Three situations from the daily reality of fiduciary firms.
Receipts arrive by email and post and are captured and posted one by one.
Our answer: The AI employee recognises every receipt, proposes the posting and assigns it to the right mandate.
At the end of each quarter, returns are compiled from the accounts and laboriously checked.
Our answer: The return builds continuously from the posted data and is ready as a draft before the deadline.
Payroll reports and filings to authorities and insurers repeat month after month.
Our answer: Reports and filings are prepared from the payroll data; your team reviews and sends.
Every receipt is recognised, assigned to the mandate and filed with a posting proposal.
Receipt processing for a new mandate is set up from day one, without onboarding effort.
The VAT returns of all mandates are ready by the deadline, reviewed by your team.
Because postings stay clean all year, nothing piles up at year end.
We clarify your starting point, goals and constraints. Free of charge and without obligation.
In the workshop we define the posting rules, VAT settings and reporting formats of your mandates. At a fixed price.
We set up the run and test it with real receipts from a mandate in 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.
We connect your existing accounting, payroll and filing software. Your team keeps working in its familiar environment.
Every proposal comes with its reasoning and is confirmed or corrected by your team. Every correction feeds into future proposals.
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 a typical receipt run from your daily work. We will show you what the AI employee makes of it.