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Initask · AI agents for companies

Digital colleagues for routine work

Our agents read documents, plan payments, answer inquiries and reconcile data. Right inside your systems. People make the decisions.

A company in miniature: office, warehouse and production, connected by AI agents
New inquiryReply draft ready
13-week cash viewcritical week flagged
Your approvalone click
What an agent is

A colleague with a clear job

The agent receives work the way a person does: as an email, scan or request. It works inside your systems and submits the result for approval.

1

Inbox

Email, PDF, photo, request, export

2

Extract

Fields, amounts, line items, dates

3

Matching

against master data, contracts, rules

4

Action

Draft in the ERP, email, report

5

Approval

a person reviews and decides

6

Learning

every approval makes it sharper

What changes

Less retyping, more judgment

People stay where judgment matters: approving, negotiating, taking responsibility.

Today in many companies

AccountingRetyping invoices from PDFs
ProcurementSearching tenders by hand
FinanceSpotting a cash gap on payday
LogisticsPhoning carriers one by one

With an agent

AccountingInvoice sits pre-coded in the system, approved in one click
ProcurementA digest of matching tenders in your inbox at 7:30
Finance13-week cash view, critical week flagged early
LogisticsStatus of all shipments in your inbox at 8 am
An agent at work

One invoice, six steps

How the document agent handles an incoming invoice, from inbox to posting.

Plays automatically. Click a step to pause.
app.initask.com/belegeDemo data
Incoming documents
Approvals
Payments
Reports
Rules

Incoming documents 3 new

Inbox invoices@muster-gmbh.de

SB
Stahlhandel Berger GmbH
Invoice for October
RE-2026-4471.pdf
KL
Kraus Logistik
Freight invoice, week 41
FR-8812.pdf
OB
Office Bedarf Nord
Delivery note and invoice
Scan_0031.jpg
Received today3
For approval1
Overdue0

RE-2026-4471 recognized

Stahlhandel Berger GmbH · page 1 of 2

SupplierStahlhandel Berger
Invoice date14.10.2026
Net amount€8,420.00
VAT 19%€1,599.80
Gross amount€10,019.80
Due28.10.2026

Matching all clear

Checked against ERP and master data

Purchase order PO-1182 found3 line items
Goods receipt posted12.10.2026
Prices as agreedDeviation 0.0%
Bank details knownIBAN verified

Posting proposal for approval

DATEV export prepared

AccountDescriptionAmount
3400Goods received 19%€8,420.00
1576Input VAT 19%€1,599.80
70011Supplier account Berger€10,019.80
Cost center 200 · Production
same as this supplier’s recent invoices

Approval Human

Everything prepared, your team makes the call

AS
Anna SchmidtAccounting
Approve
Sent to DATEVposted

New rule learned

Your approval becomes a pattern

Stahlhandel Berger → cost center 200
The next invoice arrives pre-coded, no follow-up questions.
Pre-coded correctly, automatically
A clear boundary

The agent prepares, people decide

Agent

  • Reads documents, gathers data, checks against rules
  • Creates drafts, emails, reports and tasks
  • Logs every step with its source
  • Asks when it is unsure

Human

  • Posts documents and approves payments
  • Decides on price, partner and contract
  • Replies on behalf of the company
  • Every decision becomes a rule for the agent
Pilot on a data copyProduction systems stay untouched
Role-based accessAccess revoked in one click
Tests before every updateon your own samples

GDPR by design

Data minimization, EU data residency, deletion concept and DPA.

Ready for the EU AI Act

Assistance systems with a human in the loop, audit log included.

GoBD-conscious

Traceable, immutable, auditable logs.

On-premise or EU cloud

Azure OpenAI in EU regions or German data centers.

Works-council friendly

Transparent criteria, fair screening under the AGG, documented.

Your data stays yours

Your data is never used for training, access is revocable per role.

DATEV
SAP
Personio
Teams
Outlook
Excel
HubSpot
Salesforce
Power BI
Zendesk
Confluence
WhatsApp
Lexware
EBICS
Your API
Your ERP
Process

From first call to live agent

We start with your documents as they are. You see your process on screen before you sign anything.

Short briefingProcess and goal
Your documents10 to 20 samples, as they are
Demo on your databefore any contract
Your process, live
Pilot on a data copyalongside your team
Measure impact
Decisionroll out or stop
Operationthe agent keeps learning

Typical payback of an agent: 2 to 6 months.

Vitalii Miniailo, founder and CEO of Initask
Vitalii MiniailoFounder and CEO, Initask
Our principle

“One process, one agent, impact in the first month. The agent prepares, people decide.”

12 years in AI100+ modules and systemsPilot on your data
Contact

Your process, our agent

  • A personal replyA person from our team gets back to you.
  • Demo on your dataTen typical documents are enough, as they are.
  • Pilot on a data copyYour production systems stay untouched.
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