What AI concretely achieves in everyday Swiss business

Body shop & vehicle detailing

Starting point

Quotes, workshop orders and damage reports ran on paper; photos and reports ended up scattered, and the handover from workshop to office was laborious.

Solution

A custom tablet app for office and workshop in one interface with separate views (light office view, dark workshop view). The office creates quotes and customer orders; the workshop adds the report, mileage, sign-off, a damage sketch with five vehicle views and before/after photos. Everything flows automatically as a line item into the accounting (Bexio) and the photos into cloud storage. In addition, an agent automatically classifies and files incoming email enquiries.

Result & benefit

A seamless digital order process from customer order to invoice – no duplicate data entry, with clean photo and report documentation.

Tools used

Custom web/tablet appMakeBexioOneDriveClaude

Client name (after approval): Not yet approved

Fiduciary & accounting firm

Starting point

A lot of manual receipt management – scanning, naming, filing and posting invoices. Accounting runs across several systems, time tracking and reporting are laborious, and routine communication ties up time that is missing for client mandates.

Solution

AI-supported automation of everyday office work:

• Document automation: receipts are scanned; the AI reads, names and files them in a structured way by vendor and date – including a review queue that only presents exceptions for manual checking.
• Accounting: quotes, invoices and postings are prepared directly in Bexio; the AI takes over recurring reconciliations (e.g. exchange rates, collective charges).
• Time tracking: automated reporting at fixed intervals, so that working hours are captured completely and correctly and become better billable.
• Communication: a daily email briefing, triage and reply drafts in the firm's own style.
• Data protection: business licences with data hosted in Europe; the AI works with granular permissions and only creates drafts.

Result & benefit

More than ten hours per week less manual receipt management, plus around 30 minutes per day less effort on reporting – and therefore more complete, better billable working hours. The firm works more digitally, with fewer errors and more time for client mandates.

Tools used

ClaudeChatGPTMakeBexioOneDriveTime tracking (Clockodo)Notion knowledge base

Client name (after approval): Not yet approved

Car dealership / brand representation

Ongoing project

Starting point

A family-run company with management, customer service, sales, after sales, workshop and administration. A flood of emails for management, manual checking of time tracking, manual invoice entry and account coding, scattered documents and a document management system without an open interface. The aim is not to replace jobs, but to reduce errors and free up time for customers.

Solution

A holistic AI ecosystem, built up step by step:

• A central team workspace with an AI assistant tailored to the company, connected to email and calendar; each key person has their own assistant matched to their role.
• Executive support for management: a daily email briefing, reply drafts in the person's own writing style, a weekly and Saturday digest of outstanding items, preparation of sales and after-sales meetings, and following up on open points.
• Administration and finance: automated receipt filing and naming, preparation of account coding, reconciliation of collective charges and support with time tracking (target vs. actual, overtime, premiums).
• Customer service and sales: taking on specific time-wasters, an open-items list before workshop appointments, seasonal offers (e.g. tyre changes), so that more time remains for customers.
• A company-specific skill library built from structured interviews with employees; knowledge stored once can be used in all projects.
• Clear guardrails and data protection: the AI analyses and suggests, but never sends or deletes on its own; every draft is released by a person; data hosted in Europe via business licences.

Result & benefit

An AI ecosystem growing across the whole company that relieves management, administration, customer service and sales. Management regains overview and time, document filing is consistently clean for the first time, and the team is empowered to work with AI independently – rather than becoming dependent on it.

Tools used

Claude team workspaceOutlook/Microsoft integrationMakeBexioCompany-specific skill libraryNotion knowledge base

Client name (after approval): Not yet approved

Premium consumer goods with direct sales & membership programme

Starting point

A high-quality brand with direct sales, a personal customer relationship and an exclusive circle of members. What was needed was a seamless digital sales channel and customer communication that is noticeably relieved yet consistent in the brand's tone – without losing its personal character.

Solution

A digital sales funnel with AI communication:

• Digital sales channel: an online shop with a seamless sales funnel from first contact to order.
• Member area (Private Circle): exclusive access to limited products, preferential terms and invitations to tastings and events, on a monthly or annual subscription.
• AI communication assistant: answers customer enquiries in the brand's tone (personal, direct, no empty phrases) based on a curated knowledge base, and passes complex cases on to the owner.
• Knowledge base as the foundation: products, origin, processes and tone of voice are documented centrally, so that answers stay consistent and on-brand.

Result & benefit

A professional sales and membership process with recurring revenue through the subscription model, and noticeably relieved, consistent customer communication – the personal style of the brand is preserved, but scales along.

Tools used

Web shop / sales funnelMembership systemAI communication assistantcentral knowledge base

Client name (after approval): Not yet approved