full-Stack AI Developer — Build a Complete AI Backoffice Agent for Swiss SMEs

Posted 2 days ago

Worldwide

Summary

FFull Stack AI Developer - Build a Complete AI Backoffice Agent for Swiss SMEs Fixed Budget: $550 I am looking for an experienced Full Stack AI Developer to build a complete and functional AI Backoffice Agent for Swiss small and medium sized businesses. The goal is to create a modern business platform that works like a digital office employee and automates administrative workflows. The first target market is Swiss trade and construction companies, including: * Insulation companies * Heating companies * HVAC companies * Ventilation companies * Plumbing companies * Fire protection companies * Other Swiss SMEs The application should be a professional web application and PWA that works on desktop, tablet and mobile devices. 1. Core Concept The software should work like a digital office employee. The user can upload a tender or document and the AI should automatically understand the content, identify relevant work, extract quantities and prepare a quotation. The employee should only need to review the result and approve it. Main workflow: Upload Tender AI analyzes the document Identify relevant positions Extract quantities and units Select positions Calculate prices Create quotation Review quotation Approve quotation Generate PDF The workflow should be simple, fast and highly automated. 2. AI Tender Analysis Users should be able to upload tender documents and specifications, especially PDF files. The AI should read the document and identify relevant positions. Example: Heating insulation - 240 m Cold water insulation - 85 m Ventilation insulation - 160 m2 Fire protection - 24 units Sheet metal cladding - 110 m2 The AI should extract: * Description * Quantity * Unit * Relevant technical information The information should be displayed in a structured and editable format. 3. Position Selection After the AI analyzes the document, the user should be able to select which positions should be included. Example: Heating insulation - 240 m Ventilation insulation - 160 m2 Sheet metal cladding - 110 m2 The user should then be able to click: Create Quote 4. Company Price Database Each company should have its own price database. Example: Heating insulation: CHF 45 per meter Ventilation insulation: CHF 60 per m2 Sheet metal: CHF 85 per m2 The AI should use the company's prices when calculating the quotation. If a price is missing, the system should clearly show that the price needs to be entered. The AI must not invent important prices. 5. Automatic Quote Creation The system should automatically create a professional quotation. The quotation should include: * Company logo * Company information * Customer information * Project * Quote number * Date * Position descriptions * Quantities * Units * Prices * Subtotal * VAT * Total * Payment terms The quotation should be generated as a professional PDF. The user should be able to edit the quotation before finalizing it. 6. Customer Management The application should include customer management. Users should be able to create and manage customers. Customer information should include: * Company name * Contact person * Address * Email * Phone * Notes Each customer should have access to: * Projects * Quotations * Orders * Invoices * Documents 7. Project Management Users should be able to create projects and connect them to customers. A project should contain: * Customer * Project name * Project address * Documents * Quotations * Orders * Invoices * Notes * Status Example: Project: New Building Zurich Customer: Muster AG Status: Quotation Tender.pdf 8. Invoice System The platform should include invoicing. Users should be able to create an invoice from a quotation or order. The invoice should automatically inherit: * Customer * Project * Positions * Prices * VAT * Company information Invoices should be generated as professional PDFs. The system should support CHF and Swiss VAT. The architecture should be prepared for Swiss QR bills. 9. Voice Commands The platform should support voice commands. Example: "Create an invoice for Muster AG for 5 hours at 85 francs per hour." The AI should understand the command and create an invoice draft. Another example: "Add 30 meters of heating insulation at 45 francs per meter." The system should add the position. Another example: "Create a quotation for Muster AG for 120 meters of heating insulation." The system should create the quotation. Important actions should be reviewed before being finalized. 10. Dashboard The platform should include a professional dashboard. It should show: * Customers * Projects * New quotations * Open quotations * Accepted quotations * Orders * Open invoices * Overdue invoices * AI actions * Recent activity 11. Approval System The AI should prepare important actions for the user. The user should be able to review and approve: * Quotations * Invoices * Documents * AI-generated calculations The system should always allow the user to edit AI-generated information. 12. Web Application and PWA The application should be responsive and work properly on: * Desktop * Laptop * Tablet * iPhone * Android The application should be installable as a PWA. The architecture should allow future native iOS and Android development. 13. Swiss Market The platform is specifically designed for Swiss companies. It should support: * CHF * Swiss VAT * Swiss company information * Swiss addresses * Swiss date formats * Swiss quotation structure * Swiss invoice structure * QR bill ready architecture 14. AI Features The AI should be integrated throughout the application. It should support: * PDF analysis * Tender analysis * Document understanding * Position extraction * Quantity extraction * Unit extraction * Customer information extraction * Quote generation * Invoice generation * Voice commands * AI-assisted calculations The AI should clearly identify information that is missing or uncertain. 15. Security The platform should use secure architecture. Requirements include: * Secure authentication * Server side API keys * Secure API endpoints * Input validation * Rate limiting * Error handling * User permissions * Separation of company data OpenAI API keys must never be exposed to the browser. 16. Technology I am open to the developer's recommendations. Possible technologies include: * Next.js * React * TypeScript * PostgreSQL * OpenAI API * PDF and OCR processing * Speech to text * Vercel or equivalent hosting The system should have a clean and scalable architecture. 17. User Experience The application should be modern, clean and easy to use. The goal is to minimize manual work and the number of clicks. A typical user should be able to: Upload a tender Let the AI analyze it Review extracted positions Select positions Apply company prices Generate a quotation Review it Generate the final PDF The entire process should feel simple and fast. 18. Complete Core Workflow The most important workflow is: User uploads tender AI reads the document AI identifies relevant work AI extracts positions AI extracts quantities and units User selects positions AI uses the company's price database System calculates the quotation System creates the quotation System generates the PDF User reviews the quotation User approves the quotation The customer, project, quotation and invoice data should all be connected. 19. Future Development The platform should be built so that additional features can be added later, including: * Email integrations * Gmail integration * Microsoft Outlook integration * Native iOS app * Native Android app * Full Swiss QR bill generation * Bexio integration * Accounting integrations * Banking integrations * Automatic payment matching * Calendar integration * Employee management * Time tracking * Project reports * Material management * Supplier management * AI phone agent * WhatsApp integration * Automatic follow ups * Advanced AI agents * Multi company SaaS * Advanced analytics The long term goal is to create a powerful AI backoffice platform for Swiss SMEs. Budget Fixed Budget: $550 I am looking for a developer who can deliver the complete functional product described in this job post. Please include in your proposal: 1. Examples of AI agents or SaaS applications you have built. 2. Experience with OpenAI APIs. 3. Experience with PDF and document processing. 4. Experience with voice AI or speech to text. 5. Your recommended technology stack. 6. Your estimated delivery time. 7. A short explanation of how you would build the AI tender analysis and quotation workflow. I am interested in building this into a long term SaaS product and continuing development with the right developer.

  • $550.00

    Fixed-price
  • Expert
    Experience Level
  • Remote Job
  • Complex project
    Project Type

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Skills and Expertise
Mandatory skills
API
Python
API Integration
Activity on this job
  • Proposals:20 to 50
  • Last viewed by client:2 days ago
  • Interviewing:
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About the client
Member since Mar 25, 2025
  • Switzerland
    Neftenbach / Dorf Neftenbach2:30 AM
  • $426 total spent
    26 hires, 9 active

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