of the work week goes to searching for internal information and finding the right colleague.
McKinsey Global Institute The Social Economy, 2012 (opens the study in a new tab) Financial services
Answers from your policies, with the paragraph attached
eokit reads your policies, contracts, product terms and the mail archive, and answers with the source. Access follows the rights you already set.
SharePointGoogle DriveOutlookGmail
Which covenants apply to the Hartmann Logistik loan, and when is the next review?
Loan agreement and credit file, 2 documents compared The loan has two financial covenants: an equity ratio of at least 25 % and a debt service cover of at least 1.2. The last check in March showed an equity ratio of 27 %, close to the limit.
Limit 25 % Last check 27 %
The next review is due on 30 June. Given the small margin, I recommend asking for the half-year figures early.
Evidence Loan agreement Hartmann Logistik · section 8.2 · p. 14 Credit file Covenant check · March Outlook · mail archive Thread with the client · 2 Apr Credit policy Section 4 · covenant monitoring
For companies that use AI responsibly
Research
Searching eats the workday
Independent studies agree: people lose hours every week just looking for information. eokit is built to give that time back.
a day spent looking for information, by IDC's estimate for knowledge workers.
IDC The High Cost of Not Finding Information (opens the study in a new tab)
a day spent searching for information, according to a survey of 4,000 employees.
Coveo Workplace Relevance Report, 2022 (opens the study in a new tab)
of digital workers struggle to find the information they need to do their job well.
Gartner Digital Workplace Survey, 2023 (opens the study in a new tab)
Figures come from independent studies with different methods, groups and years.
Status quo
Move past AI fragmentation
The problem
Internal prototypes, scattered tools and outside chatbots create risk and friction, and nobody can show what happens where.
Quickly leads to
- Shadow AI
- Data leakage
- Disconnected silos
- Low adoption
- Rising costs
- Loss of overview
- Growing expectations
With 
eokit you bring in one secure AI workspace for the whole company, with every part of it connected.
Customer story · Steffen Holzbau
„When it comes to AI solutions, we could not be working with a better team than aigentcy, and we can not wait to have them work on a number of other valuable opportunities.“
Stephan Hostert CEO, Steffen Holzbau S.A. of time saved
from tender to first draft, down from 6 weeks
Photo: the Steffen Holzbau team on site Read the case study
Use cases
Four places where financial teams lose time
Not in the decision. In finding the documents behind it.
Covenants and limits
Which conditions apply, and how close is each client to the limit? eokit reads the contracts and the last checks and puts them side by side.
CovenantLimitLast checkMargin
Equity ratio · Berger20 %31 %+ 11 pts
Debt cover · Kessler1.21.5+ 0.3
Equity ratio · Hartmann25 %27 %+ 2 pts
Policies and procedures
Credit and compliance policies are long. eokit reads them and applies the rules the same way every time.
Rules from your policies Loans above €1M need a second signature Covenants checked every quarter, not only once a year Client data never goes to an external model
Product terms
Terms, conditions and internal guidelines, searchable by product and version, so every answer to a client is the same.
What does our home insurance cover for water damage? Terms · home policy 2025 edition · section 3.4 Claims guideline Internal · water damage · p. 6
Client communication
Letters and emails drafted from the file, in your house style, ready for a colleague to check and send.
Drafted by eo Draft · To: Hartmann Logistik Dear Ms Hartmann, as agreed in the loan agreement, we will review the covenants on 30 June. Could you send us your half-year figures by 15 June?
Make it shorterMore formal Document connection
Connected to your documents, on your terms
eokit connects to SharePoint and Google Drive and keeps its index in sync by relevance: what is used, changed or new is refreshed first. Your systems stay the system of record. You decide what each agent may do there, and every action is logged.
Source
Your documents Policies, contracts, credit files and product terms Processing
Index in your environment Sync by relevance, permissions taken from your directory Result
Answer with evidence Document, section and date sit under every statement EU hosting or on-premise Runs in our EU cloud or inside your own network.
Permissions stay permissions Anyone who cannot open a file gets no answer about it.
Checked before it leaves Prompts are checked for client data before any external model sees them.
In the works
Customer stories for this industry are being written right now.
An eo for every task your team repeats
Each agent takes one job, reads the sources that job needs and follows your processes. We show you which ones fit your company.
FAQ
Asking the right questions
5 questions
-
eokit is designed to be natively GDPR-compliant. It runs in the EU or inside your own network, and prompts are checked for personal data before they can go to an external model. We provide a data processing agreement and a list of subprocessors.
