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Individual Automation of Your Accounting Firm

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How Can Intelligent Automation Improve Typical Accounting Office Tasks?

01 Collaboration with Clients

The Customer Is King – But Are They Treated That Way?

In a world where fast and transparent communication is crucial. Intelligent automation helps accounting firms take their customer service to the next level. Automated processes enable more efficient, error-free, and proactive interactions – leading to satisfied clients and less manual work.

How Intelligent Automation Improves Client Communication:

✅ Reminders & Deadline Monitoring:
No more missed deadlines! Automated reminders help clients stay on top of important dates, whether for tax returns, annual financial statements, or other obligations.

✅ Automatic Document Verification:
Missing or incomplete documents? Intelligent automation detects missing information in documents and automatically notifies clients, helping to avoid delays.

✅ Receipt Capture & Assignment:
Paper chaos is a thing of the past! RPA can automatically extract receipts from emails, categorize them, and feed them into the accounting system – without any manual effort.

✅ Faster Response Times:
Thanks to intelligent automation, client inquiries are answered faster, with smart automation pulling relevant information from various systems and making it readily available.

✅ Personalized Communication:
Intelligent automation helps maintain individual client profiles and send targeted, personalized messages – whether about tax optimization opportunities or upcoming deadlines.

The Result?
More efficiency, fewer errors, faster response times – and satisfied clients who feel well taken care of. Automated processes free up time for what truly matters: personal advice and excellent service!

02 Collaboration with Authorities

Efficient Collaboration with Authorities – Less Effort, More Precision

Communication and collaboration with authorities can be time-consuming and prone to errors. By using Intelligent Automation, many of these processes can be automated, allowing fiduciary offices to interact with government agencies more quickly, efficiently, and accurately. This not only saves time but also reduces the risk of errors and delays.

How Intelligent Automation Optimizes Collaboration with Authorities:

✅ Automated Data Submission:
Forms and reports no longer need to be manually completed and submitted. Intelligent automation extracts relevant data, automatically fills out documents and submits them to the appropriate authorities on time.

✅ Deadline Management & Reminders:
Never miss a deadline again! Intelligent Automation monitors submission dates and sends automatic reminders to prevent delays and potential penalties.

✅ Automatic Validation of Regulatory Requirements:
Each authority has specific requirements. Intelligent Automation can pre-check documents and forms to ensure that all necessary information is included before submission.

✅ Simplified Correspondence & Tracking:
Replies from authorities can be automatically processed, categorized, and forwarded to the appropriate contacts. No important information is ever lost.

✅ Faster Processing of Inquiries:
Whether it’s tax assessments, social security inquiries, or commercial register extracts, Intelligent Automation can automatically submit requests and continuously monitor their status, ensuring accounting firms always stay informed.

✅ Integration with E-Government Platforms:
Many authorities offer digital interfaces – Automation can utilize these to seamlessly transfer data and further streamline the entire administrative process.

The Result?

✔ Less manual work – more time for strategic tasks
✔ Faster & error-free submissions – no delays due to missing information
✔ Better oversight & control – transparent processes and timely handling

03 Internal Collaboration

Efficient Internal Collaboration – Work More Productively with Intelligent Automation

In accounting firms smooth internal collaboration is crucial to providing optimal client service and ensuring efficient workflows. However, valuable resources are often tied up by manual processes and inefficient communication. Intelligent Automation can help by automating routine tasks, creating transparency, and relieving teams of repetitive work.

How Automation Improves Internal Collaboration:

✅ Automated Task and Workflow Distribution:
No more manual delegation – intelligent automation assigns tasks to the right team members and ensures all relevant information is readily available.

✅ Real-Time Status Overview & Transparency:
Automated reports and dashboards give teams an up-to-date overview of ongoing tasks, deadlines, and outstanding issues at any time. This reduces unnecessary inquiries and improves coordination.

✅ Automated Document Creation & Management:
Whether contracts, accounting reports, or tax documents – Intelligent Automation systematically generates and stores documents, ensuring no information is lost.

