Industries · Fiduciary
AI for fiduciary firms: fewer queries, more mandates
Fiduciary work lives on deadlines and on documents that clients send too late. The inbox is the bottleneck, not the bookkeeping.
Three typical time-wasters
Queries to clients.
Missing receipts, unclear bookings, signatures. Every query is an email, every answer another one.
Deadlines and reminders.
Tax returns, VAT, salary certificates. Who reminds whom, when, in which tone.
Standard information.
The same twenty questions from different clients, each answered individually.
What fits
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Inbox Assistant
CHF 2,500–4,000 setup
Categories, reply drafts in the right thread, your evenings are yours again.
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AI Care
from CHF 350 per month, no setup fee
Claude or ChatGPT set up for the whole team, with templates for client letters and information, data on a Swiss server, your own server or an EU server.
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AI Audit
Price by company size
As a start.
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Partner programme
Fiduciaries who refer their SME clients to us receive a 10 to 15% commission.
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All prices are guide values. Every project gets an individual quote.
Reference
Typical use case. No customer project in the fiduciary sector yet. The inbox assistant runs at Elektrokontrollen Schweiz AG: 7 categories, draft in the right email thread.
To the projectOn site: AI agency Europe
The next step
Let’s find out what AI can take off your plate.
A free, no-obligation consultation — on site in Central Switzerland or by video call. Tell us how you work. We’ll show you what’s possible.