Lower costs, same quality
You handle recurring office work faster, with less headcount.
01 / Overview
AI automation for Swiss businesses
Automate admin. Focus on your business.
Swissflow automates repetitive office work such as scheduling, quotes, invoicing, follow-ups and document workflows. This reduces your costs while maintaining or improving quality—or helps you capture revenue that would otherwise be lost through slow response times.
Unsure where AI could deliver value in your business? We review your workflows and show which automations are worth doing—and which are not.
No upfront cost. You only pay when measurable value is created.
02 / A workflow made lighter
No upfront cost
Start with a clearly defined workflow. Pay only when measurable value is created.
Measurable value
Agree upfront how to measure costs, delays or lost revenue.
Existing tools
Email, CRM, spreadsheets and specialist systems stay in place.
Local partner
Direct access and clear Swiss accountability.
03 / The problem
Costs rarely come from a single bottleneck. It is the daily drag.
It is the daily volume of many small, recurring tasks that slows processes down, keeps customers waiting and allows revenue to slip away.
Many small recurring steps
Businesses lose time not because of one large task, but because of many small recurring steps.
Work waiting in an inbox
Requests, quotes and follow-ups get lost in day-to-day work while waiting for someone to act.
Progress tied to one person
Recurring tasks, payment reminders, CRM updates and deadlines depend on someone remembering them.
04 / Value path
Where value shows first: enquiry to quote to follow-up
A customer enquiry arrives by email. Instead of sitting in an inbox until someone gets to it, the automation reacts at once: it reads the request, retrieves the relevant information and prepares a reply—or sends it directly. The enquiry is handled promptly.
For the business owner
You lose less revenue because promising enquiries no longer have to wait for someone to find the time.
For the team
Less inbox sorting, copying and chasing. The automation has the next action ready.
For the customer
Faster answers, clearer next steps and fewer delays caused by internal handoffs.
04 / Value path
Example workflow: research, reporting and review pack
Swissflow gathers research notes, reporting inputs, client requests and missing documents into a controlled pack before senior review.
For the investment lead
Swissflow assembles research notes, reporting inputs and open questions before judgement is required.
For operations and compliance
Missing documents, approvals, client follow-ups and audit points are visible without informal chasing.
For the client
Communication is faster and clearer, while final wording and sensitive decisions stay under human review.
05 / Choose the context
Two application areas, one Swissflow method.
Start with the area closest to your work. The examples and benefits below then adjust to that context.
06 / Benefit
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How do you benefit?
Swissflow connects to the tools your team already uses and removes repeated manual steps where they cost time, money or customer momentum.
Relieve your team
Swissflow prepares or takes over routine work, so your team spends less time searching, copying and chasing - and more time on customers, quality and decisions.
Revenue that does not slip
You respond to enquiries, prepare quotes and proposals, and follow up promptly.
Less reliance on memory
Recurring tasks, payment reminders, CRM updates and deadlines become visible without relying on a single person.
Senior time protected
Analysts and partners spend less time gathering files, chasing inputs and formatting packs before review.
Clearer control points
Swissflow surfaces open client requests, KYC items, approvals and exceptions before they become last-minute risks.
Fragmented systems connected
Swissflow connects email, portals, portfolio systems, CRM, data rooms and document folders around the workflow.
No investment decisions outsourced
Swissflow prepares, routes and checks workflow outputs. Investment judgement and client-facing approval stay with the firm.
07 / SME workflows
What this looks like in practice
Many SMEs lose time not because of one large task, but because of many small recurring steps.
Sales & scheduling
Enquiries into quotes
Swissflow structures email enquiries, photos, measurements and customer data into quote drafts.
ValueFaster response to enquiries and fewer lost jobs.
Quote and proposal follow-up
Swissflow connects meeting notes, service modules and customer data into proposal drafts and follow-up actions.
ValueMore opportunities to win business without additional administrative work.
Scheduling coordination
Swissflow coordinates site visits, service calls and customer questions, confirms them and updates them when plans change.
ValueLess back-and-forth by phone and better use of your team’s time.
Money & admin
Payment checks and reminder drafts
Swissflow reconciles open receivables, flags exceptions and drafts polite payment reminders.
