Industries · Treuhand & Accounting
AI for fiduciary and accounting firms.
Your margin lives on hours — and too many of them go into routine work. We automate the repetitive parts of the mandate so your team's time goes where clients actually pay for judgment.
The pressure is structural
Price pressure on standard services
Bookkeeping, payroll, and VAT returns are becoming commodities — clients compare prices, not effort.
Qualified staff is scarce
Open positions stay open. The team you have spends too many hours on routine work that does not need their judgment.
More regulation, higher expectations
Compliance grows while clients expect faster answers and digital service — both pull in opposite directions on your margin.
What we automate in a Treuhand practice
Every system follows the same rule: AI proposes, your team approves. Client data stays in your systems — agents access it read-only via MCP connectors.
Client onboarding
Document intake, checklists, and structured client files — assembled by AI, approved by your team.
How AI onboarding worksAccounts payable & bookkeeping routine
Invoice capture, account assignment proposals, and reconciliation prep — connected to bexio or ABACUS via read-only MCP access.
Finance automation serviceEmail & document triage
Incoming client mail sorted, prioritized, and drafted for response — nothing is sent without human review.
The email triage patternClient master data & reporting
Duplicates, missing identifiers, and format drift cleaned up with human approval gates — then reported in Power BI.
Data quality serviceTested where it hurts: in a real practice
These systems were built and run in a real Swiss accounting firm — our own. The case study documents the setup, the review gates, and the estimated effects: ~27.5 h/week time saved, ~CHF 24K projected annual savings, ~3.2 months payback.
Read the case studyFour in-depth articles on AI in Treuhand and accounting — read them in the Insights hub.
Which mandate step costs you the most hours?
Free 30-minute call — we walk through your practice, not a slide deck.
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