AI agents for business

Agents that do the work. People who approve it.

We design, build and run AI agents that take over repetitive office work: invoices, contracts, quotes, tenders, support tickets. Connected to your systems, hosted in the EU or on your own servers, every result approved by a person.

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Duration 41 sDeviation flaggedNothing booked without a click
agent · invoices · #2291Live run
Supplier invoice check
>Incoming: invoice RE-2291.pdf from Müller Metall GmbH
✓Purchase order 4471 found, supplier matches
✓Delivery note LS-118 matched, 12 of 12 positions
!Price deviation on position 7: +3.2 % against order
✓VAT 19 % correct, IBAN unchanged since last invoice
…Waiting for approval: accounting, Ms. Weber

What every Sortia agent has in common

A person approves

The agent prepares, a person decides. Nothing leaves your company and nothing gets booked without a click from your team.

Data stays with you

EU hosting or your own server. Data processing agreement (AVV) included, no training on your data, full audit log of every action.

Plugged into your systems

DATEV, Lexoffice, sevDesk, Outlook, Microsoft 365, your ERP and CRM through their APIs. An agent without connectors is a demo, not a product.

Priced per case

You pay per processed invoice, contract or ticket, not per seat. The value is measurable from the first month.

Agents we build for clients

Every agent below is a standard building block. We tailor it to your documents, your rules and your systems.

Finance and administration

01
  • Dunning and collections

    Watches due dates, writes reminders in stages, contacts the debtor and escalates to a person when needed.

    Measured in: days sales outstanding
  • Supplier invoice check

    Compares order, delivery note and invoice. Flags duplicates, wrong VAT, missing order numbers and price deviations.

    Measured in: hours per 100 invoices
  • Complaints and credit notes

    Receives the complaint, checks it against order and warranty, proposes a solution and prepares the credit note for approval.

    Measured in: time to resolution
  • Travel and expenses

    Photo of the receipt, the agent classifies it, checks limits and company policy and prepares the expense report.

    Measured in: reports per month

Sales and customers

02
  • Lead qualification

    Reads the incoming enquiry, enriches it from the company register and website, scores it and schedules the reply.

    Measured in: sales hours saved
  • Quote preparation

    Builds a draft quote with variants from the enquiry and your price list. Your salesperson adjusts the margin.

    Measured in: quotes per day
  • Quote follow-up

    Reminds the customer politely after an offer, reports when the document was opened and keeps the deal moving.

    Measured in: follow-ups sent
  • First-line support that acts

    Not a chatbot that answers. An agent that changes the delivery address, issues a return or ships a spare part.

    Measured in: tickets closed
  • Competitor watch

    Prices, new products and job postings of competitors in a weekly digest for management.

    Measured in: weekly digest

Purchasing and logistics

03
  • Reordering

    Watches stock, lead times and seasonality, proposes the order and sends it to the supplier after approval.

    Measured in: stock-outs avoided
  • Small-volume sourcing

    Asks three suppliers, collects the quotes, compares and recommends. Below a set amount it decides on its own.

    Measured in: purchase price
  • Shipment tracking

    Checks carrier status and informs the customer about a delay before they have to ask.

    Measured in: delay complaints

People and HR

04
  • Onboarding

    Creates accounts, sends documents, schedules meetings and answers the newcomer's questions in the first month.

    Measured in: days to productive
  • HR helpdesk

    Leave, sick notes, benefits, all according to your company policies. Saves HR dozens of questions a day.

    Measured in: questions handled
  • Shift planning

    Builds the roster from availability, legal limits and demand. For gastronomy, production and healthcare.

    Measured in: planning hours

Operations and compliance

05
  • Contract calendar

    Reads all your contracts, extracts notice periods and automatic renewals and warns 90 days ahead.

    Measured in: unwanted renewals
  • Public tenders

    Watches procurement portals, filters by your profile, summarises the conditions and drafts the bid skeleton.

    Measured in: tenders reviewed
  • Grants and subsidies

    The same for funding programmes. Small companies rarely have anyone watching them.

    Measured in: programmes matched
  • Inspections and certificates

    Tracks expiry dates of fire extinguishers, electrical inspections, ISO audits and safety training. Books the appointment, files the report.

    Measured in: missed deadlines
  • Security questionnaires

    Large customers send suppliers 200 questions about security. The agent answers from past answers and your policies.

    Measured in: hours per questionnaire

Industry agents

06
  • Property management

    Tenants report faults, the agent classifies, orders the tradesperson, tracks the repair and prepares the service charge statement.

    Measured in: faults per manager
  • Medical and dental practices

    Appointments, reminders, pre-filled medical history, repeat prescriptions for approval.

    Measured in: front-desk hours
  • Car workshops

    Vehicle intake from a photo and a voice note, draft job order, parts ordering, customer updates.

    Measured in: jobs per day
  • Law and accounting firms

    Chases missing documents from clients, tracks deadlines, prepares standard filings.

    Measured in: documents chased
  • Construction

    Site diary from voice and photos, subcontractor tracking, change orders to the budget.

    Measured in: site diary entries

Three agents that pay off first

Simple to build, easy to demonstrate on your own documents, and the saving is visible in the first month.

01

Contract calendar

We show it in ten minutes with your own contracts: every notice period and automatic renewal on one timeline.

Demo in 10 minutes
02

Supplier invoice check

High value, measurable, and most companies already have a budget for the people it supports.

From 200 invoices a month
03

Security questionnaires

Little competition. The buyer is a software company that knows exactly what it is buying.

For B2B software vendors

From one process to a running agent

1

Discovery

A half-day workshop. We map the process, the documents, the rules and the systems involved.

2

Pilot

The agent runs on your real documents in parallel to your team. You compare the results before anything changes.

3

Rollout

Connectors, approval flow and training. The agent takes over the routine, your team keeps the decisions.

4

Operation

Monitoring, audit log, model updates and a monthly report on cases, savings and exceptions.

Built for German and EU companies

GDPR (DSGVO)

Data processing agreement (AVV), record of processing and technical measures are part of every delivery.

EU AI Act

Our agents assist and prepare. We do not build systems that make automated decisions about people.

Audit log

Every action of the agent is logged with time, input and result. Auditors and tax advisors can follow it.

Your choice of hosting

EU cloud, your own server or local models where the data must not leave the building.

Pick one process. We show it working on your documents.

Send us the process that costs your team the most time. You get a pilot proposal, not a sales deck.

Request a pilot or write to [email protected]