✅ Faster Internal Communication:
Automated notifications about important changes, upcoming deadlines, or missing information ensure that all team members are always up to date.

✅ Optimized Email and Ticket Management:
Incoming requests from clients or authorities are automatically categorized, assigned, and prioritized, so nothing is overlooked.

✅ Less Manual Data Entry & Fewer Errors:
Intelligent automation handles data entry and reconciliation across various systems, reducing errors and saving valuable working time.

✅ Better Compliance with Processes & Regulations:
Automated workflows ensure that internal procedures comply with legal requirements and internal company guidelines – without additional manual effort.

The Result?

✔ More efficient collaboration – less coordination effort and clear processes
✔ Transparency & control – real-time overview of ongoing tasks
✔ Higher productivity – teams can focus on value-added activities

With Intelligent Automation, internal collaboration becomes structured, efficient, and error-free – enabling a more productive fiduciary office with a stronger focus on client advisory and service.

04 Automated Bank Statement Posting

Bank Statements Can Be Processed Automatically Thanks to Intelligent Automation

Automated Tasks:

✅ Posting of Bank Transactions Based on Defined Rules

Benefits:

✔ Reduced Errors & Improved Data Quality
✔ 24/7 Processing Without Interruptions
✔ Faster Month-End Closings

05Payroll Automation

Payroll Made Simple – Automation for Accuracy and Efficiency

Payroll processing and its accurate accounting are complex! Every company has its own specific requirements, and integration with time and attendance systems makes the process even more demanding. When cross-border employment is involved, the challenge increases due to varying regulatory requirements.

Automated Tasks:

✅ Recording of working hours and attendance data
✅ Calculation of wages, taxes, and deductions
✅ Generation of payslips and processing of salary payments

Benefits:

✔ Timely and error-free payroll processing
✔ Reduced administrative workload
✔ Compliance with regulatory requirements across borders

06Data Entry and Management

Automation of Data Processing for Greater Efficiency and Accuracy

Manual entry and synchronization of large volumes of transaction data are time-consuming, error-prone, and tie up valuable resources. Automation makes these processes more efficient and improves data integrity.

Automated Tasks:

✅ Entry of large volumes of transaction data into accounting systems
✅ Migration or synchronization of data between systems (e.g., email systems, document storage systems)

Benefits:

✔ Elimination of repetitive manual tasks
✔ Increased accuracy and reduced error rates
✔ More efficient use of resources and optimized workflows

What is intelligent automation?

RPA

Intelligent Automation is an advanced technology that uses software robots, or “bots,” not only to automate repetitive, rule-based tasks that are typically performed by humans, but also to learn and make data-driven decisions. These bots can interact with various digital systems and applications much like a human would, yet they work faster and with no errors.

Automation is very powerful but there is a process to get to the point where the automation is powerful! It offers versatile applications across finance and accounting functions, including simple tasks like invoice processing, journal entries, invoice creation, to more advance tasks like financial reporting, budgeting, forecasting, and ensuring tax compliance. By seamlessly integrating with advanced technologies such as AI, OCR, and ERP systems, Intelligent Automation enhances operational efficiency, accuracy, and overall outcomes, driving smarter and more streamlined workflows.

Intelligent Automation offers numerous benefits for businesses by automating repetitive, rule-based tasks. It enhances efficiency by reducing human error, speeding up processes, and ensuring consistent results. Automation can significantly lower operational costs by handling tasks that would otherwise require multiple employees, freeing up staff to focus on more strategic, value-added activities.

Intelligent automation integrates seamlessly with existing systems without requiring major changes, improving scalability and adaptability across various industries. This results in better productivity, increased accuracy, and a faster return on investment

Why Automate Your Accounting Office ?

1

More Efficient Use of Existing IT Infrastructure

No Investment in Expensive Software Systems Required!
Robots Make Efficient Use of Your Existing Infrastructure – Fast and Error-Free.

2

Enhanced Client Communication and Service Excellence

Deadline monitoring and document verification ensure transparent processes and faster handling of client inquiries. This increases satisfaction and strengthens client relationships.

