--- title: AI Use Cases for Mid-Sized Companies | XOS description: Twelve everyday processes XOS takes over: invoice emails, inbox, job costing, receipts for the tax advisor and more, with building blocks and plan. url: https://xos.prozessx.com/en/platform/use-cases/ --- # What XOS handles day to day. 12 use cases from the live system, sorted by industry. None of it is merely announced. [Book a demo →](https://xos.prozessx.com/en/book-a-demo/)[Sign up](https://xos.prozessx.com/signup) In short: Twelve everyday processes XOS takes over: invoice emails, inbox, job costing, receipts for the tax advisor and more, with building blocks and plan. As of November 12, 2026 · ProzessX ## Sorted by industry. The Industries column shows where the case comes up in daily work. Building blocks are modules, templates or connected systems. Use case What happens Building blocks Industries An inquiry becomes a contact, no retyping The contact lands in the CRM, the ready-made workflow template for this is in development. Workflows (template in development), from the Pro plan, CRM Trades and construction, retail and e-commerce, consulting and services Invoice emails become tasks Every morning, new invoice emails are read (amount, sender, due date), and a task is created for each invoice. Workflow template Create invoice emails as tasks, from the Pro plan, Gmail, Tasks All industries The inbox sorts itself Unread emails are categorized daily and forwarded as a summary to the right address. Workflow template Categorize and forward unread emails, from the Pro plan, Gmail All industries Job costing across system boundaries Material from the inventory management system and the order hours come together on the same order. The contribution margin is created as a record, not as a chat answer. Job Costing, Warehouse, weclapp Trades and construction, retail and e-commerce Receipts to the tax advisor, without a shoebox Invoices are created in the system, receipts are captured, and you generate the posting batch in DATEV format with one click. XOS creates the e-invoice in the simple case, validation against the official validators is in development. Accounting, Documents, DATEV export, Lexware Office Trades and construction, finance and insurance, retail and e-commerce Order situation without spreadsheet exports Revenue, open quotes and pipeline from CRM, quote module and shop come together in one overview instead of being copied together every month. Sales Reporting, Shopify, CRM Retail and e-commerce Tickets and code in one place Issues, merge requests and tickets come together in the chat. The agent creates, comments and summarizes, without anyone switching apps. GitHub, GitLab, Bitbucket, Jira, Linear, ticket system IT and software, consulting and services Exposé from existing data Property data, images and texts become a fully formatted exposé with your own company details. Prospects book viewings themselves. Exposé Generator, CRM, appointment booking Real estate Shadow AI becomes company AI Instead of private accounts, one login with access to your own company knowledge. Non-European models can be blocked, and every call is checked for personal data first. Chat with all models, organization knowledge, personal data check, activity log All industries Manage applications in one place The careers inbox is mirrored, and applicants land in the module. Applicant management All industries Find matching companies, with evidence Your own search profiles instead of ready-made industry lists: Lead Radar collects hits from public web signals, attaches the evidence to each one and adds the right ones to the CRM. Lead Radar, CRM Retail and e-commerce, consulting and services, IT and software, real estate Create quotes and presentations in the chat The document takes shape next to the conversation and grows with it. Download it as PowerPoint, Word, Excel or PDF without switching apps. Canvas, Workplaces, organization knowledge All industries For healthcare, education and public administration, there are no industry-specific building blocks yet. The universal cases apply there just the same, a dedicated industry module does not. ## Yours isn't listed? In the intro call, we set up an example from your daily work instead of a ready-made package. [Talk to sales →](https://xos.prozessx.com/en/contact/)[Sign up](https://xos.prozessx.com/signup)