Every mandate arrives like a shoebox: PDFs in the inbox, receipts photographed on a phone, a VAT deadline moving closer. Your best people spend their days retyping numbers a machine could have read for them.
| Atelier | Fiduciaries & Accounting Firms |
|---|---|
| Who it is for | Fiduciary and accounting firms, 2–50 staff, serving Swiss SMEs |
| Typical first builds | Document intake to draft entries · client document chasing · VAT-period preparation |
| Works with | Your accounting software (Abacus, Bexio, Banana, Sage…), bank camt.053 files, your inbox and client portal |
| Budget guide | Diagnostic CHF 490 (credited) · single build from CHF 2,000 · Starter Pack CHF 3,900 |
Client receipts and invoices arrive by email, post and phone photo — and someone on your payroll retypes all of it.
VAT, salary declarations and closings share the same deadlines; overtime is the only buffer you have.
Half of every delay is waiting for one missing statement, and nobody has time to chase it politely, twice.
Monday morning, a client forwards a month of receipts. By the time the coffee is poured they are read, categorized and waiting as draft entries in your software. A missing bank statement triggers a courteous chase on its own, and the quarter's VAT file assembles itself as documents come in. Your team opens the file, reviews, signs off — the judgment stays human, the typing is gone.
Illustrative scenario — exact behaviour depends on your tools and volume. No results are guaranteed.
Your invoicing data stays on your infrastructure, hosted in Switzerland. We host nothing on our side.
By design: no transfer of customer data to third-party platforms you don't control.
Workflows and access belong to you. You stay autonomous, even without us. Managed follow-up is optional.
In most cases yes: we build on what you already use — Abacus, Bexio, Banana, Sage and others — through their interfaces or file exchange. The diagnostic confirms exactly what is possible with your setup.
The diagnostic is CHF 490 (credited towards the next steps). An automation build typically ranges between CHF 2'000 and 8,000. The Starter Pack is CHF 3'900. Optional AutoPilot follow-up from CHF 690/month.
Yes: everything runs on your own infrastructure hosted in Switzerland, nLPD-compliant. Your clients' data never passes through services you don't control.
You do. Workflows, access and documentation are fully yours. Managed follow-up is optional, never a dependency.
Credited towards your project if you proceed.