ValueLess time waiting for payment and less spreadsheet maintenance.
CRM, onboarding and reporting
Swissflow keeps customer data, status fields, tasks and simple reports up to date.
ValueA clearer pipeline and less manual CRM maintenance.
Deadline and task monitoring
The agent monitors deadlines, missing documents and internal responsibilities and sends timely reminders based on clear rules.
ValueLess manual chasing and lower risk around deadline-sensitive work.
Documents & tenders
Documents and escalations
Contracts, protocols, photos, invoices and open escalations remain traceable for each customer, property or project.
ValueMore transparency and less searching.
Monitor public tenders
Swissflow monitors relevant simap.ch publications and sector keywords, filters them and turns them into a short fit/no-fit recommendation.
ValueFewer missed opportunities and less manual tender searching.
Extract requirements and deadlines
Swissflow structures tender documents by eligibility criteria, mandatory evidence, deadlines and disqualification risks.
ValueFaster decisions on whether a bid is commercially worth pursuing.
07 / Financial workflows
What this looks like for asset managers and family offices
Start with one workflow where sensitive material is scattered, deadlines matter and human review must remain in place.
Client reporting and investment memo preparation
Swissflow assembles portfolio reports, custodian statements, market notes, commentary drafts and open questions into a review-ready pack.
ValueLess senior time spent collecting material, formatting slides and checking whether inputs are complete.
KYC, onboarding and document follow-up
Swissflow classifies inbound documents, tracks missing items and drafts client or counterparty follow-ups for review.
ValueClearer document status, fewer repeated checks and controlled communication.
DDQ, RFP and investor request drafting
Swissflow turns questionnaires, standard firm information, data points and previous answers into a first draft and highlights the gaps.
ValueFaster response cycles without losing review control or inventing unsupported answers.
Operations handoffs and approval tracking
Swissflow routes cash movements, trade support notes, tasks, exceptions and approvals with status, owner and next action visible.
ValueCleaner control across portfolio, operations, compliance and client-facing work.
08 / Difference
Why Swissflow instead of typical AI tools?
Our solutions connect and integrate with your existing systems. They are not a separate chatbot running alongside them.
Integrated into existing systems
We work with email, calendar, CRM, spreadsheets, databases and specialist systems instead of replacing your existing software.
Not another chatbot
The automation follows your real handoffs and prepares drafts, updates, reminders and review-ready work.
We build, run, monitor and optimise
Swissflow takes responsibility for implementation, operation and continuous improvement.
No upfront cost
Payment is based on proven value, not another licence or implementation bill before anything works.
Human approval where needed
Sensitive wording, pricing, client communication and exceptions stay reviewable before anything is sent.
Local partner, clear accountability
Direct access, pragmatic Swiss implementation and one partner responsible for keeping the workflow useful.
08 / Difference
What should improve for financial teams
The first workflow should reduce the burden of preparation while preserving confidentiality, auditability and human approval.
Review-ready material
Swissflow assembles research, reporting, DDQ and client material, checks it for missing inputs and prepares it before review starts.
Controlled document follow-up
Missing items, client requests, KYC tasks and internal ownership become visible without informal chasing.
Visible approval trail
Prepared outputs, exceptions and approval points stay traceable across sensitive workflows before anything is sent.
09 / Low-effort start
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Where to start?
In a free first conversation, we clarify which workflows can sensibly be automated, which tasks need human approval and where your team keeps control.
Understand the workflow
We check where time, money or customer momentum is currently being lost.
Assess fit
We show which processes are suitable, which are not, and where automation might make sense later.
Fit the implementation to your software
Email, calendar, CRM, spreadsheets and specialist systems stay in place. We connect what already works.
Start small
No months-long transformation project. One clear workflow, visible value, then expand deliberately.
10 / Contact
Find where automation could deliver value.
Send us the admin work that drains the most time, delays customers or lets follow-ups slip. We will estimate the likely gain and say whether automation is worth it.
Start with one sensitive workflow.
Send us the reporting, research, DDQ or document workflow that takes up too much senior staff time. We will map where automation can support the team without removing review control.