BACK-OFFICE AI AGENT

MORE
BACK-OFFICE
CAPACITY.

Reduce the manual preparation work that slows down sales, admin, and customer service teams - without exposing sensitive data.

SOLUTION Back-Office AI Agent

PILOT 6–12 weeks

DEPLOYMENT On-Premises · EU Cloud

DATA SOVEREIGNTY No US cloud routing

STATUS Active

Sensitive data, controlled.

WHO IT'S FOR

For teams where back-office work eats capacity.

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.

Sales and Procurement

Inside sales, quotation teams, and procurement departments stuck in quote preparation, tender analysis, and supplier documentation.

Administration and Operations

Order processing, fulfilment, and document teams working across email, PDFs, and internal systems.

Finance and Tax Teams

Tax advisors, accounting departments, and finance teams processing tax returns, filings, and client data under strict quality requirements.

USE CASES

Back-office bottlenecks we solve.

We deploy back-office AI agents where they deliver the greatest value.

01
Quote Preparation
Email IntakePDF SpecsApproved Drafts
02
Tender Processing
AnalysisDraftingReview
03
Order Confirmations
MatchingDiscrepancy FlaggingConfirmation
04
Document Extraction
Structured FieldsValidationAutomated
05
Tax & Reporting
IntakeReviewELSTER Filing
POTENTIAL IMPACT

Measurable business outcomes.

30–50%
Fewer inside-sales hours

Per quote or order confirmation.

Based on completed pilots
10–25%
More tenders responded to

Without growing the team.

Based on completed pilots
+50%
More client capacity

In tax workflows.

Based on completed pilots
< 12 weeks From kickoff to production Typical duration
0 Data leaks outside the organization Architecture guarantee
CASE STUDY

Running on AI agents.

Wolf Fertigungstechnologie · Bavaria · ~80 employees

Quote creation automated.
Inside sales freed up for customer work.

−30–50%
Processing time per quote
8 weeks
To go live
The Problem

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.

The AI Solution

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.

The Result

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.

ELSTER Tax Filing · Active at brainbot

Tax return preparation and ELSTER filing automated.

+50%
Client capacity in tax workflows
Required
Human confirmation before filing
Active
Internally at brainbot
The Problem

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.

The AI Solution

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 Result

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.

DATA CONTROL

Built for sensitive back-office data.

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.

  1. 01 Role- and workflow-based permissions per step.
  2. 02 Preview before any change is written.
  3. 03 Rollback for actions where needed.
  4. 04 Full activity logging of all agent actions.
  5. 05 No automatic overwriting - human confirmation required.
  6. 06 EU-resident infrastructure. No US cloud routing.
More on data security
HOW WE WORK

Four steps
to production.

01/
Free Analysis Call

We review your bottlenecks, assess data risks, estimate ROI potential, and outline a pilot plan.

RESULTS IN 1 DAY
02/
Pilot Proposal

Scope, timeline, cost, success metrics, data handling, and responsibilities - all on one page.

FIXED SCOPE
03/
Pilot

We build and test the AI agent on real workflows in your environment, measured against the success metrics from step two.

6-12 WEEKS
04/
Production

Your team takes ownership of the agent in daily operations. We handle training, monitoring, and support.

TAKE OWNERSHIP

READY TO TAKE
THE FIRST STEP?

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.