Sector
Direct answer
In a fiduciary firm, AI does not keep the books: Abacus, Bexio or Banana remain the reference. It takes on the work around data entry: chasing clients for missing documents, preparing checks before a VAT return, summarising a file before the closing meeting. Every text is reviewed by the client manager before it goes out.
Concrete use cases
Using the general ledger and bank statements exported from Abacus, Bexio or Banana, the assistant spots entries without a supporting document and drafts a clear request for each client: which document, for which transaction, by when. The client manager checks and sends it.
What we measure — How many exchanges it takes to collect the documents for a closing, and the time spent writing them.
Before filing on the ePortal, the assistant compares the VAT codes of the quarter’s entries with the nature of the invoices and lists the cases to check: rate applied, input tax on a private expense, services abroad. It files nothing; it prepares the checklist.
What we measure — Corrections made after review and the preparation time per return.
The assistant summarises on one page the significant changes from the previous year, the open items and the questions for the client. The client manager arrives prepared without rereading the whole file.
What we measure — Preparation time per meeting, and how many issues surface during the meeting rather than before.
What must be respected
Depending on your work, professional secrecy (art. 321 Swiss Criminal Code for audit) or a contractual duty of confidentiality applies, alongside the revised Federal Act on Data Protection (nFADP). The tools we select make it possible to comply if data is not used to train models, hosting is documented and access is limited to the clients concerned.
Use cases for this sector
Further AI uses that concern this sector, taken from our catalogue by business function.
Recommended tools
If your files live in Outlook, Word, Excel and SharePoint: the assistant works inside those tools, with your existing access rights.
For reading long accounting exports and writing summaries; on business plans, your content is not used for training.
Questions
A half-day workshop on your own cases: from CHF 1,900 excl. VAT. To roll it out with your teams: a subscription from CHF 1,800/month (10 h), three months minimum, or a fixed-price engagement on quotation. Details are on the pricing page.
No, not in an SME. What works: a contact point who validates usage, not a dedicated role.
It depends on what you already use. The tools we most often recommend for this line of business are shown above; the final choice is made with your IT team, depending on whether you work in Microsoft 365 or Google Workspace.
Start here
You leave with the use cases chosen for your company, the right tool and the rules of use. Price confirmed before we start.