AI agents and assistants

An assistant that really knows your business.

An AI agent answers questions about your own accounts, documents or website and sets tasks up for you. The difference from a chatbot: it works with your data and within your rules.
assistant · question
active
Which invoices are still open?
question in plain language
Question
Accounts searched
read only
Data
Overview drawn up
3 invoices · total amount
Answer
Reminder set up
awaiting your approval
Proposal
You approve
only then is anything sent
Person
What it delivers

Why you start here.

Questions in plain language

No building reports or hunting through menus: you ask a question and get an answer.

You keep the decision

The agent prepares and proposes. You approve what actually happens.

Within clear boundaries

What the agent may see and do, you define in advance. Everything is logged.
Use cases

What an assistant can do for you.

Questions about your figures

Look up outstanding items, revenue per customer or spending per month.

Knowledge base

Answers from your own manuals, procedures and documents.

Follow-up prepared

Prepare reminders and replies that you send with one click.

Website questions

Checking which pages need improvement and making suggestions.

Planning

Keep track of appointments and deadlines and flag conflicts.

Monitor

Check daily that everything adds up and only report when something deviates.
Approach

This is how we approach it.

Start small, measure, and only then scale up. That way you know where you stand at every moment.
01

Defining the task package

Which questions and tasks does the assistant get, and which does it not?
02

Connect sources

Only the data that is needed, with read access as the starting point.
03

Setting limits

What the agent may do itself, what becomes a proposal and what always goes to a person.
04

Evaluating

We watch the questions and answers and improve where needed.
Frequently asked questions

Questions about AI agents and assistants.

Ask your own question

What is the difference between an AI agent and a chatbot?

A chatbot answers general questions. An agent works with your own data and systems, can prepare tasks and follows your rules. That makes its answer specific to your business.

Can an agent carry out actions on its own?

That is possible, but we almost always start with proposals that a person approves. Only once a task proves to run reliably can it become more autonomous. That is how it works in the bookkeeping case too: the system never pays on its own.

What if the agent gives a wrong answer?

That is why we connect the agent to your own sources and have it show what an answer is based on. When in doubt, it says so instead of guessing. Important actions always go through a person.

Can my team use the assistant too?

Yes. We set up the assistant for the people who work with it, with permissions per role. In the quick scan we look at who will use it and for what.

Free AI quick scan

Where does your team lose the most time?

In a 45-minute conversation we map out together which tasks you can automate, what it delivers and what you are better off not starting. No obligation, and you keep the outcome.