3

More Time for Your Employees

Enhance and Professionalize Your Advisory Services by Reducing Time Spent on Routine Administrative Tasks

4

Scalability to Match Your Growth

Implementing a scalable solution that works for the majority of your clients is a worthwhile investment.

5

Future-Proofing & Competitiveness

Digitalization is not a trend but a necessity. Automated fiduciary offices operate more efficiently, are more scalable, and can respond more quickly to changes in the market. Those who automate today gain a decisive competitive advantage for tomorrow.

What Sets Us Apart from the Competition?

We start where it matters most: with your people, processes, and everyday challenges. Instead of pushing new systems from the top down, we focus on what makes the biggest impact — empowering your teams by making the most of your existing IT infrastructure. Through Intelligent Automation, deep accounting expertise, and a future-oriented mindset, we help you unlock immediate results and build customized, practical solutions that truly work for your business.

Deep Accounting Expertise

Unlike many providers who focus solely on technology, our team brings extensive expertise in accounting and payroll.

This ensures that our automation solutions are not only technically advanced but also aligned with best practices in accounting, compliance, and financial management.

Collaboration as Trusted Partners

Clients can interact with us as trusted partners, not just service providers.

We take a consultative approach and help our clients identify opportunities beyond automation – for example, in process optimization, cost reduction, and improved compliance.

Holistic Approach to Automation

Your solutions are designed with a focus on both technology and business outcomes, offering holistic process improvements rather than just isolated task automation.

Thanks to your deep understanding of the challenges in financial processes, you are able to develop solutions that address not only the symptoms but also the root causes.

Simple

Process steps

<10

Decision points

Minimal

Data sources

Single system

Error handling

Basic

System interaction

Standard UI

Dependencies

None

Pricing from

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Medium

Process steps

10-25

Decision points

Moderate

Data sources

Multiple systems

Error handling

Dynamic

System interaction

UI/API

Dependencies

Minor ext. syst.

Pricing from

Request a Quote

Komplex

Process steps

>25

Decision points

Extensive

Data sources

Multiple + unstructured

Error handling

Robust

System interaction

OCR, AI/ML, API

Dependencies

Complex ext. systems

Pricing from

Request a Quote

What Experts Say

Future Outlook and Forecasts for Our Solutions

Robotic Process Automation (RPA) is reshaping the accounting and finance profession

McKinseys Studien haben ergeben, dass 46 % der heute in der Schweiz geleisteten Arbeitsstunden haben das Potenzial, durch bereits verfügbare Technologie automatisiert zu werden.

Deloitte Schweiz betont die Bedeutung von Robotic Process Automation (RPA) als Schlüsseltechnologie zur Steigerung der betrieblichen Effizienz und Effektivität. RPA ermöglicht es Unternehmen, repetitive, regelbasierte Aufgaben durch Software-Roboter automatisiert ausführen zu lassen, was zu Kosteneinsparungen, höherer Genauigkeit und gesteigerter Flexibilität führt.

PwC Schweiz in RPA eine Schlüsseltechnologie, die Unternehmen dabei unterstützt, ihre Prozesse zu optimieren, Kosten zu senken und die Effizienz zu steigern, während gleichzeitig die Qualität und Genauigkeit der ausgeführten Aufgaben verbessert wird.

Bill Gates: The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency. The second is that automation applied to an inefficient operation will magnify the inefficiency

Bill Gates

We guarantee at least 50% time or cost savings – or it’s free!

Benefits

Intelligent automation offers numerous benefits for businesses by automating repetitive, rule-based tasks. It enhances efficiency by reducing human error, speeding up processes, and ensuring consistent results. Intelligent Automation can significantly lower operational costs by handling tasks that would otherwise require multiple employees, freeing up staff to focus on more strategic, value-added activities. Additionally, Intelligent Automation integrates seamlessly with existing systems without requiring major changes, improving scalability and adaptability across various industries. This results in better productivity, increased accuracy, and a faster return on investment.