain a thorough understanding of your company-specific requirements and goals. Our experts work with you to develop a comprehensive roadmap for those areas where automation can make a value-added contribution. Through intensive cooperation, we ensure that the automation solutions we develop for accounting and BPO processes are precisely aligned with your goals.
Ulrich Schäfer
Partner
Auditor, Certified Tax Advisor
Manuel Sonntag
Associate Partner
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Our Philosophy

With our customised automation solutions, we make your business processes more efficient, secure, and scalable. Our range of services includes IT architecture, interface management, data transformation, database access, and API management – all with the goal of efficiently networking and optimising processes. We automate data entry from invoices, receipts, and account statements directly into your accounting system using workflows and tools. We handle payroll, deductions, and payments reliably through custom connectors. Data exchange between systems takes place via clearly structured transformation processes.

For your financial analyses and reports, we rely on Power BI and intelligent consolidation tools. Compliance checks and audits can be automated with AI Builder, as can customer inquiries through intelligent chatbots. Your advantages: We automate recurring tasks, your team gains more time for value-added activities. Sources of error due to manual entries are eliminated, and data quality increases. At the same time, operating costs decrease, and customer satisfaction grows due to faster response times. In this way, you create the basis for sustainable growth and a modern, digital corporate culture. Success starts with us.

Strategic process automation for sustainable growth

Our Services

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Intelligent Tools for Modern Corporate Management

With Power Platform, Power Query, and Power BI, we develop customised automation solutions that make your business processes more efficient and transparent. We integrate data sources, automate processes, and visualise results – all without complex programming. This results in intelligent workflows that save time, reduce errors, and enable informed decisions. Your processes become digital, scalable, and future-proof.

The Microsoft Power Tools

  • Power Platform. A versatile set of instruments that optimises development and automation processes
  • Power Query. Transforms, connects, and prepares your data for more information-based decision-making
  • Power BI. Develops actionable insights through powerful data visualisations

RPA

We use Robotic Process Automation (RPA) in a targeted manner to efficiently automate repetitive, rule-based tasks in business processes. Whether data entry, document processing, or system reconciliation – digital bots reliably and flawlessly take over these activities. This way, we relieve teams, increase process speed, and improve data quality. RPA creates freedom for value-added tasks and supports a scalable, digital transformation. Future-oriented mindset.

Your journey. Our mission.

  • We automate repetitive, rule-based tasks such as data entry, document processing, and system reconciliation
  • We increase efficiency and speed through continuous, error-free execution of processes
  • We reduce costs and minimise errors by digitally replacing manual activities
  • We take the weight off your shoulder so you can concentrate on value-added tasks
  • RPA is scalable and can be used flexibly in various departments and IT systems

Workflow Automation

With workflow automation, we digitise central business processes – from data entry to payroll accounting to financial analysis. With the help of Cloud Flows, Power Query, Power BI, and AI Builder, we automate accounting, compliance checks, system integrations, and customer inquiries. This results in efficient, error-free processes that save time, create transparency, and sustainably relieve your teams. We make you future-ready.

The advantages of workflow automation

  • Automates data entry from invoices, receipts, and account statements
  • Digitises payroll, taxes, and payments with custom connectors
  • Integrates source and target systems through structured data transformation
  • Optimises reporting and financial analyses with Power BI and Power Query
  • Supports compliance and customer service through AI Builder and chatbots

Artificial Intelligence

We use AI and machine learning in a targeted manner to support data-based decisions in business processes. Our systems analyse large amounts of data, recognise patterns, and make automated, informed decisions – for example, in workflows, compliance checks, or customer inquiries. This results in intelligent processes that are faster, more precise, and scalable – for solutions that will last not only today but also tomorrow.

AI in process automation

  • Supports decisions through pattern recognition and data analysis
  • Automates complex workflows with learning algorithms
  • Processes large amounts of data efficiently and compliantly
  • Increases accuracy in compliance checks and audits
  • Improves customer service through intelligent response systems

“For over 25 years, I have been guiding our clients through complex transformation processes – today, we use technologies such as RPA, Power Platform, and AI not only to automate processes, but also to create real freedom for strategic growth. For us, digitisation is not a trend, but a lived responsibility.”

Ulrich Schäfer
Partner