Hours back every week
Repetitive steps run automatically instead of eating up your team's day.
Process automation
Process Automation
We turn the repetitive, manual work in your business into reliable workflows that run on their own — so your team gets its time back.
Book a consultation- Hourssaved every week
- 0double data entry
- Weeksto first results
Process automation starts where you lose time every day: copying data between tools, writing quotes and invoices by hand, chasing the same approvals and answering the same questions.
AIZA designs, builds and maintains process automation that fits the way you already work. You don't need a technical background — we map the workflow, automate it, and keep improving it as your business changes.
What process automation gets you
Fewer mistakes
Automated workflows run consistently — no forgotten steps, no copy-paste errors.
Tools that finally talk to each other
We connect your CRM, accounting, email and spreadsheets into one smooth flow.
What this looks like in practice
A few typical situations we automate for businesses in Switzerland — and what changes once they run on their own.
Quotes & invoices created automatically
- Situation
- A trades business writes every quote by hand in Word and then re-enters the same data into its accounting tool.
- Solution
- From a short form or an email, the system builds the quote and invoice in your layout and files them straight into your accounting software.
- Result
- Quotes go out the same day instead of after two or three days — with no double entry.
No more retyping between tools
- Situation
- An office keeps copying customer data back and forth between email, Excel and the CRM.
- Solution
- We connect the tools so new information lands in the right place automatically and stays in sync.
- Result
- No duplicate entry and far fewer typing errors.
Reminders & follow-ups that never slip
- Situation
- A business loses jobs because following up gets buried in the daily rush.
- Solution
- The system automatically reminds you about open quotes, due payments and upcoming deadlines.
- Result
- More jobs closed, because nothing falls through the cracks.
What we automate
- Quotes, orders and invoices generated and sent automatically.
- Data synced between your tools — no more double entry.
- Approvals, reminders and follow-ups triggered at the right moment.
- Recurring reports compiled and delivered on schedule.
Tools we typically connect
We automate around the software you already use — here are some of the tools we work with most.
- Bexio
- Abacus
- Microsoft 365 & Outlook
- Google Workspace
- Excel & Google Sheets
- Common CRM systems
Who process automation is especially worth it for
- SMEs where the same tasks are done by hand every day.
- Businesses juggling several tools that don't talk to each other.
- Teams that want to grow without constantly hiring more admin staff.
- Owners who catch up on paperwork in the evening instead of finishing their day.
Frequently asked questions
Which processes can be automated?
Any repetitive, rule-based task that runs across your tools — quoting, invoicing, data entry, reporting, reminders and onboarding are common starting points. We begin with the tasks that cost you the most time.
Do I need to replace my existing software?
No. We automate around the tools you already use and connect them, so you keep your CRM, accounting software and email exactly as they are.
How long does it take to see results?
A first automation is usually live within a few weeks. We start small with a high-impact workflow, prove the time savings, then expand from there.
Is this only for large companies?
No — process automation is especially valuable for small and mid-sized businesses, where a few hours saved each week makes a real difference.
Find out what you can automate
Book a free, no-obligation call. We'll look at your day-to-day together and show you where automation saves the most time.
Book a consultation