01
Discretion
Clients and customers expect their data not to end up with providers they do not know.
Regulated mid-sized businesses
For brokers, financial services and tax advisors: automation where every step is recorded and a person approves.
Our own product for this: Eichmeister ↗
What your Customers expect
02
Fast, evidenced answers
A prompt reply where it is traceable who reviewed it.
03
A person decides
For money, contracts and advice, a person decides, not a system.
Where it hurts today
- AI tools are used without clarity about where the data goes.
- Recurring workflows like document review tie up qualified people.
- Important services run with providers outside the EU.
What we build
Agents with ID badges
A clear task, approval and audit trail for every agent.
To the service →AI inventory
An overview of which tools are used with which data.
To the service →Data paths in the EU
Workflows and models on servers in the EU.
To the service →Moving away from US services
Planned, step by step and with a way back.
To the service →BiPRO and MVP bridges
Documents and data from insurers land in the right case.
To the service →Portal for missing documents
Clients upload what is missing, with reminders.
To the service →E-invoice to DATEV
Check, classify, hand over.
To the service →Your systems stay
We add what is missing instead of rebuilding what already exists. Typical systems in this industry that we connect to:
- AMEISE (blau direkt)
- Assfinet
- Professional works
- DATEV
- BiPRO standards
Named without any partnership. Connection depending on the available interface.
Where we deliberately stop
No insurance, investment or tax decision by a system. Agents prepare, specialists decide.
What is coming up
Whether and how it affects you is clarified by your legal partner.
since 01.01.2025, issuing from 2027/2028
E-invoicing in B2B
Receiving structured e-invoices has generally been mandatory in Germany since 2025. The obligation to issue follows in stages from 2027 and 2028.
Source: BMF, FAQ E-Rechnung (in German) ↗since 17.01.2025
DORA
Requirements for the digital operational resilience of financial entities and their ICT service providers. Small insurance intermediaries are partly exempt.
Source: BaFin, DORA (in German) ↗since 02.02.2025, next stage from 02.08.2026
EU AI Act
Duty of AI literacy for staff since 2025, transparency obligations for certain AI systems from August 2026.
Source: EU AI Act Service Desk ↗since 06.12.2025
NIS2 implementation
New IT security obligations for entities of certain sectors and sizes.
Source: BSI, press release 05.12.2025 (in German) ↗
A day with the system
Example workflow, for illustration.
08:45
New documents from a client come in. The agent classifies them and flags what is missing.
09:00 · Person
The case handler checks the classification and approves the follow-up question to the client.
12:00
Every step is in the audit trail, with time and the person who approved.
17:00
The lead sees open cases and approvals in the control room.
Discretion and operations
- Data lives on servers in the EU
- Roles: everyone sees only what they need to see
- Every step is logged, including rejections
- Code, servers and access belong to you
Technical properties of the systems. The legal assessment is provided by your legal partner.
From practice
EichmeisterTo the insight →Frequently asked questions
Contact
Let's talk about your project.
Write to us briefly about what it is about. You will receive a personal reply.