Documents
Receipts, contracts, financial statements.
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AI for accounting and fiduciary firms: documents, client knowledge and reporting with clear permissions.
AI for fiduciary and advisory firms: document AI, sourced knowledge, email triage, research, reporting, agents – per-client access, secrecy-compliant hosting.
In short: Accounting firms run on documents, deadlines and client knowledge. AI reads and sorts receipts, makes client knowledge easy to find, triages emails and prepares reports – with permissions per client. Processing can take place in-house or in a Swiss private cloud.
Starting point
Every client, every format, every deadline.
Receipts arrive as photos, PDFs, paper and emails. Client knowledge sits with the person in charge. Follow-up questions by email take hours, and reports are compiled by hand at quarter-end.
On top of that, professional secrecy and data protection leave no room for cloud experiments.
Processes
The key processes – and where AI comes in.
| Process | Today | With AI |
|---|---|---|
| Receipts | sort, type up, assign | Document AI reads, classifies and assigns to the client |
| Client knowledge | tied to individuals | Knowledge system with permissions per client |
| Shared inbox | triaged, assigned to the client, reply prepared | |
| Research | Laws, case law, comparisons by hand | Research agent with sources |
| Reporting | Quarter-end, Excel | recurring, from your systems, approved by you |
Use cases
Specific tasks AI takes on at accounting firms.
Company knowledge
Client knowledge with permissions.
View detailsInvoice processing
Prepare supplier invoices for clients.
View detailsReporting & BI
Key figures and reports from connected data.
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Products & solutions
What we offer for this.
Only existing products are labelled as products; everything else is a solution.
Document AI
Recognise and assign receipts.
View detailsRAG / knowledge systems
Client knowledge, easy to find.
View detailsAI agents
Email triage, research, reporting.
View detailsMeeting Intelligence
Document client meetings.
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Technical foundations
What the Labs add.
Case studies
AI in practice, used by Swiss companies.
Our case studies page shows which companies already use our solutions.
Data protection & special requirements
What applies specifically in this industry.
- Professional secrecy and Switzerland’s Federal Act on Data Protection (FADP): processing locally or in a Swiss private cloud; no client data goes to external models.
- Permissions per client are checked during retrieval – not only when results are displayed.
- Every automated processing step is traceable (Studio) and is approved before sending or posting.
Pioneer partners
Develop an industry solution together.
Accounting and fiduciary services are a target industry for pioneer partnerships. Your business contributes processes and feedback; we contribute development and the platform.
Frequently asked questions
Frequently asked questions: AI at accounting firms
Are we even allowed to process client data with AI?
Yes, if processing runs in a controlled environment and permissions, traceability and data processing agreements are in place. See Insights: Swiss data protection and AI.
Does this replace our accounting software?
No. The solutions feed data into it and read from it.
Which products are there for accounting firms?
Today, Meeting Intelligence is available as a product; document AI, the knowledge system and agents are solutions. An accounting module can be developed as a pioneer partnership.
Next step
The workflow that takes up your time today.
Describe it briefly. We assess it in the AI potential assessment – with industry knowledge. Or you co-develop the industry solution as a pioneer partner.