AI Automation for SMEs

Production-grade AI automation — shipped in weeks, not quarters.

We automate the workflows that cost your team hours every day — documents, intake, inboxes, reporting — with senior delivery, real integrations, and human-in-the-loop where it matters.

20–40h
reclaimed per week
per automated workflow
60–90%
manual touch removed
on document-heavy processes
2–6 wks
to first production slice
thin slice, real users
0
tokens leaked
German-grade data handling
Solutions

Six patterns we ship repeatedly

Each one is a proven shape — not a research project. We adapt the stack to your tools, not the other way around.

Document processing

The pain: PDFs, invoices, contracts, claims, lab reports stacking up in inboxes.

What we ship: OCR + structured extraction + validation pipeline that turns documents into clean data your systems can act on.

  • Cut processing time 70–90%
  • Audit trail per document
  • Human-in-the-loop on edge cases
OCR / TextractLLM extractionSchema validationERP / CRM sync
Proof: Tax Advisory / BBTax

RAG assistants & internal Q&A

The pain: Teams hunting for answers across SharePoint, wikis, contracts, policies.

What we ship: Secure retrieval-augmented assistant that answers only from approved content, cites sources, respects access controls.

  • Sub-2s answer latency
  • Citations on every response
  • No data leaves your tenant
Vector storeEmbedding pipelineRAG orchestrationSSO + roles
Proof: divorce.ch / onlinescheidung.ch

Patient & client intake

The pain: Reception overload, paper forms, manual triage and insurance checks.

What we ship: Digital intake with field validation, insurance pre-check, and PMS / CRM sync — triage routed automatically.

  • Reception load down 40–60%
  • Fewer mis-routed cases
  • Cleaner first-touch data
Intake formsValidation rulesPMS / CRM APIWorkflow engine
Proof: Zahnkultur / agileHealth

Email & message triage

The pain: Shared inboxes drowning support, ops or sales teams.

What we ship: Classification + routing + draft-reply generation, with confidence thresholds and human review on anything ambiguous.

  • First-response time cut 50–80%
  • Consistent tone & accuracy
  • Backlogs cleared, not delegated
ClassifierLLM draftRouting rulesHelpdesk / CRM API
Proof: Thalox

Reporting & operational dashboards

The pain: Analysts copy-pasting between spreadsheets to produce weekly reports.

What we ship: Replace spreadsheet reporting with structured pipelines and live dashboards — refreshed automatically, drill-down ready.

  • Reports go from days to minutes
  • Single source of truth
  • Anomalies surfaced, not buried
ETL pipelinesWarehouse / SQLDashboard layerAlerting
Proof: iMMAP / COVID-19

Predictive ML & anomaly detection

The pain: Failures, churn, fraud or quality issues caught too late.

What we ship: Custom ML models trained on your data — anomaly detection, failure prediction, risk scoring with explainable outputs.

  • Catch issues before they cost
  • Explainable, auditable scores
  • Retraining pipeline built in
Feature pipelineModel trainingInference APIMonitoring
Proof: Odin 4.0
Before / after

What changes when we ship

Real workflows our clients run today — and how they ran before automation.

See what changes when workflows are automated

Switch industries and toggle between manual and automated flows.

1Patient arrives
2Paper form filled
3Reception types data
4Manual insurance check
5Phone routing to clinician
Tools
Digital intakePMSValidation rulesWorkflow engine
Benefit

Less reception load, fewer errors, faster patient flow.

Industries

Where we've already shipped

Healthcare

Intake, triage, PMS integration, claim workflows.

Legal

RAG assistants, structured intake, document analysis.

Tax & Accounting

Invoice / receipt extraction, reconciliation, reporting.

E-commerce

Order ops, support triage, catalog & content automation.

Professional services

Proposal generation, CRM hygiene, time capture.

Logistics & ops

Routing, exception handling, partner data integration.

How we deliver

From scoping call to scaled workflow

Predictable, thin-slice delivery. You see real value in production before committing to scale.

  1. 1
    Week 0
    30-min scoping call

    We map the workflow, the systems involved, and the cost of doing nothing. You get a written recommendation either way.

  2. 2
    Week 1
    Discovery & thin-slice plan

    We sit with the team doing the work, document the as-is, and pick the one slice that proves value fastest.

  3. 3
    Weeks 2–4
    Build the thin slice

    Senior engineers ship a production-grade slice — integrated with your systems, validated, with a human-in-the-loop where it matters.

  4. 4
    Weeks 4–6
    Pilot with real users

    Roll out to a small group, measure, iterate. You see real numbers before committing to scale.

  5. 5
    Ongoing
    Scale & operate

    Expand to adjacent workflows, harden, monitor. Optional managed support — or full handover to your team.

How we work

What we commit to

German data handling

EU/CH hosting options, your tenant, your data. No training on your content.

Human-in-the-loop by default

Confidence thresholds and review queues — never silent automation on critical decisions.

Integrates with what you have

We meet your stack — ERP, CRM, PMS, helpdesk, warehouse — not replace it.

