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Less Paperwork. More Advisory.

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

Schedule a consultation →
Free initial analysis15 minutes that save you hours. We'll show you where automation has immediate impact in your office.
schnellstart.ai
Minimalist blue marker sketch of a document flowing through an automation agent into a rising finance chart

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

Laura Hähni
Laura Hähni
Owner, bdlh.ch
“AI-assisted document classification saves us 10 to 15 hours per week. Receipts are sorted faster, and documentation between clients and accounting is much cleaner.”

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.

Plaschy Treuhand2024
Automated receipt processing at Plaschy Treuhand: receipts, scanner and dashboard.
Verified field case

Receipt processing automated: over 20 hours per week reclaimed for advisory.

30%
Client Capacity Increase
Read case study
Alventis2024
Alventis
Verified field case

From concept to fully automated inbound machine, in weeks.

100%
Automated Outreach
Read case study
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Related ServicesFrom analysis to automation
AI Strategy & Consulting

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 talk straight.

Direct with me. No funnel, no sales pitch.