AI automation for fiduciary and accounting firms
In a fiduciary firm, much of the time goes not into professional work but into waiting and chasing: for receipts, statements and answers from clients. Swissflow takes over the chasing and prepares documents so your team can start straight on the work that matters.
Where time goes every day
Receipts arrive late or incomplete
Just before year-end, receipts, bank statements or payroll data are missing. Chasing them by email and phone eats hours and pushes back deadlines.
Documents from every channel
Clients send paperwork by email, post, photo or portal. Someone has to sift, assign and file it all before bookkeeping can start.
Deadlines kept in people’s heads
Tax returns, VAT returns, payroll filings and extension requests: with many clients, it is hard to keep track without a list.
What Swissflow takes over
Chase missing receipts
Swissflow checks which documents are missing for each client and sends friendly, specific reminders until everything is in.
Benefit Complete files without chasing by phone.
Pre-sort incoming documents
Receipts, invoices and statements are recognised, assigned to the right client and period and made ready for booking.
Benefit Less searching and filing, faster start on the books.
Monitor deadlines and tasks
Swissflow keeps each client’s deadlines, sends reminders in good time by clear rules and drafts extension requests.
Benefit Less risk on deadline-driven work.
Prepare client queries
Open points from the books are collected into one clear query per client instead of a string of separate emails.
Benefit Less back and forth, clearer communication.
Assemble year-end files
For annual accounts and tax returns, Swissflow gathers the documents needed and a list of open questions into a file ready for review.
Benefit Your specialists start from a complete file.
Answer new client enquiries
Enquiries by email or web form are captured, completed with the details needed and prepared for a first meeting or a proposal.
Benefit Faster replies to new business.
What stays with you
Bookings, tax decisions and anything sent to authorities or clients stay with your specialists. Swissflow prepares and puts it forward for approval. Before we start, we agree together how client data is handled and where it is processed.
Your existing software stays
Swissflow is not another piece of software your team has to learn. We build AI agents around the tools you already use: email, calendar, spreadsheets, CRM and your industry software.
Where your software offers an interface or data access, we build on it. Where it does not, we tell you plainly in the first conversation what makes sense and what does not.
Frequently asked questions
Does Swissflow replace our accounting software?
No. Swissflow works around your existing software and takes over what happens before and after: chasing, sorting, reminding and preparing.
Will Swissflow send reminders without us knowing?
Only if you explicitly decide so for a particular type of message. Otherwise every message waits for your approval as a draft.
Where is the best place to start?
Usually with chasing missing receipts. The workload is large, the rules are clear, and the benefit shows in the first year-end cycle.
Find out which workflow is worth automating first.
In a free initial conversation we review your workflows and tell you plainly what can be automated and what cannot. No upfront cost: you only pay once the automation delivers measurable value.