AI Automation for Fiduciaries & Accounting
Mandates grow, qualified staff are scarce — and the team spends hours chasing receipts, pre-entering documents and answering the same questions over and over.
Where your business loses time
Collecting receipts
Clients deliver late, incompletely, across five channels. Following up costs more time than the actual bookkeeping.
Manual pre-entry
Typing up and pre-coding invoices is assembly-line work — error-prone and wasted time for qualified people.
Seasonal peaks
Year-end closings and tax deadlines compress the year: overtime in spring while routine work piles up.
The same questions, every time
Deadlines, documents, status — a large share of client e-mails could be answered immediately, correctly and automatically.
What AI concretely takes over
Receipt agent
Receives documents by e-mail, extracts the data, proposes the account coding and files them in Bexio or Abacus — for review by your team.
Client communication
Answers standard questions and reminds clients of deadlines and missing documents — politely, in multiple languages, around the clock.
Closing preparation
Compiles workpapers, reconciles accounts and flags anomalies so your specialists can start directly with the assessment.
In productive use every day
Our accounting and tax agents have been working daily in a US fiduciary firm for months: document processing, QuickBooks automation, tax workpapers. We transfer the same building blocks to Swiss tools such as Bexio and Abacus.
Frequently asked questions
Does this integrate with Bexio or Abacus?
Yes — both offer interfaces through which our agents can read and (in a controlled way) write. We clarify the details in the feasibility check.
What about professional secrecy and data protection?
Client data deserves particular protection. We work in compliance with Swiss data protection law (FADP), with Swiss/EU hosting where possible, clear data processing agreements and documentation of every service involved.
Does this replace our employees?
No — it replaces the assembly-line work. Reviewing codings, assessing and advising stays with your specialists; the agent handles the legwork and the follow-up.
How quickly will we see an effect?
We start with the workflow that consumes the most time — usually document processing. First measurable relief typically comes within a few weeks.
Where does your business lose hours every week?
Tell us — in a free 30-minute consultation or by message. Reply within 24 hours.