[{"data":1,"prerenderedAt":220},["ShallowReactive",2],{"seite-\u002Fen\u002Fki-anschliessen\u002F":3},{"id":4,"title":5,"body":6,"description":211,"extension":212,"meta":213,"navigation":214,"path":215,"robots":216,"seo":217,"stem":218,"__hash__":219},"seiten_en\u002Fki-anschliessen.md","Connect AI to bexio and myfactory: proposals, not postings",{"type":7,"value":8,"toc":196},"minimark",[9,14,22,27,32,35,40,44,47,51,55,58,62,66,69,73,107,116,120,134,138,141,163,173,182,186,193],[10,11,13],"h1",{"id":12},"connect-ai-to-bexio-and-myfactory","Connect AI to bexio and myfactory",[15,16,17,21],"p",{},[18,19,20],"strong",{},"The AI proposes, you approve."," I connect a language model to your accounting or ERP so that recurring manual work\narrives in the system as a finished draft: the quote for the enquiry, the document for the supplier invoice, the\nreminder for the open item. Nothing is posted without your say-so. Every operation leaves an audit log, and the data\nis processed in Switzerland.",[23,24,26],"h2",{"id":25},"three-workflows","Three workflows",[28,29,31],"h3",{"id":30},"enquiry-becomes-draft-quote","Enquiry becomes draft quote",[15,33,34],{},"An enquiry arrives by e-mail, through the website form or as a scanned order sheet. The model reads it, maps the\nline items to your articles and creates the quote as a draft, in bexio or in myfactory. You review, adjust and send.",[36,37],"produkt-ablauf",{":schritte":38,"titel":39},"[{\"ort\":\"E-mail, form or scan\",\"text\":\"Enquiry with wishes and quantities\"},{\"ort\":\"Model in Switzerland\",\"text\":\"Recognise items, map articles, log\",\"eigen\":true},{\"ort\":\"bexio or myfactory\",\"text\":\"Quote as a draft with your prices\"},{\"ort\":\"You\",\"text\":\"Review, adjust, send\"}]","Workflow: an enquiry by e-mail, form or scan is read by the model, the line items are mapped to articles, the quote is created as a draft in bexio or myfactory, and the business approves it",[28,41,43],{"id":42},"supplier-invoice-becomes-document-awaiting-approval","Supplier invoice becomes document awaiting approval",[15,45,46],{},"Your suppliers’ invoices land in a mailbox folder. The model reads supplier, amounts, VAT and due date from the PDF\nand creates the document as a draft. You approve the list, and only then is it posted.",[36,48],{":schritte":49,"titel":50},"[{\"ort\":\"Mailbox folder\",\"text\":\"Supplier invoice as PDF\"},{\"ort\":\"Model in Switzerland\",\"text\":\"Supplier, amounts, VAT, due date, log\",\"eigen\":true},{\"ort\":\"bexio or myfactory\",\"text\":\"Document as a draft, not yet posted\"},{\"ort\":\"You\",\"text\":\"Approval per document or as a list\"}]","Workflow: a supplier invoice from the mailbox is read by the model, supplier, amounts and VAT are recognised, the document is created as a draft, and the business approves it before anything is posted",[28,52,54],{"id":53},"open-items-become-dunning-proposal","Open items become dunning proposal",[15,56,57],{},"From the open items comes a proposal of who receives which reminder level and when, with text in the customer’s\nlanguage. You strike out what should not be reminded, the rest goes out.",[36,59],{":schritte":60,"titel":61},"[{\"ort\":\"bexio or myfactory\",\"text\":\"Open items with due dates\"},{\"ort\":\"Model in Switzerland\",\"text\":\"Level and text per customer, log\",\"eigen\":true},{\"ort\":\"Proposal list\",\"text\":\"Who, which level, which text\"},{\"ort\":\"You\",\"text\":\"Strike out exceptions, approve sending\"}]","Workflow: from the open items in bexio or myfactory comes a dunning proposal per customer with level and text, the business strikes out exceptions, and the reminders go out",[23,63,65],{"id":64},"proposals-not-postings","Proposals, not postings",[15,67,68],{},"Language models read well and calculate badly. That is why, with me, the model never writes directly into the\naccounts. It produces a draft, and a person confirms it. Every operation gets an audit log: what was read, what was\nmade of it, who approved. Every posting can be traced later, including towards your fiduciary or auditor.",[23,70,72],{"id":71},"where-the-data-is-processed","Where the data is processed",[74,75,76,83,89,95,101],"ul",{},[77,78,79,82],"li",{},[18,80,81],{},"In Switzerland first:"," the models run at Infomaniak in