📊 AI Automation · Fiduciary & Accounting
Documents don't pile up — when AI takes over.
Document capture, VAT returns and closing work cost your clerks hours every day. We automate the data layer — so your fiduciaries can advise instead of book.
70%
of booking time automated
3×
faster VAT return
Week 6
break-even point
Pain Points
What holds Fiduciary & Accounting companies back every day.
Document capture is a time sink
Scanning receipts, assigning accounts, booking — repetitive and error-prone.
VAT return is complex
Compiling VAT quarterly, handling special cases, correcting errors.
Client communication is missing
Open documents, reminders, year-end closing papers — all requested manually.
Scaling without more staff barely possible
More mandates mean more staff — until AI changes the ratio.
Concrete Use Cases
AI automation for Fiduciary & Accounting.
Automatic Document Processing
Capture invoices and receipts via OCR, suggest account, automatically book and archive in DMS.
Bank Reconciliation
Read bank statements, automatically match with open items and escalate differences.
VAT Return
Automatically compile quarterly figures, check thresholds and prepare form for the ESTV.
Dunning
Identify overdue invoices, automatically send reminders in three stages and post payments received.
Client Onboarding
Automatically send powers of attorney, privacy declarations and initial documents and have them digitally signed.
Closing Checklists
Automatically request year-end closing documents from clients, check incoming documents and track status.
FAQ
Frequently asked questions.
Can you integrate with Abacus, Banana or other Swiss accounting software?
Yes. We have experience with common Swiss accounting systems and integrate via API or data export.
Does OCR document capture work with illegible documents?
Modern OCR models are very good. Illegible documents are escalated for manual review — you set the threshold.
Can I use the AI for multiple clients simultaneously?
Yes. Cross-client automation is the main advantage for fiduciary offices. Data separation is of course ensured.
How long does the implementation take?
Document processing and bank reconciliation run in 2–3 weeks. Complete system in 30 days.
Get started
Automate Fiduciary & Accounting — risk-free.
Free Discovery Call: In 30 minutes we show you which processes can be automated immediately — and what that means in concrete terms.
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