Fast Prototypes
From idea to working prototype in one week – with clear goals and measurable results.
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.
evo.fin provides professional AI automation for small and medium-sized businesses. We optimise your sales, finance and customer service processes using current AI technology.
Our solutions let you automate recurring tasks, increase efficiency and focus on your core business.
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.
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.
1
Identification
Identification of a suitable process for implementation
2
Assessment
On-site assessment of the process: workflows, systems, people, and organization
3
Prototyping
Creation of a prototype by us
4
Deployment
Testing and go-live
Use Cases
Sales & Marketing
Leads directly to appointments
Website form/call → automatic qualification → calendar booking → confirmations & reminders.
Result: More show-ups, less back-and-forth.
Metric: No-show rate ↓, appointment rate ↑.
Proposal generator with e-signature
Standard questions → price calculation → clean PDF → digital signature → CRM.
Result: Proposals in minutes instead of hours.
Metric: Time-to-quote ↓, closing rate ↑.
Automatic proposal follow-up
When proposal stays 'open' → personalized email/SMS sequence → task for sales team.
Result: More closings without manual follow-up.
Metric: Win rate ↑.
Website chat as qualifier
AI asks 3-5 smart questions, identifies needs, books appointment or forwards to right employee.
Result: Fewer irrelevant leads.
Metric: Qualification rate ↑.
Review booster
After purchase/appointment automatically ask for review, incl. link to Google/ProvenExpert.
Result: Visibility & trust.
Metric: Average rating, number of reviews ↑.
Cross-/upsell from invoices
AI reads sold products/services → suggest matching additions.
Result: More revenue per customer.
Metric: ARPC/ARPU ↑.
Finance
Incoming invoices to payment proposal
OCR → Master data comparison → Approval workflow → DATEV/Accounting → Payment proposal.
Result: Accounting without paper jams.
Metric: Processing time & error rate ↓.
Payment reconciliation & dunning
Bank statements match invoices → Identify open items → Friendly, staged reminders.
Result: Faster money.
Metric: DSO ↓, Outstanding receivables ↓.
Expense reports by photo
Employee photographs receipt → OCR → Policy check → Cost center → Accounting export.
Result: Clean expense reports without paper chaos.
Metric: Processing time/receipt ↓.
Contracts & deadlines under control
Contracts in filing → AI recognizes terms/cancellation periods → Reminders + Alternative offers.
Result: No expensive extensions "by accident".
Metric: Missed deadlines = 0.
Revenue and cash forecast
Pipeline + Order backlog + History + Seasonality → Forecast with scenarios.
Result: Better planning, secure liquidity.
Metric: Forecast accuracy ↑.
HR & Team
Applicant funnel
Parse incoming applications → Must-have check → Ranking → Appointment coordination.
Result: Faster suitable conversations.
Metric: Time-to-interview ↓.
Onboarding checklists
Automatically create accounts/rights, hardware to-dos, welcome emails, training.
Result: New colleagues are productive on day 1.
Metric: Onboarding time ↓.
Knowledge wiki from tickets
AI summarizes resolved cases → FAQ/How-To automatically updated.
Result: Answers are reused.
Metric: First resolution rate ↑, Ticket volume ↓.
Service & Ops
Ticket triage with SLAs
Emails/Chats → AI recognizes topic/priority → Assignment, deadlines, templates.
Result: Faster response, fewer escalations.
Metric: First response time ↓.
Routing & dispatch planning
Cluster orders by location/times → Optimal route → Customer ETA via SMS.
Result: More deployments per day.
Metric: Kilometers driven ↓, Appointments/day ↑.
Escalation radar
When words like "cancel", "complaint", long response times → Manager alert + Follow-up.
Result: Save critical cases in time.
Metric: Churn/Attrition ↓.
Compliance
Data protection check for files
Scan uploads (personal data, IBAN, contracts) → Store/encrypt correctly → Access rules.
Result: GDPR clean in everyday life.
Metric: Policy violations ↓.
Quality assurance with photo check
Employees upload photos/clips → AI checks checklist (completeness, safety) → Report.
Result: Less rework.
Metric: Complaint rate ↓.
Industry Packages
Crafts & Construction
From cost estimate to billing – everything automated.
Result: Less administration, more time for customers.
Metric: Administrative effort ↓ 50%.
Trade & E-Commerce
Inventory, price optimization, customer service – AI takes over routine.
Result: Optimized inventory costs and more satisfied customers.
Metric: Inventory costs ↓, Customer satisfaction ↑.
Services & Consulting
Appointment booking, project tracking, invoicing – everything networked.
Result: More time for the actual work.
Metric: Billable hours ↑ 30%.
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.
Contact
kontaktevofinde +49 170 6666601
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