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Automation and useful AI · Lausanne, since 2018

Automate.Centralise.Optimise.

No need to change software. We start from the tools your team already uses, set them up better, connect them to each other and automate whatever can be automated.

  • Your tools stay yours: Bexio, Excel, Outlook, your CRM. We improve them rather than replace them.
  • Repetitive work automated: data entry, copying from one tool to another, filing, follow-ups.
  • AI only where it helps: reading a container number, comparing an email with the CRM record, flagging the mismatch.

A first automation from CHF 500. First conversation free, no commitment.

Fictional example

What we do

Two fields, one team

Businesses · IT

Automation, integrations and AI

The tools you already use, better configured, connected and automated. AI where it helps: reading, comparing, flagging.

They trusted us

  • Amazon Web Services
  • Elle Suisse
  • Paris Match Suisse
  • Genève Région Télévision
  • Christian Constantin SA
  • Bioma SA
  • VTS Voyages
  • Les Gosses du Québec
  • WIZ Team
  • iOTA Group
  • Candela & Co
  • HC Prilly
  • HC Renens
  • Chip Sport
  • TEDxEcublens
  • Cercle Suisse des Administratrices
  • Ferroflex
  • Jungle Box

Our work

What we have built

  1. A custom CTRM

    Commodity trading company · under NDA

    Everything a commodity trader runs on, in a single tool. Contracts, annexes and amendments are attached to each deal; customer and supplier invoices are generated in one click; bank transactions are imported and reconciled with the accounting ledger; FX rates update live; salaries and commissions are calculated in the same place. Every incoming document (contract, invoice, shipping document) is read by AI, filed in the right folder and checked against the deal data. The client cannot be named: the project is covered by a non-disclosure agreement.

    Skills involved:Automation, Useful AI

    Our custom software
  2. A SaaS platform

    STUDAI

    The revision platform for students at universities across French-speaking Switzerland: their course material becomes summaries, flashcards, mind maps and mock exams. Designed, developed and promoted by our team, animated Reels included.

    Skills involved:Products, Useful AI, Websites, Animation

    Visit studai.ch
    STUDAI logo
  3. An iPhone app with AI

    Retenu

    Share a Reel from Instagram, TikTok or YouTube and the AI turns it into a clear card, filed under the right topic: a recipe’s ingredients, a restaurant’s address, a tool, exercises. Transcription, on-screen text recognition and reminders included. Designed and developed by our team, with a launch website in more than 35 languages.

    Skills involved:Products, Useful AI, Websites

    Visit retenu.app
    Retenu app screen: cards sorted by topic and a recipe taken from a Reel
  4. TEDx talks on film

    TEDxEcublens · EPFL · two editions

    Two years running, we filmed the TEDxEcublens talks at EPFL. Every talk is filmed in full, from the first minute to the last, then published on the official TEDx Talks channel. Ten talks in all; the nine already online, in French and English, add up to more than 36,000 views; Eric Flag's talk on self-confidence alone has over 29,000.

    Skills involved:Video, Events

    See the project
  5. Websites that do a specific job

    Our clients in French-speaking Switzerland and our own products

    Quotes linked to the CRM for a coach hire company, a B2B purchasing platform, service pages for a craftsman, bookings for pubs in Lausanne and Fribourg. And the websites of our own products, STUDAI, Retenu and Cherry Size, which we run every day.

    Skills involved:Websites, Photo

    See the websites
    VTS Voyages website
    STUDAI website
    Retenu website
  6. Photo and video since 2018

    Businesses, clubs, events, media

    Team and executive portraits, HC Prilly matches, corporate evenings, TEDx talks, and images for Paris Match Suisse and Elle Suisse.

    Skills involved:Photo, Video

    See our photography
    Portrait of an executive by Lake GenevaSpeakers on stage at an evening eventCorporate studio portrait

What we do for you

Three ways to save time

Every business loses time in its own way. We start by looking at how you work, then act on one, two or all three levers.

  1. 01

    Automate

    The tasks that come back every day are done by your tools, not by your team: an order entered once shows up everywhere, an incoming document is filed in the right place, a follow-up goes out at the right moment.

    • Orders and invoices carried over automatically from one tool to another
    • Incoming documents filed in the right folder
    • Client follow-ups sent at the right time
    Automation
  2. 02

    Centralise

    Is your data scattered across Excel, your inbox and your business software? We don’t sell you a new system: we connect the ones you have, so each piece of information is entered only once and up to date everywhere.

    • Your CRM, your accounting and your spreadsheets in sync
    • Settings reworked so the tool fits the way you work
    • Attachments linked to the right client or file
    Integrations and set-up
  3. 03

    Optimise

    We spot what is badly set up or done twice. And AI checks what people misread at the end of a long day: a tracking number, an amount or a date that doesn’t match.

    • Logistics numbers checked across emails, documents and your CRM
    • Mismatches flagged before they become costly
    • Up-to-date dashboards, with no spreadsheets to fill in
    Where AI really helps

In practice

Your week, before and after

TodayWith PT-PRO

Checking every container number by hand across the email, the PDF and the CRM.

AI compares all three and only flags the mismatches to you.

Copying every order into three different files.

The order comes in, stock goes down, the invoice goes out and the schedule updates. All on its own.

