Less Paperwork. More Advisory.

    Automate repetitive bookkeeping workflows, document processing and client communication. FADP-compliant and hosted on Swiss infrastructure.

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    Accountants and financial service providers work with sensitive data and strict compliance requirements. We help you automate routine tasks, intelligently connect your existing tools and serve your clients better, without sending your data to the US.

    Our Approach

    01

    Analysis & Strategy

    We analyze your existing workflows, identify automation potential and develop an AI roadmap that fits your tech stack: Bexio, Abacus, KLARA or others.

    02

    Integration & Automation

    We build workflows that connect your existing systems: automated document processing, client notifications, reporting dashboards. All on Swiss infrastructure.

    Laura Hähni
    Laura Hähni
    Owner, bdlh.ch
    “Helped me save time and work more structured. My communication channels with clients are now clearer and I have a single source of truth.”

    Sub-sectors

    Accounting Firms

    Automate document processing, payroll runs and client communication.

    Wealth Management

    Portfolio reporting, client onboarding and compliance documentation.

    Audit Firms

    Document analysis, audit checklists and automated report generation.

    Tax Advisory

    Tax return preparation, deadline tracking and client portals.

    Fintech & Payments

    Payment integration, transaction monitoring and regulatory compliance.

    Fits Your Existing Systems

    Learn more

    We integrate with your existing accounting software, whether Bexio, Abacus, Sage or any other solution. Everything runs on Swiss infrastructure, FADP-compliant and with no vendor lock-in.

    Frequently Asked Questions

    Can you connect to our existing Bexio setup?
    Yes. We integrate via the Bexio REST API and can bidirectionally sync contacts, invoices, documents and orders, also with other systems like CRM or email tools.
    How do you ensure FADP protection of our client data?
    All data stays on Swiss infrastructure (Infomaniak or Azure Switzerland North). We don't use any US cloud services for data processing. Every project is documented with a data protection impact assessment.
    How long does a typical integration project take?
    An initial workshop with a concrete automation proposal is completed in 2 weeks. Implementation of the first workflows typically takes 4–8 weeks, depending on the complexity of your systems.

    Your Contact

    Lukas Huber
    Lukas Huber
    Project Lead & AI Strategy
    Florian Witschi
    Florian Witschi
    Technical Implementation & Integration
    Get in touch

    Let's automate your future.

    Get in touch for a free consultation.

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