Transparent decisions
Requests, key figures and approvals are available in a structured form – the basis for better decisions.
Investment Assistant · Assistant
Automate investment requests
The digital worker creates an overview of investment planning and CapEx workflows, from request through approval to follow-up.
What the Investment Assistant handles:
- Capture investment requests
- Assess viability & profitability
- Manage approvals & budgets
- Implementation & follow-up
- up to 61 % Automation
- 24/7 Available
- BPMN 2.0 auditable
Benefits
Benefits for investment management
More transparency in investment decisions: faster approvals, reliable budget discipline.
Faster approvals
Guided approval paths with authorisation limits shorten throughput times.
Budget discipline
Target/actual comparison and follow-up keep investments within budget.
Traceable
Every request and every decision is documented without gaps.
Areas of use
Typical tasks in investment management
From request to follow-up: the Investment Assistant guides through the CapEx process.
Request & approval
- Digitalised request processing with multi-level approvals
- Automated escalation when data is missing
- Configurable CapEx durations
- Transparent workflows from request to purchasing
- Proposal collection with rating function
- Multi-site coordination of globally distributed units
Planning & controlling
- Investment, financing & planning processes
- Liquidity & profitability forecasts
- Currency conversion for cross-country comparisons
- Monitoring, controlling & management dashboards
- Cyber security risks factored into IT spending
- Data & document management
Standards & integrations
ERP, planning & controlling
The Investment Assistant connects request, planning and controlling without media breaks.
CapEx & OpEx
Mapping of capital expenditure (CapEx) and operational expenditure (OpEx).
ERP & financial planning
Extension of existing ERP and financial planning tools.
Process standard
BPMN 2.0 – traceable and auditable.
Automation levels
Assistant · Agent · Worker
Three automation levels – matched to the task.
Digital Assistant
BPMN rule-based
Works strictly according to compliance and process rules (BPMN 2.0 & process engine) – perfect for structured rule sets and guided case handling, even in high-security areas.
Digital Agent
AI-powered
Understands unstructured data, emails and contracts via LLMs, takes over complex checks and decisions – autonomous tasks complementing existing systems.
Digital Worker
Autonomous AI orchestration
Solves whole processes autonomously and connects individual AI agents into teams – autonomous data transfer between legacy systems and web APIs, without media breaks.
Process
How it works
Job profile
Analyse tasks & workflows.
Configure
Model persona & processes (BPMN 2.0).
Connect
Integrate systems & data.
Operate
Cloud or on-premise, GDPR-compliant.
Optimise
Monitoring & governance.
Target groups
Which departments & industries?
The Investment Assistant is tailored to financial planning and investment management – from mid-sized companies to large corporations.
Finance & controlling
- Controlling & financial planning
- Investment management
- Fixed asset accounting
- Treasury
Departments & management
- Requesting departments
- Plant & site management
- Project management
- Executive management
Industries
- Industry & production
- Energy & utilities
- Retail & services
- Public sector
Frequently asked questions
The most common questions about the Investment Assistant.
What does the Investment Assistant do exactly?
The Investment Assistant creates an overview of investment requests and CapEx workflows – from capturing the request through profitability assessment and approval to implementation and follow-up.
How high is the automation level of the Investment Assistant?
Around 61 % automation is achievable for the typical tasks of the Investment Assistant – we determine the exact figure from your role profile.
Does the Investment Assistant support approval paths?
Yes. Approval workflows with authorisation limits guide requests through the decision levels in a structured way.
Does the Investment Assistant help keep to budget?
Yes. Target/actual comparison, drawdown and follow-up keep investments within budget.
Can the Investment Assistant be integrated with ERP and controlling?
Yes. It connects to ERP, fixed asset accounting and controlling systems via open standards, APIs and connectors.
Are investment decisions traceable?
Yes. Every request and every approval is documented in an audit-proof way – based on the open BPMN 2.0 standard.
How does an investment request work with the Investment Assistant?
The request is captured digitally and passes through multi-level approvals. If data is missing, the case escalates automatically. The workflow runs transparently from request to purchasing, and CapEx durations can be configured individually.
What is the difference between CapEx and OpEx?
CapEx (capital expenditure) covers capital spending on long-term assets, OpEx (operational expenditure) the running costs of operations. The Investment Assistant maps both types of spending and extends existing ERP and financial planning tools to do so.