Agentic back office

No one likes admin work. AI agents can make it much easier.

Create an agentic back office that massively boosts productivity and lets you focus on what you actually want to spend time on. From logging hours, creating quotes, writing invoices, and chasing late payments to having all your company knowledge organized in one place. Let's start with the big picture: how AI agents are already changing admin work worldwide, then look at how to do the same for your business.

Updated 21/10/2026 · 12 guides · Germany and Austria

Prepared for you this morning08:02
  • March hours tidied into invoice lines3 clients
  • Two invoice drafts checked for DE / AT details0 missing
  • First reminder for Studio LindnerApprove
  • 4 receipts still missing for Marchask team
Sample data. Nothing leaves your business until you approve it.

Why it matters

Admin work is the work after the work. It doesn't have to be.

Create workflows that support your back office. Today's AI can handle most back-office tasks and make them more reliable and much faster.

01

Your AI agents prepare

It logs, drafts, sorts and checks. In your words, in your tone, as often as you need.

02

You review and approve

Anything that leaves your business, moves money or becomes a record waits for your OK.

03

Rules stay rules

Mandatory details and your personal rules are always checked.

The big picture

How AI agents are changing the back office

Let's start by looking at what we think is changing in the back-office industry as AI agents take over the boring work, and how existing workflows are changing.

What changes

The tools

Your adviser

The words

AI & automation

AI agents, MCP and skills: the terms explained

Agent, connector, skills, MCP: the AI terms of 2026 in plain words, so AI speeds up your back office. Plus approval, prompt injection and more, each with what it means in Germany and Austria.

Step by step

Your path: from your first prompt to an AI-native back office

Read them in order or jump in where you are. Each guide answers its question in the first paragraph, covers Germany and Austria and says when it was last checked.

1Start here

AI & automation

Agentic back office: how AI agents take over your admin

What an agentic back office is, which admin AI agents already handle for you and how to get from chat to agent. AI prepares, you approve, and you win back time for the work that matters.

2First tasks

3Safe base

4Money in

5Books

6Teach

7Agents

8Delegate

Already set up? What is MCP? · Connect Backbone to ChatGPT · Connect Backbone to Claude

Free tools

Free to use, no account needed

Live

Back-office skill library

Free AI skills for invoices, reminders, hours, receipts and the VAT period. They teach ChatGPT or Claude how you work. Free download, no e-mail needed.

Live

Free invoice generator

An invoice for Germany or Austria with every mandatory field, as a PDF. No sign-up, no watermark.

Live

Late-payment interest calculator

What an overdue invoice owes you in Germany or Austria, to the day, with a sentence for your reminder.

Ideas we are working on

Coming soon

AI readiness check

Ten questions; you get the three admin tasks to hand to AI first and the guide to read next.

Coming soon

Data redactor in your browser

Removes names, IBANs, emails and VAT IDs from a text in your browser, before it goes into an AI chat.

Coming soon

AI rule for your team

A one-page rule for how your team uses AI, ready to copy, with notes on AI literacy.

Backbone

Your agentic back office from day one

After the guides above, the big question is: why should you even pay for a back-office tool? Of course you don't have to, but let's take a look at what Backbone could enhance even further.

Setup

Do it yourselfWrite prompts and skills, connect files and sheets, test everything.

With BackboneSign up and start. Nothing to set up.

Upkeep

Do it yourselfWhen a rule, a form or an AI model changes, you fix it.

With BackboneWe maintain the base. New features arrive continuously.

Runs on its own

Do it yourselfA chat only works while you are in it.

With BackboneReminders and recurring invoices run on schedule; clear receipt matches assign themselves when a statement comes in.

One place

Do it yourselfHours, invoices and receipts spread over files and chats.

With BackboneTime, quotes, invoices, reminders and receipts together.

  1. Ask the company wiki

    Ask instead of searching. The answer comes from your wiki.

    In the chat

    How do we claim travel expenses?

    Backbone connectorsearch_wiki
    Backbone connectorread_wiki

    According to the wiki page "Travel expenses":

    • Upload receipts by the 5th of the following month
    • Train in 2nd class, fly only from 4 hours by train
    • Hotels up to €120 a night, Luca approves anything from €500
    In the app
  2. Track your time

    One sentence in the chat. The hours are in your week.

    In the chat

    Log 3:15 hours for Kinetik Studio, website relaunch: homepage wireframes, round two.

    Backbone connectorlog_time

    Logged.

    • Sun 27/09/2026 · Kinetik Studio · Website relaunch · 3:15 h
    • Homepage wireframes, round two
    In the app
  3. Bill your hours

    What you tracked goes on the invoice.

    In the chat

    Which hours are still open for Kinetik Studio?

    Backbone connectorlist_unbilled_time
    • 21–27/09/2026 · Design system · 8.00 h
    • 21–27/09/2026 · Website relaunch · 4.50 h

    Create a draft invoice and add those hours.

    Backbone connectorcreate_document
    Backbone connectoradd_time_to_document

    Here's the draft.

