We automate your processes – AI that works for you
We automate your processes and routine work for SMEs – pragmatic, measurable, secure. From idea to a live workflow.
Your benefits as an SME with evo.fin
AI automation with holistic approach: From entrepreneurs for entrepreneurs. We automate your processes and optimize business processes – for SMEs in Munich and Lake Constance. Check out our Use Cases Sales & Marketing, Finance and Service & Ops .
Fast Prototypes
From idea to working prototype in one week – with clear goals and measurable results.
Time Savings
AI automates your processes, creating space for leadership and growth.
Clear Scope
Together we prioritize the right processes – AI works systematically with roadmap instead of gut feeling.
Robust Implementation
Experience from CIO and large project consulting: We build solutions that work.
Secure & Compliant
Data protection compliant, traceable, auditable – with clear responsibilities.
Knowledge Transfer
Enablement for your team: We deliver documentation, training and best practices.
From idea to workflow – in just one week
We guide you systematically through selection, design and implementation. We combine practice and speed.
Identification
Identification of a suitable process for implementation
Assessment
On-site assessment of the process: workflows, systems, people, and organization
Prototyping
Creation of a prototype by us
Deployment
Testing and go-live
Use Cases
Sales & Marketing
Leads directly to appointments
Website form/call → automatic qualification → calendar booking → confirmations & reminders.
Proposal generator with e-signature
Standard questions → price calculation → clean PDF → digital signature → CRM.
Automatic proposal follow-up
When proposal stays 'open' → personalized email/SMS sequence → task for sales team.
Website chat as qualifier
AI asks 3-5 smart questions, identifies needs, books appointment or forwards to right employee.
Review booster
After purchase/appointment automatically ask for review, incl. link to Google/ProvenExpert.
Cross-/upsell from invoices
AI reads sold products/services → suggest matching additions.
Finance
Incoming invoices to payment proposal
OCR → Master data comparison → Approval workflow → DATEV/Accounting → Payment proposal.
Payment reconciliation & dunning
Bank statements match invoices → Identify open items → Friendly, staged reminders.
Expense reports by photo
Employee photographs receipt → OCR → Policy check → Cost center → Accounting export.
Contracts & deadlines under control
Contracts in filing → AI recognizes terms/cancellation periods → Reminders + Alternative offers.
Revenue and cash forecast
Pipeline + Order backlog + History + Seasonality → Forecast with scenarios.
HR & Team
Applicant funnel
Parse incoming applications → Must-have check → Ranking → Appointment coordination.
Onboarding checklists
Automatically create accounts/rights, hardware to-dos, welcome emails, training.
Knowledge wiki from tickets
AI summarizes resolved cases → FAQ/How-To automatically updated.
Service & Ops
Ticket triage with SLAs
Emails/Chats → AI recognizes topic/priority → Assignment, deadlines, templates.
Routing & dispatch planning
Cluster orders by location/times → Optimal route → Customer ETA via SMS.
Escalation radar
When words like "cancel", "complaint", long response times → Manager alert + Follow-up.
Compliance
Data protection check for files
Scan uploads (personal data, IBAN, contracts) → Store/encrypt correctly → Access rules.
Quality assurance with photo check
Employees upload photos/clips → AI checks checklist (completeness, safety) → Report.
Industry Packages
Crafts & Construction
From cost estimate to billing – everything automated.
Trade & E-Commerce
Inventory, price optimization, customer service – AI takes over routine.
Services & Consulting
Appointment booking, project tracking, invoicing – everything networked.
About us
Sven Müller
...brings automation and AI where they show impact: into stable, measurably better processes. As a member of the management of a large mid-sized insurance company, he was responsible for IT and a sales division for many years – focusing on scalable platforms and robust operating models. He then led Syncier Marketplace as Director, an Allianz-related corporate startup around insurance APIs and digital services – from idea to productive platform. Today, in addition to evo.fin, he also leads SIMTAL GmbH in Lindau and implements end-to-end digitalization, clean system integration and secure operating models for customers pragmatically.
Stefan Schüssel
...stands for tenders and sales that measurably work. For over ten years, he has guided public procurement end-to-end: market and needs analysis, business calculations, concept and submission – with a stable closing rate of 30% and up to €18 million in invoiced project revenue per year. His operational depth comes from retail and B2B business. In projects today, this means: tender and sales processes are streamlined, made repeatable, and accelerated with automation & AI. Result: higher hit rates in tenders, shorter sales cycles, clean operations with KPI transparency – and teams that deliver.