Industries · Accounting & finance
Less accounting re-keying, more time for advisory work.
An accounting firm or finance department handles a high volume of recurring documents: invoices, statements, payslips, reminders. Automation takes over what is repetitive and verifiable; accounting judgement remains entirely yours.
- Systems
- Abacus, Bexio, Sage or equivalent, client portals, e-mail.
- Stays human
- Every accounting entry, all tax advice.
Common friction points
What comes up in most client engagements.
Scattered documents
Spread across e-mail, scans and the client portal.
Missing documents
Repeated reminders at month-end.
Reconciliations
Manual, repetitive bank checks.
Closings
File preparation under deadline pressure.
Possible workflows
Practical automations for an accounting firm.
Examples of capabilities, not client references.
Sorting incoming documents
Documents received by e-mail or via the portal are sorted by client and by type before being added to the file.
Data extraction
Amounts, dates and references are extracted from invoices and statements to prepare the entry, which is still approved by the accountant.
Chasing missing documents
Expected and missing documents are identified, and a reminder to the client is prepared for approval.
Internal document search
An assistant finds an internal procedure or note, with the source cited.
Integration
Connected to your accounting software.
Depending on what your software allows, data is exchanged via API, structured import or middleware, without changing your bookkeeping tool. Permissions are defined per client engagement.
Our limits
No AI-driven accounting.
- No entry approved without human review.
- No permanent access to the accounting software without defined permissions.
- No AI-generated tax or legal advice.
Frequently asked questions
Accounting firms.
Does the AI post entries on its own?
No. Automation prepares and proposes; approving the entry, and responsibility for it, remain with the accountant.
Can rules be defined per client or per file?
Yes. Scope and rules are defined per client engagement, with all actions logged.
What happens to an illegible or incomplete document?
It is flagged and put on hold rather than processed with uncertain data.
Can client data stay in Switzerland?
Yes, with a suitable architecture: hosting in Switzerland or installation on your infrastructure, and a local model if needed.
Accounting & finance
A client engagement with lots of recurring documents?
Show us its actual volume and current steps. We will identify what can be automated without risk.