    • Draft · Kinetik Studio · €1,425.00
    • 12.5 h at €95.00 · plus 20% VAT
    In the app
  4. Create the invoice

    Say what goes on it. You approve.

    In the chat

    Write a draft invoice for Studio Nord: brand workshop, 16 hours at €95.

    Backbone connectorcreate_document

    Here's the draft.

    Open
    Invoice
    Studio Nord GmbH
    €1,808.80
    RE-2026-0142 · Issued 18/10/2026

    Looks good, issue it.

    Backbone connectorissue_document

    Issued as RE-2026-0142.

    In the app
  5. Who's overdue?

    One question, every open invoice.

    In the chat

    Which invoices are overdue?

    Backbone connectorlist_dunning
    Overdue
    3
    Nordlicht GmbH
    RE-2026-0118 · 21 days
    €4,280.00
    Kinetik Studio
    RE-2026-0124 · 9 days
    €1,190.00
    Fernweh Reisen
    RE-2026-0131 · 4 days
    €942.50
    Total€6,412.50

    Nordlicht has been open the longest.

    In the app
  6. Send the reminder

    You approve. Only then does it go out.

    In the chat

    Send Nordlicht the 2nd notice now, not on the 25th.

    Backbone connectorsend_reminder
    Send reminder
    Invoice RE-2026-0118 · Due 27/09/2026
    2nd noticeDE
    To
    Nordlicht GmbH[email protected]
    Outstanding€4,280.00Late interest 10.52% · 21 days€25.91Flat fee€40.00Total€4,345.91
    Expires in 28 min28 min
    In the app
  7. Upload a receipt

    A photo into the chat. Backbone matches it by itself.

    In the chat
    beleg-lindner.jpg

    Here's the receipt from Lindner.

    Backbone connectorupload_file
    Backbone connectorlist_inbox_files

    Uploaded, read and matched automatically.

    • Bürobedarf Lindner KG · 14/10/2026 · €86.90
    • Payment of 14/10/2026 · −€86.90
    In the app
  8. Cash payments

    Tap “Paid in cash?” and the receipt lands in the cash book.

    In the chat

    Which cash payments need my OK?

    Backbone connectormark_receipt_cash
    Confirm cash payments
    In the app
  9. Off to your bookkeeper

    Month complete. One link, done.

    In the chat

    Send October to my tax adviser.

    Backbone connectorsend_to_bookkeeper
    Send to bookkeeper
    To
    Kanzlei Rehm & Partner[email protected]
    Period
    October 2026
    Contents
    48 receipts · 2 statements
    Expires in 28 min28 min
    In the app
  10. Review, then approve

    The AI drafts. You check it and issue it.

    In the chat

    Write a draft invoice for Alpenblick: UX review, 12 hours at €110. List every assumption.

    Backbone connectorcreate_document

    Here's the draft.

    • Assumed: 20% VAT
    • Assumed: payment due in 14 days
    Open
    Invoice
    Alpenblick GmbH
    €1,584.00
    RE-2026-0142 · Issued 18/10/2026

    Looks good, issue it.

    Backbone connectorissue_document

    Issued as RE-2026-0142.

    In the app

Frequently asked questions

What is an agentic back office?

A back office where AI agents do the routine admin, such as logging hours, drafting invoices, chasing payments and finding missing receipts, and you approve the result. The AI prepares; anything that leaves your business, moves money or becomes a record waits for your OK.

Do I need technical skills to start?

No. You start in the AI chat you already use, with tasks where the AI writes or sorts and you decide. The guide "AI for admin: 7 tasks" shows where to begin; connectors and skills come later, step by step.

Which AI tools work with Backbone?

ChatGPT and Claude, through Backbone's AI connector: it signs in as you, uses the same tools as the app, and nothing is sent without your OK. Inside Backbone, Billy, our friendly AI ghost, does the same in plain English or German.

May I put client data into ChatGPT or Claude?

Only on a plan with a data processing agreement (Art. 28 GDPR) and no training on your data, and only what the task needs. Free and personal plans are the weak spot. The guide "AI and GDPR" covers Germany and Austria. This is general information, not legal advice.

Are the skills and tools free?

Yes. The skills in our skill library are free downloads, with or without Backbone, without an account and without giving us your e-mail. The invoice generator and the late-payment interest calculator are free too.

How are AI agents changing back-office work?

The work moves from doing to checking: AI drafts, sorts and chases, people decide, approve and keep the client relationships. New tasks appear, such as writing down the rules the AI follows. Your legal duties in Germany and Austria stay the same. The four guides under "The big picture" explain the shift independently of any product.

Does the AI decide anything for me?

No. It drafts, sorts and checks. Mandatory invoice details, default and VAT periods follow the law in Germany and Austria, and you approve what is sent, issued or paid.

Your AI-native back office

Time, invoices, reminders and receipts in one app that works with Billy, our friendly AI ghost, ChatGPT and Claude. 7-day trial, card required.

General information, not tax or legal advice. AI product details as of 08/10/2026, from the vendors' own help pages (named in each guide, not linked); plans and menus change, so the vendor page wins. Backbone features marked Coming soon are not available yet.