Geneva. Requests are neither stored there nor used for\ntraining.",[77,84,85,88],{},[18,86,87],{},"Otherwise in the EU:"," where a workflow needs a stronger model, I use Mistral with processing in France and no\ndata retention.",[77,90,91,94],{},[18,92,93],{},"United States only at your request:"," I use models from Anthropic or OpenAI only if you expressly want that, with\na data processing agreement and standard contractual clauses, without training, and with the open note that\nprocessing then takes place in the United States.",[77,96,97,100],{},[18,98,99],{},"Only the fields needed:"," the model receives what it needs for the operation, not your whole customer file.",[77,102,103,106],{},[18,104,105],{},"Contract included:"," you receive a data processing agreement under the Swiss Data Protection Act stating which\nprovider sees which data.",[15,108,109,110,115],{},"I explain the background in the guide ",[111,112,114],"a",{"href":113},"\u002Fen\u002Fratgeber\u002Fschweizer-ki-kmu\u002F","Swiss AI for SMEs: Apertus, Infomaniak and data protection",".",[23,117,119],{"id":118},"what-you-get","What you get",[74,121,122,125,128,131],{},[77,123,124],{},"A fixed price after a short conversation in which we walk through the workflow on your real documents",[77,126,127],{},"14 days of testing on the live system, invoice after your acceptance",[77,129,130],{},"Twelve months of updates, then support on request",[77,132,133],{},"A direct connection to bexio or myfactory, no intermediate platform, no subscription with a third party",[23,135,137],{"id":136},"who-it-is-for","Who it is for",[15,139,140],{},"Businesses in Switzerland using bexio or myfactory where quotes, supplier invoices or reminders are entered by hand\ntoday: trades, manufacturing, retail, services. Fiduciaries who want this set up for their clients, too.",[15,142,143,144,148,149,153,154,158,159,115],{},"For bexio there are ready-made connections without a project: ",[111,145,147],{"href":146},"\u002Fen\u002Fbexio-hubspot\u002F","bexio ↔ HubSpot"," turns won deals\ninto quotes and invoices, the ",[111,150,152],{"href":151},"\u002Fen\u002Fbexio-formular-connector\u002F","bexio form connector"," creates website enquiries as\ncontacts. For myfactory, the ",[111,155,157],{"href":156},"\u002Fen\u002Fmyfactory-anfragen\u002F","myfactory integration"," transfers appointments and enquiries.\nAll products at a glance: ",[111,160,162],{"href":161},"\u002Fen\u002Fplugins\u002F","Plugins",[15,164,165,166,172],{},"In use at ",[111,167,171],{"href":168,"rel":169},"https:\u002F\u002Fwww.rahmenmanufaktur.ch\u002F",[170],"nofollow","ARNOLD Rahmenmanufaktur",", Rombach: appointments booked through zeeg land\nautomatically in myfactory with address, contact and task, plus an order sheet as a PDF by e-mail.",[174,175,176,179],"blockquote",{},[15,177,178],{},"“I could also run projects like this through myfactory’s project management, but that means a lot of documentation\nevery time, and the implementation takes longer and costs more. Goran understood right away what I needed and built\nit extremely fast. Simply perfect – and certainly not our last project together.”",[15,180,181],{},"Dani Arnold, owner",[23,183,185],{"id":184},"enquiry","Enquiry",[15,187,188,189],{},"Write to me which of the three workflows costs you the most time and whether you use bexio or myfactory:\n",[111,190,192],{"href":191},"mailto:info@strainovic-it.ch?subject=Connect%20AI%20to%20bexio%20or%20myfactory","info@strainovic-it.ch",[15,194,195],{},"Strainovic IT, Steinach SG, developing for Swiss SMEs and agencies since 2016.",{"title":197,"searchDepth":198,"depth":198,"links":199},"",2,[200,206,207,208,209,210],{"id":25,"depth":198,"text":26,"children":201},[202,204,205],{"id":30,"depth":203,"text":31},3,{"id":42,"depth":203,"text":43},{"id":53,"depth":203,"text":54},{"id":64,"depth":198,"text":65},{"id":71,"depth":198,"text":72},{"id":118,"depth":198,"text":119},{"id":136,"depth":198,"text":137},{"id":184,"depth":198,"text":185},"An enquiry becomes a draft quote, a supplier invoice a document to approve, open items a dunning proposal. Processing in Switzerland, an audit log per operation.","md",{},true,"\u002Fki-anschliessen",null,{"title":5,"description":211},"ki-anschliessen","sYDc-QRS8J5clVnMjwYqSA919Jkm7LzF-2iy537Jo7E",1791438654996]