Document processing
Extract, check and pass on invoices, delivery notes, contracts or applications in structured form.
Agentic AI · Automation
AI Agents & Process Automation: Less Routine, More Impact
Checking invoices, routing emails, reconciling data between systems: many tasks are repetitive but too unstructured for classic automation. AI agents close that gap – and a human always approves the decisions that matter.
- Human approval for critical steps
- Integrated with ERP, CRM and Microsoft 365
- Every step logged and traceable
Sound familiar?
- 01 Manual data entry
“We type data from PDFs into the ERP every single day.”
Information from PDFs, emails and forms is typed into ERP or CRM by hand – slow and error-prone.
Our answerAgents extract and check documents and prepare the ERP entry.
- 02 Rigid automation
“Our automation breaks whenever a supplier changes their form.”
Rule-based workflows break as soon as a document looks different than expected.
Our answerAI understands content, not positions – and handles variation.
- 03 Knowledge bottlenecks
“When our accountant is on holiday, everything stops.”
Only a few people know how a process really works. When they're away, work stalls.
Our answerThe process knowledge lives in the agent – your team just approves.
What you get
Multi-step AI agents
Agents that plan tasks, gather information from several systems and prepare results.
Human-in-the-loop approvals
For decisions that matter, the agent proposes and your team approves or corrects – staying in control.
Integration with your systems
Connected to ERP, CRM, Microsoft 365 and existing APIs, for example with n8n or Power Automate.
Audit log & monitoring
Every step is logged. You always see what was automated, how well and at what cost.
Typical use cases
- Check incoming invoices and pre-fill them in the ERP
- Classify, answer or route customer requests
- Prepare quotes from enquiries and price lists
- Generate reports from several data sources automatically
How we work
- 0130 min · free
Discovery call
You describe a workflow. We tell you honestly whether automating it is worth it.
- 021–2 weeks
Process analysis
We map the workflow, identify exceptions and define where a human approves.
- 032–4 weeks
Pilot in parallel
The agent runs alongside the existing process while we measure quality and time saved.
- 04ongoing
Production
Gradual handover, monitoring and expansion to further processes.
Which process costs you the most time?
Describe a workflow to us. We'll tell you honestly whether and how it can be automated.Book a free callFrequently asked questions
What is the difference between RPA and AI agents?
RPA follows fixed rules and fails on deviations. AI agents understand unstructured content like emails or PDFs and handle variation. We often combine both.
Does the AI make decisions on its own?
Only where you want it to. For relevant steps such as payments or customer communication, a human approves by default.
Which systems can you connect?
Anything with an interface: common ERP and CRM systems, Microsoft 365, SharePoint, email and databases.
How do you measure the benefit?
Before we start, we define metrics such as cycle time, error rate or hours saved per month, and measure them during the pilot.
Which process costs you the most time?
Describe a workflow to us. We'll tell you honestly whether and how it can be automated.
Talk directly with the people who will build your solution.info@swai-solutions.ch Zurich, Switzerland · Wiedingstrasse 97Request your free discovery call
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