We do not build in theory. All of this runs every day.
Sales, accounting and client service for five companies in the Mercanto group run on what we built ourselves.
Four systems that keep five companies running.
We are not a supplier who never uses their own software. Everything on this page is in live use, and the first to spot that something is broken is us.
The four most important systems we go through in detail. What else runs alongside them and what we are still building is at the end of the page.
Accounting operations board
An operations board for the accountant, where AI checks invoices before anything gets booked.
Our accountant used to retype invoices by hand, split the costs across five companies of one group by hand, and prepare the data for the accounting system by hand. The board turned all of that into one workplace where:
- you just forward the invoice by email and the system pulls out the supplier, the amounts, the dates and the payment reference on its own
- AI checks the document before it is booked and finds a duplicate, a missing detail or a suspicious line
- the cost splits itself across the companies by the rules
- tasks and document states flow into Asana, where the daily work happens, so the accountant is not watching two places
- finished data goes straight into the accounting system
We can build a place where AI does the first check for a person. Not to replace them, but to take the manual work and the mistakes off them. And we will connect it to the accounting system and to the Asana you already use.
Sales system (CRM)
A sales system that prepares itself for the meeting and talks to Asana.
It is not another CRM to click through. It is built to take work off the salesperson:
- before a meeting it puts together its own research on the company from public sources
- it fills in company data from the business register (ARES) by registration number, nothing gets retyped by hand
- it has its own booking system wired into Google Calendar, including an automatic Google Meet
- it syncs both ways with Asana, so sales and delivery talk to each other
- you can ask about the data in plain language. Instead of filters, you just ask
We can connect AI and your tools (Asana, calendar, email) so the system works for you, not you for it.
Nine systems is not nine separate jobs. It is one connected whole.
Client portal
One place where the client sees the whole engagement. And stays informed without having to ask.
The client does not have to ring around to find out who is doing what. In the portal they see:
We can build a client portal that keeps people informed on its own and plugs into what they already use. Fewer phone calls, more calm.
Proposal generator from meetings
A finished proposal out of a meeting transcript. In a minute, not an hour.
Every sales meeting used to be followed by an hour of retyping what had already been said in it. The system takes the transcript and turns it into a finished, branded proposal ready to send. Our own product, and exactly the kind of automation we build for clients.
The work you do over and over again after meetings, we can take off your plate.
More systems in live use.
Alongside the four flagship systems, this is what else runs in our operation.
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Consultant workspace
A consultant's whole day in one place. AI drafts expert documents, the helpdesk is wired into client projects in Asana, and billing moves into accounting on its own.
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Learning platform with an AI mentor
Video courses and an AI mentor we built. From the conversation it works out the user's goals and recommends where to go next.
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Morning cockpit over Asana
It shows what to deal with today and works out a personal performance card from real data in Asana. A note becomes a task in one click.
What we are working on now.
- Measuring the quality of work management A SaaS that reads real data from Asana and has AI make sense of it. in development
- Marketing orchestration A platform that keeps marketing together with the CRM and accounting. in development
- Strategy cockpit Instead of another dashboard it produces concrete decisions every week. in development
We can build this for you too.
Half an hour. You tell us what you are dealing with, we tell you straight away whether and how it can be built. No presentations.