The quoting agent — explained in under 20 seconds.
Request in, customer data from Dynamics, items from bexio, quote ready for approval: this is what an agent looks like in daily business.
The agent works, the human stays in control.
Want exactly this agent? Book an intro callFrontier Firm, Frontier Company — what just happened?
Two terms that are easy to mix up — and the difference between them is exactly the point that matters for you.
The Frontier Firm — the destination.
That's what Microsoft's Work Trend Index calls companies with intelligence on tap, where people and AI agents work as one team. The key point: being a Frontier Firm is not a question of size. A twelve-person fiduciary can be one — as long as its agents take on real work instead of delivering demos.
The Microsoft Frontier Company — the enterprise service.
In July 2026, Microsoft founded a dedicated organisation for it: 2.5 billion dollars, 6,000 engineers, embedded with customers like Unilever and the London Stock Exchange. The principle behind it: outcomes instead of pilot projects — “No pilots. Scale from day one.”
The gap: the destination explicitly applies to every company. The 6,000 engineers, however, are reserved for enterprises. That gap is exactly what we fill — same principles, SME-sized.
Read the full analysisThe same principles. Tailored to your SME.
Microsoft promises enterprises three things. We keep those promises for Swiss SMEs — without the enterprise price tag.
Outcomes, not pilots.
We don't start with a strategy workshop cycle — we start with a measurable result: the quote in minutes instead of hours, the customer answer in seconds. Once that runs, we talk about the next step.
Your whole stack, connected.
An agent is only as useful as the data it can reach. We connect Microsoft 365, Dynamics and the Power Platform — plus your Swiss reality: bexio, Abacus, industry software. Our bexio connector is listed on Microsoft AppSource.
See the bexio integrationYour intelligence, protected.
Your knowledge is your edge — and it stays that way. Your data stays in your Microsoft tenant, never trains third-party models, and is looked after from Zurich, in line with Swiss data protection law.
Curious which Microsoft tools sit behind this? See our Microsoft AI stack overview.
What an agent takes off your plate.
No future scenarios — four examples built today with Copilot Studio, Dynamics and the Power Platform.
The quoting agent
Pulls customer data from the CRM, items and prices from bexio, and assembles the draft quote. Your sales team reviews and sends — in minutes, not after hours.
The support agent
Answers recurring customer questions from your own knowledge base, around the clock — and hands over to your team the moment it gets demanding. Cleanly logged in the CRM.
The back-office agent
Reads orders and enquiries from the shared mailbox, records them in your system as structured data and puts the task in front of the right person. No more re-typing.
The briefing agent
Compiles the dossier before every customer meeting: recent orders, open invoices, latest correspondence. Your field staff arrive prepared — without an hour of digging.
Embedded engineering — SME-sized.
Enterprises get engineers who sit in the building for months. Your SME needs something else: a team that knows your business, delivers in days and stays reachable afterwards.
1 · Intro call
Together we find the one process where an agent moves the needle most — repetitive, well documented, felt daily. 30 minutes, no sales pitch.
2 · First agent, live
You get a fixed quote, we build. From day one the agent works inside your real process — not a pilot that stays a pilot.
3 · Run & grow
We monitor, measure and improve the agent in production — and expand as soon as the next process suggests itself. Agent by agent, at the pace of your business.
Microsoft is our core business.
Dynamics 365, Power Platform, Copilot Studio: we've been building on exactly the stack Microsoft's agent future runs on for years.
Proven on AppSource.
Our bexio↔Dynamics connector is published on Microsoft AppSource — reviewed by Microsoft, in production at Swiss SMEs.
Fixed quote.
The quote after the intro call is the price. Changes in scope are quoted before we build.
From Zurich, no detours.
Short paths, Swiss data protection, direct contacts — and a team that doesn't have to re-learn your business for the second agent.
Advact AG
Dynamics 365 as the central platform, bexio synchronized automatically — delivered in one month. This is what “live instead of pilot” looks like in practice.
Frequently asked questions
Which process will you hand over first?
Tell us in 30 minutes where things grind — we'll tell you whether and how an agent takes it over, and you'll get a fixed quote afterwards. No obligation.