The modular ERP for corporations, SMEs and public administrations: customers and projects, documents, time tracking, expenses, sales and accounting run in one system — built on cutting-edge technology with AI natively integrated.
Evolved IT landscape
Customers in the CRM, time tracking in Excel, receipts in the email inbox, figures with the accountant: in many companies, a single process is spread across several systems. Exeoflow brings it together in one ERP.
You decide how far this goes: a single module alongside your SAP, Abacus or Bexio — or Exeoflow as the leading system for your entire business.
The order is in the CRM, the hours are in a spreadsheet, the receipt is in the inbox. What is entered in one place has to be manually copied to the next.
Exeoflow is ATESO's modular ERP system: customers and projects, documents, time tracking, expenses, sales and accounting run on a modern, high-performance technology platform with shared data. AI is not an add-on, but part of every workflow.
Module palette
Each module covers a business area — from customer management to accounting. Productivity features today include time tracking, expenses, and telephony. ExeoAI is the foundation everywhere.
Exeoflow Portal — Home
Time tracking with real-time validation upon clocking in, rather than post-hoc correction, linked to customers, projects, and tasks.
Intelligent expense management: receipts are photographed on a smartphone, read by AI, and go through a configurable approval workflow.
Central phone management: the SIP endpoint receives calls in the browser and on the smartphone — instead of distributed devices and extensions.
The central base module for every Exeoflow system: contacts, customers, projects, and employees in one place, enriched with AI from emails, documents, and web search.
The sales module for quotes, orders, and pipeline — seamlessly linked to customers, projects, and accounting.
Automated document management: receipts and official documents go through a five-step workflow from capture to archiving.
The AI assistant controls all Exeoflow modules via chat in natural language and provides reports without anyone needing to create them.
AI-powered document creation based on custom templates — from generation to approval and dispatch.
AI-powered accounting for SMEs: automatic posting of documents and entries directly from the other modules.
Getting started
How much Exeoflow makes sense is determined by your current IT landscape — not your size. Three options, from a connected standalone module to the leading system.
Your ERP remains the leading system. Exeoflow takes over an area it does not cover well and returns the results there.
Result
One process becomes digital without touching your ERP.
Several modules cover a process end to end. They already share customers, projects and documents with each other — without an interface in between.
Result
One area runs smoothly while the rest of your systems remain untouched.
No ERP in use or a legacy system at the end of its lifecycle: Exeoflow takes over customers, projects, time, expenses, sales and accounting.
Result
One system for the entire business, introduced step by step.
Integration is provided via ready-made connectors and the documented API — the full list is available under “The technical foundation”.
Technical Foundation
Beneath the surface, Exeoflow connects three building blocks: our own AI engine as the motor, the ATESO platform framework as the foundation – and operations that you control yourself.
The in-house AI engine ExeoAI understands documents, extracts fields from invoices and forms, drafts texts, and finds content in context – operated internally, without third-party AI APIs.
How ExeoAI worksExeoflow is built on ATESO MWK: the in-house platform framework for multi-user and multi-tenant operations, with fine-grained permissions and comprehensive version control.
The Framework in DetailExeoflow runs as SaaS on Swiss servers without external partners, optionally OnPremise with you or in the Corporate Cloud. Data remains in Switzerland and the EU, encrypted during transfer and storage.
Benefits
An ERP that takes the work away instead of just managing it – modular implementation, with clear boundaries for data and effort.
Customer, order, time, and invoice reside on a shared data store. What is entered once in the system is never typed in by hand a second time.
Operations run on Swiss servers or directly at your premises. Your data is not shared with third parties and is not used for training AI models.
You start with the areas that are pressing today and expand step by step – without a full-scale implementation.
Capture, classification, and extraction run in every module via the internally operated ExeoAI. Humans review only where judgment is required.
Whether accounting, construction, trade, administration, logistics, or practice – the same modules can be tailored to very different business processes.
Open interfaces and a documented REST API ensure that your data remains portable – optionally operated on-premise with you.
Application Areas
Business processes are similar across industries: customers, orders, documents, time, numbers. Exeoflow is therefore a modular system – the same modules, combined differently for each industry.
Challenge
Large volumes of paper documents, long processing times, and high compliance requirements define daily operations.
Solution
Challenge
Complex mandate management, time-consuming accounting, and ongoing compliance monitoring consume capacity.
Solution
Challenge
Expense receipts from construction sites, time tracking on projects, and an overwhelming flood of documents make overview difficult.
Solution
Challenge
Project-based time billing, travel and conference expenses, and managing multiple mandates simultaneously require structure.
Solution
Challenge
High document volume, manual accounting processes, and customer management demand significant manual effort.
Solution
Challenge
Project-based performance tracking, complex expense billing, and document management across multiple projects consume time.
Solution
Challenge
Client-based time billing, numerous small expenses, and cross-project resource planning require an overview.
Solution
Challenge
Travel and mileage expenses on the go, time tracking for mobile employees, and paper receipts from various countries accumulate.
Solution
Challenge
Time tracking for staff, receipts for materials and consumables, and an unclear accounting system burden the daily practice routine.
Solution
ExeoTimeTracking, ExeoExpense, and ExeoCall are currently available — the status of the other modules is shown in the module palette above.
Technology
For IT managers, it is not only what Exeoflow automates that matters, but also what it runs on: six areas, from access management to operating models.
Exeoflow maps your organisational structure without reaching its limits when new requirements arise: roles and groups can be extended, and multiple tenants remain clearly separated within the same installation.
Access can be connected to your existing identity infrastructure instead of requiring a separate user management system.
Every change to a record remains visible and traceable – important for compliance and the four-eyes principle within the team.
Exeoflow is available wherever work happens – in the office or on the go.
Exeoflow fits into your existing IT landscape instead of replacing it: through ready-made connectors, the REST API and workflows.
Exeoflow runs in containers and can be moved to wherever you want your data to reside without changing the architecture.
Proofs
Operation in Switzerland or on your premises
Exeoflow runs on Swiss servers or OnPremise directly within your own infrastructure.
AI engine operated internally
ExeoAI runs internally; we only integrate external AI providers upon request.
No training of external models
Your data is not used to improve or train AI models.
Encrypted in transit and storage
Data is encrypted both during transmission and while stored.
Audit trail and granular permissions
Every change is traceable; access rights can be controlled down to the CRUD level.
These details describe the operation of Exeoflow and are not a certification statement.
Case Studies
How companies integrate their business processes into a single system with Exeoflow — and what this means for daily work.
Further Information
Exeoflow is part of a larger ecosystem — these pages go deeper into the technology, consulting, and the entire product portfolio.
The AI engine under the hood: how interpretation, extraction, generation, and context search work technically.
Learn MoreThe framework on which Exeoflow and ExeoAI are built.
Learn MorePlanning your own AI use case? We support you from the initial assessment through to production deployment.
Learn MoreAn overview of the entire ATESO product portfolio.
Learn MoreWe will demonstrate Exeoflow using your own processes and clarify which modules and operating model suit you best.
Module details and login areas can be found on the product website exeoflow.com
