AI Automation Services

What Services Does agentic-movers.com Offer?

We build and operate AI agent infrastructure for professional services firms — primarily accounting and tax advisory practices that need automation to run unattended, at production load, with exception handling and compliance built in. Three core services: Quick-Start sessions (one process, one session), operational stacks (3–5 processes with full monitoring), and ongoing support.

The services are not consulting engagements where we tell you what to do. They are implementation engagements where we build what you need and hand it to you running.

What Is the Quick-Start Session?

A 90-minute working session that produces one running automation in your environment, built on your actual processes, before the session ends. Not a prototype. Not a proof of concept. Running automation.

What happens in the session:

• 30 min: Map your highest-friction manual process together — document intake, client reminders, deadline tracking, internal routing. You choose the process.
• 45 min: Build and deploy the automation in your n8n instance, connected to your tools
• 15 min: Live test, monitoring walkthrough, documentation of what was built

Who it's for: Steuerberater and Wirtschaftsprüfer with 3–50 staff who use DATEV and have at least one repetitive process they'd like to stop doing manually.

What Is an Operational AI Stack?

An operational stack is 3–5 automations running together with shared infrastructure: monitoring, exception handling, and escalation logic built to handle real production conditions — not just the scenarios from the original brief. It's infrastructure, not a collection of separate automations.

What distinguishes it from individual automations:

• Monitoring layer: detects when something breaks before you do
• Exception handling: built for the edge cases that appear in the third month, not just the ones in the demo
• Escalation logic: routes the right alert to the right person with enough context to act in under 60 seconds — not just a generic error email
• Cross-workflow dependencies: automations that hand off to each other, share state, and recover gracefully when one step fails

Typical scope for a DATEV-based Kanzlei: document intake routing, client reminder sequences, deadline monitoring, onboarding intake pre-DATEV, internal task creation from incoming documents.

Timeline: 2–4 weeks for initial deployment. First month is validation under real conditions.

Do You Work with DATEV?

Yes — through DATEV export files, process automation around DATEV workflows, and integration with the systems that feed into and out of DATEV. We don't replace DATEV. We automate what DATEV doesn't cover.

What's automatable in a DATEV-based Kanzlei:

• Processing incoming documents and routing them to the correct Sachbearbeiter
• Client reminder sequences when documents are missing before deadlines
• Weekly deadline summary generation from DATEV data
• Onboarding intake processing before data enters DATEV
• DATEV export file classification and archiving

What's not currently automatable without official API access: direct write-back into DATEV core. The automation layer wraps around DATEV — it doesn't replace it, and it doesn't require DATEV to change anything.

DATEV Copilot handles the steuerberaterischer workflow. Our automation handles everything outside that — cross-system, cross-tool, client-facing.

Is the Service DSGVO-Compliant?

Yes — DSGVO compliance is the architecture, not an add-on. Every setup runs on self-hosted n8n on a German server, every engagement includes a signed Auftragsverarbeitungsvertrag (AVV), and automation design separates process routing from direct handling of personal data in external AI models.

For §203 StGB-regulated professions (Steuerberater, Rechtsanwälte, Ärzte): §203 Abs. 4 permits engaging third parties with appropriate confidentiality contracts. The setup that complies: self-hosted infrastructure, AVV in place, automation handles processes around client data — not client data itself going into an external LLM.

What Support Is Available After Setup?

Ongoing support covers monitoring, maintenance, and prompt-tuning as your processes change. The automation doesn't stay static — client volume changes, exceptions appear, processes evolve. Support means the system evolves with them.

What ongoing support includes:

• Monitoring review: regular checks that automations are running and exception rates are normal
• Bug fixes when edge cases break the workflow
• Prompt and logic tuning as you discover what the automation handles imperfectly
• Addition of new workflow variations as your processes grow

Support is not a help desk for general IT questions. It's specific to the automation infrastructure we built — the logic, the exception handling, and the integrations.

What Kind of Firms Do You Work With?

Primarily DACH accounting and tax advisory firms (Steuerberater, Wirtschaftsprüfer, Kanzleien) with 3–50 staff. The common profile: DATEV-based, weekly recurring document intake, deadline-driven work, and at least one process someone does manually every week that could run automatically.

The firms that benefit most:

• High-volume document intake that currently requires manual sorting
• Client reminder sequences that someone drafts manually before every deadline
• Onboarding processes that involve the same checklist repeated for every new Mandant
• Internal routing that depends on one person knowing which Sachbearbeiter handles what

The firms that don't benefit yet: solo practices with very low document volume, or firms that haven't mapped their processes clearly enough to scope what to automate first. The automation needs a defined process to automate — we can help scope it, but we can't automate a process that doesn't exist yet.