AI for Fiduciary & Tax Advisory
Automate document processing, Swiss VAT plausibility checks, year-end closing preparation, and client correspondence – securely integrated with Abacus, bexio, Topal, and Dr. Tax.
AI means so many things. Which AI do you actually need? What is your specific area of application?
We help - from short-term pilot projects and rapid experiments all the way to enterprise solutions.
Simply streamline daily workflows or transform an entire business unit with autonomous agents? Discover the possibilities with us.
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Why wait?
In Swiss fiduciary firms and tax practices, manual receipt verification, chasing missing vouchers, VAT reconciliations, and routine correspondence with tax authorities consume up to 50% of mandate time. Meanwhile, SME clients increasingly expect proactive financial advice rather than mere historical bookkeeping. We help your firm integrate AI technologies into your existing fiduciary workflows in full compliance with the Swiss FADP – relieving your mandate managers and boosting profit margins per mandate.
Process Optimization
Efficiency in every step
Intelligent Voucher & Accounting Review
Going far beyond basic OCR: AI verifies incoming invoices and expense receipts for account allocation logic, Swiss VAT rates (8.1%, 2.6%, 3.8%), and input tax deduction eligibility in Abacus, bexio, or Topal.
Year-End Closing & Audit Preparation
Automated reconciliation of account balances, provisions, and accruals under the Swiss Code of Obligations (CO Art. 957 et seq.), including automated generation of structured client pending-item lists.
Tax Research & Assessment Verification
Instant comparison of tax assessment notices against filed returns (Dr. Tax / cantonal eTax systems) and drafting of well-substantiated objections citing FTA guidelines and Federal Supreme Court rulings.
Payroll & Social Security Copilot
AI assistant for complex questions regarding Swissdec/ELM payroll runs, withholding tax tariffs, expense regulations, BVG pension coordination deductions, and CBA provisions for your SME clients.
Seamless Connection with Your Swiss Fiduciary Software
Artificial intelligence delivers its true value when connected to your existing practice infrastructure. Rather than building isolated silos, we link AI assistants and automation workflows directly with your Swiss accounting, tax, and document management systems.
The Right Fit for Your Company
Training empowers your team to use AI independently in their daily work. Our consulting, on the other hand, guides you strategically from potential analysis to company-wide integration.
Training & Seminars for AI in Fiduciary & Tax
Hands-on workshops for mandate managers, tax experts, and accountants – including secure prompting for balance sheet analysis, tax objections, and client reporting.
Consulting on AI in Fiduciary & Tax Advisory
From firm potential analysis to a bespoke AI roadmap: We securely connect your fiduciary software (Abacus, bexio, Topal, Dr. Tax) with modern language models.
Not entirely sure yet?
Simply contact us for a no-obligation initial consultation.
Free Initial ConsultationAnswers to Key Questions
01Is our fiduciary firm allowed to analyze client balance sheets or tax returns using AI?
- Yes, provided you use isolated enterprise environments (such as Azure OpenAI hosted in Swiss data centers in Zurich/Geneva, Microsoft 365 Copilot with Commercial Data Protection, or local on-premise models) combined with an upfront anonymization workflow. Public free tools are strictly off-limits for unredacted client data.
02Does your solution work with Abacus, bexio, Topal, and Dr. Tax?
- Absolutely. We design AI workflows around your existing Swiss software stack: from automated voucher pre-checks prior to Abacus or bexio import to structured tax document preparation for Dr. Tax and cantonal tax portals.
03How do we prevent AI hallucinations on Swiss tax law or VAT questions?
- Instead of letting a language model guess from memory, we implement Retrieval-Augmented Generation (RAG): the AI answers strictly based on verified sources such as the Swiss VAT Act, official FTA industry brochures, cantonal tax laws, and your internal firm checklists – complete with exact source citations.
04How quickly does AI adoption pay off for a fiduciary firm with 5 to 50 employees?
- By cutting time spent on missing-receipt follow-ups, year-end report commentary, client emails, and tax objection drafts, team members typically save 3 to 5 hours per week. Most training or consulting projects pay for themselves within the very first quarter.
Artificial Intelligence tailored to your department
We are happy to assist you in consulting on your business processes and within your selected areas of the value chain:
Ready for the next step?
We are happy to support you in analyzing and optimizing your business processes in the areas of your choice.
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