Services/Workflow Automation

Workflow Automation

Turnkey Workflow Automation with n8n + AI

SwissFinanceAI orchestrates your process automation from A to Z. schnellstart.ai (Florian Witschi) builds your n8n workflows, Python pipelines, and AI integrations. You get the finished solution – without doing technical work yourself. Swiss data protection standards (DSG, FINMA), local or cloud-hosted.

Key Features

Automation Consulting: Consulting on automatic processing of documents, invoices and bank transactions with intelligent document recognition and categorization

Seamless System Integration: Consulting on integration of existing ERP systems like Bexio, Abacus or Sage as well as API connections to banks and payment service providers

Swiss Data Protection & Compliance: Secure and legally compliant data processing with Swiss standards, GPT-R compliant AI implementation for financial service providers

Customized Automation Roadmaps: Development of individual workflow automations with AI-supported decision logic for complex processes

Continuous Support: Regular optimization and adaptation of your workflows with monthly performance reports and 24/7 support for critical business processes

Human-in-the-Loop Approvals & Audit Trail: Smart approval routing based on amount thresholds and risk profiles, configurable escalation paths for exceptions, comprehensive audit logging with Swiss banking standards, intelligent fraud detection with human verification checkpoints

Methodology

1

Personal Analysis & Consulting: Detailed analysis of your current business processes and identification of automation potential

2

Individual roadmap creation for your digital transformation

3

Implementation guidance for customized workflow automations with secure system integration

4

Testing & Go-Live guidance with continuous optimization and performance monitoring

Impact

Efficiency increase: Up to 80% less manual work in financial administration

Quality improvement: Faster and error-free processes through AI support

Compliance security: Better data quality and automatic compliance checking

Strategic focus: More time for customer service and strategic business development

24/7 Monitoring & Proactive Alerts: Continuous system monitoring with intelligent anomaly detection, proactive issue resolution before they impact operations, automated escalation to the right team members based on severity and expertise

Scalability without additional staff: Processing of 300% more transactions without staff increases through intelligent process optimization

Investment & Packages

Transparent pricing for this service – tailored to your needs

Workflow Quick Win

CHF 490

1 workflow LIVE in 1 week (Proof of Concept)

  • 1 workflow LIVE implemented (schnellstart.ai)
  • Example: Invoice processing, lead routing, email automation
  • n8n setup (local or cloud)
  • Team training for this 1 workflow
  • Documentation + 14 days support
  • Free: ROI calculation for additional workflows
Recommended

Starter Package

CHF 2,900

3-5 workflows implemented (2-4 weeks)

  • 3-5 workflows LIVE (accounting, CRM, invoicing, banking)
  • schnellstart.ai builds n8n + Python integration
  • ERP/banking API integration (Bexio, Abacus, UBS, etc.)
  • Team training & documentation
  • 30 days post-launch support
  • Satisfaction guarantee: We stay until it runs

Full Automation

Custom Quote

10+ workflows + AI assistants (3-6 months)

  • Complete process automation (10+ workflows)
  • Custom AI assistants (RAG, Claude, GPT-4)
  • ATESO GmbH for complex ERP integration
  • 24/7 monitoring & proactive alerts
  • 3-6 months full-service management
  • Optional: Retainer from CHF 490/month for ongoing optimization
All prices excl. VAT. Implementation via schnellstart.ai (Florian Witschi). Savings potential: CHF 15,000-45,000 per year.

Target Audience

Swiss SMEs looking to modernize their business processes

Fiduciary offices wanting to increase efficiency

Growing companies needing scalable solutions

Businesses seeking competitive advantages through automation

Additional Information

Frequently automated finance processes: Document processing and recognition, automatic bookings and accounting, bank transactions and payment transactions, dunning and receivables management, reporting and compliance documentation. Integration with common systems like Bexio, Abacus, Sage, SAP Business One as well as banks like UBS, Credit Suisse, Raiffeisen, PostFinance.

Ready for the next step?

Schedule a non-binding strategy session now.

SEO-Keywords: Workflow Automation Switzerland, Business Process Automation, AI Process Optimization, Swiss SME Digitalization

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