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

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.

Integration & Automation

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

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

Verified field case

From concept to fully automated inbound machine, in weeks.

100%

Automated Outreach

Read case study

3D pixel-style accounting AI agent analyzing numbers and finance reports

AI Strategy & Consulting

Fits Your Existing Systems

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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

Project Lead & AI Strategy

Florian Witschi

Technical Implementation & Integration

Get in touch

Let's talk straight.

Direct with me. No funnel, no sales pitch.

Less Paperwork. More Advisory.