Weeks, not quarters

Thin-slice delivery means real value in production fast, with room to iterate.

Self-check

How automation-ready is your workflow?

Five inputs, no email required. You get a qualitative score and a suggested next step.

Automation Readiness Score

Five inputs. Qualitative score — no fake ROI numbers.

Manual steps in the workflow3/5
120+
How often it happens3/5
RarelyMany times daily
People involved3/5
110+
Tools involved3/5
18+
Cost of mistakes or delays3/5
LowCritical
Your result
50/ 100
Medium automation potential

Several manageable steps can be automated to free meaningful capacity.

Proof

Selected AI projects

Zahnkultur Berlin / agileHealth
agileful Client
Complexity: Very HighAutomation depth: Deep
Digital intake and workflow automation for a multi-clinic dental group, including automated validation, routing, CRM/workflow integration, and task coordination.
Workflow AutomationRegulated IndustryPMS Integration
Healthcare Automation
AI Automation
Document Processing & Reporting
SaaS & Operational Platforms
CMS, Web Apps & Dashboards
View case study
divorce.ch / onlinescheidung.ch
agileful Client
Complexity: HighAutomation depth: Advanced
AI-powered website information assistant built with secure RAG, backend infrastructure, chatbot integration, approved-content restrictions, citation-based answers, and FR/DE support.
RAG AssistantRegulated IndustryMulti-language
Legal & Regulated Workflows
AI Automation
Document Processing & Reporting
CMS, Web Apps & Dashboards
View case study Live
Tax Advisory / Textraction / BBTax
agileful Client
Complexity: HighAutomation depth: Deep
Web app and OCR/Textract solution for tax and accounting workflows, automating document classification, invoice extraction, and structured reporting.
OCR / TextractDocument PipelineRegulated Industry
AI Automation
Document Processing & Reporting
Legal & Regulated Workflows
CMS, Web Apps & Dashboards
View case study Live
Legal Platform — Switzerland
agileful Client
Complexity: HighAutomation depth: Advanced
Structured workflow automation for complex legal processes, guiding users step by step and automating input collection and document handling.
Workflow AutomationRegulated Industry
Legal & Regulated Workflows
AI Automation
Document Processing & Reporting
View case study
IDEBYG A/S
Proposal-only
Complexity: HighAutomation depth: Advanced
Proposal / architecture experience — not delivered as a full project.
AI workflow automation proposal for project and construction operations: email-to-task conversion, distribution, Excel automation, and project overview dashboards.
Email RoutingReportingProject Operations
AI Automation
Document Processing & Reporting
SaaS & Operational Platforms
View case study
Maldives Island Realty
Proposal-only
Complexity: MediumAutomation depth: Foundational
Proposal / architecture experience — not delivered as a full project.
AI workflow automation proposal for real estate communication: email classification, priority scoring, smart routing, AI reply suggestions.
Email RoutingAI Assistant
AI Automation
Document Processing & Reporting
SaaS & Operational Platforms
View case study
In their words

What AI clients say

Verified reviews from Clutch.

They feel like a part of our company.

Custom ML product for email marketing built on AWS, Node.js, Python and PyTorch — quality of services up 50%+.

Falk von Rönn
Product Owner, Thalox AG
Digital Marketing / ML · Matosinhos, Portugal
Verified on Clutch · May 2022
The product works well — agileful did a good job.

Rewrote and improved a machine-learning prediction algorithm for press release monitoring, plus a SaaS user dashboard.

Rooh Savar
Founder, Jahan.info
Media Analytics SaaS · Paris, France
Verified on Clutch · Jan 2021
They care about my metrics and success.

Front- and backend MVP for turbine monitoring with simplified shop-floor UX and ML backend.

Kaz Schneeberger
CEO & Founder, Odin 4.0
Manufacturing / Turbine Monitoring · Berlin, Germany
Verified on Clutch · Jan 2021
FAQ

Questions we hear on the first call

How do you price an automation project?+

Fixed-price thin slice (typically 2–6 weeks), then a roadmap. No open-ended retainers, no vague monthly billing. You see scope and price before any work starts.

What about our data — does it leave the company?+

Default deployment runs in your tenant or on EU/CH infrastructure. We use models that contractually do not train on your data, and we scope access tightly. Compliance review fits in week one.

Do we need a clean dataset before starting?+

No. Part of the discovery is assessing the data we have to work with. Most projects start messy — the thin slice often surfaces what to clean first.

Who actually does the work?+

Senior engineers and a delivery lead — no offshored juniors, no 'AI strategy' theatre. You meet the people building it on the first call.

What if AI is overkill for our problem?+

Then we say so. About a third of the time the right answer is a simple workflow or integration, not a model. We bill the same either way — the goal is value shipped.

Next step

Book a 30-minute scoping call

We'll map your workflow, name the bottleneck, and tell you whether automation is the right call — in writing — either way.

No pre-call survey. No deck. Senior engineer on the call.
Book a call