The back office, without the re-typing.
Most of a Monaco back office is moving the same information from one place to another: an email into a spreadsheet, a PDF into the accounting tool, a date into three calendars. That is the part AI does well, and the part nobody enjoys.
An administrative task is a candidate for AI when it repeats, follows rules you could write down, and ends in a tool you already use. A surprising amount of the day qualifies.
Four things we automate first
Data entry between tools. An order arrives by email; the lines go into the ERP, the client into the CRM, the delivery date into the calendar, with a check that the totals match. Filing. Every incoming document is read, named properly, filed in the right folder and linked to the right client, before anyone opens it. Follow-ups. Unpaid invoices, unsigned quotes, missing documents: the reminder is drafted in your tone, on your schedule, and sent once a person approves. Checks. New supplier, new client, new contract: the identity, the registration number and the mandatory mentions are verified against the sources and anything odd is flagged.
Where it lives
In your tools, not in a new one. Outlook or Gmail, Excel or Google Sheets, Sage, Pennylane or QuickBooks, SharePoint or Drive, your CRM. The automation reads from them and writes to them with the same permissions a colleague would have, and leaves a trace of everything it did. Your team keeps working where it already works.
What stays with a person
Anything that needs judgement: an unusual amount, a client who writes something angry, a document that does not match. The automation stops, gathers the facts, and hands over. That rule is not a limitation of the technology, it is the design: a back office that nobody checks is a liability, not a saving.
What we do for it.
The Monaco back office
Small teams, several languages, regulated duties: a Monaco company of nine people often has one person doing the administration for everyone, in French and English, with the RCI, the Caisses Sociales and the APDP to keep happy. Automating her re-typing is not about replacing her; it is about giving her back the afternoon. We have built these systems for agencies, clinics, yachting firms and family offices in the Principality since 2019.
Questions.
Which back-office task should we automate first?
The one that happens most often and follows the clearest rules, usually data entry from email into a tool. It gives hours back within weeks and teaches the team how the system behaves before anything sensitive is touched.
Do we need to change our tools?
No. The automation is built into the tools you have. If a tool genuinely blocks the work, we say so in the quick-check note, with the alternative and what it would cost.
What happens when the automation is unsure?
It stops and hands over to a person with the facts already gathered: the email, the document, the figures, the reason it stopped. Nothing is sent, filed or paid without that person when the rule says so.
How long until it is running?
A free 30-minute quick-check, then a two-week prototype on your real data, then the build into your tools. Most first automations are in production within a month.
Is our data used to train anything?
No. The models we use are run under contracts that exclude training on your data, hosted in the EU by default, and the code and the data stay yours.
Related.
AI for emails and documents in Monaco
An assistant that reads every email, files what can be filed, drafts the replies that follow a pattern, and leaves you a short list of what actually needs you. The same for the documents that come with them.
AI for finance and accounting in Monaco
Invoices arrive as PDFs, bank lines arrive as exports, the accountant arrives with questions. Between them is a week of typing and matching that an assistant can do by Tuesday, with a person checking what it flags.
AI audit in Monaco
Before anyone builds anything, you should know which tasks are worth automating, in what order, and what each would give back. That is the audit. It comes in two sizes, and both end with a document you keep.
Start with a 30-minute call. Keep what it finds.
You tell us where the hours go. We tell you which two or three tasks to automate first, in a short written note. Free, in English or French.