When small teams
Taskstreams for fiduciariesAI for fiduciaries.Less routine, more time for mandates.
We know the daily reality of fiduciary work
Around 5,000 fiduciary firms in Switzerland post receipts, prepare VAT returns and get annual financial statements ready. The work is volume-driven and rule-based at its core: it repeats in the same form for every mandate. At the same time, expectations are rising, clients expect fast answers, and the shortage of skilled staff makes every free hour valuable.
The reality in many fiduciary firms: qualified specialists spend a large part of their time capturing, checking and compiling instead of advising. At hourly rates between CHF 120 and 200, efficiency in the routine decides the margin of the mandate.
And because you work with your clients’ financial data, the Swiss Data Protection Act applies without exception: confidentiality is your core business. Our AI employees are built exactly for that: take over routine work, keep data in Switzerland, leave approval to humans.
Where fiduciary firms lose time
Five recurring tasks tie up most of the working time in the majority of fiduciary firms. 1
72hrs / month
Processing receipts
Capturing, recognising and pre-assigning receipts costs hours per mandate, week after week.
18hrs / month
Filing VAT returns
Quarterly returns are laboriously compiled and checked.
36hrs / month
Payroll reporting
Payroll reporting and filings to authorities and insurers repeat every single month.
18hrs / month
Running dunning
Payment reminders are created, sent and followed up by hand.
36hrs / month
Preparing closings
At year end the closing work piles up because the preparation gets lost in daily business.
- 1.Empirical values from our projects with fiduciary firms. The actual effort depends on the mandate mix, accounting software and closing cycle.
Use cases for your fiduciary firm
Each use case is a fully managed AI employee: built, operated and further developed by us, guided by your specialists.
From receipt to closing in six steps
This is how our AI employees work along your fiduciary processes. Every step is logged; the decisions stay with you.
Let receipts come in
Receipts arrive by email or upload and are automatically recognised and assigned to the mandate.
Review the pre-assignment
The posting proposal is made; your team confirms or corrects. Every correction makes the next proposal better.
Produce the filings
VAT returns and payroll reports are created on schedule from the posted data.
Look after mandates
KYC dossiers, reminders and client reports are ready prepared; your team approves.
Prepare the closing
The year-end closing preparation runs alongside all year, not just in December.
Log everything
Every run and every approval is documented traceably, for you and for audits.
Case study: reporting with AI assistants
AI assistants for client reporting, developed with T&T International in wealth management. We transfer the same pattern to client reporting in fiduciary work.
Trusted by leading companies
Together with innovative partners, we shape how teams in Switzerland work, sell, and share knowledge.
40 %
higher productivity in small teams through the combination of human expertise and AI support
"The innovative approach and deep understanding of technology and marketing contributed greatly to the success of our project."
Data protection and confidentiality built in
You work with your clients’ financial data. Confidentiality is your core business and protected by law. Our AI employees process data in Switzerland, work only with the sources you approve and leave every decision in human hands. What an AI employee prepares is reviewed and approved by your specialists.
More about security and complianceHow we start
Potential analysis
We analyse your bookkeeping and mandate processes and show where AI has the biggest lever. Free introductory call, analysis at a fixed price.
Pilot
We start one use case with real cases from your daily work, for example the receipt processing of one mandate. At a fixed price.
Retainer or Build & Run
Afterwards you choose: ongoing support as a retainer or Build & Run, we build and operate, you use.
Frequently asked questions
Does it work with our fiduciary software?+
We connect your existing systems, from bookkeeping to payroll software to your filing system. Your team keeps working in its familiar environment.
What about data protection and confidentiality?+
Data is processed in Switzerland and only with the sources you approve. Every output to clients goes through your approval, and we document what is processed where.
What applies to the AMLA duties?+
The AI employee collects and checks documents against your checklists and assembles the dossier. The assessment and any reports stay with your specialists; the dossier is documented without gaps.
Does this replace our fiduciaries?+
No. The AI captures, pre-assigns and prepares. The professional review, the advice and the responsibility towards the client stay with your team.
How reliable is the pre-assignment?+
Proposals come with a rationale and are confirmed or corrected by your team. Every correction feeds into future proposals. You keep control at all times.
What does getting started cost?+
The introductory call is free. The potential analysis and the pilot run at a fixed price; afterwards you choose between a retainer and Build & Run. After the introductory call you receive a binding offer.
Less routine, more mandates.
Tell us where time gets stuck in your fiduciary firm. We will show you what an AI employee can take over.