What your data could have been telling you all along.
Unlock the hidden story behind your numbers and documents — with AI that detects anomalies before they become visible.
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Automation is no longer just about making repetitive processes faster.
What it is about
At this roundtable, we will present six agents from ongoing client projects, grouped into three thematic blocks: figures and planning, documents and knowledge, governance and control. In between, there will be time for discussion.
Ask the monthly closing
The monthly closing is available. Forty pages, three appendices. The question you actually have is not stated anywhere: Why does the margin in the East region deviate from plan, and was this already addressed in the last board meeting?
The difference
Today, this question is answered by a person who needs a week to do so. With AI, it can be answered in one sentence, including a source reference.
Questions we will answer live
Where does the margin deviate from plan, and since when? What was discussed but not followed up on? Where is a signature or approval missing without anyone noticing? Why do certain people repeatedly approve invoices just below the approval threshold, and how do you ensure that there are no conflicts of interest?
Six agents, three focus areas
Figures, planning, and budget
Group-wide consolidations, analyses, and queries in natural language instead of pivot tables; variance analysis against plan and prior year; budget draft compared with actual figures, including an explanation for every anomaly. Each answer references the accounting entry it is based on.
Next-generation accounts payable processing
The agent reads the invoice, matches it against the purchase order and delivery note, automatically assigns the accounting code, and prepares it for approval. Exceptions are routed to a person with an explanation; the standard case runs through automatically.
What is missing from the documents
Access to board documents and other sensitive governance bodies such as the Investment Committee, Audit Committee, or Risk Committee, spanning several years. The aim is to identify decisions, conditions, open agenda items, inconsistencies with previous reporting, as well as shifts in tone and level of detail over time.
The right answer at the Annual General Meeting
Built for a listed company that needs to provide an immediate, evidence-based answer at the Annual General Meeting. The agent searches the filed business documents and responds within seconds, with a direct link to the relevant page in the source document.
Governance documents managed centrally
Regulations, contracts, powers of attorney, and evidence managed company-wide, with deadlines, responsibilities, and version status. The agent reports what has expired, where a signature is missing, and which document contradicts another.
Irregularities in invoices
Duplicate payments, round amounts just below the approval threshold, new payment details for a known supplier. In addition, a check against the commercial register: Is the person approving the payment connected to the supplier? The agent does not decide; it escalates with a reason.
The morning at a glance.
Three hours, seven sessions, six demos, plus insights into our approaches and engaging discussions.
Arrive
Coffee and registration
Introduction to the topic
Block 1: Figures and planning
Pause
Block 2: Documents and knowledge
Block 3: Control and security
How do I start such a project?
Q&A
Closing
Rich aperitif and open exchange
Want a seat at the roundtable?
Seats are limited, we deliberately invite a small group. Register and we'll confirm personally.
Wednesday, 1 July 2026 · Villa Boveri, Baden