Per quote or order confirmation.
Reduce the manual preparation work that slows down sales, admin, and customer service teams - without exposing sensitive data.
Built for teams with sensitive data - under audit obligations, regulation, or contractual requirements - where every hour spent on document preparation is an hour less for growth.
Inside sales, quotation teams, and procurement departments stuck in quote preparation, tender analysis, and supplier documentation.
Order processing, fulfilment, and document teams working across email, PDFs, and internal systems.
Tax advisors, accounting departments, and finance teams processing tax returns, filings, and client data under strict quality requirements.
We deploy back-office AI agents where they deliver the greatest value.
Per quote or order confirmation.
Without growing the team.
In tax workflows.
Demand was high but the inside sales team was stretched thin. Quote and tender processing ate too much of the team's time. Earlier automation attempts failed because the work relied on unstructured inputs - emails, PDFs, specifications. Engineering data needed to stay in a controlled environment.
brainbot built a back-office AI agent for three workflows: quote preparation, order confirmations, and tender analysis. The system includes role-based permissions, preview before any changes are written, rollback, and activity logging. Engineering data stayed in a controlled DACH cloud environment throughout.
Three workflows went live in 8 weeks. Processing times per quote dropped by 30-50%. The inside sales team now handles complex requests while the agent takes care of routine ones. The customer is now looking to expand the system.
Tax advisors spend too much of their specialist time preparing, reviewing, and filing client tax returns. The process is repetitive, error-prone under pressure, and pulls specialists away from higher-value advisory work.
brainbot built an end-to-end tax return agent with ELSTER filing. The system prepares the return, reviews it internally, and files it via ELSTER - but only after the advisor confirms.
The system runs inside brainbot today. Every filing requires advisor confirmation before it goes through. A first pilot with a tax advisory firm is now underway.
Critical data stays on-premises and/or in the EU cloud. No US cloud routing. Security mechanisms are built into the workflow - not bolted on afterward.
We review your bottlenecks, assess data risks, estimate ROI potential, and outline a pilot plan.
Scope, timeline, cost, success metrics, data handling, and responsibilities - all on one page.
We build and test the AI agent on real workflows in your environment, measured against the success metrics from step two.
Your team takes ownership of the agent in daily operations. We handle training, monitoring, and support.
Request a free 15-minute analysis call. We'll review your back-office bottlenecks, estimate the ROI potential, and outline what a pilot could look like.