Three situations from the daily reality of fiduciary firms.
For every report, figures are gathered from accounting and files by hand.
Our answer: The AI employee pulls the figures directly from the approved sources and backs every number with its origin.
Layout and structure are reassembled per mandate, and errors creep in.
Our answer: The report is produced in the fixed layout of your firm, structured identically period after period.
All reports fall due at once and the team runs at full stretch.
Our answer: Reports build continuously in the background and are ready as drafts by the deadline.
Every figure in the report references its source in the accounting system.
The quarterly reports of all mandates are produced automatically from the current figures.
By year end, the building blocks of the report are already prepared.
Interim statements for clients are produced in minutes, not hours.
We clarify your starting point, goals and constraints. Free of charge and without obligation.
In the workshop we define data sources, periods and the report layout of your firm. At a fixed price.
We build the reporting run and test it with a real client report from your daily work. At a fixed price.
After the pilot we take over ongoing operations, further development and training of your team as a monthly subscription.
From the sources you approve: accounting, filing and other systems of your firm. Every figure is backed by its source.
Your specialists. The AI employee delivers drafts; professional responsibility and sending stay with you.
In Switzerland, via Azure OpenAI in the Switzerland North region. Contract and governance documentation are included.
Introductory call free of charge, workshop and pilot at a fixed price, ongoing operations billed monthly.
Your question is not listed? The AI answers from the knowledge of this website.
Show us one of your client reports. We will show you the draft the AI employee creates from it.