Trust center -
Where you choose to run eokit: in your own data centre, in our EU cloud in Germany or Luxembourg, or in your own cloud account. It is not copied to other regions.
Hosting options -
Yes. You describe once how your company writes, and drafts follow that tone. You can also add your logo and colours.
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Exactly the people who can open the document today. eokit uses the permissions from your directory and file systems, so people get answers only from documents they are allowed to open.
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Your documents stay where they are, because eokit does not move them. We remove our components and can hand over your activity logs.
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A digital team member with one job. It knows which systems to read, which steps to follow and what to hand back, for example a report or a draft.
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Yes. Someone who knows the task describes it in plain words, eokit sets up the agent, and you check it before it runs.
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The one you choose: a self-hosted model, a model from an EU provider or a large commercial model. Each department can use a different one. Access rights stay the same.
-
Reading and drafting happen automatically. Sending, booking or changing a record needs a person's approval, unless you decide otherwise. Every step is logged.
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Workflows take on recurring tasks with a clear result, for example writing weekly reports, preparing reminders, summarizing meetings or comparing quotes. Your team decides how the agent works and what a good result looks like.
-
A workflow starts on a schedule, when something changes in a connected system, or when someone asks in the chat. You choose the trigger that fits the task.
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Yes. You can run workflows outside working hours, for example for large monthly reports. Actions that need approval still wait for the person in charge.
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The person in charge is told about the error and its cause. The log shows which steps ran and where the run stopped.
-
Every run is logged. You see which information the agent used and what came out. Your team checks whether the result meets its guidelines. You decide which actions also need approval.
-
eokit has connectors for SharePoint, Google Drive, Outlook and Gmail. Other tools connect through MCP servers. Which triggers and actions are available depends on the connector and on existing access rights.
- Nothing matches that yet. Ask us directly and we add it here.
5 items · Compliance Didn't find it? Ask us
Is eokit GDPR compliant?
eokit is designed to be natively GDPR-compliant. It runs in the EU or inside your own network, and prompts are checked for personal data before they can go to an external model. We provide a data processing agreement and a list of subprocessors.
Trust center 1 of 5
Where is the index stored?
Where you choose to run eokit: in your own data centre, in our EU cloud in Germany or Luxembourg, or in your own cloud account. It is not copied to other regions.
Hosting options 2 of 5
Can eokit match our brand and tone?
Yes. You describe once how your company writes, and drafts follow that tone. You can also add your logo and colours.
3 of 5
Who can see which document?
Exactly the people who can open the document today. eokit uses the permissions from your directory and file systems, so people get answers only from documents they are allowed to open.
4 of 5
What happens when we cancel?
Your documents stay where they are, because eokit does not move them. We remove our components and can hand over your activity logs.
5 of 5
What is an agent in eokit?
A digital team member with one job. It knows which systems to read, which steps to follow and what to hand back, for example a report or a draft.
1 of 4
Can we build our own agents?
Yes. Someone who knows the task describes it in plain words, eokit sets up the agent, and you check it before it runs.
2 of 4
Which models do agents use?
The one you choose: a self-hosted model, a model from an EU provider or a large commercial model. Each department can use a different one. Access rights stay the same.
3 of 4
Can an agent act without approval?
Reading and drafting happen automatically. Sending, booking or changing a record needs a person's approval, unless you decide otherwise. Every step is logged.
4 of 4
What tasks can workflows take on?
Workflows take on recurring tasks with a clear result, for example writing weekly reports, preparing reminders, summarizing meetings or comparing quotes. Your team decides how the agent works and what a good result looks like.
1 of 6
How does a workflow start?
A workflow starts on a schedule, when something changes in a connected system, or when someone asks in the chat. You choose the trigger that fits the task.
2 of 6
Can workflows run at night?
Yes. You can run workflows outside working hours, for example for large monthly reports. Actions that need approval still wait for the person in charge.
3 of 6
What happens when a workflow fails?
The person in charge is told about the error and its cause. The log shows which steps ran and where the run stopped.
4 of 6
How do we check a workflow's results?
Every run is logged. You see which information the agent used and what came out. Your team checks whether the result meets its guidelines. You decide which actions also need approval.
5 of 6
Which systems can workflows connect to?
eokit has connectors for SharePoint, Google Drive, Outlook and Gmail. Other tools connect through MCP servers. Which triggers and actions are available depends on the connector and on existing access rights.
6 of 6
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