AI for Swiss fiduciaries and accounting firms
Fiduciary work is made of documents, deadlines, and confidentiality. We build AI systems that remove the repetitive work from your firm, without client data leaving Switzerland and without replacing professional judgment.
The three processes that pay for themselves first
Receipts and invoices into your software
Client documents arrive by email, by post, or through a portal. The system reads them, extracts the fields, validates them, and prepares the entries in your accounting software. Human review stays where it belongs: on the ambiguous cases, not on everything.
Email triage in tax season
Client requests are classified, routed to the right person, and arrive with a draft reply already prepared. No request gets lost, and response times drop when the load is highest.
Internal search across dossiers and circulars
A private assistant that answers questions about procedures, dossiers, and internal guidance, with citations back to the source. Staff find the answer without asking the colleague at the next desk.
Confidentiality and compliance come first
Every system is designed around professional secrecy: data residency in Switzerland or the EU, an on-premise option, least-privilege access by role, and full auditability of every request. nFADP and GDPR compliance is engineered in from the start, not added later.
What we do not do
We do not send client data to public AI tools. We do not promise systems that replace the fiduciary's judgment. We do not resell generic tools under another logo. We build specific, measurable automations that stay under your control.
How an engagement runs
It starts with a fixed-price discovery: we analyse one process in your firm, the volumes, and the software you use, and deliver a written assessment with a go/no-go recommendation. Then a focused MVP in 6 to 8 weeks, structured validation, and production with ongoing support.
Frequently asked questions
Does our clients' data stay in Switzerland?
Yes. We deploy on Swiss or EU infrastructure, or on your own systems. For firms with strict requirements, on-premise deployment is available: the data never leaves your network.
Does it work with our accounting software?
We work with the systems your firm already runs: Abacus, Sage, Banana, Bexio, Microsoft 365, and others. Integration with your software is part of the project, not an extra.
How is this different from ChatGPT or generic GPT assistants?
Generic tools answer questions; they do not integrate with your processes. We build automations connected to your systems: they read documents, prepare entries, and triage email, with access controls and full traceability. The two approaches are complementary, not alternatives.
How long until the first result?
Discovery closes in one to two weeks. A first system typically reaches production in 6 to 8 weeks from the start.
Do we need an internal IT department?
No. We design, build, and operate the system ourselves, with complete documentation. If you do have internal IT, we hand over code and schemas they can maintain.