Entering supplier invoices and bank statements line by line.

Documents are read, filed and prepared in your accounts. All that’s left is to approve them.

Hunting for a contract or an appendix in shared folders.

Contracts, appendices and attachments linked to the right client, found in two clicks.

Forgetting a follow-up because it was “in your head”.

Your existing CRM, better set up, reminds you at the right moment, with the client’s history right in front of you.

Piecing together a month-end report from five spreadsheets.

The dashboard is always up to date. The report goes out by itself on Monday morning.

Our approach

Automate first. Then AI, where it helps.

We don’t put AI everywhere. Anything that follows a fixed rule is simply automated: it is more reliable, cheaper and easier to maintain. AI comes in when something needs reading and comparing.

Simple automation

One rule, always the same result

  • Carry an order over from one tool to another
  • Send a follow-up on a set date
  • Generate an invoice from an approved quote
  • File a document according to its sender

AI

Read, compare, flag

  • Read a container or tracking number in a PDF
  • Compare an email thread with the CRM record
  • Spot an amount or a date that doesn’t match
  • Summarise a long email thread before replying

Either way, a person keeps the decision.

For every department in your business

What we can automate for you

  • Administration and accounting

    • Reading and entering supplier invoices
    • Preparing bank entries in Bexio
    • Automatic document filing
  • Sales

    • Your CRM better set up, without changing tools
    • Quotes generated in a few clicks
    • Scheduled follow-ups
  • Customer service

    • Draft replies to emails
    • An assistant that answers from your documents
    • Requests sorted and passed to the right person
  • Operations and logistics

    • Orders, stock and deliveries connected
    • Tracking numbers checked across emails and documents
    • Schedule updated automatically
  • Management

    • Real-time dashboards
    • Reports sent every week
    • Contracts and deadlines tracked
  • Communication

    • Videos translated in the original voice
    • Transcription of meetings and interviews
    • Reels and content produced at scale

How it works

From your problem to a working tool

  1. 1

    Free assessment

    One hour to understand your typical day and spot what costs you the most time. You leave with concrete ideas.

  2. 2

    Costed proposal

    What we will improve in your tools, what we will automate, how long it will take and what it will cost. No surprises.

  3. 3

    Set-up and testing

    The automations run inside your tools, on your real documents. You test them, we fine-tune them.

  4. 4

    Training and support

    Your team is trained, and we stay on hand to develop the tool with you.

No need to change software

We keep your tools

We start from what your team already uses: we set it up better, connect it to everything else and automate whatever can be automated. We only build something new when nothing suitable really exists.

  • Bexio
  • Airtable
  • Microsoft 365
  • Outlook
  • Google Workspace
  • Excel
  • WhatsApp
  • Notion
  • Your CRM
  • Your website
  • Claude
  • ChatGPT

Your data stays yours

We take privacy seriously

  • A person approves

    AI prepares, sorts and suggests. Decisions and anything sent out stay in your hands.

  • Compliant with the Swiss nFADP

    Together, we choose which tools process which data, and where that data is hosted.

  • You keep ownership

    Your data and your tools belong to you. No black box, no lock-in.

What our clients say

4.9 / 5 from 15 StarOfService reviews

  • “A very professional producer, friendly and attentive. I loved working with him and would do it again without hesitation. I recommend him 100%.”

    Aurélien M. · 2022 · Google review (translated from French)

  • “Great work, a beautiful event video and photos! I recommend them without hesitation!”

    Rebeca S. · 2022 · Google review (translated from French)

  • “Making the short film with them was a pleasant experience. I recommend them: they have the equipment and know how to use professional cameras.”

    Susane R. · 2021 · StarOfService review (translated from French)

  • “I did several looks, and the photographers were professional and put me at ease in front of the camera. I would recommend the experience to everyone.”

    Sofiya L. · 2022 · StarOfService review (translated from French)

And to get you noticed

Photo, video and web, from the same team

Since 2018, we have been photographing, filming and building websites for businesses in French-speaking Switzerland. Your new tool, your website and the video that presents them: one point of contact.

Frequently asked questions

Before you call us

Do we need to change our current tools?

No, and we don’t sell software. We start from what you already use (Bexio, Excel, Outlook, Airtable, your CRM…), set it up better and connect it to everything else.

Do you put AI everywhere?

No. Anything that follows a fixed rule is simply automated: it is more reliable and cheaper. AI is used to read and compare, for example checking a container number in a PDF or comparing an email with the CRM record, then flagging the mismatch to the right person.

We’re a small business. Is this for us?

Yes. In fact, small teams gain the most: a few hours freed up each week make a difference straight away. We work with freelancers as well as SMEs with several dozen staff.

How long does it take to set up a solution?

A simple automation can be up and running in a few days. A more complete tool is built in stages: you start using a first version quickly, then we build on it.

Is our data safe?

Together, we decide which data can be entrusted to which service, in line with the Swiss data protection act (nFADP). Sensitive information can stay in your own tools.

Will AI replace our employees?

It takes over the repetitive tasks: copying, searching, sorting, chasing. Your team keeps client contact, decisions and anything that calls for judgement, with more time to do it.

Got a project? Let’s talk.

Is a task taking up too much of your time? Describe it in a few lines and we will come back with a concrete idea and a price. The first conversation is free.