Back-Office Ops Agent
An agent that takes over the manual data entry in your back office: incoming documents land in the right place, ERP and CRM stay on the same page, and anything ambiguous goes into an exception queue for approval. Less copy-paste, fewer typos.
What it automates
- 01Setup of routing rules for invoices and documents
- 02Two-way reconciliation between ERP and CRM
- 03Exception queue for every unclear case
Connects to
Not included
- –Accounting approval and payment (see Payments/AP Agent)
- –Migration of historical legacy data
Assumptions
- ✓Your ERP and CRM offer an API or an export
- ✓There are clear rules for what belongs where
Frequently asked questions
How much does the Back-Office Ops Agent cost?+
The Back-Office Ops Agent starts at 3.900 € one-time setup plus 890 € per month for operation and ongoing tuning. The final price depends on scope and is set in the first call.
What does the Back-Office Ops Agent do?+
An agent that takes over the manual data entry in your back office: incoming documents land in the right place, ERP and CRM stay on the same page, and anything ambiguous goes into an exception queue for approval. Less copy-paste, fewer typos.
What tools does the Back-Office Ops Agent connect to?+
The Back-Office Ops Agent connects to SAP, DATEV, Microsoft Dynamics, Lexware, sevDesk, Salesforce, HubSpot, Microsoft Excel, Google Sheets, Airtable and more, with further integrations available via APIs.
How long does it take to set up the Back-Office Ops Agent?+
Typical setup takes 2–3 weeks. The exact timeline depends on your data and integrations.
What is included with the Back-Office Ops Agent?+
Included: Setup of routing rules for invoices and documents; Two-way reconciliation between ERP and CRM; Exception queue for every unclear case.
