BACK-OFFICE AI AGENT

MORE
BACK-OFFICE
CAPACITY.

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

SOLUTION Back-office AI Agent

PILOT 6–12 weeks

DEPLOYMENT On-prem · EU Cloud

DATA SOVEREIGNTY No US-cloud offloading

STATUS In Production

Sensitive data, controlled.

WHO THIS IS FOR

For teams where back-office work limits capacity.

Built for teams holding sensitive data - under audit, regulation or contract - where every hour spent on document preparation is an hour not spent on business growth.

Sales and procurement teams

Inside sales, bid desks, and procurement teams pinned down by quote prep, tender analysis, and supplier paperwork.

Admin and operations teams

Order desks, fulfilment ops, and document teams handling work across email, PDFs, and internal business systems.

Finance & tax teams

Tax advisors, accounting departments, and finance ops preparing returns, filings, and client-file work under tight quality bars.

USE CASES

Back-office bottlenecks we address.

We deploy back-office AI agents where they add the most value.

01
Quote preparation
Email intakePDF specsApproved updates
02
Tender responses
AnalysisDraftingReview
03
Order confirmations
MatchingDiscrepancy flagConfirmation
04
Document extraction
Structured fieldsValidationHands-off
05
Tax & filing prep
IntakeCheckELSTER submit
POTENTIAL IMPACT

Measurable business results.

30–50%
Quotes & order confirmation

Fewer inside-sales hours per quote or order confirmation.

Based on shipped pilots
10–25%
Tender coverage

More tenders answered, without growing the bid desk.

Based on shipped pilots
+50%
Tax-advisor capacity

More client capacity in tax workflows.

Based on shipped pilots
Weeks Pilot to production Typical timeline
0 Data losses outside the company Guaranteed by architecture
CASE STUDY

Shipped on real workflows.

Specialty machinery manufacturer · Baden-Württemberg · ~80 employees

Quote creation automated.
Inside-sales team free for customer work.

−30–50%
Processing time per quote
8 weeks
To go-live
0
Data losses outside the company
The Problem

A special-purpose machinery manufacturer in Baden-Württemberg had a full order book but a chronically overloaded inside-sales team. Quote and tender processing consumed too much of the team's time. Earlier automation attempts failed because the work involved unstructured inputs - emails, PDFs, specifications. Construction data had 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 included role-based permissions, preview before write access, rollback, and activity logging. The customer's construction data stayed in a controlled DACH cloud environment.

The Result

Three workflows launched in 8 weeks. Inside-sales hours per quote were significantly reduced. The team handles complex requests requiring judgment; the agent handles routine. A follow-up mandate for production planning has already been commissioned.

ELSTER tax filing · In production at brainbot

End-to-end tax-return preparation.
With ELSTER filing. Confirmation before every submission.

+50%
Client capacity in tax workflows
Mandatory
Human confirmation before filing
In production
At brainbot internally
The Problem

Tax advisors spend significant qualified-staff time preparing, checking, and filing client tax returns. The process is repetitive, error-prone if rushed, and takes specialists away from higher-value advisory work.

The AI Solution

brainbot built an end-to-end tax-return agent with ELSTER filing. ELSTER is the mandatory electronic tax-filing interface of the German tax authority. The system prepares the tax return, checks it internally, and submits it through ELSTER after mandatory confirmation.

The Result

brainbot built a working model for reducing qualified-staff preparation work in tax workflows. Confirmation is required before any filing is submitted. The system is in production internally at brainbot; a first pilot ramp-up with a tax-advisor partner firm is underway.

DATA CONTROL

Built for sensitive back-office data.

Critical data stays on premises and/or in EU cloud. No US-cloud offloading. Guardrails go into the workflow itself, not bolted on after. Every agent action requires permission, is previewable, and is reversible.

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

From assessment call to
production.

01/
Free AI assessment call

Bottlenecks reviewed, data risks checked, ROI estimated, pilot path outlined.

FREE · OUTPUT IN 1 DAY
02/
Pilot proposal

Scope, timeline, cost, success metrics, data handling, responsibilities.

FIXED SCOPE
03/
Pilot

AI agent built and tested on real work in your business. Measured against your success metrics.

6–12 WEEKS
04/
Production

AI agent moved into daily use with training, monitoring, and support.

OWNED BY YOU

LET'S FIND YOUR
FIRST WORKFLOW.

Find the back-office bottleneck with the clearest ROI. Book a free assessment call - we'll review your back-office bottlenecks, estimate the ROI potential, and outline what a pilot would look like.

You leave the call with
  • Clarity on the back-office workflow with the clearest ROI
  • A concrete pilot scope - systems, timeline, cost
  • Understanding of the data security architecture
  • A realistic ROI estimate for the pilot