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Case Study: Process Optimization for Our Own Consulting Firm.
Experience report by Irina Gülland, Finance and HR Specialist at AviloX (12 employees, Leipzig, MOCO client since 2021)
AviloX advises medium-sized companies and corporations on designing modern work environments, focusing on organizational development, cultural change, change management, and AI-supported work. In the "Project MOCO," we optimized ourselves and have since experienced daily how smart processes create clarity, efficiency, and time savings.

These were our problems in 2020 ...
Every month, the same routine: At the end of the month, we began the tedious search for all invoices to send them to our accountant via email on time, always worried that one might be missing. We no longer wanted to feel this "thrill" and set out to find a more efficient solution.
The biggest challenges:
The biggest challenges:
- No comprehensive overview of proposals and invoices: The status of proposals and invoices was not transparent, requiring time-consuming coordination within the team.
- Time-consuming manual search for proposals, invoices, and contacts
- Inefficient handover to accounting: At the end of the month, we regularly had to painstakingly gather all invoices and send them via email to the accountant, always worried about missing one.
... and then we searched for software
In search of software for contact, project, and personnel management, we introduced MOCO in 2021. It was crucial for us to have intuitive and user-friendly software that seamlessly integrates into our daily work routine.
Achieving more efficiency with MOCO
We optimized numerous processes with MOCO, finding solutions for greater efficiency. To this day, we appreciate the improved workflows, significant time savings, and seamless usability. The following advantages have proven beneficial for us:
- Direct transfer to DATEV
- Proposal creation
- Invoice creation
- Bank interface
- E-invoices
Direct transfer to DATEV
We clearly chose direct transfer to make our processes as efficient as possible. Incoming and outgoing invoices are transmitted to DATEV Unternehmen Online with just one click. This simplifies everything, as our accountant has immediate access without us having to search for and email the invoices.
Proposal creation
We have mapped our entire proposal process in MOCO, starting with lead creation to creating a new project from the proposal.
We were able to optimize and make the following processes more efficient:
- Proposals can be edited by multiple employees simultaneously.
- Service modules can be created once and reused for further proposals.
- The system automatically assigns consecutive proposal numbers (no error susceptibility).
- Our own corporate design can be used (professional and consistent appearance)
- Automatic calculation and computation of sales tax
- Proposal confirmation can be done via link
- Documentation is available
Invoice creation
We also create our invoices in MOCO. After the proposal is confirmed by the client, a project is created. All times for the client are booked to the project in MOCO, and at the end of a month, the invoice is created.
The highlights of this process for us are:
The highlights of this process for us are:
- An invoice can be edited by multiple employees simultaneously
- The service period can be selected
- The payment term is automatically calculated
- The invoice number is consecutively assigned by the system
- A timesheet can be added as an attachment
- Overview of all invoices (transparent status: draft, created, sent, overdue, open)
- Dunning process is also available
Bank interface
With the direct bank connection, we were able to eliminate a lot of manual work and save a lot of time: Instead of manually checking invoices and manually adjusting the payment status, MOCO now automatically reconciles payments – for both incoming and outgoing invoices. Additionally, there is the option to add more bank accounts to make the reconciliation even more comprehensive and efficient.
E-invoices
Managing expenditures with MOCO was not the focus of our project initially. However, with the obligation to receive e-invoices, it was a sensible moment to review, restructure, and significantly optimize our existing processes.
MOCO greatly facilitates the receipt and processing of incoming invoices in the e-invoice format, significantly reducing manual effort. A large portion of the invoices is automatically forwarded from our central email inbox to MOCO and directly recorded there – including the approval workflow.
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MOCO greatly facilitates the receipt and processing of incoming invoices in the e-invoice format, significantly reducing manual effort. A large portion of the invoices is automatically forwarded from our central email inbox to MOCO and directly recorded there – including the approval workflow.

Invoices that do not yet arrive in the e-invoice format can also be efficiently processed thanks to MOCO OCR: the relevant information is automatically read, so we only need to check individual details before the data is transmitted to DATEV Unternehmen Online.
Through the fully integrated expenditure management, we were able to significantly reduce time and labor – a real gain for our daily business.
Through the fully integrated expenditure management, we were able to significantly reduce time and labor – a real gain for our daily business.
"The greatest added value MOCO brings to our business?
A new ease in everyday work –
thanks to digitized processes and noticeably more efficiency."
Irina Gülland, Finance and HR Specialist

We are the consulting firm AviloX and share our personal experiences with MOCO in this article.
We consider ourselves a living experiment for the future of work – a place where New Work is not just a concept but a lived reality. Since our founding, we have continuously explored new ways to develop our organization further. Every idea, every perspective counts because we firmly believe: "Our success is created together – through the people who help shape it here." With our expertise in organizational development, cultural change, change management, and AI-supported work, we accompany companies on their way to becoming healthy and future-proof organizations.
Do you want to increase your company's productivity and make processes more efficient to finally have more time for your core business?
We at AviloX can support you and your company because that is our core business 😉 We look forward to your message or call.
We at AviloX can support you and your company because that is our core business 😉 We look forward to your message or call.